Talley Financial Services, LLC

Privacy Policy

Updated: February 28, 2025

Talley Financial Services, LLC ("we," "our," or "us") respects your privacy and is committed to protecting it through this Privacy Policy. This policy describes how we collect, use, and protect the information you provide when visiting our website.

1. Information We Collect

We collect the following types of information when you use our website:

• Personal Information: Name, email address, phone number, mailing address, and any other details you provide.
• Financial Information: Any tax-related documents or financial details you submit through our services.
• Technical Information: IP addresses, browser type, operating system, and usage details through cookies and analytics tools.

2. How We Use Your Information

We use your information for the following purposes:

• To provide virtual tax preparation services.
• To communicate with you about our services, promotions, or important updates.
• To comply with legal and regulatory requirements.
• To improve and personalize your experience on our website.

3. How We Protect Your Information

We implement industry-standard security measures, including encryption and secure servers, to protect your personal and financial information from unauthorized access, alteration, or disclosure. When you submit sensitive information via our website, your information is protected both online and offline. Wherever we collect sensitive information (e.g. credit card information, etc.), that information is encrypted and transmitted to us in a secure way. You can verify this security by looking for a lock🔒icon, and/or looking for, and then clicking the "Tune Icon" button (which includes two circles and lines where the circles are each located on opposite sides) to see that our website connection is secured, and they are both located just left of the "https://" at the beginning of our htttps://talleyfinancialservicesllc.com

webpage address in the address bar.

4. Sharing of Information

We do not sell, rent, or trade your personal information. However, we may share your information with:

• Service Providers: Third parties that assist in providing our services, such as payment processors and software providers.
• Legal Requirements: When required by law, such as responding to legal requests or protecting our rights.

5. Your Choices and Rights

• Access & Correction: You may request access to or corrections of your personal information.
• Opt-Out: You may opt out of marketing emails by following the unsubscribe link in our emails, or emailing info@talleyfinancialservicesllc.com requesting to "opt out" and also providing your email address that you want to be removed.
• Cookies: You can adjust your browser settings to decline cookies, though this may affect website functionality.

6. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies.

7. Children's Privacy

Our services are not intended for individuals under 13 years of age. We do not knowingly collect personal information from children.

8. Notice To European Union Users

Talley Financial Services, LLC's operations are located primarily in the United States. If you provide information to us, the information will be transferred out of the European Union (EU) and sent to the United States (US). (The adequacy decision on the EU-US Privacy became operational on August 1, 2016. This framework protects the fundamental rights of anyone in the EU whose personal data is transferred to the United States for commercial purposes. It allows the free transfer of data to companies that are certified in the US under the Privacy Shield). By providing personal information to us, you are consenting to its storage and use as described in this Policy.

9. Changes to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with the updated effective date.

10. Contact Us

If you have any questions about this Privacy Policy, please contact us at:

Talley Financial Services, LLC
Email: info@talleyfinancialservicesllc.com

Phone Number:  470-737-3289

Fax Number: 678-519-1216