1. Information We Collect

We collect information you provide directly to us to facilitate professional services. This includes your name, contact information, and any financial or insurance data necessary to manage your account.

2. Purpose of SMS Messaging

We use SMS messaging solely for conversational and operational purposes to service our clients. Messaging is used for:

• Appointment reminders and scheduling
• Status updates on tax filings or insurance applications
• Requests for missing documentation
• Direct responses to your specific inquiries

3. Protection of Mobile Information / 10DLC Compliance

Your privacy is our priority. We strictly adhere to the following regarding your mobile data:

• No Sharing for Marketing: Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes.
• Exclusion: All the above categories exclude text messaging originator opt-in data and consent. This information will not be shared with any third parties.

4. Opt-In and Opt-Out Procedures

Opt-In:
By providing your phone number and checking the “Opt-In” box on our intake forms, or by initiating a text to our office, you consent to receive conversational messages from us.

Opt-Out:
You may cancel the SMS service at any time. Just text “STOP” to 888-858-APEX. After you send the SMS message “STOP” to us, we will send you an SMS message to confirm that you have been unsubscribed.

5. Data Security

We implement a variety of security measures to maintain the safety of your personal information. We do not sell, trade, or otherwise transfer your personally identifiable information to outside parties for their independent use.

6. Contact Information

If you have questions about this policy or wish to exercise your privacy rights, please contact our Information Officer:

Attn: William H. Tarrant
Apex Insurance / Apex Tax
1970 W. Houghton Lake Drive, Ste. A
Houghton Lake, MI 48629

Phone: 888-858-2739 / 888-858-APEX