🎖️ Proudly Specializing in Military Returns · Nationwide · (910) 302-8429

🎖️ Proudly Specializing in Military Returns · Nationwide · (910) 302-8429

Accessibility / Privacy Policy

Effective Date: September 2, 2026

Last Updated: September 2, 2026

Choose Love Solutions, LLC (“Choose Love Solutions,” “Choose Love Solutions®,” “CLS,” “we,” “us,” or “our”) respects your privacy and takes the protection of personal information seriously.

This Privacy Policy explains how Choose Love Solutions, LLC collects, uses, discloses, and protects personal information when you visit ChooseLoveSolutions.com, submit information through our website, communicate with us, or use online services that link directly to this Privacy Policy.

This Privacy Policy applies specifically to Choose Love Solutions, LLC and ChooseLoveSolutions.com. It does not automatically apply to websites, businesses, or brands owned or operated by our parent company, affiliated companies, or other entities, even when those businesses share common ownership.

Additional privacy, confidentiality, security, and professional requirements may apply when you become a client of Choose Love Solutions, LLC.

By using our website, you acknowledge the practices described in this Privacy Policy.

1. Information We May Collect

Depending on how you interact with Choose Love Solutions®, we may collect information that you voluntarily provide to us, including:

  • Name

  • Email address

  • Telephone number

  • Mailing address

  • Business name

  • Business or professional information

  • General information regarding the services you are interested in

  • Information submitted through contact, intake, registration, or scheduling forms

  • Communications you send to us

  • Payment or transaction-related information, when applicable

  • Other information you voluntarily provide

We may also automatically collect certain technical information when you use our website, such as your IP address, browser type, device information, referring website, pages visited, access times, and information collected through cookies or similar technologies.

The information we collect depends upon how you interact with our website and services.

2. Sensitive Tax and Financial Information

Our general website forms are not intended for the transmission of highly sensitive tax, financial, or identity information unless we specifically indicate otherwise.

Please do not submit Social Security numbers, complete tax returns, IRS transcripts, bank account information, identification documents, or other highly sensitive records through ordinary website forms or unsecured email.

Clients should use the secure systems and methods provided by Choose Love Solutions® for transmitting sensitive documents and information.

3. How We Use Personal Information

We may use personal information to:

  • Respond to inquiries and requests

  • Communicate with prospective and existing clients

  • Schedule appointments and Discovery Sessions

  • Provide requested information and services

  • Administer client relationships and professional engagements

  • Administer educational programs, masterclasses, events, or resources

  • Process payments when applicable

  • Maintain appropriate business and client records

  • Operate, maintain, secure, and improve our website and services

  • Understand how visitors interact with our website

  • Protect against fraud, misuse, security threats, or unlawful activity

  • Comply with applicable legal, regulatory, tax, accounting, and professional obligations

  • Send informational or marketing communications where permitted by law and consistent with your communication preferences

We do not use information obtained from clients in connection with tax-return preparation in a manner prohibited by applicable federal law.

4. Tax Return Information and Confidentiality

Because Choose Love Solutions, LLC provides tax preparation, tax planning, IRS representation, accounting, and related professional services, we may receive confidential taxpayer and financial information in connection with our professional engagements.

Where applicable, the use and disclosure of tax-return information are subject to federal law, including Internal Revenue Code Section 7216 and related Treasury Regulations, as well as other applicable legal and professional requirements.

We do not use or disclose tax-return information for purposes requiring taxpayer consent unless appropriate consent has been obtained or the use or disclosure is otherwise permitted by law.

Nothing in this Privacy Policy is intended to authorize the use or disclosure of tax-return information in a manner prohibited by applicable law.

Additional confidentiality provisions may also be contained in a client's engagement agreement.

5. How We May Share Information

Choose Love Solutions, LLC does not sell personal information.

We do not rent or provide client or prospect lists to unrelated third parties for their independent marketing purposes.

We may disclose personal information to service providers that assist us in operating our business and providing services. These may include, as applicable, technology providers, website hosting providers, client-management systems, secure client portals, payment processors, scheduling providers, communication providers, data-storage providers, security providers, and other vendors performing services on our behalf.

Service providers are permitted access to information only as reasonably necessary to perform services on our behalf and are expected to handle information in accordance with applicable contractual and legal requirements.

We may also disclose information when reasonably necessary to:

  • Comply with applicable laws or regulations

  • Respond to a subpoena, court order, governmental request, or other legal process

  • Satisfy applicable tax, accounting, or professional obligations

  • Protect our legal rights or property

  • Detect or prevent fraud, misuse, or security threats

  • Protect the safety and integrity of our business, clients, or others

Where tax-return information or other legally protected information is involved, additional restrictions may apply.

Affiliated Companies

Choose Love Solutions, LLC may be affiliated through common ownership with other businesses or brands.

Common ownership does not mean that personal information, client information, or tax-return information is automatically shared among those entities.

We will only disclose personal information to an affiliated entity when there is a legitimate business purpose, the disclosure is permitted by applicable law, and any required authorization or consent has been obtained.

Tax-return information and other information subject to special confidentiality requirements will not be disclosed to affiliated entities except as permitted by applicable law.

6. No Sale or Sharing for Third-Party Marketing

Choose Love Solutions, LLC does not sell your personal information or provide your personal information to unrelated third parties so those parties can independently market their products or services to you.

This replaces the existing policy language allowing CLS to contact users on behalf of outside business partners and transfer personally identifiable information to those parties.

7. Mobile Information and SMS Privacy

We take the privacy of mobile information seriously.

Mobile information, including telephone numbers and SMS opt-in consent, will not be sold, rented, or shared with third parties or affiliates for their independent marketing or promotional purposes.

SMS opt-in information and consent will not be transferred to third parties for purposes unrelated to providing the messaging services requested by you, except to service providers as necessary to support message delivery or as otherwise permitted or required by law.

The existing policy already contains a mobile-data no-sharing provision; this updated section preserves that protection while making the service-provider exception clearer.

8. Text Messaging

If you voluntarily provide your mobile number and consent to receive text messages from Choose Love Solutions®, we may send text messages relating to:

  • Appointment confirmations and reminders

  • Requested services

  • Client or account matters

  • Document or information reminders

  • Service updates

  • Responses to your inquiries

  • Other transactional or informational communications

  • Marketing or promotional communications where you have provided appropriate consent

Consent to receive marketing text messages is not a condition of purchasing any goods or services.

Message frequency may vary.

Message and data rates may apply.

You may opt out of text messages at any time by replying STOP. After opting out, you may receive a confirmation message.

For assistance, reply HELP or contact us at [email protected].

Wireless carriers are not responsible for delayed or undelivered messages.

Additional terms governing our text messaging program are provided in our SMS Terms & Conditions.

9. Email Communications

If you provide your email address, we may use it to:

  • Respond to your inquiry

  • Communicate regarding requested or professional services

  • Provide appointment or account information

  • Send administrative or transactional communications

  • Provide educational information or resources you requested

  • Send marketing communications where permitted by law

You may unsubscribe from marketing emails by using the unsubscribe link included in the communication or by contacting us at [email protected].

Opting out of marketing communications does not prevent us from sending transactional, administrative, client-service, legal, security, or other nonmarketing communications when appropriate.

10. Cookies and Similar Technologies

Our website may use cookies and similar technologies to operate website features, remember preferences, understand how visitors interact with the website, improve performance, measure website traffic, and support marketing or analytics activities where permitted.

Your browser may allow you to block or delete cookies. Some website features may not function properly if cookies are disabled.

Where required by applicable law, we will provide appropriate choices concerning cookies or similar tracking technologies.

11. Analytics and Website Activity

We may use analytics or similar technologies to better understand how visitors use our website.

Information collected may include pages visited, time spent on pages, referring websites, browser or device information, approximate location based on IP address, and similar website activity.

We may use this information to maintain and improve our website, understand website performance, evaluate the effectiveness of our communications, and improve the user experience.

12. Third-Party Websites and Services

Our website may contain links to or integrations with third-party services, including scheduling platforms, payment processors, client portals, communication platforms, social media services, educational platforms, analytics providers, or other service providers.

When you interact directly with a third-party website or service, that provider's privacy practices and terms may apply.

We encourage you to review the privacy policies of third-party services before providing information directly to them.

12. Third-Party Websites and Services

Our website may contain links to or integrations with third-party services, including scheduling platforms, payment processors, client portals, communication platforms, social media services, educational platforms, analytics providers, or other service providers.

When you interact directly with a third-party website or service, that provider's privacy practices and terms may apply.

We encourage you to review the privacy policies of third-party services before providing information directly to them.

13. Data Security

Choose Love Solutions, LLC maintains administrative, technical, and physical safeguards designed to protect personal information appropriate to the nature of the information we maintain and our business operations.

These safeguards may include, as appropriate, encryption, secure systems, access controls, authentication measures, security procedures, and other protections designed to reduce the risk of unauthorized access, use, alteration, or disclosure.

However, no website, electronic transmission, wireless network, or information system can be guaranteed to be completely secure.

Clients should use the secure systems and methods designated by Choose Love Solutions® when transmitting sensitive tax, financial, or identity information.

14. Data Retention

We may retain personal information for as long as reasonably necessary for the purposes for which it was collected and as appropriate to:

  • Provide professional services

  • Maintain business and professional records

  • Satisfy tax, accounting, regulatory, contractual, or legal obligations

  • Resolve disputes

  • Enforce agreements

  • Protect against fraud and security threats

  • Meet applicable professional and record-retention requirements

Different categories of information may be retained for different periods.

15. Your Privacy Rights

Depending on where you reside and the laws applicable to Choose Love Solutions, LLC, you may have certain rights regarding your personal information.

These rights may include, where applicable, the ability to request:

  • Access to certain personal information

  • Correction of inaccurate personal information

  • Deletion of certain personal information

  • Information concerning certain uses or disclosures of personal information

  • Opt-out rights provided by applicable law

  • Other rights provided under applicable privacy laws

Privacy rights vary by jurisdiction and may be subject to legal exceptions and limitations.

For example, we may be required or permitted to retain information to satisfy tax, accounting, professional, contractual, security, recordkeeping, or other legal obligations.

To submit a privacy-related request, contact:

[email protected]

We may take reasonable steps to verify your identity before processing a request.

I prefer this nationwide approach over the existing policy's extensive California-only deletion framework. Your current policy specifically relies on the CCPA and California-specific provisions.

16. Professional and Legal Recordkeeping

Certain records maintained in connection with tax preparation, tax planning, accounting, IRS representation, tax resolution, or other professional engagements may be subject to separate legal, professional, contractual, or regulatory retention requirements.

A request to access, correct, or delete personal information does not require Choose Love Solutions, LLC to take an action that would conflict with an applicable legal, regulatory, professional, security, or recordkeeping obligation.

17. Children's Privacy

Our website and professional services are not directed to children under the age of 13.

We do not knowingly collect personal information directly from children under 13 through our website without appropriate authorization.

If we become aware that personal information from a child under 13 has been collected through our website in a manner inconsistent with applicable law, we will take reasonable steps to address the information as required.

18. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our business, services, technology, legal requirements, or privacy practices.

When changes are made, we will update the Last Updated date at the top of this page.

Where required by law, we may provide additional notice regarding material changes.

Your continued use of the website after an updated Privacy Policy is posted constitutes acknowledgment of the revised policy to the extent permitted by applicable law.

19. Contact Information

If you have questions about this Privacy Policy, our privacy practices, or would like to submit a privacy-related request, please contact:

Choose Love Solutions, LLC

P.O. Box 388

Olivia, NC 28368

Email: [email protected]

This replaces the Spring Lake address currently appearing in your existing policy.

Choose Love Solutions®

Proactive tax strategy. Accurate compliance. Experienced guidance.

Helping established business owners plan ahead and make informed tax decisions.

Serving clients nationwide.

© 2026 Choose Love Solutions, LLC All rights reserved.