Privacy Policy

Rodriguez Financial LLC / DBA SG Tax Service Privacy Policy

Effective Date: December 8, 2025

SG Tax Service, operated by Rodriguez Financial LLC (“Company,” “we,” “our,” or “us”), is committed to protecting your privacy. This Privacy Policy explains what personal information we collect, how we use it, with whom we share it, and how we protect your data. This policy applies to all services, communications (including SMS/text messaging), and interactions with us online and offline.

1. Information We Collect

We may collect the following types of personal information:

A. Information You Provide to Us

- Name

- Phone number

- Email address

- Mailing address

- Tax and financial documents

- Social Security Number

- Employment information

- Documents uploaded through our website or client portal

- Payment information (securely processed through third‑party providers)

- SMS/text communication content

B. Automatically Collected Information

- IP address

- Browser type

- Device information

- Pages viewed

- Time spent on site

C. Information Collected via SMS/Text Messaging

- Phone number

- Message delivery data

- Message content

- Opt-in/opt-out status

2. How We Use Personal Information

Customer Care & Service Delivery

- Preparing and filing tax returns

- Providing bookkeeping and payroll services

- Appointment reminders and document requests

- Secure client communication

- Verifying identity

Business Operations

- Internal record-keeping

- Improving customer service

- Website functionality improvements

- Security and fraud prevention

Marketing (Opt-In Only)

- Deadline reminders

- New service announcements

- Client appreciation messages

You may opt out of marketing SMS messages at any time by replying STOP.

3. SMS/Text Messaging Consent

If you opt in to receive SMS messages:

- You agree to receive service updates, reminders, and occasional promotions.

- Message & data rates may apply.

- Frequency varies.

- Reply STOP to opt out.

- Reply HELP for assistance.

Required Statement:

SMS consent is not shared with third parties.

We do NOT sell, rent, or share your SMS consent or phone number with any third party or affiliate for any purpose.

4. How We Share Information

We may share information only as necessary with:

Service Providers:

- Tax software systems 

- Bookkeeping and payroll systems 

- Cloud hosting providers

- Communication platforms 

Government Agencies:

- IRS and state tax authorities

- Courts or legal authorities when required by law

With Your Authorization:

- At your explicit direction

5. Security

We use industry-standard safeguards, including:

- Encrypted data storage

- MFA and access controls

- Secure file exchanges

- Regular audits

While we take every reasonable precaution, no system is 100% secure.

6. Your Rights

You may:

- Request access to your data

- Request correction or deletion where applicable

- Opt out of marketing communications

- Withdraw SMS consent at any time

Contact: service@sg-tax.com

7. Children’s Privacy

We do not knowingly collect information from children under 13.

8. Updates to This Policy

We may update this Privacy Policy periodically. Continued use of our services constitutes acceptance of the updated terms.

9. Contact Us

SG Tax Service / Rodriguez Financial LLC

3974 W 4100 S, Suite C

West Valley City, UT 84120

Email: service@sg-tax.com

Phone: (801) 966‑2274