Privacy Policy
Velocity Tax Group · Houston, Texas · Last updated July 9, 2026
Velocity Tax Group ("we," "us") provides tax preparation, tax advisory, and accounting services. This policy explains what information we collect through our website and services, how we use it, and the choices you have.
Information we collect
- Contact information you provide — such as your name, email address, and phone number — when you book a call, submit a form, or chat with our website assistant.
- Tax return information you provide as a client so we can prepare your returns and advise you — documents, records, and related details, handled under the rules described below.
- Basic technical information (such as browser type and pages visited) used to keep the site working and secure.
How we use your information — and tax-return confidentiality
We use your information to provide the services you request, communicate with you, and operate our firm. Tax return information receives specific legal protection: we do not use or disclose it except as permitted by Internal Revenue Code §7216 and its regulations, or with your written consent. Client data is processed and stored in the United States.
Text messaging (SMS)
Clients may opt in to service text messages (such as document upload requests, appointment reminders, and account status updates) by providing a mobile number in our client portal and consenting in their engagement letter. Messaging is not a condition of receiving our services.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent are never sold or shared with any third party.
Message frequency varies. Message and data rates may apply. Reply STOP to opt out at any time, or HELP for help.
Website chat assistant
Our website chat assistant ("KevinAI") is an AI assistant — it is labeled as such and does not provide tax advice. Conversations are processed to respond to your questions and to help schedule calls, and may be reviewed by our team. Chat transcripts from visitors who do not become clients are retained for up to 90 days. The chat is protected against automated abuse by Cloudflare Turnstile; that processing is described in the Cloudflare Turnstile Privacy Addendum.
Service providers
We use a small set of vetted providers that process data on our behalf, in the United States, under contracts restricting their use of the data: Anthropic (AI processing — our data is not used to train their models), Supabase (database hosting), Netlify (website and application hosting), Twilio (text messaging), Google Workspace (email and calendars), Fathom (meeting recording, with participant consent), and Cloudflare (bot protection).
Security
We protect your information with encryption in transit and at rest, role-based access controls, multi-factor authentication, and immutable audit logging. A credentialed human professional reviews and signs every tax return — AI tools assist our team but do not make final determinations.
Your choices
You may opt out of text messages at any time by replying STOP. You may request access to or correction of your contact information, or ask us a privacy question, through our contact page. We retain client records as required by law and professional standards.
Changes
We may update this policy from time to time; the date above reflects the latest revision.