Privacy Policy
At , accessible from , one of our main priorities is the privacy of our visitors and clients. This Privacy Policy explains what information we collect, how we use it, and how we protect it.
If you have any questions about this Privacy Policy, you may contact us at [email protected].
Information We Collect
We may collect personal information that you voluntarily provide when you:
Visit our website
Complete intake, contact, or scheduling forms
Request tax preparation or accounting services
Communicate with us by phone, email, or text message
Opt in to receive SMS or email communications
This information may include your name, contact information, and service-related details necessary to provide our services.
SMS Opt-In and Consent
We collect SMS consent through clear and explicit opt-in methods. Consent to receive text messages may be obtained when you:
Complete forms on our website
Submit intake or onboarding forms
Schedule appointments
Provide written or electronic authorization
By opting in, you agree to receive transactional and informational SMS messages related to tax preparation and accounting services. These messages may include appointment reminders, document requests, service updates, and compliance or verification notifications.
SMS consent is voluntary, is not a condition of purchase, and applies only to communications related to your relationship with our firm. You may opt out at any time by replying STOP to any message.
Log Files
uses log files as part of standard website analytics. Information collected may include IP addresses, browser type, Internet Service Provider (ISP), date and time stamps, referring or exit pages, and click activity. This data is used to analyze trends, administer the website, and improve user experience. It is not linked to personally identifiable information.
Cookies
We use cookies to store visitor preferences and optimize the user experience by customizing website content based on browser type or other information.
How We Use Your Information
We use the information we collect for the following purposes:
To provide and manage tax preparation and accounting services
To communicate with clients regarding appointments, documentation, and service updates
To respond to inquiries and provide customer support
To improve our website and service offerings
Data Security and Protection
We take reasonable administrative, technical, and physical measures to protect your personal information from unauthorized access, use, or disclosure.
Access to personal data is limited to authorized personnel and service providers who require the information to perform business functions. We use secure systems and trusted platforms to store and process information, and we retain data only for as long as necessary to fulfill business and legal obligations.
SMS and Mobile Information Privacy
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
Information sharing to subcontractors in support services—such as customer service platforms, scheduling tools, CRM systems, and SMS delivery providers—is permitted.
All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, except for aggregators and providers of the text messaging services.
How We Share Information
We do not sell, rent, or trade personal information.
Information may be shared only in the following limited circumstances:
With service providers that help us operate our business (such as website hosting, CRM platforms, SMS delivery providers, and customer support tools)
When required by law or legal process
To protect the rights, property, or safety of , our clients, or others
Text messaging opt-in data and consent are excluded from all information-sharing categories except as stated above.
Your Privacy Rights
You have the right to request access to the personal information we maintain about you. You may also request that we update, correct, or delete your personal information, subject to applicable legal, regulatory, or record-retention requirements.
To make a privacy-related request, please contact us at [email protected]. We will respond to reasonable requests within an appropriate timeframe.
Age Requirement
Our services are intended for individuals 18 years of age or older.
We do not knowingly collect personal information from individuals under the age of 18. If we become aware that personal information has been collected from a person under 18, we will take reasonable steps to promptly delete such information from our records.
Online Privacy Policy Only
This Privacy Policy applies only to information collected through our website and online services. It does not apply to information collected offline or through other channels.
Consent
By using our website or submitting your information, you consent to this Privacy Policy and agree to our Terms and Conditions.