Effective Date: May 10, 2026

At Hodges Financial Services LLC (HFL, LLC), we value the trust you place in us for your tax preparation, bookkeeping, and business consulting needs. This Privacy Policy explains how we collect, use, and protect your personal information.

We collect personal information that you provide to us directly, which may include:

• Contact information: Name, mailing address, email address, and phone number.
• Tax and financial identifiers: Social Security Numbers and Employer Identification Numbers.
• Financial records: Income statements, expense receipts, and bank statements.

The information we collect is used solely to provide professional accounting services, including:

• Preparing and filing federal and state tax returns.
• Maintaining bookkeeping records and providing business consulting.
• Communicating with you regarding your account, deadlines, or service updates.

We obtain explicit consent to communicate with our customers via SMS verbally. During your consultation or onboarding process, our staff will ask for your permission to send business-related text messages. We record this verbal agreement in our secure client management system before any text messages are sent.

We do not sell, rent, or lease your personal information to third parties. Information is only shared with:

• Government agencies (e.g., IRS, State Department of Revenue) as required to file your taxes.
• Third-party software providers (e.g., professional tax software) used strictly to process your filings.

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. SMS consent is not shared with third parties.

If you have any questions regarding this Privacy Policy or how we handle your data, please visit our website at https://hodgesfinancials.com/.

By providing your verbal consent to Hodges Financial Services LLC, you agree to the following SMS Terms and Conditions:

• Program Description: You will receive SMS messages related to your accounting services, including appointment reminders, tax filing status updates, order alerts, and account notifications.
• Messaging Frequency: Messaging frequency may vary.
• Rates: Message and data rates may apply.
• Opt-Out: To opt out of receiving text messages at any time, text STOP to our number.
• Assistance: For assistance, text HELP or visit our website at https://hodgesfinancials.com/.
• Privacy: Visit https://hodgesfinancials.com/privacy-policy-1 for our Privacy Policy and Terms of Service.
• Liability: Carriers are not liable for delayed or undelivered messages.