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Privacy Policy

Effective Date: 01/01/2026
Company: Bottom Line Financial LLC

Bottom Line Financial LLC (“we,” “our,” or “us”) provides tax preparation, tax planning, and accounting services. We are committed to protecting your privacy and ensuring transparency in how your information is handled.

1. Information We Collect

We may collect the following personal information:

  • Name

  • Phone number

  • Email address

  • Mailing address

  • Tax and financial information necessary to provide our services

  • Any information voluntarily provided by you during consultations or communications

2. How We Use Your Information

We use your information to:

  • Provide tax preparation, tax planning, and accounting services

  • Communicate with you regarding your account or services

  • Send customer care messages, including appointment reminders, updates, and service-related notifications

  • Respond to inquiries and provide support

  • Maintain compliance with legal and regulatory requirements

3. SMS Communications & Consent

  • Customers may opt in to receive SMS messages verbally during a phone call or in person.

  • These messages are strictly for customer care purposes, such as appointment reminders and service updates.

Important:
SMS consent is not shared with third parties or affiliates.

4. How We Share Your Information

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

  • Service providers who assist in delivering our services (under strict confidentiality obligations)

  • Legal or regulatory authorities, when required by law

5. Data Security

We implement appropriate safeguards to protect your personal and financial information from unauthorized access, disclosure, or misuse.

6. Your Rights

You may request to:

  • Access your personal information

  • Correct inaccurate information

  • Request deletion where applicable

To make a request, contact us using the information below.

7. Contact Information

Bottom Line Financial LLC
Website: https://www.blftax.com
For privacy-related inquiries, please contact us via our website.

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SMS Terms & Conditions

By opting into SMS communications from Bottom Line Financial LLC, you agree to the following terms:

1. Types of Messages

You may receive SMS messages related to:

  • Appointment reminders

  • Account notifications

  • Service updates

  • Customer care communications

2. Messaging Frequency

Messaging frequency may vary depending on your interaction with our services.

3. Message & Data Rates

Message and data rates may apply depending on your mobile carrier and plan.

4. Opt-Out Instructions

You can opt out of SMS communications at any time by texting:
STOP

5. Help Instructions

For assistance, text:
HELP
or visit: https://www.blftax.com

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