Privacy Policy

Rocking Dreams Financial Services LLC

Effective Date: January 4, 2026

Rocking Dreams Financial Services LLC (“we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of our clients’ personal and financial information. This Privacy Policy explains how we collect, use, store, and safeguard your information in compliance with applicable federal and state laws, including IRS regulations.

Information We Collect

We may collect the following information when you engage our tax preparation and financial services:

Personal & Tax Information

• Full name

• Mailing address

• Email address

• Phone number

• Date of birth

• Social Security Number or ITIN

• Income, expense, and tax-related documentation

• Banking information (when required for refunds or payments)
  
  

Non-Personal Information

• IP address

• Browser and device type

• Website usage data
  
  

How We Use Your Information

Your information is used solely to:

• Prepare, file, and manage federal and state tax returns

• Communicate regarding appointments, documents, and tax matters

• Comply with IRS, state, and legal requirements

• Maintain accurate client records

• Improve service delivery and client experience
  
  

IRS Compliance & Data Safeguards

Rocking Dreams Financial Services LLC complies with IRS Publication 4557 and the FTC Safeguards Rule, which require tax professionals to protect taxpayer data.

We:

• Restrict access to taxpayer information to authorized personnel only

• Use secure systems to store and transmit sensitive data

• Maintain written security policies and procedures

• Retain records only as long as legally required

• Take reasonable steps to prevent unauthorized access or disclosure

Information Sharing

We do not sell, rent, or trade your personal information.

Information may be shared only:

• With the IRS and state tax agencies as required by law

• With authorized tax software providers and secure service partners

• When legally required by subpoena, court order, or regulatory authority
  
  

All third parties are required to protect your information.

Data Security

We use reasonable administrative, technical, and physical safeguards to protect your data. However, no system is completely secure, and we cannot guarantee absolute security.

Your Privacy Rights

You may request:

• Access to your personal information

• Corrections to inaccurate data

• Deletion of data (subject to IRS record retention requirements)
  
  

Cookies & Website Use

Our website may use cookies to improve functionality and user experience. You may disable cookies through your browser settings.

Policy Updates

We may update this Privacy Policy at any time. Updates will be posted on this page with a revised effective date.

SMS / Text Message Terms & Conditions

Rocking Dreams Financial Services LLC

Effective Date: [Insert Date]

By opting into SMS communications from Rocking Dreams Financial Services LLC, you agree to the following terms:

SMS Program Description

By providing your mobile number, you consent to receive text messages related to:

• Appointment reminders

• Tax season updates

• Document requests

• Client service notifications

• Important IRS-related communications

• Promotional or informational messages (if opted in)
  
  

Consent

By opting in, you agree to receive automated and/or non-automated text messages from Rocking Dreams Financial Services LLC.
Consent is not a condition of purchase or service.

Message Frequency

Message frequency varies based on client interaction and tax season activity.

Message & Data Rates

Message and data rates may apply depending on your mobile carrier and plan.

Opt-Out Instructions

You may opt out at any time by replying:
STOP

For help, reply:
HELP

After opting out, you will no longer receive SMS messages unless you opt in again.

Privacy & Data Use

Your phone number and SMS data:

• Will not be sold or shared for marketing purposes

• Will be used only for client-related communication

• Is protected under our Privacy Policy and IRS confidentiality rules
  
  

Supported Carriers

SMS services may not be available on all carriers. We are not responsible for delayed or undelivered messages.

Changes to SMS Terms

We reserve the right to modify these terms at any time. Continued participation constitutes acceptance of any changes.

Contact Information

Rocking Dreams Financial Services LLC
CEO: Tyesha R
📞 816-728-2714
📧Rockingdreamsllc@gmail.com