Privacy

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How We Use Personal Information

We use personal information solely for legitimate business and employment purposes, including:

  • Delivering accounting, tax, payroll, and consulting services

  • Verifying identities and ensuring secure access to systems and documents

  • Processing payments and direct deposits

  • Communicating with clients and employees, including via SMS, phone, and email

  • Fulfilling legal obligations and compliance requirements

SMS Consent and Communications

We may collect your mobile number and SMS consent to communicate important service updates, reminders, and account alerts.

We do not share SMS consent with third parties or affiliates for marketing purposes.

You may opt out of SMS communications at any time by replying “STOP” to any message or by contacting our office directly.

Who We Share Personal Information With

We do not sell or rent your personal information to anyone.

Your information is used only within our firm to provide tax, accounting, and related services. We may send you occasional service updates or newsletters to keep you informed about important deadlines, changes in tax law, or other relevant information.

All data is stored securely and used exclusively to support your relationship with our firm. We do not share your personal information with third parties or affiliates for marketing purposes.