Privacy Policy

We collect only the information needed to respond to your interest and keep you informed:

• Contact details you submit — such as your name, email address, and mobile phone number — when you join the Early Bird VIP list or complete the tax team interest form on our dedicated landing pages.
• Communication preferences — for example, whether you want tax preparation appointment updates or information about tax training, software, and team support.
• Automatic information — basic device and usage data (browser type and pages visited) collected when you browse this website.

We use the information you provide to:

• Notify you when tax preparation appointments become available (Early Bird VIP list).
• Share information about tax training, professional tax software, business resources, and team support (tax team).
• Send helpful tax-season reminders and updates by text message and email.
• Respond to your questions and requests for information.
• Improve and maintain this website.

By submitting your mobile phone number, you expressly consent to receive text (SMS) messages from ACE Financial, powered by BCW Agency, through our messaging platform in connection with the Early Bird VIP list and the tax team program. This program operates under the carrier A2P 10DLC (Application-to-Person) messaging framework.

Opt out: You may cancel text messages at any time by replying STOP to any message you receive from us. Opting out will not affect any other use of your information or your ability to use this website.

Help: For help or more information about our text messages, reply HELP to any message, or use the contact method in Section 10 (“Contact”).

You confirm that the mobile number you provide belongs to you, that you are at least 18 years of age, and that you are authorized to consent to messages at that number. You agree to notify us if your mobile number changes.

We do not sell your personal information. We do not rent or share your mobile phone number for marketing by third parties. We share information only:

• With the service providers we use to send messages, host this website, and operate our communication tools, under contracts that require them to protect your information.
• When required by law, regulation, or legal process, or to protect our rights and the safety of others.
• In connection with a transfer, reorganization, or sale of all or part of our business, subject to the protections described here.

We keep your information only as long as needed for the purposes described here or as required by law, and we use reasonable administrative, technical, and physical safeguards to protect it. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

You may:

• Review, update, or correct the information you provided.
• Request that we delete your information, subject to legal requirements.
• Opt out of text messages at any time by replying STOP (see Section 3).
• Opt out of marketing email by following the unsubscribe link in any email.

To exercise any of these rights, use the contact method in Section 10. We will respond within a reasonable timeframe.

This website and our text program are not directed to anyone under 18, and we do not knowingly collect information from children. If you believe we have received information from a child, use the contact method in Section 10 so we can delete it.

This website links to separate landing pages for the Early Bird VIP list and the tax team program. Those pages are operated by third parties, and their separate privacy practices may apply once you submit a form there. We encourage you to review their terms before submitting your information.

We may update this Privacy Policy from time to time. When we do, we will revise the “Last updated” date above. We encourage you to review this page periodically.

Questions about this Privacy Policy or our handling of your information? We’re happy to help — reach out through the options below.