SY Group (“we,” “our,” “us”) is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your data when you visit our website, book services, or communicate with us.
This policy covers:
Website Privacy & Data Collection
SMS Text Messaging Policy
Tax & Business Service Data Protection
WordPress/Technical Data Collection
We collect personal information in the following ways:
Name
Phone number
Email address
Mailing address
Uploaded documents (tax, payroll, business services)
Appointment details
Contact forms and messages
IP address
Browser and device details
Pages visited
Cookies and analytics data
Your information is used only to provide and support SY Group services, including:
Tax preparation, bookkeeping, payroll, and business setup
Mailbox rentals and shipping services
Identity-related services (Live Scan fingerprinting, document verification)
Appointment confirmations and reminders
Customer service and communication
Required notices or updates
Website security and improvement
We do NOT sell or share your information for marketing or advertising purposes.
Clients may choose to opt in to receive SMS/text messages.
Appointment reminders
Document updates
Service-related communication
We do not send promotional SMS messages.
To stop receiving texts:
Reply STOP to any message.
Text HELP for assistance.
Message and data rates may apply.
No mobile information is shared with third parties.
We use strict security measures to protect your information, including:
Encrypted systems
Limited employee access
Safeguards required under IRS Publication 4557
Secure document handling and storage
You may request:
A copy of your information
Corrections to inaccurate information
Deletion (unless legally required to retain it)
Changes to communication preferences
Contact us at any time to make these requests.
We do not knowingly collect personal information from children under age 13.
Our website may collect optional technical data:
If visitors leave comments:
We collect the data shown in the form
We also collect IP and browser details
A hashed email may be used by Gravatar
Avoid uploading images containing EXIF GPS location data.
Cookies may store:
Login sessions
User preferences
Comment information
Cookies may last from a session to one year.
Videos, images, or posts from other websites act as if you visited their site directly.
They may collect data independently.
Visitor comments may be scanned using automated spam detection services.
SY Group may share information only under the following circumstances:
When required to comply with federal, state, or regulatory law, including:
IRS
FTB
CDTFA
DOJ
FBI
USPS
UPS, FedEx, DHL (for mailbox or shipping services)
Court orders, subpoenas, or legal processes
We will never share more information than is legally required.
We may share data only with agencies or systems needed to complete your requested service, such as:
Tax e-filing systems
DOJ/FBI fingerprint processing
Payroll tax agencies
Mailbox or shipping carriers
We may share information when you request or authorize us to send documents to:
Lenders
Attorneys
Employers
Government agencies
Other third parties
Phone numbers
SMS opt-in data
Client documents
Email lists
Any information with marketing companies