We respect your privacy

Your privacy is important to us. We collect, generally considered, non-public personal information about you, including:

Interviews regarding your tax situation, applications, organizers, or other documents that supply such information as your name, address, telephone number, Social Security Number, number of dependents, income, and other tax-related data and documents you provide that are required for processing tax returns (such as - Forms W-2, 1099, 1099-INT and 1099-DIV, etc.)

We do not disclose any non-public personal information about our clients, former clients or prospective clients to non-essential parties, except as requested by our clients or as required by law. We will never sell nor provide your information to outside marketing interests. We restrict access to personal information concerning you, except to our employees or valued service providers who need such information in order to perform engaged services.

Please note that we will never send you any communication asking for you to provide personally identifying information.

We will collect and store your mobile number and any responses you provide through text (SMS) messaging. We will NEVER ask you for passwords, social security numbers, account numbers, user names, addresses, other personally identifying, or other sensitive information.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

By providing your phone number to Vista Advisor Group LLC you agree and acknowledge that Vista Advisor Group LLC may send text messages to your wireless phone number for any purpose. Message and data rates may apply. Message frequency will vary, and you can opt-out by replying “STOP”. For more information on how your data will be handled, please see above TEXTNG PRIVACY POLICY.