Effective Date: September 17, 2026
This Privacy Policy explains how CHECKS AND BALANCES INC ("Checks and Balances," "we," "us," or "our") collects, uses, stores, and protects information when you interact with our website, request tax preparation services, submit information through our forms, or communicate with us, including through text messaging (SMS).
We may collect information you provide directly to us, including your name, telephone number, email address, appointment information, and other information you choose to provide when contacting us or requesting tax preparation services.
Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with third parties or affiliates for their own marketing or promotional purposes.
If you choose to opt in to non-marketing text messages from Checks and Balances, messages may include appointment confirmations or reminders, document requests, service-related communications, and tax-preparation status updates.
If a separate marketing SMS option is presented and you separately opt in, marketing messages may include seasonal tax-preparation reminders and information about available services.
Message frequency may vary. Message and data rates may apply. Consent to receive SMS messages is not a condition of purchasing services.
Reply STOP to opt out at any time. Reply HELP for assistance or contact us using the information below.
We do not sell your personal information. We may share information with service providers that assist us with operating our website, communications, scheduling, customer management, or other business functions where reasonably necessary to provide those services.
Mobile information and SMS opt-in data and consent will not be shared with third parties or affiliates for their own marketing or promotional purposes.
We use reasonable administrative, technical, and physical safeguards designed to protect the information we collect. No electronic transmission or storage method can be guaranteed to be completely secure.
You may request that we update or correct certain personal information by contacting us. You may opt out of text messages at any time by replying STOP.
We may update this Privacy Policy from time to time. Any revised version will be posted on this page with an updated effective date.
CHECKS AND BALANCES INC
1275 North Clybourn Avenue, 100, Chicago, IL 60610-8752, United States
Email: [email protected]
Phone: +1 312-404-9244