Privacy Policy

Effective Date: 20 October 2025

At Roberson Financial Service, your privacy is our priority. This Privacy Policy explains how we collect, use, store, and protect your personal information when you interact with our website, services, or communications.

1. Information We Collect

We collect personal information only when necessary to provide our services, including:

  • Name, email, phone number, and contact details

  • Tax and financial information necessary to provide tax preparation and consulting services

  • Usage data from our website and communications for service improvement and compliance

All information is collected fairly, with your knowledge and consent, and only used for the purposes disclosed at the time of collection.

2. Data Retention

We retain personal information only as long as necessary to provide our services and comply with legal, regulatory, or operational requirements. All stored data is protected with commercially reasonable security measures to prevent unauthorized access, disclosure, alteration, or destruction.

3. Data Sharing

We do not sell or publicly share your personal information. Personal data may only be shared with third parties when:

  • Required by law or legal process

  • Necessary to provide the service you requested

  • In connection with trusted service providers under strict confidentiality agreements

4. External Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. Please review their privacy policies directly.

5. Your Rights and Choices

You have the following rights regarding your personal data:

  • Access: Request access to the personal data we hold.

  • Correction: Request corrections to inaccurate or incomplete data.

  • Deletion: Request deletion of personal data, subject to legal and regulatory obligations.

  • Data Portability: Request your data in a structured, machine-readable format.

  • Object: Object to processing for marketing or other specific purposes.

  • Restrict Processing: Request a restriction on how your data is processed under certain circumstances.

  • Withdraw Consent: Withdraw consent for processing at any time without affecting lawful processing prior to withdrawal.

  • Non-Discrimination: Exercise your privacy rights without facing discriminatory treatment.

To exercise any of these rights, contact us at the details listed below.

6. Cookies and Tracking Technologies

We use cookies, pixels, and similar technologies to improve website functionality, analyze usage, and provide communications. By using our website or consenting to communications, you agree to our use of these technologies.

7. Security

Roberson Financial Service implements reasonable technical and organizational measures to protect personal data from unauthorized access, disclosure, loss, or alteration. While we take security seriously, no online transmission can be guaranteed 100% secure.

8. Children’s Privacy (COPPA)

Our services are not directed to children under 13. We do not knowingly collect personal information from children under 13. If we become aware of any such collection, we will delete the data promptly.

9. SMS and Email Communications

Roberson Financial Service ensures that all SMS and email communications are sent only with your consent. You may opt out at any time, and all messages clearly identify Roberson Financial Service as the sender.

10. Changes to This Policy

We may update this Privacy Policy to reflect operational, legal, or regulatory changes. Continued use of our services after updates constitutes acceptance of the revised policy.

Contact Us

Business Name: Roberson Financial Service
Email: [email protected]
Phone: (470) 929-3233
Website: https://robersonfinancials.com/
Address: 4968 Austell Rd Suite 136 , Austell Georgia 30106

Office: 4968 Austell Rd Suite 136 , Austell Georgia 30106

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