Legal

Privacy Policy

How 1st Class Financial LLC protects your personal and financial information.

At 1st Class Financial LLC, we value your privacy and are committed to protecting your personal and financial information while providing premium virtual tax preparation services.

Information We Collect

We may collect personal information including:

  • Name
  • Email address
  • Phone number
  • Mailing address
  • Date of birth
  • Social Security Number
  • Tax documents and income information
  • Government-issued identification
  • Payment information

How Your Information Is Used

Your information may be used to:

  • Prepare and file tax returns
  • Verify your identity
  • Communicate regarding your services
  • Process payments
  • Provide customer support
  • Improve our website and services

Information Security

We use secure systems and industry-standard safeguards to help protect your personal and financial information from unauthorized access or misuse.

Third-Party Services

We may use secure third-party software providers for tax preparation, payment processing, scheduling, document collection, and communication services.

Electronic Communication Consent

By using our services, you consent to receive emails, text messages, reminders, updates, and notifications regarding your tax preparation services.

Information Sharing

We do not sell your personal information. Information may only be shared when required by law or necessary to complete requested services.

Policy Updates

This Privacy Policy may be updated periodically without prior notice.

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