PRIVACY POLICY — Premier Advisory LLC
Effective Date: February 21, 2026
Premier Advisory LLC ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website https://premiertaxoffice.com or use our services.
Information We Collect
We collect information that you provide directly to us, including:
Personal Information: Name, email address, phone number, mailing address, Social Security Number, tax identification numbers, and other information necessary to provide tax consulting and preparation services.
Financial Information: Income details, expense records, bank account information, investment information, and other financial data required for tax preparation and advisory services.
Communication Records: Records of your communications with us, including emails, phone calls, text messages, and in-person consultations.
We also automatically collect certain information when you visit our website:
Usage Data: IP address, browser type, operating system, pages visited, time spent on pages, and other diagnostic data.
Cookies and Tracking Technologies: We may use cookies and similar tracking technologies to track activity on our website and store certain information.
How We Use Your Information
We use the information we collect for the following purposes:
Tax Services: To prepare tax returns, provide tax consulting and advisory services, and represent you before tax authorities.
Communication: To send you appointment reminders, document requests, account updates, tax season alerts, and respond to your inquiries.
Service Improvement: To understand how our services are used and to improve our website and service offerings.
Legal Compliance: To comply with legal obligations, including IRS regulations and state tax authority requirements.
Marketing: With your consent, to send you information about our services, promotions, and tax planning opportunities.
SMS Opt-In and Messaging
When you opt in to receive text messages from Premier Advisory LLC, we will use your phone number to send you:
Appointment reminders
Document requests
Account updates
Tax season alerts
Marketing messages (only if you opted in to receive them)
Message Frequency: Message frequency varies based on your account activity and service needs. During tax season (January through April), you may receive more frequent messages.
SMS Opt-In Data Protection: No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Message and Data Rates: Message and data rates may apply depending on your mobile phone service plan.
Opt-Out: You can opt out of receiving text messages at any time by replying STOP to any message. You can also reply HELP for assistance.
How We Share Your Information
We do not sell, trade, or rent your personal information to third parties. We may share your information in the following circumstances:
Service Providers: We may share your information with third-party service providers who assist us in operating our business, such as tax software providers, payment processors, and cloud storage providers. These providers are contractually obligated to protect your information and use it only for the purposes we specify.
Legal Requirements: We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., IRS, court orders, subpoenas).
Business Transfers: In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred to the acquiring entity.
With Your Consent: We may share your information with third parties when you give us explicit consent to do so.
We do not share, sell, or disclose your personal information, including SMS opt-in data, with affiliates or third parties for their marketing purposes.
Data Security
We implement appropriate technical and organizational security measures to protect your information against unauthorized access, alteration, disclosure, or destruction. These measures include:
Encryption of sensitive data in transit and at rest
Secure servers and network infrastructure
Access controls and authentication procedures
Regular security assessments and updates
Employee training on data protection and confidentiality
However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee its absolute security.
Data Retention
We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Tax records and related documents are typically retained for at least seven years in accordance with IRS regulations and professional standards.
Your Rights and Choices
You have the following rights regarding your personal information:
Access: You may request access to the personal information we hold about you.
Correction: You may request that we correct any inaccurate or incomplete information.
Deletion: You may request deletion of your personal information, subject to legal retention requirements.
Opt-Out: You may opt out of receiving marketing communications from us by following the unsubscribe instructions in our emails or by replying STOP to text messages.
Cookies: You can set your browser to refuse cookies or alert you when cookies are being sent.
To exercise these rights, please contact us at [email protected] or 800-303-0117.
Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.
Children's Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date. You are advised to review this Privacy Policy periodically for any changes.
Contact Us
If you have any questions or concerns about this Privacy Policy or our privacy practices, please contact us:
Premier Advisory LLC
117 S Lexington Street, Suite 100
Harrisonville, MO 64701
Phone: 800-303-0117
Email: [email protected]
Consent And Acknowledgement
By using our Services, you acknowledge that:
You have read and understood this Privacy Policy
You consent to the collection, use, and disclosure of your information as described
You understand your privacy rights and how to exercise them
You consent to our SMS communication practices (if you have opted in)
You understand that SMS consent is not shared with third parties except our SMS service provider
You have been given the opportunity to ask questions about this Privacy Policy
Premier Advisory LLC
117 S Lexington Street, Suite 100
Harrisonville, MO 64701
Phone: 800-303-0117
Email: [email protected]
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