Privacy Policy

Effective Date: July 1, 2025 

At Professional Financial Services, LLC, your privacy matters. This Privacy Policy outlines how we handle phone, text, and website communications. Rest assured-we do not collect, store, or share your personal data. We collect nonpublic personal information about you from various sources, including:

• Interviews regarding your tax situation

• Applications, organizers, or other documents that supply such information as your name, address, telephone number, social security number, number of dependents, income and other tax-related data.

• Tax-elated documents you provide that are required for processing tax returns, such as Forms W-2, 1099R, 1099-INT, and 1099-DIV, and stock transactions.

• We do NOT disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by our clients or as requested by law

• We restrict access to your personal information except to our employees, who need such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information.

1. Information We Collect 

We do not collect any personal information through our website. No tracking, no cookies, no analytics-just straightforward service. 

2. Phone and Text Communication 

When you contact us by phone or text at 406.234.3368, your information is used solely to respond to your inquiry. We will never send unsolicited messages, or share your contact details. 

3. Email or Contact Forms 

If you reach out via email or a contact form (if available in the future), we'll only use that information to respond directly to you. We do not use email lists, marketing blasts, or data-sharing services. 

4. Third-Party Services 

We do not use any third-party marketing, analytics, or customer tracking services on our website. 

5. Your Privacy Rights 

If you ever have questions or concerns about your privacy, please call us at 406.234.3368. 

6. Policy Updates If we ever update our practices or begin using new technologies, we will revise this Privacy Policy accordingly. Changes will be posted here and become effective immediately upon publication.