Privacy Policy

Last updated: July 22, 2026

Who We Are

Checkmate Tax is a tax preparation business located at 5828 N. Orange Blossom Trail, Orlando, FL 32810. This policy describes how we collect, use, and protect your personal information.

Information We Collect

We collect the following personal information when you sign up for our services or subscribe to our alerts: your name, phone number, and email address. This information is collected through our website opt-in form, paper intake forms at in-person appointments, and sign-up sheets at community events.

How We Use Your Information

We use your information to provide tax preparation services, send appointment reminders and document checklists, communicate service updates and seasonal promotions via text message and email, and respond to your inquiries.

Text Messaging

By providing your phone number and consenting to receive text messages, you agree to receive messages from Checkmate Tax related to appointment reminders, service updates, and promotional offers. Message frequency varies. Message and data rates may apply. You may opt out at any time by replying STOP to any text message. Reply HELP for support.

Information Sharing

We do not sell, trade, or share your personal information with third parties for marketing purposes. We may share your information with service providers who assist us in operating our business (such as our messaging platform), and these providers are required to keep your information confidential.

Data Security

We take reasonable measures to protect your personal information from unauthorized access, use, or disclosure. No method of electronic transmission or storage is 100% secure, so we cannot guarantee absolute security.

Your Rights

You may request to view, update, or delete your personal information at any time by contacting us. You may opt out of text messages by replying STOP and opt out of emails by using the unsubscribe link in any email.

Changes to This Policy

We may update this policy from time to time. Any changes will be posted on this page with an updated revision date.