Terms and Conditions

Andrea’s Insurance & Tax
By using our website, contacting our office, or requesting our services, you agree to the following terms and conditions.

Our Services

Andrea’s Insurance & Tax provides insurance-related services, tax preparation, bookkeeping, accounting, and related business support services.

All insurance coverage, premiums, eligibility, and policy terms are subject to the applicable insurance carrier’s underwriting guidelines and policy documents.

Tax preparation and accounting services are based on the information and documentation provided by the client. Clients are responsible for reviewing the accuracy of their submitted information.

Communication and Text Messaging (SMS)

By voluntarily opting in to receive text messages from Andrea’s Insurance & Tax, you agree to receive messages related to:

  • Appointment reminders and scheduling.

  • Insurance quotes, policy updates, and service notifications.

  • Requests for documents and follow-ups.

  • Tax preparation and bookkeeping updates.

  • Customer service communications.

  • Promotional messages, only where separately authorized.

Message frequency may vary. Message and data rates may apply.

You may opt out at any time by replying STOP. For assistance, reply HELP or contact our office.

Consent to receive text messages is not a condition of purchasing any goods or services.

No mobile opt-in information or text message consent will be shared with third parties or affiliates for marketing or promotional purposes.

How We Use Your Information

We use your information to provide quotes, place and service policies, prepare and file tax returns, answer your questions, send service and renewal messages, prevent fraud, improve our Website, and meet legal requirements. We may also send marketing messages, which you can opt out of at any time.

How We Share Your Information

We do not sell your personal information. We share it only with:

  • Insurance carriers and underwriters, to quote and issue coverage

  • Government and regulatory agencies, such as the IRS, when filing or required by law

  • Others when required by law or in a business sale or merger

We use and disclose tax return information only to prepare your return, unless the law allows otherwise or you give written consent. We handle nonpublic personal information as required by the Gramm-Leach-Bliley Act and Arizona insurance privacy rules.

Privacy

Your personal information is handled in accordance with our Privacy Policy.

Website Use

Information on this website is provided for general informational purposes and does not constitute a guarantee of insurance coverage, tax results, or financial outcomes.

Contact Us

For questions regarding these Terms & Conditions, please contact Andrea’s Insurance & Tax through our website or office contact information.

 

Last Updated: November 2026

At Andrea’s Insurance & Tax we take great pride in how our team goes above and beyond to service our clients. The value, knowledge and care we give to each one of our Insurance & Tax clients is what makes us stand out.

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