Privacy Policy and SMS Terms & Conditions

Rogue Tax, Accounting & CFO Services
Effective Date: October 16, 2026

Rogue Tax, Accounting & CFO Services respects your privacy. This policy explains how we collect, use, and share personal information.

We collect information you provide when contacting us, requesting services, completing forms, or becoming a client. This may include:

• Your name, mailing address, email address, and telephone number.
• Tax, financial, and business information necessary to provide our services.
• Information you provide through inquiries, forms, documents, or communications with our office.
• Your communication preferences, including your consent to receive SMS text messages.

We use your personal information to:

• Respond to questions and service requests.
• Provide tax preparation, accounting, bookkeeping, payroll, and CFO services.
• Schedule and confirm appointments.
• Request documents and provide updates regarding your services.
• Send text messages when you have consented to receive them.
• Maintain business records and fulfill applicable legal and professional obligations.

We may share personal information with service providers that support our business, such as tax software, secure document storage, and communication providers, as necessary to provide our services and subject to applicable confidentiality requirements.

We may also disclose information when you authorize us to do so or when required by law. Any disclosure of tax return information is subject to applicable legal restrictions and consent requirements.

We do not sell or rent your personal information.

SMS consent is not shared with third parties or affiliates.

We do not sell, rent, or share mobile phone numbers or SMS opt-in information with third parties or affiliates for their marketing or promotional purposes.

We use reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, use, or disclosure.

Please do not send Social Security numbers, bank account information, or sensitive tax documents by text message. Contact our office for secure document submission options.

You may request updates to your contact information or communication preferences by contacting our office. You may opt out of SMS messages at any time by replying STOP.

We may update this policy periodically. Updates will be posted on this page with a revised effective date.

If you have questions about this policy or how your information is handled, please contact our office using the contact information available at https://therogueteam.com.

By opting in through a website form or another consent method, you agree to receive SMS text messages from Rogue Tax, Accounting & CFO Services at the mobile number you provide.

Consent to receive text messages is optional and is not a condition of purchasing services.

Messages may include:

• Appointment scheduling, confirmations, and reminders.
• Requests for documents or information.
• Account notifications.
• Updates regarding your tax preparation, accounting, bookkeeping, payroll, or CFO services.
• Responses to your questions and other service-related communications.
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Messaging frequency may vary. Message and data rates may apply.

To opt out at any time, text STOP. After opting out, you may receive a final message confirming your request. You will no longer receive SMS messages unless you opt in again.

For assistance, text HELP or visit our website at https://therogueteam.com.

Visit https://therogueteam.com/privacy-policy for our Privacy Policy and SMS Terms & Conditions.