Prestige Accounting & Tax, LLC

Privacy Policy & SMS Terms

Last Updated: June 17th, 2026

Prestige Accounting & Tax, LLC respects your privacy. This Privacy Policy explains how we collect, use, and protect your information when you visit our website, contact us, complete a form, schedule an appointment, use our client portal, or communicate with us by phone, email, text message, or other methods.

Information We Collect

We may collect the following information when you interact with our firm:

• Name
• Email address
• Phone number
• Mailing address
• Business name
• Tax, accounting, bookkeeping, payroll, or financial information you provide to us
• Documents you upload or send to us
• Appointment details
• Payment or invoice information
• Website form submissions and communication preferences

We collect this information when you submit a form, book a consultation, become a client, upload documents, communicate with our office, or request information about our services.

How We Use Your Information

We may use your information to:

• Respond to your inquiries
• Schedule and confirm appointments
• Provide tax, bookkeeping, payroll, accounting, advisory, or related services
• Request documents or information needed to complete services
• Send client portal invitations, reminders, updates, and notifications
• Send invoices, payment reminders, and account updates
• Provide customer support
• Send service-related messages
• Send occasional marketing or promotional messages if you have opted in to receive them
• Improve our website, client communications, and service process
• Comply with legal, regulatory, tax, and professional obligations

SMS/Text Message Communications

By providing your phone number and opting in to receive text messages from Prestige Accounting & Tax, LLC, you agree to receive text messages from us related to your inquiry, account, appointments, requested services, client portal activity, document requests, tax preparation, bookkeeping, payroll, accounting services, invoices, payment reminders, service updates, and customer support.

If you separately opt in to receive marketing or promotional text messages, we may also send occasional messages about tax deadlines, service reminders, firm announcements, promotions, offers, or information about tax, bookkeeping, payroll, accounting, or advisory services.

Message frequency varies. Message and data rates may apply. Consent to receive marketing text messages is not required to purchase services from Prestige Accounting & Tax, LLC.

You may opt out of text messages at any time by replying STOP. For help, reply HELP or contact us using the information listed on this page.

No Sharing of SMS Consent

We do not sell, rent, or share your mobile phone number, SMS opt-in information, or text message consent with third parties, affiliates, or lead generators for marketing or promotional purposes.

Information may be shared only with service providers as necessary to operate our business and provide services, such as client portal providers, scheduling tools, payment processors, email or text messaging platforms, tax software, secure document storage providers, or other vendors who help us deliver requested services. These providers are only permitted to use information as needed to provide services to us.

How We Share Information

We do not sell your personal information.

We may share information only when necessary to:

• Provide requested services
• Communicate with you
• Process payments
• Maintain our client portal or software systems
• Comply with tax, legal, regulatory, or professional requirements
• Work with authorized service providers supporting our firm operations

Data Security

We take reasonable steps to protect your information from unauthorized access, disclosure, loss, misuse, or alteration. However, no method of electronic transmission or storage is completely secure.

Clients should avoid sending sensitive tax or financial documents by unsecured email or text message. When available, clients should use our secure client portal or another secure document transfer method.

Client Portal and Third-Party Tools

We may use third-party platforms to support our services, including secure client portals, scheduling tools, tax software, payment processors, email systems, and text messaging providers. These tools help us communicate with clients, collect documents, send reminders, prepare tax or accounting work, and manage our workflow.

Your use of these platforms may also be subject to their own privacy policies and terms.

Your Choices

You may:

• Request that we update your contact information
• Opt out of marketing emails by following unsubscribe instructions when available
• Opt out of text messages by replying STOP
• Contact us with privacy-related questions

Please note that opting out of certain service-related communications may affect our ability to provide services, send reminders, request documents, or complete work efficiently.

Contact Us

Prestige Accounting & Tax, LLC
Website: https://www.prestigeaccountingtax.com
Email: info@prestigeaccountingtax.com
Phone: 843-695-7171
Mailing Address: 348 Oxford Rd, Ladson, SC 29456