SMS Privacy Policy

This SMS Privacy Policy describes how Eiduk Tax & Wealth ("we," "us," or "our") collects, uses, and protects information specifically related to our SMS text messaging program. This policy supplements our general Privacy Policy, which applies to all information we collect.

Information We Collect Through SMS

When you opt in to receive SMS messages from Eiduk Tax & Wealth, we collect:

• Your mobile phone number
• The date, time, and content of messages sent and received
• Your opt-in consent timestamp and the specific form or method used to collect that consent
• Your opt-out status (if you reply STOP)

We do not collect location data, contacts from your device, or any other information from your phone through SMS.

How We Use SMS Information

We use your mobile phone number solely to send you the following types of transactional messages related to your tax advisory services:

• Estimated tax payment reminders (quarterly Q1 / Q2 / Q3 / Q4 due-date notifications)
• Appointment confirmations and reminders (discovery calls, quarterly reviews, tax planning meetings)
• Document request notifications (when we need information from you to complete your work)
• Onboarding confirmations (engagement letter signed, portal access ready, next steps)
• Account and service updates (important notices about your tax advisory services)

We do not use SMS for marketing, promotional offers, or any purpose other than servicing your existing advisory relationship with our firm.

Third-Party Sharing — Mobile Opt-In Data

We share SMS data only with:

• Twilio, Inc. — our SMS delivery provider, solely for the technical purpose of transmitting messages to your mobile carrier
• Your mobile carrier — as required for message delivery
• Legal or regulatory authorities — only if required by law, court order, or valid legal process

We never sell, rent, trade, or share your mobile phone number or SMS opt-in data with marketers, advertisers, or any unaffiliated third party for any purpose.

Message Frequency

You will receive approximately 1–4 messages per month, depending on your service tier and the time of year (higher frequency near quarterly tax deadlines, lower frequency during non-peak periods).

Message and Data Rates

Message and data rates may apply, based on your mobile plan and carrier. Eiduk Tax & Wealth does not charge for SMS messages, but your carrier may.

How to Opt Out

You can opt out at any time by:

• Replying STOP to any message you receive from us
• Emailing us at [email protected] with "SMS Opt-Out" in the subject line
• Calling our office at 847-874-5299 during business hours

Once you opt out, you will receive one final confirmation message and no further SMS from us. Opting out of SMS does not affect our ability to contact you by email or phone for tax advisory services.

How to Get Help

Reply HELP to any message to receive contact information and assistance. You can also contact us directly:

• Email: [email protected]
• Phone: 847-874-5299
• Website: https://eiduktaxandwealth.com

Data Retention

We retain SMS message logs for 7 years to comply with IRS recordkeeping requirements for tax advisory communications. Opt-in consent records are retained indefinitely as proof of consent.

Your Rights

You have the right to:

• Know what SMS-related data we hold about you
• Request deletion of your mobile phone number from our SMS system
• Opt out at any time without affecting other services

To exercise these rights, email us at [email protected].

Changes to This Policy

We may update this SMS Privacy Policy from time to time. Material changes will be communicated via SMS or email before taking effect, and the "Last Updated" date above will be revised.