Last Update September 2025


This page informs you of our policies regarding the collection, use, and disclosure of Personal Information or other data when you use our services.

We will not use or share your information with anyone except as described in this Privacy Policy.

We use your Information to provide and improve services provided. By using us, you agree to the collection and use of information in accordance with this policy.

INFORMATION COLLECTION AND USE

While using our services, we may ask you to provide us with certain personally identifiable information that can be used to contact or identify you. Personally identifiable information may include, but is not limited to, your email address, name, phone number, and other details (“Personal Information”).

We collect this information to provide services, communicate with you, respond to inquiries, process requests, and improve our services.

We do not, without prior consent, sell, rent, exchange, or otherwise distribute user information to third parties for marketing purposes. 

No mobile opt-in data will be shared with third parties.

COMMUNICATIONS

We may use your Personal Information to send newsletters or promotional materials. You can opt out of these communications at any time by following the unsubscribe instructions in our emails.

SMS TERMS OF SERVICE

By opting into SMS from a web form or other medium, you are agreeing to receive SMS messages from Technology Veterans. This includes SMS messages for service scheduling, reminders, post-visit instructions, and billing notifications. Message frequency varies. Message and data rates may apply. See our privacy policy at https://heartlandtaxandaccounting.com/provacy-policy. Message HELP for help. Reply STOP to any message to opt out.

We obtain consent verbally by asking: “Do you agree to receive conversational text messages from Heartland Tax & Accounting?” Message frequency varies. Message and data rates may apply. For assistance, text HELP or visit our website at https://heartlandtaxandaccounting.com/provacy-policy. To opt out at any time, text STOP. Visit https://heartlandtaxandaccounting.com/provacy-policy for our privacy policy. 

No mobile opt-in data will be shared with third parties.

SECURITY

We take commercially reasonable steps to protect your Personal Information. However, no method of transmission over the internet or electronic storage is completely secure. While we strive to use best practices, we cannot guarantee absolute security.

CHILDREN

We do not knowingly collect personally identifiable information from children under the age of 13. If we become aware that we have collected such information, we will delete it promptly. If you are a parent or guardian and believe your child has provided us with personal information, please contact us at (863) 385-5020.

LINKS TO OTHER SITES

Our Service may contain links to third-party websites. We have no control over and assume no responsibility for their content, privacy policies, or practices.

CHANGES TO THIS PRIVACY POLICY

This Privacy Policy is effective as of the date above and will remain in effect until updated. We reserve the right to modify this policy at any time, and changes will take effect immediately upon posting.

If we make significant changes, we will notify you through the email address you provided or by placing a prominent notice on our website.

CONTACT US

If you have any questions about this Privacy Policy or need to update your contact information, please reach out to us at office@heartlandta.com.

Fulfillment Policy:

At HTA, we strive to provide excellent customer care and service. Payment for individual and corporate tax preparation is due upon receipt and is expected when your tax return is completed. Providing payment indicates that you agree with the terms of our engagement letter, and refunds will not be issued. Payment for write-up and accounting services is due by the 5th of each month for services rendered during the prior month. These services are non-refundable. Deposits may be required for special projects. If you decide to terminate the relationship with HTA and a deposit has been received for a special project, deposits are generally refundable after deducting any time and or hard costs associated with your account. Please do not hesitate to contact our team at 863.385.5020 with any questions or concerns regarding our fulfillment and refund policy.