Information We Collect

We collect information you provide when contacting us, completing forms, requesting services, subscribing to communications, or purchasing products. This may include your name, email address, telephone number, business information, message contents, and communication preferences.

When you engage us for professional services, we may also collect the financial, identification, and tax information needed to perform those services. Please do not submit Social Security numbers, tax documents, payment credentials, or other sensitive information through our general contact form. Contact us for instructions on submitting sensitive documents.

Our website is hosted on Wix. Wix and website features may collect technical information, such as IP addresses, browser and device information, and website activity, through cookies and similar technologies.

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How We Use Information

We use information to respond to inquiries, provide requested services, administer transactions, maintain business records, protect against fraud, and meet legal and professional obligations.

We use communication preferences to determine whether to send optional marketing communications. Submitting an inquiry or visiting our website does not, by itself, authorize promotional text messages.

 

How We Share Information

We may disclose information to service providers supporting website hosting, communications, document handling, payment processing, and professional services, as needed for those functions and subject to applicable restrictions.

We may also disclose information when required by law, to protect legal rights, or with your authorization. Taxpayer information is subject to additional confidentiality requirements; this policy does not replace any separately required authorization or client privacy notice.

We do not sell or rent customer contact lists.

 

Text Messaging and Mobile Information

If you opt in, Expert Financial Firm may send text messages concerning appointments, service updates, requested information, and promotions covered by your consent. Message frequency varies. Message and data rates may apply. Consent to promotional text messages is not a condition of purchasing services.

We use Grasshopper and standard mobile communications providers to support messaging. These providers may process telephone numbers, message contents, delivery information, and consent records as needed to provide communications services.

 

We do not sell or share mobile numbers or SMS opt-in consent with third parties or affiliates for their own marketing or promotional purposes.

 

To stop text messages, reply STOP to the sending number. You may also request an opt-out by emailing info@efcfirm.com or calling (877) 681-2323. For assistance, contact us using those details. Opting out of text messages does not prevent you from requesting our services.

 

Cookies and Third-Party Websites

Our website uses cookies and similar technologies to support security, stability, and website functionality. You can manage cookies through your browser settings. Disabling some cookies may affect website features.

Links to external websites are provided for convenience. Those websites operate under their own privacy policies. Review their policies before providing personal information.

 

Retention and Security

We retain information for as long as reasonably necessary to provide services, maintain required records, resolve disputes, and satisfy applicable legal and professional obligations.

We use reasonable safeguards appropriate to the information we handle. No electronic transmission or storage method can be guaranteed completely secure.

 

Your Choices and Requests

You may contact us to request access to, correction of, or deletion of your personal information, or to change communication preferences. We handle requests in accordance with applicable law and may verify your identity.

Some records must be retained for legal or professional reasons. Where applicable law provides additional privacy rights or an appeal process, we will provide the required response and instructions.

 

Children’s Information

Our website is intended for adults seeking our services and is not directed to children under 13. Information about dependents supplied by an adult for tax services is handled as part of the professional engagement.

 

Policy Changes

We may update this policy as our practices or legal obligations change. We will post the revised policy and its effective date and provide additional notice or obtain consent when required.

 

Contact Us

Expert Financial Firm LLC
Houston, TX
Email: info@efcfirm.com
Phone: (877) 681-2323