Privacy Policy

The Roberts Tax Group is committed to ensuring privacy protection for its users and clients.  Our Privacy Policy has been created to help you understand how we collect, use and protect the sensitive information you provide us.

For this policy, the terms “we”, “us” and “our” refer to The Roberts Tax Group.  “You” refers to you as a client or user of our services. Your acceptance of our Privacy Policy and Terms of Use, you are consenting to our collection, storage, use and disclosure of your personal information as described in this Privacy Policy.


How We Collect Information

We collect information, including nonpublic personal information, about you from the following sources:

  • Interviews conducted in person and by telephone, facsimile machines or by e-mail.
  • Information we receive from you on tax organizers, applications and other forms.
  • Information about your transactions with us and with others.
  • Information you provide via our website


How We Use And Share Information

We do not disclose any information, including nonpublic personal information, about you to anyone or any organization without your permission unless compelled to do so by a court order or governmental authority.

We restrict access to information, including nonpublic information about you to those employees who need to know that information to provide services to you. We maintain physical, electronic and procedural safeguards that comply with federal regulations to guard your information, including nonpublic personal information.

We do not sell, trade or otherwise share your personal information without your consent for marketing or any other purpose.  We do share personal information with vendors who perform a service for us, such as our email communications provider.  These vendors only use your personal information with our direction and in accordance with this privacy policy.


Your Rights Regarding Use Of Your Personal Information

You have a right at any time to opt out from receiving marketing information from us.  Simply select the option to “opt out” and follow the unsubscribe instructions found in the bottom of each promotional email you receive from us.


Changes To Our Privacy Policy

We reserve the right to change this policy at any time.  You will be notified of any significant change by email and the revised policy will be displayed on our website.  You should periodically check our website for changes.


Contact Us

Please contact us if you have any questions about our Privacy Policy. Send your email to

Last Updated: November 18, 2020