Privacy Policy

We may collect the following categories of information:

• Personal Information: Name, email address, mailing address, and telephone number, including mobile number, when you voluntarily provide it to us.
• Tax-Related Information: General details you share about your tax preparation needs or interest in tax training, software, and team support. We do not request or store sensitive tax documents through this website.
• Communication Data: Records of your interactions with us, including SMS and email correspondence, and responses to forms or inquiries.
• Usage Data: Information about how you access and use our website, such as your IP address, browser type, pages visited, and referring links.

We use the information we collect to:

• Respond to your inquiries and provide requested information;
• Notify Early Bird VIP list members about tax preparation appointment availability and tax season reminders;
• Share information about tax training, professional tax software, business resources, and team support;
• Send you SMS text messages and emails for which you have provided express written consent;
• Process and fulfill your requests, and manage our relationship with you;
• Comply with applicable legal, regulatory, and carrier requirements.

By providing your mobile number and checking any consent box, or by otherwise providing your mobile number to WIN Financial, you expressly consent to receive recurring and non-recurring SMS text messages from us, including messages sent using an automatic telephone dialing system. Message types may include tax season reminders, Early Bird VIP list updates, tax team information, appointment availability notices, and related communications.

Message frequency: Message frequency varies. You may receive periodic messages related to your expressed interests and the tax season.

Standard messaging rates: Standard message and data rates may apply to messages sent to and from your mobile device. Check with your mobile carrier for details.

No mobile information sharing: We will not sell, rent, or share your mobile information with any third party or affiliate for marketing or promotional purposes. Mobile information is used solely to deliver the SMS program for which you have provided consent.

You may opt out of receiving SMS text messages from us at any time. To opt out, reply STOP to any message you receive from us. You will receive a confirmation message confirming your opt-out. If you opt out, you may still receive non-marketing transactional messages regarding your account or requests, where applicable.

To request assistance or more information, reply HELP to any message, or contact us using the information provided below.

We do not sell your personal information. We may share your information in the following limited circumstances:

• Service Providers: With trusted third parties who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential.
• Telecommunications & Messaging Carriers: We may share information with mobile carriers and messaging service providers as necessary to deliver SMS messages and to comply with carrier requirements, including A2P 10DLC registration and campaign verification.
• Legal Compliance: When we believe disclosure is required by law, court order, or to protect our rights, property, or safety, or the rights, property, or safety of others.
• Business Transfer: In connection with a merger, acquisition, or sale of assets, subject to the protections of this policy.

We retain your information only for as long as necessary to fulfill the purposes described in this policy, comply with legal obligations, resolve disputes, and enforce our agreements. We use reasonable administrative, technical, and physical safeguards to protect your information. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Depending on your location, you may have the right to access, correct, update, or request deletion of your personal information, and to opt out of certain communications. To exercise these rights, contact us using the information below. We will respond to verifiable requests within a reasonable timeframe.

Our website and services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us so we can take appropriate action.

Our website may contain links to third-party websites, including the Early Bird VIP list and tax team pages hosted on separate platforms. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

We may update this Privacy Policy from time to time. When we do, we will revise the “Effective Date” at the top of this page. We encourage you to review this policy periodically. Your continued use of our website or services after any changes indicates your acceptance of the updated policy.

If you have questions or concerns about this Privacy Policy or our data practices, please contact: