Privacy Policy

1. Application

Confia Tax Services understands that your privacy is important. This Privacy Policy outlines how your Personal Information is collected, used, and protected. By using the services of Confia Tax Services or visiting its website, you agree to the terms of this Privacy Policy. If you do not agree, please contact us at https://confiaservices.com/.

2. Definitions

2.1 In this Policy:
(a) “Confia Tax Services” refers to Confia Tax Services.
(b) “Personal Information” refers to any data that can identify an individual, including but not limited to name, phone number, email, mailing address, and other relevant details.
(c) “Website” refers to Confia Tax Services’ official website, https://confiaservices.com/.

3. Collection of Personal Information

Confia Tax Services may collect Personal Information in the following ways:

  • When you contact us by phone, email, mail, or through our website.
  • When you make inquiries about our services.
  • When you download resources from our website.
  • From publicly available sources or third-party referrals.
  • When you opt-in to receive SMS communications (detailed in Section 11).

If you provide Confia Tax Services with Personal Information about another person, you must obtain their consent and notify them about this Privacy Policy before doing so.

4. Use of Personal Information

Confia Tax Services may use your Personal Information to:
(a) Respond to inquiries and provide requested services.
(b) Process transactions and provide billing information.
(c) Offer relevant services unless you opt out (refer to Section 5).
(d) Fulfill legal obligations and ensure regulatory compliance.
(e) Conduct internal administrative functions and market research.
(f) Manage and resolve complaints or issues.
(g) Provide updates, appointment reminders, and promotions if you have opted in for SMS communications.

SMS consent and phone numbers collected for SMS purposes will not be shared whit third parties or affiliates for marketing purposes under any circumstances.

Confia Tax Services does not share, sell, or disclose your Personal Information for any purpose other than those stated above.

5. Opt-Out Policy

At any time, you may opt out of:

6. Disclosure of Personal Information

Confia Tax Services will only share your Personal Information in the following circumstances:
(a) With your consent or authorized representative (executor, legal representative, etc.).
(b) With service providers, such as accountants, IT providers, or financial institutions, when necessary for operational functions.
(c) When required by law enforcement, court orders, or legal obligations.

7. Protection of Personal Information

  • Personal Information is stored securely in electronic and hardcopy formats.
  • Access to data is restricted to authorized personnel only.
  • Confia Tax Services takes reasonable steps to destroy or permanently de-identify Personal Information that is no longer required.

8. Access & Corrections to Personal Information

  • You may request access to your Personal Information by contacting [email protected].
  • If any of your Personal Information is incorrect, incomplete, or outdated, you may request corrections.
  • Requests for access may be denied under specific circumstances, such as legal reasons or privacy risks to others.

9. Website Data & Cookies

  • Confia Tax Services collects cookies and website usage data to improve user experience and track visitor trends.
  • While our website is secured, no internet data transmission is 100% secure, and users provide information at their own risk.
  • Confia Tax Services is not responsible for third-party websites linked on our site.

10. Complaints & Further Information

For any questions or concerns regarding this Privacy Policy, contact us at:
Email: [email protected]
Website: https://confiaservices.com/

11. SMS Consent & Communications

SMS Opt-In Disclaimer

SMS consent and phone numbers collected for SMS purposes will not be shared whit third parties or affiliates for marketing purposes.

Types of SMS Communications

If you consent to receive SMS messages from Confia Tax Services, you may receive messages related to:

  • Appointment reminders
  • Follow-ups on services
  • Billing inquiries

Example:
“Hello, this is a reminder of your upcoming appointment with Confia Tax Services on [Date] at [Time]. Reply STOP to opt out.”

Message Frequency

The number of messages you receive may vary.
Example: “You may receive up to 6 SMS messages per week regarding appointments or account updates.”

SMS Fees & Charges

Standard message and data rates may apply based on your carrier’s pricing plan.

Opt-In Methods

You may opt-in to SMS communications through:

  • Submitting an online or paper form.
  • Verbal consent during a conversation.

Opt-Out & Help

  • To opt out, reply “STOP” to any SMS message.
  • For assistance, reply “HELP” or visit our Privacy Policy.

Standard Messaging Disclosures:

  • Message and data rates may apply.
  • You can opt-out at any time by texting “STOP”.
  • For assistance, text “HELP” or visit our Privacy Policy Term and Conditions at https://confiaservices.com/home-page-2-2-2-2/ 
  • Message frequency may vary.

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