Privacy Policy

This policy explains how Accounting Services Pro may collect, use, and protect information when you use our website or request accounting and tax services.

Information We May Collect

We may collect contact details, appointment request details, service inquiry details, and tax or accounting related information that clients voluntarily submit. We may also collect communication preferences and basic website usage data, including information related to cookies or analytics tools that help us understand website performance.

Please avoid sending sensitive tax or financial documents through unsecured channels. We may provide approved secure methods for sharing sensitive files.

How We Use Information

We may use information to respond to inquiries, schedule consultations, provide accounting and tax services, send service updates, maintain records, improve the website, and comply with legal or professional obligations.

We work to limit access to information to people and service providers who need it to support operations and client service delivery.

Data Sharing and Service Providers

We do not sell personal information. We may use service providers such as website hosting, CRM platforms, form tools, scheduling tools, communication tools, payment processors, and analytics tools to help operate our business. These providers should only access information as needed to provide their services.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Mobile phone numbers and SMS opt in information are not sold, rented, or shared with third parties for their marketing or promotional purposes.

All categories exclude text messaging originator opt in data and consent. This information will not be shared with any third parties.

SMS Communication Terms

SMS consent is not a condition of purchase. If you provide a mobile number and opt in, your consent is used only for Accounting Services Pro communications such as appointment reminders, consultation confirmations, service updates, billing updates, document request reminders, tax season reminders, and related client communications.

Message frequency may vary. Message and data rates may apply. Reply STOP to opt out. Reply HELP for help.

Safeguards and Information Security

We work to safeguard client and taxpayer information through reasonable administrative, technical, and physical safeguards. While we work to protect information, no method of online transmission or storage can be guaranteed fully secure.

Access, Updates, and Deletion

You may contact us to request updates to your information or request deletion, subject to legal, tax, accounting, recordkeeping, and professional obligations.

California users may have privacy rights depending on applicable law. We review and respond to privacy requests as required by applicable law.

Policy Updates

We may update this Privacy Policy from time to time to reflect service, legal, operational, or technology changes. Updates become effective when posted on this page.