Privacy Policy

1. Information We Collect

We collect information you voluntarily provide to us, including:

• Identity Data: Name, title, and company name.
• Contact Data: Email address, phone number, and mailing address.
• Transaction Data: Payment or billing details (processed securely through our payment partners).
• Interaction Data: Information pertinent to the tax resolution and advisory services we provide.
• SMS Consent Metadata: When you opt in to SMS, we record the exact disclosure version shown, the timestamp of your consent, the page URL where you consented, and the form you used. This audit trail is required by federal SMS compliance rules.

2. How We Use Your Information

We use your information to:

• Provide and manage our tax resolution services and client support.
• Communicate with you about your inquiry, account, appointments, or case.
• Process transactions and send related notices.
• Send appointment reminders, scheduling updates, and requested follow-up (you can opt out at any time).
• Maintain records to comply with legal and regulatory requirements.

3. Information Sharing and Disclosure (Strict No-Sharing Policy)

We respect your data. We do not sell, rent, or lease our customer lists to third parties.

We may share information only when necessary and only with:

• Authorized Service Providers: Strictly for secure file storage, payment processing, or operational communications (e.g., our CRM or billing system).
• Legal Authorities: When required by law, subpoena, or court order.

Exclusion for Text Messaging Data: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

4. Data Security

We implement industry-standard security measures — including encryption and restricted access — to protect your personal information from unauthorized access, alteration, or disclosure.

5. SMS/Text Messaging Terms

SMS consent is optional and never required to purchase our services or submit a form on this site. When you choose to opt in by checking the SMS consent box, you agree to receive recurring SMS messages from Milk & Honey Co. regarding your inquiry, appointment reminders, scheduling updates, requested follow-up, and service-related communications. These are non-marketing, transactional and conversational messages only — we do not send promotional offers, newsletters, or unrelated marketing under this consent.

• Opt-In: You must actively check the SMS consent box on our web forms to opt in. Providing your phone number alone is not SMS consent.
• Opt-Out: Reply STOP to any message at any time. You will receive one confirmation message and no further SMS.
• Help: Reply HELP for assistance or email info@milkandhoneyfirm.com.
• Message Frequency: Varies based on your inquiry and case activity.
• Fees: Message and data rates may apply.
• Carriers: Carriers are not liable for delayed or undelivered messages.

Any future promotional SMS program will require a separate, optional marketing-consent checkbox with its own disclosure — we will never merge marketing consent with service-related consent.

6. Your Rights

Depending on your location, you may have rights to access, correct, or delete your personal data. To exercise these rights, contact us at info@milkandhoneyfirm.com.

7. Contact Us