PRIVACY POLICY
Information We Collect
We may collect personal information including your name, email address, phone number, and communication preferences when you submit forms, schedule appointments, or opt in to receive text messages.
How We Use Your Information
We use your information to provide tax-related education, appointment reminders, service-related communications, and to respond to inquiries. Phone numbers collected for SMS consent are used solely for messaging purposes.
SMS Opt-In Details
By providing your mobile number and opting in, you consent to receive SMS messages from Ideal Tax Solutions. Message frequency varies. Message and data rates may apply. You may opt out at any time by replying STOP.
Cookies & Tracking Technologies
Our website may use cookies and tracking technologies to enhance user experience and analyze website traffic. These do not collect sensitive financial information.
Data Security & Handling
We implement reasonable administrative, technical, and physical safeguards to protect personal information from unauthorized access, disclosure, or misuse.
User Rights
You may request access to, correction of, or deletion of your personal information by contacting us using the information below.
Mobile Information Sharing
Mobile information will not be shared with third parties for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties.
DEAL TAX SOLUTIONS
941-876-8985
Schedule a Complimentary Discovery Session
Your dedication to building and protecting your nest egg deserves to be rewarded. Our experienced team specializes in creating strategies to help you preserve more of your wealth by minimizing taxes, so you can enjoy the retirement you’ve worked so hard to achieve. Contact us today to explore how we can help you make the most of your retirement years.
Schedule a Complimentary Discovery Session
Your dedication to building and protecting your nest egg deserves to be rewarded. Our experienced team specializes in creating strategies to help you preserve more of your wealth by minimizing taxes, so you can enjoy the retirement you’ve worked so hard to achieve. Contact us today to explore how we can help you make the most of your retirement years.
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LOCATION
Port Charlotte Office:
17896 Toledo Blade Blvd, Port Charlotte, FL 33948
RESOURCES
Ideal Retirement Solutions, LLC (“IRSL”) and Ideal Tax Solutions Group LLC (“ITSG”) are affiliated through common ownership but are separate legal entities. IRSL does not provide tax preparation or tax filing services. ITSG does not provide investment advisory services. Engagement of tax services is optional and requires a separate agreement with Ideal Tax Solutions Group LLC.
Ideal Retirement Solutions, LLC is an SEC-registered investment adviser. Information is provided for educational purposes only and is not intended as investment, legal, or tax advice. No offer or solicitation to buy or sell securities or investment strategies is being made. Statements regarding fiduciary duty are made in accordance with the Investment Advisers Act of 1940. Any hypothetical examples or forward-looking statements are for illustrative purposes only, not predictive of actual results. Please consult with a qualified financial, tax, or legal professional regarding your personal circumstances.
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