Privacy Policy – Nate & Valderruten Tax Services LLC 

1. What Personal Information Is Collected 

We collect personal information that clients voluntarily provide when using our services, including but not limited to: 

● Name, email address, and phone number 

● Business and financial information (e.g., payroll, bookkeeping, tax documents) ● Account login credentials (if applicable) 

● Any other information provided during consultation or service delivery 

Additionally, if you choose to opt in to receive SMS notifications, we collect your phone number for the purpose of sending messages. 

2. How Personal Information Is Used 

The personal information we collect is used to: 

● Provide bookkeeping, payroll, and consultation services 

● Send account notifications, reminders, and important service updates via SMS or email ● Respond to inquiries and provide customer support 

● Maintain accurate records and comply with legal and regulatory obligations 

Important: SMS consent and phone numbers are used solely for messaging purposes and are not shared with third parties or affiliates. 

3. Who Personal Information Is Shared With 

We do not sell, trade, or otherwise share your personal information, including SMS opt-in consent, with third parties or affiliates. 

We may share personal information only in limited circumstances, such as:

● With service providers who assist us in delivering our services, under strict confidentiality agreements 

● When required by law or legal process 

4. SMS Consent 

● By opting in to receive SMS messages, you agree to receive account notifications, reminders, and updates. 

● You can opt out at any time by replying STOP to any message. 

● Message & data rates may apply. Messaging frequency may vary. 

● SMS consent is not shared with third parties. 

5. Accessibility of Privacy Policy 

Our privacy policy is easily accessible to clients: 

● A link to this privacy policy is included near all forms where personal information or SMS opt-in is collected. 

● A link to the privacy policy is also included on our website: https://natetaxservices.co 

6. Updates to This Privacy Policy 

We may update this privacy policy from time to time. Any changes will be posted on our website, and the date of the latest update will be indicated at the top of this page. 

Effective Date: 01/11/2026

SMS Terms & Conditions – Nate & Valderruten Tax Services LLC 

By opting in to receive SMS messages from Nate & Valderruten Tax Services LLC, you agree to the following terms: 

1. Types of Messages 

○ Clients may receive messages related to Customer Care and Account Notifications only. 

2. Messaging Frequency 

○ Messaging frequency may vary depending on service needs. 

3. Message & Data Rates 

○ Standard message and data rates may apply as determined by your mobile carrier. 

4. Opt-Out 

○ You can opt out at any time by texting STOP to the number sending messages. 

5. Help & Support 

○ For assistance, text HELP or visit our website at https://natetaxservices.co. 

6. Privacy of SMS Consent 

○ SMS consent and phone numbers are not shared with third parties or affiliates

7. Links to Policies 

○ For more information, visit our Privacy Policy and Terms of Service.

We are not connected with or endorsed by the United States government or the IRS. You will opt into text messages with this request for solicitation of various consulting products. Message and data rates may apply. Message frequency varies. Reply STOP to opt out. Text “HELP” for help.

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