PRIVACY POLICY

We continuously follow strict professional standards of confidentiality more rigorous than those required by law. Protecting your right to privacy has always been of the utmost concern for us.

Types of Nonpublic Personal Information We Collect

We collect nonpublic personal information about you that you provide, or which is obtained by us with your authorization. Examples of sources of this information include client phone calls, emails, worksheets, and documents; client financial planning organizers; tax returns; and questionnaires concerning financial history.

Parties to Whom We Disclose Information

Personal information that we obtain from current and former clients while providing accounting services is not disclosed except as is required or permitted by law. Permitted disclosures include providing client information to our employees and, in limited circumstances, to third parties who require such information to assist us in providing client services. We stress the confidential nature of information being shared in all such situations.

Protecting the Security and Confidentiality of Current and Former Client Information

We retain records relating to professional services provided so that we may better assist you with your professional needs. Additionally, records are retained in some circumstances to comply with professional guidelines and requirements. To protect your nonpublic personal information, we maintain electronic, physical, and procedural safeguards in compliance with professional standards. Your privacy, our professional ethics requirements, and our ability to provide quality financial services are important to us. If you have any questions about our privacy policy, please call us

SMS Terms and Conditions:

1. SMS Consent Communication:

The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

2. Types of SMS Communication:

If you have consented to receive text messages from [Company Name], you may receive messages related to the following (provide specific examples):

• Appointment reminders
• Account notification
• Customer Care

3. Message Frequency:

Message frequency may vary depending on the type of communication. For example, you may receive up to [X] SMS messages per week related to your [appointments/billing, etc.].

4. Potential Fees for SMS Messaging:

Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

5. Opt-In Method:

You may opt in to receive SMS messages from [Company Name] in the following ways (This is an example. Please include the method used.)

• Verbally, during a conversation
• By submitting an online form

6. Opt-Out Method:

You can opt out of receiving SMS messages at any time. To do so, simply reply “STOP” to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

7. Help:

If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at (insert the link)

     Additional Options:

• If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.

8. Standard Messaging Disclosures:

 Message and data rates may apply.

• You can opt out at any time by texting “STOP.”
• For assistance, text “HELP” or visit our [Privacy Policy] and [Terms and Conditions] pages.
• Message frequency may vary