Privacy Policy

Last Updated: March 14, 2026

Bowes and Sullivan Tax Group (“Company,” “we,” “our,” or “us”) values your privacy. This Privacy Policy explains how we collect, use, and protect your information when you visit our website https://bowesandsullivan.com, contact us, or engage with our services.

 

1. Information We Collect

We may collect the following information:

  • Personal Information: Name, email address, phone number, mailing address, and other details you provide through forms.

  • Financial Information: Documents and data you provide for tax preparation and advisory services.

  • Communication Data: SMS messages, emails, or calls exchanged with our team.

  • Technical Information: IP address, browser type, and usage data collected via cookies and analytics tools.

 

2. How We Use Your Information

We use your information to:

  • Provide tax preparation, advisory, and related services.

  • Respond to inquiries and schedule consultations.

  • Send appointment confirmations, reminders, and service updates.

  • Deliver SMS notifications (with your consent) such as security alerts, scheduling updates, or informational messages.

  • Improve our website and customer experience.

 

3. SMS Communications (A2P 10DLC Compliance)

When you provide your mobile number through our website or other channels, you may consent to receive SMS messages from Bowes and Sullivan Tax Group.

  • Message Types: Appointment confirmations, reminders, consultation updates, and informational alerts.

  • Frequency: Message frequency varies depending on your interactions with us.

  • Opt-In: You will only receive SMS messages if you voluntarily provide your phone number and consent.

  • Opt-Out: You may stop receiving SMS messages at any time by replying STOP.

  • Help: For assistance, reply HELP or contact us directly.

  • Disclosure: Message and data rates may apply.

  • Third-Party Sharing: Your mobile number will not be shared or sold to third parties.

 

4. Sharing of Information

We do not sell or rent your personal information. We may share information only with:

  • Service providers assisting in tax preparation or communication.

  • Legal authorities if required by law.

 

5. Data Security

We implement appropriate technical and organizational measures to protect your information against unauthorized access, disclosure, or misuse.

 

6. Your Rights

You have the right to:

  • Access and request a copy of your personal data.

  • Request corrections or updates.

  • Withdraw consent for SMS or email communications.

  • Request deletion of your data, subject to legal obligations.

 

7. Contact Information

 

8. Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised effective date.