Privacy Policy

KEY Financial is a trade name (“DBA”) of BCW Agency (“BCW Agency,” “we,” “us,” or “our”). This Privacy Policy explains how we collect, use, and protect information you provide through this website and the linked landing pages for our Early Bird VIP list and tax team opportunity.

By visiting this site or submitting your information through our linked forms, you agree to the practices described in this Privacy Policy.

We collect information that you voluntarily provide when you express interest in our services, including:

• Early Bird VIP list: your name, email address, and phone number so we can notify you about tax preparation appointment availability and reminders.
• Tax team opportunity: your name, email address, phone number, and any details you choose to share about your interest in tax training, professional tax software, and business resources.

We may also collect limited technical information automatically, such as your browser type, device information, and pages visited, to help us improve the site.

By providing your mobile phone number and checking any consent box on our forms, you expressly agree to receive recurring automated and non-automated SMS/MMS text messages from KEY Financial, powered by BCW Agency, at the number you provided. These messages may include tax season reminders, Early Bird VIP list updates, appointment availability notices, and other information related to the services you requested.

Message frequency: Message frequency varies. You may receive periodic reminders and updates, particularly during tax season. You will not receive more messages than are reasonably necessary to provide the requested updates.

Consent is not a condition of purchase: Providing your phone number and consent is not a condition of any purchase or service.

Opt out: You may cancel at any time by replying STOP to any message. Upon doing so, you will be sent a confirmation message confirming your opt-out. If you opt out, you may still receive non-marketing transactional messages where legally required.

Help: For support, reply HELP to any message, or reach us through the contact options provided on our linked landing pages.

Carrier participation: Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. Supported carriers include the major U.S. wireless providers; delivery to other carriers is not guaranteed.

Age requirement: You must be at least 18 years of age and the owner of the mobile number provided to consent to receive text messages from us.

We use the information we collect to:

• Respond to your inquiries and provide requested updates;
• Notify Early Bird VIP list members about tax preparation availability and reminders;
• Share information about tax training, software, and team support with those who request it;
• Send SMS/MMS text messages to the mobile number you provided, as described in the SMS & Text Message Consent section above;
• Improve our website, content, and communications; and
• Comply with applicable legal obligations.

We do not sell your personal information. We may share information with service providers who help us operate our business (such as email, form, and SMS/messaging platforms), with our partners who deliver the training, software, and support you request, and when required by law. Any such provider is expected to handle your information responsibly and only for the purposes we specify.

Mobile carriers: For SMS/MMS messaging, your mobile phone number and message content may be shared with mobile carriers and messaging service providers solely to deliver messages to you and to comply with A2P 10DLC registration and carrier requirements. We do not sell your mobile number or contact information to carriers or any third party.

This website connects you to two external landing pages:

• Join the Early Bird VIP List
• Join My Tax Team

Once you leave our site, your information is governed by the privacy practices of those external pages. We encourage you to review their policies.

We retain your information only as long as necessary to fulfill the purposes described in this policy, to comply with legal obligations, or to respond to your requests. You may ask us to update or remove your information at any time.

You may choose not to provide certain information, though doing so may limit our ability to send you updates or respond to your request. You can request access to, correction of, or deletion of your personal information by contacting us through the channels available on our linked landing pages.

We take reasonable measures to protect your information. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

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 personal information, please contact us so we can remove it.

We may update this Privacy Policy from time to time. Changes will be posted on this page with a revised “Last updated” date. We encourage you to review this page periodically.

KEY Financial is a DBA of BCW Agency. For questions about this Privacy Policy or your personal information, please reach out through the contact options provided on our linked landing pages.