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PRIVACY POLICY

Last Updated:0/5/2026

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Barry Consultant Solutions LLC (“Company,” “we,” “us,” or “our”) operates https://www.barryconsultantsolutions.com and provides tax preparation, tax planning, bookkeeping, and business advisory services (the “Services”).

This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website, engage our services, or opt into communications, including SMS messaging programs.

By using our Services, you consent to the data practices described in this policy.

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1. Information We Collect

We may collect the following categories of information:

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1.1 Personal Information

  • Full name

  • Email address

  • Phone number

  • Mailing address

  • Date of birth (when required for tax services)

  • Social Security Number or EIN (for tax preparation services only)

  • Financial and tax-related documentation

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1.2 Communication Data

  • SMS opt-in records

  • Email subscription preferences

  • Appointment booking details

  • Customer support communications

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1.3 Technical & Usage Data

  • IP address

  • Browser type

  • Device type

  • Pages visited

  • Time spent on pages

  • Referring URLs

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2. How We Use Information

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We use collected information to:

  • Provide tax preparation and advisory services

  • Process tax filings and documentation

  • Communicate regarding appointments and service updates

  • Send SMS communications (where consent is provided)

  • Deliver promotional messages (where consent is provided)

  • Improve website performance

  • Maintain compliance with IRS and regulatory requirements

  • Prevent fraud and enhance security

We only collect information necessary to provide our Services.

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3. SMS Communications & Mobile Data Protection

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3.1 Consent to Receive SMS Messages

By providing your mobile number and affirmatively opting in, you consent to receive SMS messages from Barry Consultant Solutions LLC. These messages may include:

  • Appointment reminders

  • Tax service updates

  • Document notifications

  • Account alerts

  • Promotional offers (if opted in)

Message frequency may vary. Message and data rates may apply.

Consent to receive SMS communications is not a condition of purchase.

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3.2 Opt-Out Instructions

You may opt out at any time by replying:

STOP to 1-877-305-4036 to opt out 

For assistance, reply:

HELP

Or contact us at:
Email: info@barryconsultantsolutions.com
Phone: 1-877-305-4036

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3.3 Mobile Information Sharing Policy (Carrier-Required Language)

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

SMS consent and phone numbers collected for SMS purposes will not be shared, sold, rented, or disclosed to third parties for marketing purposes.

This statement is included to comply with CTIA and A2P 10DLC messaging guidelines.

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4. Cookies & Tracking Technologies

Our website uses cookies and similar tracking technologies to:

  • Enhance website functionality

  • Analyze visitor behavior

  • Measure marketing performance

  • Improve security

Third-party analytics providers may collect anonymized usage data. You may disable cookies in your browser settings, though certain website features may not function properly.

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5. Information Sharing & Disclosure

We may share information with:

  • IRS or regulatory authorities as required by law

  • Secure third-party service providers assisting in service delivery

  • Payment processors for billing transactions

  • Technology providers for hosting and analytics

All third-party vendors are contractually obligated to safeguard your data and use it solely for authorized purposes.

We do not sell personal information.

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6. Data Security

We implement administrative, technical, and physical safeguards to protect sensitive financial and personal information, including:

  • Encrypted data transmission (SSL)

  • Secure document portals

  • Access control policies

  • Internal compliance procedures

However, no electronic transmission is 100% secure.

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7. Data Retention

We retain client tax records and related information in accordance with IRS recordkeeping requirements and applicable federal and state regulations.

SMS consent records are retained for compliance documentation.

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8. Children's Privacy

Our Services are not intended for individuals under the age of 18. We do not knowingly collect personal information from minors without parental or legal guardian consent.

If we discover that a minor has provided personal information without authorization, we will delete such information promptly.

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9. User Rights

You may request:

  • Access to your personal information

  • Correction of inaccurate information

  • Deletion of certain data (where legally permitted)

To exercise these rights, contact:
info@barryconsultantsolutions.com

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10. Links to Third-Party Websites

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

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11. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Updates will be reflected by revising the “Last Updated” date.

Continued use of our Services constitutes acceptance of any revisions.

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12. Contact Information

Barry Consultant Solutions LLC
Website: https://www.barryconsultantsolutions.com
Email: info@barryconsultantsolutions.com
Phone: 1-877-305-4036

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