Privacy policy

Privacy Policy

Effective Date: 01/29/2025

Your privacy is our priority. This policy explains how we handle your personal and financial information and assures you of our

commitment to safeguarding your data.

Information Collection and Use

We collect personal and financial information solely to provide accounting, tax, and related professional services. The

information we collect includes, but is not limited to:

• Personal identifiers (e.g., name, address, Social Security Number).

• Financial details (e.g., income, expenses, tax documentation).

• Business records (e.g., payroll data, bookkeeping files).

No Information Sharing

No mobile or messaging consent information will be shared with third parties or affiliates for marketing or promotional

purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be

shared with any third parties.

Opt-In and Opt-Out Options

  • To Opt-Out of text messages, reply “STOP” to text message
  • After unsubscribing you will receive a final SMS to confirm you have unsubscribed and we will remove your number from our list within 24 hours
  • To Opt-In to text messages, we will require a Proof of Opt-In form be billed out before we initiate conversation via text message(s)

Our Affiliates

Any affiliates or service providers we work with adhere to the same strict confidentiality standards as our firm. They are

prohibited from using your information for any purpose other than assisting us in delivering the agreed-upon services. They do

not sell or share your information.

Data Security

We protect your data with secure storage measures to prevent unauthorized access

Data Retention

We retain your information as long as you are subscribed to our SMS service. You may request deletion at any time

Other Important Information:

Message and data rates may apply. Your mobile carrier may charge fees for sending or receiving text messages, especially if you

do not have an unlimited texting or data plan

Messages are recurring, and message frequency varies

You can send HELP for additional assistance, and you will receive a text including our phone number, email, and website. We

are here to help you

Your Rights

You have the right to:

1. Access the personal information we hold about you.

2. Request corrections to inaccurate or incomplete data.


3. Inquire about the details of our data protection practices.

Changes to This Policy

We may update this privacy policy to reflect changes in our practices, services, or legal requirements. When we make changes,

we will update the "Effective Date" at the top of this page and notify you as required by law.

Contact Us

If you have any questions or concerns about this privacy policy or how your information is handled, please contact us:

We appreciate your trust in allowing us to serve your accounting and financial needs