SMS-Text Messaging Privacy Policy, and Terms & Conditions
Terms & Conditions
By engaging our services or providing your contact information, you agree to these terms.
We provide tax and accounting services under separate engagement letters. Text messaging is optional and requires your consent. Standard message and data rates may apply. You may opt out of texts anytime by replying STOP.
All tax advice is based on information you provide. We are not responsible for penalties resulting from incomplete or inaccurate information.
These terms may be updated occasionally. Continued use of our services constitutes acceptance of updates.
Terms & Conditions
Privacy Policy
We respect your privacy and are committed to protecting your personal information.
Information We Collect
We collect contact information you provide, including your name, phone number, email address, and tax-related documents necessary to provide accounting and tax services.
How We Use Your Information
We use your information to deliver tax preparation, accounting services, appointment reminders, filing updates, and other client communications (including occasional text messages via our Nextiva system when you have consented).
Text Messaging (SMS)
If you consent, we may send you text messages related to your account. We do not sell your phone number or share it with third parties for marketing purposes. You can opt out at any time by replying STOP.
Data Security
We maintain reasonable administrative, technical, and physical safeguards to protect your information. As a CPA firm, we also follow professional standards and IRS/CPA confidentiality rules.
Your Rights
You may request access to, correction of, or deletion of your information by contacting us. Consent for texting is not required to receive our services.