Privacy Policy

Last updated: September 14, 2026

Priority Tax and Financial Planning (“we,” “us,” or “our”) is the trade name of Robert W. Pryor Jr., a tax and financial planning practice located in Amherst, Massachusetts. We operate this contact page at contact.prioritytaxprep.com. This Privacy Policy explains what information we collect through this page, how we use it, and the choices you have — including your choices about text messages.

This policy covers the information you submit through the contact form on this page. If you become a tax or planning client, the handling of your client information is governed by professional standards, by federal privacy rules that apply to financial professionals, and by the privacy notices you receive at the start of an engagement. Those notices are provided separately and are not replaced by this policy.

1. Information we collect

Through the contact form on this page, we collect only what you choose to provide:

• Full name — required, so we know who we are replying to.
• Email address — required, so we can respond.
• Mobile phone number — optional. You are not required to give us a phone number to submit an inquiry.
• Your message — whatever you choose to tell us.
• Consent selections — whether you checked either of the optional SMS consent boxes, along with the date and time of that selection.

We also collect standard technical information such as your IP address and browser type, used only to keep this page secure and functioning.

2. How we use your information

• To respond to your inquiry.
• To schedule, confirm, or follow up on a consultation or call you request.
• To send you customer care and appointment-related text messages, if you gave permission.
• To send you promotional or educational messages, if you separately gave permission.
• To meet our legal, regulatory, and recordkeeping obligations.

3. Text messaging (SMS) program

The contact form includes two separate, optional, unchecked consent boxes: one for customer care and appointment messages, and one for promotional and marketing messages. You may check either, both, or neither.

• Consent is never required. Checking a box is not a condition of submitting the form, of purchasing anything, or of working with us.
• Message frequency varies depending on your inquiry and your selections.
• Message and data rates may apply from your mobile carrier.
• To stop messages, reply STOP to any text from us. You will receive one confirmation message and no further texts.
• For help, reply HELP to any text from us, or contact us using the details below.
• Carriers are not liable for delayed or undelivered messages.

Text messages are not encrypted. We will never include account numbers, Social Security numbers, tax return details, or other sensitive financial information in a text message. Minimal identifying information, such as your name or an appointment date, may appear in a reminder. Account-specific matters are handled only through secure channels.

4. We do not sell or share your mobile information

We share information only with service providers who help us operate — for example, our scheduling and messaging platform — and only to the extent needed to deliver the service you asked for. These providers are contractually barred from using your information for their own marketing. We may also disclose information where required by law or regulation.

5. How long we keep it

We keep contact form submissions and consent records for as long as needed to respond to you and to document your consent, and thereafter as required by federal and Massachusetts recordkeeping rules, including the rules that apply to financial professionals. You may ask us to delete your inquiry at any time using the contact details below, subject to those requirements.

6. Your choices

• Withdraw SMS consent at any time by replying STOP.
• Ask us to correct or delete the information you submitted.
• Ask us what information we hold about you.
• Contact us using this form without providing a phone number at all.

7. Security

This page is served over an encrypted HTTPS connection, and submissions are stored in access-controlled systems. No method of transmission over the internet is completely secure, which is why we ask you not to include account numbers or other sensitive financial information in this form.

8. Cookies and tracking technologies

This page uses a small number of cookies and similar technologies set by our website platform. These are used to make the page work — for example, delivering the form, protecting it against spam and automated abuse, and remembering your session while you complete it — and to measure basic, aggregate page performance. We may also use standard analytics or advertising tools (such as an analytics or advertising pixel) to understand how visitors find this page.

Cookie and tracking data is never combined with your mobile phone number or SMS consent, and is never used to send you text messages. You can block or delete cookies in your browser settings; doing so will not prevent you from contacting us.

9. Children

This contact page is intended for adults. We do not knowingly collect information from children under 13 through this form.

10. Our main website

Our main website, priorityfinancialplan.com, has its own privacy policy that covers information collected there. This policy applies to this contact page. Where the two overlap, the more protective statement applies to information you submit here.

11. Changes to this policy

We may update this policy from time to time. The “last updated” date above reflects the current version.

12. How to reach us