Effective Date: August 28, 2025 SheCounts Taxes and Wealth ("we," "our," "us") respects your privacy and is committed to protecting the personal information of visitors to our website [www.shecountshq.com] (the "Site"). This Privacy Policy explains how we collect, use, disclose, and protect your information; your rights regarding your data; and the measures we take to comply with applicable privacy laws, including the California Consumer Privacy Act (CCPA) and other relevant legislation. 1. Legal Disclaimer The content on this Site is for informational purposes only and does not constitute tax, legal, or financial advice. While we strive to ensure accuracy, SheCounts Taxes and Wealth makes no warranties regarding the completeness or reliability of the information provided. Visitors should consult with qualified professionals for personalized advice. By using this Site, you agree that SheCounts Taxes and Wealth is not responsible for any decisions or actions you take based on the information presented. 2. Information We Collect Personal Information: Name, email address, phone number, mailing address Tax or financial information voluntarily submitted Payment information processed securely through third-party providers Non-Personal Information: IP address, browser type, operating system Pages visited, time spent on the Site, referring URLs Cookies and tracking data Special Categories of Data: Sensitive data may be collected only when voluntarily submitted (e.g., tax-related details during service inquiries). 3. How We Collect Information Directly From You: Form submissions, service requests, consultations, newsletter sign-ups. Automatically: Cookies, analytics tools, browser data, and usage logs. Third-Party Sources: Booking systems, payment processors, and integrated platforms you authorize. 4. Purpose of Data Collection We collect data to: Provide and improve our tax and financial services Respond to inquiries and deliver requested resources Process payments Personalize your experience and deliver relevant content Maintain compliance and protect Site security 5. Sharing of Information We do not sell your personal information. We may share information solely in these circumstances: Service Providers: Payment processors, cloud storage, marketing software, Site hosting, analytics partners Legal Obligations: Compliance with court orders, subpoenas, or regulatory requirements Business Transfers: In the event of mergers, acquisitions, or asset sales All third-party providers are contractually bound to protect your data. 6. Visitor and Customer Rights Depending on your jurisdiction, you may have the right to: Access your personal information Correct inaccurate or incomplete data Request deletion of your personal information Opt out of marketing communications Request data portability Requests may be submitted to: privacy@shecounts.com 6.1 SMS Communication & Opt-In Consent By providing your mobile phone number through any form or communication on our Site—including consultations, subscription forms, booking pages, applications, or service inquiries—you expressly consent to receive SMS text messages from SheCounts Taxes and Wealth. These may include: Appointment reminders Tax updates and filing deadlines Wealth-building tips and resources ITA application updates IIS application updates Service-related notifications Promotional or educational communications You may receive up to 4 texts per week, with additional messages during peak seasons. Standard message and data rates may apply based on your carrier. You may opt out at any time by replying “STOP.” Reply “HELP” for assistance. Your mobile number will not be shared or sold to third parties for marketing purposes. It is used solely for SheCounts-related communication and support. 7.Data Protection & No Third-Party Sharing SheCounts does not transfer, sell, or share consumer phone numbers or SMS-related data with any external organizations under any circumstances, even with user consent. We protect your information through: Strict internal access controls Routine internal privacy and compliance audits Mandatory staff training on data security and SMS compliance Your mobile number is used solely for SheCounts communication and client support purposes. 8. Data Collection Practices Regarding Minors This Site is not intended for children under 13. We do not knowingly collect personal information from minors without parental consent. If such data is discovered, it will be deleted promptly. 9. Cookies and Tracking Technologies We use cookies and similar tools to enhance functionality, analyze behavior, and improve user experience. You may disable cookies through your browser settings, though some features may not function correctly. 10. Data Security We use administrative, technical, and physical safeguards to protect your information. While we take reasonable precautions, no internet-based system is entirely secure. 11. Data Retention We retain personal data as long as reasonably necessary to fulfill service obligations or comply with legal requirements. Non-identifiable aggregated data may be stored indefinitely. 12. Third-Party Links Our Site may contain links to external websites. We are not responsible for their privacy practices and recommend reviewing their policies. 13. International Users If you access our Site outside the United States, your data may be transferred to and processed in the U.S., subject to applicable privacy laws. 14. Changes to This Privacy Policy Updates may be made periodically. Changes will be posted with an updated effective date. Continued use of the Site constitutes acceptance. 15. Limitation of Liability While we implement reasonable security measures, we cannot guarantee absolute protection. By using this Site, you agree that SheCounts Taxes and Wealth is not liable for any damages resulting from unauthorized access, data breaches, or security incidents. Users are responsible for maintaining the confidentiality of login credentials and personal information. 16. Data Sharing and Messaging Terms and Conditions Customer data is not shared with 3rd parties for promotional or marketing purposes. Mobile opt-in and consent are never shared with anyone for any purpose. Any information sharing that may be mentioned elsewhere in this policy excludes mobile opt-in data. By providing your phone number and agreeing to receive texts, you consent to receive text messages from SHECOUNTS TAXES AND WEALTH, from (972)833-0643 regarding account notification, customer care, delivery notification, marketing. Consent is not a condition of purchase. Message frequency varies. Message & data rates may apply. You can reply STOP to unsubscribe at any time or HELP for assistance. You can also contact us at (972)833-0643 support@SheCountsHQ.com. Mobile opt-in information is never shared with third parties. 17. Contact Information For questions, concerns, or to exercise your privacy rights, contact: Email: support@shecounts.com Website: www.shecountshq.com