Privacy Policy

Gladys and Sons Brokerage LLC — Last updated: October 06, 2026

At Gladys and Sons Brokerage LLC (“we,” “us,” or “our”), we respect the privacy of individuals who visit our website and contact us for tax preparation and related services. This Privacy Policy explains how we collect, use, and protect your personal information when you use our website or contact us.

Information We Collect

Information You Provide to Us

When you contact us through our website contact form, we may collect:

  • Your name and email address
  • Your phone number (optional)
  • The type of service you are inquiring about
  • The content of your message

We do not collect Social Security numbers, tax documents, or sensitive financial information through our contact form. Please use our secure Client Portal for any sensitive documents.

Information Collected Automatically

When you visit our website, we may automatically collect certain technical information, including:

  • Your IP address and browser type
  • Operating system and device information
  • Pages visited and time spent on our site
  • Referring website or search terms

This information is used to maintain and improve our website and is not used to identify you personally.

Cookies and Similar Technologies

Our website may use cookies and similar technologies to improve your browsing experience and understand how visitors use our site. You can manage cookie preferences through your browser settings. To find out more about cookies, you can visit www.aboutcookies.org or www.allaboutcookies.org.

How We Use Your Information

We use the information we collect to:

  • Respond to your inquiries and provide requested tax services
  • Communicate with you about your tax preparation, appointments, document requests, and account or service updates
  • Send SMS text messages if you have provided your phone number and consented to receive them
  • Improve and maintain our website
  • Detect and prevent fraud and respond to trust and safety issues
  • Comply with applicable laws and regulations

We do not use your information for third-party advertising, and we do not sell your personal information.

SMS/Text Messaging Privacy

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. SMS opt-in data and consent will not be shared with any third parties. Mobile information and text messaging consent are used only to communicate with customers regarding their inquiries, tax services, appointments, document requests, and account or service updates.

If you provide your phone number through our contact form and consent to receive SMS messages, you may receive text messages from us related to your inquiry or services. You may opt out at any time by replying STOP to any message. Reply HELP for assistance. Message and data rates may apply.

How We Share Your Information

Service Providers

We may share your information with trusted third-party service providers who assist us in operating our website and delivering our services (such as website hosting and messaging platforms). These providers are contractually required to keep your information confidential and use it only to provide services on our behalf.

As Required by Law

We may disclose your information if required to do so by law or in response to a valid legal process, such as a court order or subpoena, or to protect the rights, property, or safety of our clients or others.

Business Transfers

In the event of a merger, acquisition, or sale of all or a portion of our business, your information may be transferred as part of that transaction. We will notify you of any such change and any choices you may have.

With Your Consent

We may share your information in other ways if you give us your explicit permission to do so.

Your Choices

Communications

If you receive email communications from us, you may opt out of future marketing emails by following the unsubscribe instructions in the email. You will continue to receive communications necessary to service your account or respond to your inquiry.

SMS Messages

You may opt out of SMS messages at any time by replying STOP to any message you receive from us.

Cookies

You can manage or disable cookies through your browser settings. Disabling cookies may affect some functionality of our website.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies before providing any personal information.

Security

We make reasonable administrative, technical, and physical efforts to protect your personal information from unauthorized access, use, or disclosure. Our Client Portal uses 256-bit SSL encryption for all document transfers. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

Children’s Privacy

Our website is not directed at children under the age of 13, and we do not knowingly collect personal information from children. If you believe a child has submitted information to us, please contact us and we will promptly delete it.

Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will post the revised policy on this page with an updated effective date. We encourage you to review this policy periodically.

Contact Us

If you have questions or concerns about this Privacy Policy or how we handle your information, please contact us:

Gladys and Sons Brokerage LLC

Professional tax preparation for individuals and small businesses. Trusted, accurate, and confidential.

Your Taxes. Handled Right.

Contact Us

Secure Portal

Access your documents, upload tax files, and communicate securely with our team.

Access Client Portal →

© 2026 Gladys and Sons Brokerage LLC. All rights reserved.

This website is for informational purposes only and does not constitute legal or financial advice. Tax laws vary; consult a qualified professional for your specific situation.