Effective Date: 06/01/2025
Last Updated: 06/03/2025

1. Introduction

Welcome to AllStar Insurance & Taxes. We are committed to protecting your personal information and maintaining your trust. This Privacy Policy outlines how we collect, use, store, and protect your data when you engage with us through our services, website, or SMS communications. Our goal is to be transparent, secure, and respectful of your rights, always operating with the highest ethical standards.

2. Types of Information Collected

We may collect the following categories of personal information from clients, prospects, and website visitors:

• Full name
• Email address
• Phone number (including for SMS communication purposes)
• Mailing address
• Date of birth
• Insurance policy details
• Tax-related information (e.g., SSN or ITIN, filing history, dependent data)
• Driver’s license, other identification documents and Auto VIN
• Business information (for commercial clients)
• Communication preferences
• Any other information voluntarily provided by you during service interactions

3. Methods of Information Collection

We collect personal information through various secure and ethical methods, including:

• In-person visits to our office
• Online forms on our website
• Phone calls and voicemails
• SMS text messaging with your consent
• Email communications
• Document uploads or drop-offs
• Referral and promotional programs (when voluntarily provided)

4. Purpose of Data Collection

Your information is collected and used strictly to provide and improve our services. This includes:

• Preparing and submitting tax returns
• Quoting and binding insurance policies
• Sending appointment reminders and follow-ups
• Processing billing and account-related communications
• Providing promotional updates
• Verifying your identity and preventing fraud
• Meeting legal or regulatory requirements

We do not sell or lease your personal information under any circumstances.

5. Data Security Measures

We take your privacy and security seriously. We have implemented strong administrative, technical, and physical safeguards to protect your personal data, including:

• Encrypted communications and storage systems
• Secure agency management and client portals
• Limited access protocols to sensitive information
• Firewalls and regular software updates
• Employee training on data protection and confidentiality

Despite these efforts, no method of data transmission or storage is completely secure. However, we strive to use commercially acceptable means to protect your data.

6. Data Sharing

We will only share your personal data under the following conditions:

• When necessary to fulfill a service (e.g., submitting your tax return to the IRS, binding an insurance policy with a carrier)
• With service providers working on our behalf (who are contractually bound to maintain confidentiality and data protection)
• When required by law or in response to legal processes
• With your explicit written consent

SMS opt-in and phone numbers collected for SMS communication purposes will not be shared with any third party or affiliates for marketing purposes.

7. User Rights

As a client or visitor, you have the following rights regarding your personal data:

• Access: Request a copy of your personal information on file
• Correction: Request corrections to inaccurate or outdated data
• Deletion: Request deletion of your information, where applicable
• Opt-Out: Revoke consent for SMS communications or marketing
• Limit Use: Limit how your data is used for certain purposes

To exercise these rights, please contact us using the information below.

8. Contact Information

If you have any questions, concerns, or requests related to this Privacy Policy or your personal data, you can reach us at:

AllStar Insurance & Taxes
16010 NW 57^TH AVE UNIT 110 MIAMI LAKES, FL 33014
✉️ Email: contactus@allstarinsuranceandtaxes.com

9. Policy Updates

This policy may be updated from time to time to reflect changes in laws, technologies, or business practices. We encourage you to review this page periodically. Your continued use of our services after changes are posted constitutes your acceptance of those changes.

SMS Terms and Conditions

2.1 SMS for Consent Communication
The phone numbers obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

2.2 Types of SMS Communications
If you have consented to receive text messages from AllStar Insurance & Taxes, you may receive text messages related to:

• Appointment reminders
• Meetings or scheduled consultations
• Follow-ups on insurance quotes/policies, tax filings/information, or document requests.
• Billing Inquiries
• Promotional offers or discounts.

For Example:

“Hello, this is a friendly reminder from AllStar Insurance & Taxes about your upcoming appointment on 02/01/25 at 4:00 PM. Reply STOP to opt-out at any time. Message and data rates may apply. For assistance, text HELP.”

2.3 Message Frequency
Our SMS message frequency will range from 50 to 1000 text messages daily across all users, depending on communication needs and user activity.

2.4 Potential Fees for SMS Messaging
Many carriers charge a fee for each message sent or received. These charges can vary depending on your mobile carrier’s pricing structure and whether the message is sent domestically or internationally.

2.5 Opt-In Method
Customers opt in to SMS messaging from AllStar Insurance & Taxes through one of the following methods:

• Submitting a digital form with SMS consent checkbox

This agreement for SMS communication will not be shared with third parties for marketing purposes.

2.6 Opt-Out
Customers may opt out of SMS messaging from AllStar Insurance & Taxes at any time by replying STOP to any received SMS message. Once opted-out, they will no longer receive SMS communications.
Customers may opt back in at any time by replying START.

2.7 Help
If you experience any issues, you can reply with the keyword HELP to any message. You can also get assistance directly from us.

Additional Options:
If you do not wish to receive SMS messages, simply do not check the SMS consent box on our forms.

2.8 Standard Messaging Disclosures

• Message and data rates may apply
• You can opt out at any time by texting “STOP”
• For assistance, text “HELP” or visit our Privacy Policy and Terms and Conditions.

Message frequency may vary