Privacy Policy

Community First Financial Solutions · Effective Date: October 20, 2026

1. Who We Are

Community First Financial Solutions (“we,” “us”) provides virtual tax preparation, bookkeeping, tax planning, business funding guidance, education, and CRM services nationwide. This policy explains how we collect, use, and protect your information when you visit our website or use our services.

2. Information We Collect

  • Information you provide: name, email, phone number, mailing address, and details you submit through booking forms, contact forms, or our client portal.
  • Tax and financial information: income documents, identification, prior returns, and business records — collected only through our secure client systems, never through ordinary website forms or regular email.
  • Website usage information: pages visited, device and browser type, and referring site, collected through cookies and analytics tools.

3. How We Use Your Information

  • To prepare, review, and file your returns and deliver the services you request.
  • To schedule appointments and send confirmations, reminders, and service updates.
  • To send marketing communications where you have given consent (you may opt out at any time).
  • To meet our legal, regulatory, and IRS obligations.
  • To improve our website and services.

4. Tax Return Information

We do not use or disclose your tax return information for any purpose other than preparing and filing your return without your written consent, as required by Internal Revenue Code Section 7216.

5. How We Share Information

We do not sell your personal information. We share it only:

  • With the IRS and state tax agencies when filing on your behalf;
  • With trusted service providers who help us operate (such as tax software, payment processing, scheduling, and our CRM), and only as needed to serve you;
  • When required by law, subpoena, or court order.

6. Text Messaging (SMS)

If you consent to receive text messages, message frequency varies and message and data rates may apply. Reply STOP to opt out or HELP for help. We do not share or sell your mobile number or SMS consent with third parties for their marketing purposes.

7. Cookies and Analytics

Our website uses cookies and tools such as Google Analytics, Google Ads, and the Meta (Facebook) pixel to understand site traffic and measure advertising. You can disable cookies in your browser settings.

8. How We Protect Your Information

We maintain administrative, technical, and physical safeguards designed to protect your information, consistent with the FTC Safeguards Rule and IRS guidance for tax professionals, including limited access to client data, secure document collection, and staff confidentiality requirements. No system is 100% secure, but we take the protection of your information seriously.

9. How Long We Keep Information

We keep client records as long as needed to provide services and meet legal and IRS record-keeping requirements, then dispose of them securely.

10. Your Choices

You may request to access, update, or correct your information, or unsubscribe from marketing at any time, by contacting us.

11. Children

Our services are not directed to children under 13, and we do not knowingly collect their information.

12. Changes to This Policy

We may update this policy from time to time. Updates will be posted on this page with a new effective date.

13. Contact Us

Community First Financial Solutions
1200 Brickell Avenue, Miami, FL 33101
Phone: (866) 694-6171
Email: info@community1tax.com