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Monday-Friday : 9am- 5pm
Saturday: By Appointment Only

9225 Bay Plaza Blvd Suite 417

Tampa, FL 33619

Tel: 813-444-7163

Fax: 813-697-1766



Privacy Policy for BKS FINANCIAL INC

Last Updated: JANUARY 12, 2024

Thank you for choosing BKS FINANCIAL INC. This Privacy Policy is designed to inform you about how we collect, use, and protect the personal information you provide to us. By using our services, you agree to the terms outlined in this policy.

1. Information We Collect:

We may collect the following types of personal information:

•             Personal and contact details (e.g., name, address, phone number).

•             Financial information necessary for tax preparation.

•             Social Security numbers and other government-issued identification numbers.

•             Employment and income details.

2. How We Collect Information:

We may collect information through:

•             Direct interactions with you (e.g., in-person meetings, phone calls).

•             Information you provide through our online platforms or forms.

•             Information obtained from third-party sources with your consent.

3. Use of Information:

We use the collected information for the following purposes:

•             Preparation and filing of income tax returns.

•             Communication with you regarding tax-related matters.

•             Compliance with legal and regulatory requirements.

4. Sharing of Information:

We may share your information with:

•             Authorized third parties involved in the tax preparation process.

•             Government authorities for compliance with tax regulations.

•             Service providers assisting us in delivering our services.

5. Security Measures:

We implement security measures to protect your information from unauthorized access, disclosure, alteration, and destruction.

6. User Choices:

You have the right to:

•             Review and correct your personal information.

•             Opt-out of certain communications.

7. Access and Correction:

You can request access to your personal information and seek corrections if necessary.

8. Updates to the Privacy Policy:

We may update this policy periodically, and the latest version will be posted on our website with the effective date.

9. Contact Information:

If you have any questions or concerns about our Privacy Policy, please contact us at


Opt-In Consent for Phone Number Collection:

By providing your phone number and submitting this form, you expressly consent to receive text messages and phone calls from [Your Company] at the provided number, including messages sent using automated technology. Your consent is not a condition of purchasing any goods or services, and you may opt-out at any time by contacting us directly.

Opt-Out Instructions:

To opt-out of receiving text messages or phone calls, please contact us at Please note that standard message and data rates may apply.

Privacy Notice:

We respect your privacy and will only use your phone number in accordance with our Privacy Policy. For more information on how we handle your personal information, please review our Privacy Policy.

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