Privacy Policy

Effective Date: June 5, 2025

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Specialty Tax, LLC (“we,” “our,” or “us”) values your privacy. This Privacy Policy explains how we collect, use, and protect your information in connection with our SMS outreach campaign, Specialty Tax AI Outreach.

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1. Information We Collect​

   • Message data: Phone numbers, message content, and conversation history

   • Optional data: Any additional information you voluntarily share during communication

2. Public records: Owner names, property addresses, and contact details from real-estate and commercial data sources

3. How We Use Your Information
   We use your information to:

   • Deliver messages regarding potential tax benefits

   • Ensure message accuracy and avoid duplicates

   • Create internal leads only if you respond and request more information

4. Sharing Your Information
   We do not sell, rent, or share your information with third parties, except as required to:

   • Comply with legal obligations

   • Work with service providers (e.g., Textline, Zapier, and our CRM platform) under strict confidentiality agreements

5. Opt-Out and Deletion
   You can opt out of SMS messages at any time by replying with “STOP” or “UNSUBSCRIBE.”

   • Your number will be flagged to ensure no further contact.

6. Security

   • We use secure protocols to protect your data.

   • All information is stored securely (e.g., in AWS DynamoDB) and used only for this outreach effort.

7. Data Retention

   • If you do not respond, your contact data will be deleted within 12 months.

   • If you opt out, your number will be retained only to ensure you are not contacted again.

8. Contact
   For any questions about this policy, please reach out to us at:

   • Email: Rhett@specialtytaxllc.com