Privacy Policy

Effective Date: June 1st’ 2026

Foxmere Financial LLC ("Foxmere," "we," "our," or "us") respects your privacy and is committed to protecting the personal information you entrust to us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, communicate with us, or use our tax preparation, financial recovery, coaching, and related professional services.

By accessing our website or engaging our services, you acknowledge that you have read and understand this Privacy Policy.

Information We Collect

We may collect information that you voluntarily provide, including:

  • Name

  • Mailing address

  • Email address

  • Telephone number

  • Date of birth

  • Taxpayer Identification Number, including Social Security Number when necessary for tax preparation services

  • Tax returns and supporting tax documents

  • Financial information related to debt settlement, budgeting, and financial recovery services

  • Payment information (processed through secure third-party payment processors)

  • Information submitted through online forms, questionnaires, or secure client portals

  • Communications with Foxmere Financial, including emails, phone calls, and SMS messages

We may also automatically collect certain technical information when you use our website, including:

  • IP address

  • Browser type

  • Device type

  • Operating system

  • Referring website

  • Pages visited

  • Website usage analytics

  • Cookies and similar technologies

How We Use Your Information

We use your information to:

  • Provide requested services;

  • Prepare and file tax returns;

  • Deliver financial recovery coaching and related services;

  • Respond to inquiries and consultation requests;

  • Schedule appointments;

  • Process payments;

  • Send reminders and service-related notifications;

  • Deliver educational materials and client resources;

  • Improve our website and services;

  • Detect and prevent fraud;

  • Maintain security of our systems;

  • Comply with legal, regulatory, and professional obligations.

Electronic Communications & SMS Consent

By providing your contact information, you consent to receive communications from Foxmere Financial by email, telephone, and SMS text message regarding your relationship with us.

These communications may include:

  • Appointment confirmations and reminders

  • Consultation scheduling

  • Requests for documents or additional information

  • Tax return status updates

  • IRS or tax-related notifications

  • Billing reminders

  • Membership account updates

  • Secure portal notifications

  • Follow-up communications regarding requested services

If you provide your mobile phone number and expressly opt in to receive SMS communications, you consent to receive text messages from Foxmere Financial regarding your services.

Message frequency may vary depending on your interactions with our team.

Standard message and data rates may apply based on your mobile carrier's pricing plan.

You may opt out of SMS communications at any time by replying STOP to any text message. You may reply HELP for assistance.

You may unsubscribe from promotional email communications at any time using the unsubscribe link contained in those emails. Service-related communications may continue where permitted by applicable law.

Information Sharing

We respect your privacy and do not sell, rent, lease, or trade your personal information.

We may share your information only:

  • With trusted service providers who assist us in providing our services, including tax preparation software providers, secure document storage providers, payment processors, communication platforms, and technology vendors;

  • When required by law, subpoena, court order, or governmental authority;

  • To protect the rights, property, or safety of Foxmere Financial, our clients, or others;

  • In connection with a merger, acquisition, financing, or sale of all or substantially all of our business assets.

SMS consent, mobile phone numbers, and text messaging opt-in information are not shared with third parties or affiliate companies for marketing or promotional purposes.

Data Security

We maintain commercially reasonable administrative, technical, and physical safeguards designed to protect your personal information against unauthorized access, disclosure, alteration, or destruction.

While we take appropriate security measures, no method of transmitting or storing electronic information is completely secure. Accordingly, we cannot guarantee absolute security.

Data Retention

We retain personal information only as long as reasonably necessary to:

  • Provide requested services;

  • Meet legal and regulatory record retention requirements;

  • Resolve disputes;

  • Enforce our agreements; and

  • Protect our legal interests.

Cookies and Website Analytics

Our website may use cookies and similar technologies to:

  • Improve website functionality;

  • Remember user preferences;

  • Analyze website traffic;

  • Enhance user experience;

  • Maintain website security.

You may manage cookie preferences through your browser settings. Disabling cookies may impact certain website functionality.

Third-Party Websites

Our website may contain links to third-party websites or services for your convenience.

Foxmere Financial is not responsible for the privacy practices, security, or content of any third-party websites. We encourage you to review their privacy policies before providing personal information.

Children's Privacy

Our services are intended solely for individuals who are at least 18 years of age.

We do not knowingly collect personal information from children under the age of 13.

Changes to This Privacy Policy

We may revise this Privacy Policy periodically to reflect changes in our services, legal obligations, or business practices.

Any updates will become effective upon posting the revised Privacy Policy on this page. The Effective Date above will indicate the date of the most recent revision.

Contact Us

If you have questions regarding this Privacy Policy or our privacy practices, please contact us:

Foxmere Financial LLC

Email: hello@foxmerefinancial.com

Website: www.foxmerefinancial.com