PRIVACY POLICY Last updated: April 2026

Pennywise Tax Strategies ("we", "us", or "our") is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your data when you use our services or visit our website.

1. Information We Collect We may collect the following information when you book a session or contact us:

• Your name and contact details (email address, phone number)
• Booking preferences and appointment history
• Financial information you voluntarily provide in connection with our advisory services
• Any information you voluntarily provide in messages or forms

2. How We Use Your Information We use your information to:

• Confirm and manage your bookings
• Send appointment reminders and follow-up communications
• Deliver tax strategy and advisory services
• Send marketing communications about our services
• Improve our services and respond to enquiries
• Comply with legal obligations

3. SMS Communications By providing your phone number, you consent to receive SMS text messages from Pennywise Tax Strategies related to your bookings, appointment reminders, service updates, and marketing communications. Message frequency varies. Message and data rates may apply.

To opt out of SMS messages at any time, reply STOP to any message. For help, reply HELP or contact us at [email protected] or (814) 801-3374.

We do not share your phone number or SMS opt-in information with third parties for their own marketing purposes.

4. Opt Out You may opt out of receiving any communications from us at any time by:

• Replying STOP to any SMS message
• Emailing us at [email protected]