Privacy Policy – Seven Profits Financial Services

Effective Date: 1/01/2025

Seven Profits Financial Services (“we,” “our,” or “us”) is committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, store, and protect your information.

Information We Collect:

We may collect personal information including name, email address, phone number, government-issued identification, Social Security Number or ITIN, employment information, income data, and tax-related documents.

How We Use Your Information:

Your information is used to prepare and file tax returns, determine eligibility for tax-related financial products including refund advances, communicate with you regarding services and promotions, and comply with federal and state regulations.

Information Sharing:

We do not sell or rent personal information. Information may be shared only with authorized tax software providers, financial institutions related to tax products, and government agencies when required by law.

Data Security:

We implement administrative, technical, and physical safeguards in accordance with IRS Safeguards Rules to protect your information.

Communications & Opt-Out:

You may opt out of marketing emails at any time using the unsubscribe link. You may opt out of SMS messages by replying STOP.

Contact Information:

Seven Profits Financial Services

Email: spf@sevenprofitsf.com

Phone: 770-750-2038

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