1. Information We Collect
We collect personal information that you voluntarily provide to us when you engage our services. This includes your name, email address, and phone number.
2. How We Use Your Information
The information we collect is used strictly for the following purposes:
Providing tax preparation, bookkeeping, and financial advisory services.
Communicating with you regarding your account status or urgent tax deadlines.
Sending administrative SMS updates, such as appointment reminders and document requests.
3. Information Sharing and Disclosure
SMS consent and phone numbers are never shared with third parties or affiliates for marketing or promotional purposes. We do not sell, rent, or lease our client lists to third parties. We only share your information with service providers who assist in our internal operations (such as our SMS platform) as necessary to provide our services to you, or as required by law.
4. Your Privacy Rights & Opt-Out
You may opt-out of receiving SMS communications from us at any time by replying STOP to any message we send.