HFF Financial (“HFF Financial,” “we,” “us,” or “our”) is a trade name and doing business as (“DBA”) of BCW Agency. Through our website and the landing pages we link to, we connect tax clients and aspiring tax professionals with information, updates, and resources.

This Privacy Policy describes the information we collect, how we use it, the choices you have, and the steps we take to protect it. By providing your information — including your phone number for text messaging — you consent to the practices described in this policy.

We may collect the following categories of information:

• Contact information — such as your name, email address, and mobile phone number.
• Communication preferences — including your consent to receive text messages and the type of updates you request (for example, Early Bird VIP tax preparation updates or tax team information).
• Message data — the content of text messages and emails you send to us, along with delivery status and timestamps.
• Usage and device data — such as your approximate location, device type, browser, and how you interact with our pages.

When you submit a form on one of our linked landing pages, that information is collected by our service providers and shared with us so we can follow up on your request.

We may send you text messages using an Application-to-Person (A2P) messaging program over a 10-digit long code (10DLC), as registered with mobile carriers. Message and data rates may apply. Message frequency varies based on your interaction with us — for example, you may receive appointment availability reminders, tax season updates, or responses to your questions.

Consent. By providing your mobile number and checking any consent box on our forms, you agree to receive recurring automated and non-automated marketing and informational text messages from HFF Financial and BCW Agency at the number you provided. Consent is not a condition of any purchase.

How to opt out. You may cancel the SMS service at any time by replying STOP to any message. We will confirm your opt-out. After opting out, you may still receive one final confirmation message. Re-subscribing is not automatic — to receive messages again, you must provide renewed consent.

Help. For support, reply HELP to any message, or contact us using the details in Section 13.

Carrier disclosure. Carriers are not liable for delayed or undelivered messages. We do not sell or share your mobile information with third parties or affiliates for marketing purposes without your consent. Where required, we obtain your prior express written consent in accordance with the Telephone Consumer Protection Act (TCPA) and applicable carrier A2P 10DLC campaign registration requirements.

We use the information we collect to:

• Respond to your inquiries and provide the updates you requested.
• Send text messages and emails you have consented to receive.
• Notify Early Bird VIP list members about tax preparation availability and reminders.
• Share information about tax training, software, and team support with those who express interest.
• Improve our website, content, and communications.
• Comply with legal obligations and protect our rights.

We do not sell your personal information. We may share information with:

• Service providers who help us operate our business and messaging programs, under written agreements that protect your information.
• Mobile carriers and messaging platforms, as necessary to deliver text messages and comply with A2P 10DLC requirements.
• Authorities or third parties when required by law, court order, or to protect our rights, safety, or property.

We use third-party service providers to host landing pages, collect form submissions, and send text messages and emails on our behalf. These providers may access your information only to perform services for us and are bound by obligations of confidentiality and security. They are not permitted to use your information for their own purposes.

We retain your information for as long as necessary to fulfill the purposes described in this policy, respond to your requests, and comply with legal obligations. When your information is no longer needed, we delete or de-identify it, subject to applicable legal requirements.

We use reasonable administrative, technical, and physical safeguards to protect your information. However, no method of transmission or electronic storage is completely secure, and we cannot guarantee absolute security.

Depending on your location, you may have the right to:

• Access or request a copy of the personal information we hold about you.
• Request correction of inaccurate information.
• Request deletion of your information, subject to legal exceptions.
• Opt out of text messaging at any time by replying STOP.
• Withdraw consent for certain processing, where applicable.

To exercise any of these rights, contact us using the details in Section 13. We will respond within the timeframe required by applicable law.

Our services are not directed to individuals under 18, and we do not knowingly collect personal information from children. If you believe a child has provided us with information, please contact us so we can delete it.

Our site contains links to external landing pages and third-party websites that we do not control. We are not responsible for the privacy practices or content of those sites. We encourage you to review their privacy policies before providing any information.

We may update this Privacy Policy from time to time. When we do, we will revise the “Last updated” date at the top of this page. Material changes will be communicated through our website or, where appropriate, by direct notice. Continued use of our services after changes take effect constitutes acceptance of the updated policy.

If you have questions about this Privacy Policy or our data practices, including SMS messaging and your consent, please contact: