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KTS Financial SMS Privacy Policy

Effective Date: July 28, 2026

At KTS Financial, we value your privacy and are committed to protecting your personal information. This SMS Privacy Policy explains how we collect, use, and protect your information when you opt in to receive text messages from us.

Information We Collect

When you opt in to receive SMS messages from KTS Financial, we may collect:

  • Your name
  • Mobile phone number
  • Email address (if provided)
  • Information you voluntarily provide regarding your tax, bookkeeping, financial, or business service inquiries
  • Your communication preferences

How We Use Your Information

We use your information to:

  • Send appointment reminders
  • Provide tax preparation updates
  • Request documents needed to complete your tax return
  • Send bookkeeping and payroll notifications
  • Deliver educational tax tips and financial information
  • Notify you about webinars, training classes, and business opportunities
  • Respond to customer service inquiries
  • Send promotional offers and special announcements (only if you have opted in)

SMS Consent

By providing your mobile number, you agree to receive SMS messages from KTS Financial. Message frequency may vary depending on your interactions with our office.

Message and data rates may apply based on your wireless carrier.

Opt-Out

You may opt out at any time by replying:

STOP

After opting out, you will no longer receive SMS messages except those required to complete any ongoing transaction or as otherwise permitted by law.

For assistance, reply:

HELP

or contact us directly.

Information Sharing

KTS Financial does not sell, rent, or share your SMS consent or mobile phone number with third parties or affiliates for their marketing purposes.

We may share limited information only with trusted service providers who assist in delivering our services and who are required to keep your information confidential.

Data Security

We maintain administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, or misuse.

Record Retention

We retain customer communication records only as long as necessary to provide services, comply with legal obligations, resolve disputes, and enforce our agreements.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on our website with an updated effective date.

Contact Information

KTS Financial

Website: www.kicktaxsolutions.com

Office: (678) 705-3713

Text Line: (470) 429-0145

Email: ktsfinancialpro@gmail.com

If you have questions regarding this SMS Privacy Policy, please contact us using the information above.

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