Privacy Policy: Privacy Policy
Inverrary Health & Tax Consulting (“Company,” “we,” “our,” or “us”) is committed to protecting your privacy and safeguarding your personal information. This Privacy Policy describes what information we collect, how we use it, how we protect it, and your rights regarding your information.
1. Information We Collect
We may collect the following categories of information:
A. Personal Information You Provide
Full name
Phone number
Email address
Mailing address
Date of birth
Social Security number (when required for tax filing or insurance enrollment)
Tax documents (W-2, 1099, 1098, etc.)
Health insurance application information
Medicare or Marketplace-related information
B. Automatically Collected Information
When you visit our website, we may automatically collect:
IP address
Browser type
Device type
Pages visited
Time spent on website
Referring website
C. Communication Information
If you contact us by phone, SMS, or email, we may retain communication records.
2. How We Use Your Information
We use your information for the following purposes:
To provide health insurance and tax services
To process enrollments and filings
To communicate regarding appointments and service updates
To respond to inquiries
To improve website performance
To comply with legal and regulatory obligations
To send SMS messages (if you opt in)
We do not sell your personal information.
3. SMS Opt-In & Mobile Messaging Details
If you provide your mobile number and consent to receive SMS communications:
You May Receive:
Appointment reminders
Policy updates
Enrollment notifications
Tax preparation updates
Promotional or informational messages
SMS Terms:
Message frequency varies
Message and data rates may apply
You may opt out at any time by replying STOP
You may request assistance by replying HELP
Consent to receive SMS messages is not a condition of purchase
Your opt-in consent is collected through:
Website forms with checkbox authorization
Written consent
Verbal consent (when applicable)
We maintain records of consent where required.
4. Mobile Information Sharing Statement
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
Text messaging originator opt-in data and consent will not be shared with any third parties.
Mobile numbers are used solely for the purpose for which consent was provided.
5. Cookies & Tracking Technologies
Our website may use cookies and similar technologies to:
Improve user experience
Analyze website traffic
Track performance metrics
Cookies may collect anonymous browsing data.
You may disable cookies through your browser settings; however, some website features may not function properly if cookies are disabled.
We do not use cookies to collect sensitive financial or health information.
6. Data Security & Handling
We implement appropriate administrative, technical, and physical safeguards to protect your information, including:
Secure data storage systems
Restricted access to sensitive information
Encryption where applicable
Use of secure third-party platforms
While we take reasonable precautions, no electronic transmission or storage method can be guaranteed 100% secure.
7. Data Retention
We retain personal information only as long as necessary to:
Provide services
Meet legal or regulatory requirements
Resolve disputes
Enforce agreements
8. User Rights
You have the right to:
Request access to your personal information
Request corrections to inaccurate data
Withdraw SMS consent at any time
Opt out of marketing communications
Request deletion of information where legally permissible
To exercise your rights, contact:
Andrew@inverraryhealth.com
(786)-538-5188
10. Children’s Privacy
Our services are intended for individuals 18 years of age or older. We do not knowingly collect information from individuals under 18.
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.
12. Contact Information
If you have questions regarding this Privacy Policy, contact:
Andrew@inverraryhealth.com
Inverrary Health & Tax Consulting
(786)-538-5188
