1. Introduction
S&M Block ("S&M Block," "we," "us," or "our") is a tax services firm based in Atlanta, Georgia, operating through its flagship division, KDTax. We provide tax planning, preparation, compliance, and resolution services to individuals and businesses.
Please note: S&M Block does not provide legal services. Nothing on our website or in our communications should be construed as legal advice.
This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at https://www.smbloc.us, submit a consultation request, complete a client engagement agreement, or otherwise interact with us.
By using our website or providing your information to us, you agree to the practices described in this Privacy Policy. If you do not agree, please do not use our website or submit your information.
2. Information We Collect
2.1 Information You Provide Directly
We collect information you voluntarily provide, including:
- Contact details: name, email address, mailing address, and mobile phone number.
- Consultation requests: the service you are interested in and any message or details you submit through our contact form.
- Engagement information: information provided when completing a physical or digital client engagement agreement at our office.
- Communications: records of your correspondence with us by email, phone, text message, or in person.
- SMS consent status: a record of whether you opted in to receive SMS messages, along with the date, time, and method of consent.
2.2 Information Collected Automatically
When you visit our website, we may automatically collect certain technical information, such as your IP address, browser type, device type, operating system, pages viewed, and referring URLs. This information is used in aggregate to improve our website and is not used to identify you personally.
2.3 Information We Do Not Collect
We do not knowingly collect Social Security numbers, financial account numbers, or other sensitive personal information through our website contact form. Please do not submit sensitive information through the website form. Such information should only be shared through secure channels once a formal engagement is established.
3. How We Use Your Information
We use the information we collect to:
- Respond to your consultation request and communicate with you about your inquiry.
- Provide, coordinate, and administer tax services.
- Schedule, confirm, reschedule, and send reminders regarding appointments.
- Send transactional and appointment-related SMS messages, if you have opted in.
- Maintain records of consent for SMS messaging and other communications.
- Comply with legal, regulatory, and professional obligations, including tax preparer requirements and record-keeping.
- Improve our website, services, and client experience.
- Protect against fraud, unauthorized activity, and security incidents.
We do not use your information for automated decision-making that produces legal effects concerning you.
4. SMS / Text Messaging Privacy
SMS Messaging Terms & Consent
How You Opt In
You may opt in to receive SMS messages from S&M Block in the following ways:
- Website contact form: By visiting https://www.smbloc.us/contact and filling out the consultation request form. You provide your phone number and may check an optional, unticked consent box to receive SMS updates.
- Client engagement agreement: By completing our physical or digital client engagement agreement at our office and providing consent to receive SMS communications.
Disclosure Text Displayed at Opt-In
Message Types
- Appointment confirmations, reminders, and rescheduling notices
- Transactional updates related to your matter or engagement
- Responses to your inquiries and requests
- Service-related notifications and document reminders
Message Frequency
Message frequency varies depending on your engagement and interaction with us. You may receive multiple messages per month.
Costs
Message and data rates may apply. S&M Block does not charge for SMS messages, but your mobile carrier's standard messaging and data rates apply.
How to Opt Out
You can opt out at any time by replying STOP to any message you receive from us. After you send STOP, we will send a single confirmation message and will not send you further SMS messages unless you opt in again. You may also opt out by contacting us using the details in Section 12.
How to Get Help
Reply HELP to any message for assistance, or contact us directly at david@smbloc.us or +1 (404) 402‑6146.
Consent Is Not a Condition of Service
Consent to receive SMS messages is optional and is not a condition of purchasing, receiving, or continuing any service from S&M Block. You may receive our tax services without agreeing to receive SMS messages.
No Sharing of Mobile Data for Marketing: We do not sell, rent, or share your mobile phone number or SMS opt-in data with third parties or affiliates for their own marketing or promotional purposes. Mobile opt-in data is used solely to deliver the SMS messages you have consented to receive.
4.1 Service Providers
We use third-party messaging service providers (such as Twilio) to deliver SMS messages on our behalf. These providers act as our service providers and process your phone number and message content only for the purpose of delivering messages and as necessary to provide their services. They are contractually obligated to protect your information and are not permitted to use it for their own marketing purposes.
4.2 Carriers
Mobile carriers are not liable for delayed or undelivered messages. Message delivery is subject to effective transmission from your network operator and is not guaranteed.
4.3 Supported Carriers
SMS messaging is available on most major U.S. carriers. Availability may vary by carrier and device.
7. Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction. These measures include encrypted transmission (HTTPS), access controls, and staff confidentiality obligations.
However, no method of transmission over the internet or electronic storage is completely secure. While we strive to protect your information, we cannot guarantee absolute security. Please avoid sending sensitive information through unencrypted channels such as standard email or our website contact form.
8. Data Retention
We retain personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, including to provide services, maintain accurate business and consent records, comply with legal and regulatory obligations, resolve disputes, and enforce agreements.
SMS consent records are retained for the duration of your engagement and for a reasonable period thereafter to demonstrate compliance with applicable messaging regulations.
9. Your Rights & Choices
Depending on your location, you may have certain rights regarding your personal information, including:
- Access: Request a copy of the personal information we hold about you.
- Correction: Request that we correct inaccurate or incomplete information.
- Deletion: Request that we delete your personal information, subject to legal and regulatory retention obligations.
- Opt out of SMS: Reply STOP to any text message at any time.
- Opt out of emails: Use the unsubscribe link in any marketing email, or contact us directly.
- Withdraw consent: Withdraw consent for SMS or other communications at any time.
To exercise any of these rights, please contact us using the information in Section 12. We will respond within the timeframe required by applicable law.
9.1 Georgia Residents
If you are a Georgia resident, you may have additional rights under applicable state law. Please contact us for more information.
9.2 Do Not Track
Our website does not currently respond to "Do Not Track" signals. We do not track your online activity across third-party websites for advertising purposes.
10. Children's Privacy
Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children under 18. If we become aware that we have collected personal information from a child under 18, we will take reasonable steps to delete that information. If you believe we may have collected information from a child, please contact us immediately.
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or for other operational reasons. When we make material changes, we will update the "Last Updated" date at the top of this page and, where appropriate, provide additional notice.
Your continued use of our website or services after any changes constitutes your acceptance of the updated Privacy Policy.
12. Contact Us
If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:
- S&M Block (KDTax)
-
136 Wellington St SW
Atlanta, GA 30314 - Email: david@smbloc.us
- Phone: +1 (404) 402‑6146
- Website: https://www.smbloc.us
For SMS-related inquiries, you may reply HELP to any message you receive, or contact us using the details above.