Rev. February 19, 2026
What Does U.S.A. Financial & Tax Services, LLC Do With Your Personal Information?
| Why? | Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do. |
| What? |
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
|
| How? | All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons we choose to share; and whether you can limit this sharing. |
| Reasons we can share your personal information | Do we share? | Can you limit this sharing? |
|---|---|---|
| For our everyday business purposes — such as processing your transactions, maintaining your account(s), responding to court orders and legal investigations, or reporting to credit bureaus | Yes | No |
| For our marketing purposes — to offer our products and services to you | No | NA |
| For joint marketing with other financial companies | No | NA |
| For our affiliates’ everyday business purposes — information about your transactions and experiences | Yes | Yes |
| For our affiliates’ everyday business purposes — information about your creditworthiness | Yes | Yes |
| For our affiliates to market to you | No | NA |
| For non-affiliates to market to you | No | NA |
| To limit our sharing |
Please note: If you are a new customer, we can begin sharing your information from the date you received this notice. When you are no longer our customer, we continue to share your information as described in this notice. We do not share mobile information with third parties or affiliates. However, you can contact us at any time to limit our sharing. |
| Questions? | Call 860-430-2138 |
Who we are
| Who is providing this notice? | U.S.A. Financial & Tax Services, LLC |
What we do
| How do we protect your personal information? | To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secure files and buildings. |
| How do we collect your personal information? |
We collect your personal information, for example, when you
|
| Why can’t you limit all sharing? |
Federal law gives you the right to limit only
|
| What happens when you limit sharing for an account you hold jointly? | Your choices will apply to everyone on your account—unless you tell us otherwise. |
Definitions
| Affiliates | Companies related by common ownership or control. They can be financial and non-financial companies. |
| Non-affiliates | Companies not related by common ownership or control. They can be financial and non-financial companies. |
| Joint marketing | A formal agreement between non-affiliated financial companies that together market financial products or services to you. |
Mail-in Form
If you have a joint account, your choice(s) will apply to everyone on your account unless you mark “Apply only to me” below.
Mark any you want to limit:
- ☐ Do not use my personal information to market to me.
- ☐ Do not use my personal information for marketing with other financial companies.
- ☐ Do not share information about my transactions and experiences with your affiliates.
- ☐ Do not use information about my creditworthiness for affiliates’ everyday business purposes.
- ☐ Do not allow your affiliates to use my personal information to market to me.
- ☐ Do not share my personal information with non-affiliates to market to me.
- ☐ Apply only to me
Name: _______________________________________________
Address: ____________________________________________
City, State, Zip: ___________________________________
Account #: __________________________________________
Mail to:
U.S.A. Financial & Tax Services, LLC
628 Hebron Ave Suite 505
Glastonbury, CT 06033
SMS Text Messaging & Consent
Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
By providing your mobile phone number and checking the SMS consent box on our website forms, you agree to receive SMS text messages from U.S.A. Financial & Tax Services regarding appointment reminders, confirmations, and related scheduling communications. Message frequency varies. Message and data rates may apply. Consent to receive SMS messages is not a condition of purchase.
Opt-Out: You may opt out of receiving SMS messages at any time by replying “STOP” to any message. After you opt out, you will receive a one-time confirmation message, and no further messages will be sent unless you opt in again.
Privacy: We do not share, sell, rent, or disclose your mobile number or SMS opt-in data to third parties or affiliates for marketing or promotional purposes. This includes any text messaging originator opt-in data and consent, which will not be shared with any third parties for marketing or promotional purposes.
Third-Party Providers: We may use a third-party messaging provider, such as Twilio, to facilitate message delivery. Twilio and other service providers may process limited data (such as your phone number and message content) solely to provide these services on our behalf.
We comply with applicable U.S. laws and industry guidelines governing SMS communications, including the Telephone Consumer Protection Act (TCPA). Your consent to receive text messages is not a condition of purchasing any service.
If you have questions or need assistance related to our messaging program, please contact us at admin@usafinancialandtaxservices.com or 860-430-2138.