Privacy Policy

Bolt Global Tax Solutions LLC ("Bolt Global," "we," "us," or "our") respects your privacy and is committed to protecting the personal and financial information entrusted to us.

This Privacy Policy explains how we collect, use, protect, and disclose information obtained through our website, client forms, telephone communications, text messages, and professional services.

Information We Collect

Depending on your relationship with Bolt Global and the services you request, we may collect:

• Contact information: Name, mailing address, email address, telephone number, business name, and preferred communication method.

• Tax and financial information: Tax identification numbers, income and expense records, financial statements, payroll records, and other information necessary to provide requested services.

• Business information: Entity ownership details, officer and director information, formation documents, business addresses, and related records.

• Communication information: Appointment requests, inquiries, service correspondence, SMS consent preferences, and text-message communications.

• Website information: Technical information, such as IP addresses, browser information, and website usage data, where collected by our website or service providers.

How We Use Personal Information

We use personal information to:

• Provide tax preparation, tax planning, accounting, bookkeeping, payroll, and business advisory services.

• Prepare and process business formation and compliance documents.

• Communicate regarding appointments, requested services, outstanding documents, deadlines, invoices, and account-related matters.

• Respond to questions and client service requests.

• Maintain accurate business records and comply with applicable legal and regulatory obligations.

• Protect client information, prevent unauthorized access, and maintain the security of our systems.

• Send SMS communications when appropriate consent has been obtained.

How We Share Personal Information

We may disclose personal information to authorized service providers and professional partners when reasonably necessary to provide requested services, operate our business, or comply with applicable law.

These may include:

• Tax preparation, accounting, payroll, and document-management service providers.

• Communications, scheduling, payment-processing, and technology providers.

• Government agencies, tax authorities, and regulatory bodies when required or authorized.

• Professional advisers and other parties when authorized by the client and permitted by applicable law.

We do not sell personal information for monetary consideration.

Financial and tax information is subject to additional confidentiality requirements, including applicable federal and state tax information privacy laws. Disclosures of tax return information are made only as legally permitted or with any required consent.

SMS Consent and Mobile Information

No mobile opt-in information or text message consent will be shared with third parties or affiliates for their marketing or promotional purposes. SMS consent is not shared with third parties or affiliates.

Information collected through our SMS consent process, including mobile numbers, consent records, and opt-in preferences, is used to manage and deliver authorized text communications.

We may use communications service providers to transmit messages on our behalf, subject to appropriate confidentiality and security obligations. Such operational processing does not authorize those providers to use SMS consent information for their independent marketing purposes.

Text Messaging

If you consent to receive SMS communications from Bolt Global Tax Solutions LLC, you may receive messages relating to:

• Appointment confirmations and reminders.

• Client service inquiries and responses.

• Document submission reminders.

• Tax preparation, bookkeeping, and business-service status updates.

• General administrative and account-related notifications.

Message frequency varies according to your services and communications with us. Message and data rates may apply.

You may opt out at any time by replying STOP. For assistance, reply HELP.

Consent to receive SMS messages is not a condition of purchasing our services. You may contact us by telephone or email instead.

We do not request Social Security numbers, passwords, complete payment-card numbers, or sensitive tax documents through ordinary text messages. Clients should use our designated secure document-submission channels for sensitive information.

SMS Terms & Conditions

By voluntarily opting in to receive SMS communications from Bolt Global Tax Solutions LLC, you agree to receive conversational and informational text messages consistent with the consent you provided.

• Message frequency: Varies.

• Message and data rates: May apply.

• Opt-out: Reply STOP to unsubscribe.

• Support: Reply HELP or contact us at info@boltglobaltax.com or 562-352-0333.

• Consent: SMS consent is voluntary and is not required to purchase services.

We honor applicable SMS opt-out requests and maintain records of communication preferences.

Information Security

We employ administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, disclosure, alteration, and misuse.

Access to client information is limited according to business responsibilities and applicable confidentiality requirements.

No electronic transmission or storage system is completely risk-free.

Data Retention

We retain information for as long as reasonably necessary to provide services, maintain required records, fulfill contractual obligations, and comply with applicable legal and regulatory requirements.

Your Privacy Choices

You may contact us to request updates or corrections to your contact information, ask questions about our privacy practices, or update your communication preferences.

You may also opt out of SMS communications by replying STOP.

Privacy rights and available remedies may vary depending on applicable law and the nature of the information involved.

Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our services, legal requirements, or information-handling practices. The updated policy will be published on our website with a revised effective date.

SMS Terms of Service

By opting in to receive SMS communications from Bolt Global Tax Solutions LLC, you agree to receive conversational and informational text messages related to our professional services.

These messages may include:

• Appointment confirmations, reminders, and scheduling updates.

• Responses to client inquiries.

• Tax preparation and accounting service updates.

• Requests and reminders concerning outstanding documents.

• Bookkeeping, payroll, and business formation service communications.

• Administrative and account-related notifications.

Message Frequency and Charges

Message frequency varies depending on your services, appointments, and communication needs.

Message and data rates may apply according to your mobile carrier's plan.

Consent

You may consent to SMS communications through an optional website or client intake form checkbox, or another documented consent method.

Your consent to receive SMS communications is voluntary and is not a condition of purchasing any services.

Opting Out

You may opt out of SMS communications at any time by replying STOP to a message.

After opting out, you will receive confirmation that you have been unsubscribed, and no further nonessential SMS communications will be sent unless you provide new consent.

Assistance

For assistance, reply HELP to any SMS message or contact:

Bolt Global Tax Solutions LLC

Phone: 562-352-0333
Email: info@boltglobaltax.com
Website: https://boltglobaltax.com

Privacy

We respect your privacy. SMS opt-in information and consent will not be shared with third parties or affiliates for marketing or promotional purposes.

For details about how your information is collected, used, and protected, please review our Privacy Policy.

Sensitive Information

For your protection, please do not send Social Security numbers, banking credentials, passwords, or sensitive tax documents through ordinary SMS. Use our designated secure document-submission methods instead.

Contact Information

Bolt Global Tax Solutions LLC

235 E. Broadway, Suite 311
Long Beach, CA 90802

Phone: 562-352-0333
Email: info@boltglobaltax.com
Website: https://boltglobaltax.com