We respect your privacy and are committed to protecting your personal information. We may collect personal information such as your name, email address, phone number, mailing address, and, when required for tax preparation or representation services, your Social Security Number or Taxpayer Identification Number, as well as financial and tax-related information.

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We use your information to provide tax preparation, representation, and consulting services; communicate with you about your account; send appointment reminders and service updates; respond to inquiries; comply with legal obligations; and improve our services.

 

For your security, do not send sensitive personal or financial information, including Social Security numbers, Taxpayer Identification Numbers, bank details, or tax documents, via text message or unencrypted email. We will provide secure methods for transmitting such information when necessary.

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We do not transfer or share consumer data with any external organizations under any circumstances, even with user consent, except where strictly required by law.

We may share information with tax authorities as required, trusted service providers who assist in our operations, and legal authorities when required by law. We implement reasonable safeguards to protect your information, but no system can guarantee complete security. We retain information as required by law, typically for 3–7 years.

 

Our website may use cookies to enhance user experience and analyze traffic. You may control cookie settings through your browser. 

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SMS Messaging Terms & Privacy

Spur Tree Consulting Group may collect your mobile phone number when you contact us, request information, or consent to receive SMS communications.

By providing your mobile number, you agree to receive conversational text messages from Spurtree Consulting Group related to tax services, accounting services, customer support, appointment coordination, and general business communications.

Message frequency may vary. Message and data rates may apply.

You may opt out of receiving SMS messages at any time by replying STOP or CANCEL to any message. For assistance, reply HELP or contact us at +1 (404) 857-0510.

SMS consent is not shared with third parties or affiliates for marketing purposes. We do not sell, rent, or share your mobile information with third parties for promotional or marketing use.

Information obtained as part of the SMS consent process is used solely for the purpose of providing services and communicating with you regarding your inquiries and account-related matters.

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We may update this Privacy Policy from time to time, and updates will be posted with a revised effective date. If you have questions, please contact us at:

Spur Tree Consulting Group
404-857-0510
info@spurtreeconsultinggroup.com

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Effective April 30, 2026