Privacy Policy
Last Updated: February 25, 2026
Gator Agent ("we," "us," or "our") is committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website gatoragent.com, use our services, or communicate with us. Please read this policy carefully. By using our services, you agree to the practices described herein.
Gator Agent is located at 117 Moorings Dr, Suite 115, Lantana, FL 33462 and provides financial and business services including tax preparation, life and health insurance, credit repair, real estate, business formation, and ITIN applications.
1. Information We Collect
We collect the following categories of personal information in connection with our services:
Personal Identification Information
- Full name
- Email address
- Phone number
- Home or mailing address
- Date of birth
Financial & Tax Information
- Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) — collected solely for tax preparation purposes
- Income and employment information
- Bank account and financial account details
- Credit history and credit report information (for credit repair services)
- Business financial records (for business formation and funding services)
Website Usage Information
- IP address and browser type
- Pages visited and time spent on our website
- Referring URL and device information
- Cookies and similar tracking technologies
2. How We Collect Information
We collect information in the following ways:
- Directly from you — when you complete forms on our website (gatoragent.com or gatortaxform.com), book appointments, contact us by phone or email, or meet with us in person.
- Automatically — through cookies and analytics tools when you visit our website.
- From third parties — such as credit bureaus or government agencies when necessary to provide our services.
3. How We Use Your Information
We use the information we collect for the following purposes:
- To provide and deliver the services you request, including tax preparation, credit repair, insurance, and business services
- To process appointments and communicate appointment details
- To send SMS/text message communications including appointment reminders, document status updates, and service follow-ups (see Section 4)
- To comply with legal and regulatory requirements, including IRS filing obligations
- To respond to your inquiries and provide customer support
- To improve our website and service offerings
- To send administrative communications such as appointment confirmations
4. SMS / Text Message Communications
Important Notice Regarding SMS Messaging
Gator Agent uses SMS/text messaging to communicate with clients for the following purposes:
- Appointment reminders and confirmations
- Document status updates
- Service follow-ups and important account notifications
Consent & Opt-In
By providing your phone number on gatortaxform.com or during an in-person consultation with Gator Agent, you expressly consent to receive SMS text messages from Gator Agent at the phone number provided. Your consent is not a condition of purchasing any service.
Message Frequency
Message frequency varies based on your service activity and upcoming appointments. You may receive up to several messages per month.
Message & Data Rates
Message and data rates may apply depending on your mobile carrier plan. Gator Agent is not responsible for any charges imposed by your carrier.
How to Opt Out
You may opt out of SMS communications at any time by replying STOP to any text message you receive from us. After opting out, you will receive one final confirmation message and no further SMS messages will be sent. To re-enroll, reply START.
How to Get Help
For assistance, reply HELP to any of our text messages, or contact us directly at (561) 972-5222 or admin@gatoragent.com.
SMS Provider
Our SMS communications are powered by Twilio, a third-party messaging service. Twilio acts as a data processor on our behalf and is bound by appropriate data protection agreements. Twilio does not use your information for its own marketing purposes.
5. Sharing of Information
We do not sell, rent, or share your personal information with third parties for marketing purposes.
We may share your information only in the following limited circumstances:
- Service providers — trusted vendors who assist in operating our business (e.g., Twilio for SMS, Microsoft for calendar/email), bound by confidentiality obligations
- Government agencies — when required to file tax returns or comply with legal obligations (e.g., IRS, state tax authorities)
- Legal compliance — when required by law, court order, or to protect the rights and safety of our clients or the public
- Business transfers — in the event of a merger, acquisition, or sale of assets, subject to confidentiality protections
6. Data Security
We implement industry-standard security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. These measures include encrypted communications, secure file storage, and restricted access to sensitive information. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.
Social Security Numbers and other highly sensitive financial data are handled in strict accordance with IRS security requirements and applicable federal and state laws.
7. Data Retention
We retain your personal information for as long as necessary to provide our services, comply with legal obligations (including IRS record-keeping requirements), resolve disputes, and enforce our agreements. Tax records are typically retained for a minimum of seven (7) years in accordance with IRS guidelines.
8. Cookies
Our website uses cookies and similar tracking technologies to enhance your browsing experience and analyze website traffic. You may control cookie settings through your browser preferences. Disabling cookies may affect the functionality of certain features on our website.
9. Children's Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a minor, please contact us immediately and we will promptly delete it.
10. Your Rights
Depending on your state of residence, you may have the right to:
- Access the personal information we hold about you
- Request correction of inaccurate information
- Request deletion of your personal information, subject to legal retention requirements
- Opt out of SMS communications at any time by replying STOP
To exercise any of these rights, contact us at admin@gatoragent.com or (561) 972-5222.
11. Changes to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date. Your continued use of our services after any changes constitutes your acceptance of the revised policy. We encourage you to review this policy periodically.
12. Contact Us
If you have questions, concerns, or requests regarding this Privacy Policy, please contact us: