Protecting your privacy is a priority. This Privacy Policy explains how we collect, use, and safeguard your information when you interact with our services, including our website and SMS communications. By using our services, you agree to the terms outlined in this Privacy Policy.

 

1. Information We Collect

 

We collect personal, business and non-personal information you provide directly or through interactions with our website, forms, and communication channels.

 

Examples of information we may collect:

 

• Personal Information: Name, email address, phone number, mailing address, and payment details.

• Employment Information: For job applicants, we collect resumes, employment history, and other relevant details.

• SMS Consent Information: As part of our SMS communication process, we collect your phone number when you initiate the communication with us and explicit consent to receive messages.

• SMS opt-in consent and phone numbers for the purpose of SMS are not being shared with any third parties or affiliates.

 

2. How We Use Your Information

 

We use the information collected to:

• Provide accounting and related professional services.

• Respond to inquiries, requests, or communications.

• Send updates about your requests, appointments, or relevant services.

• Inform job applicants about their application status or onboarding details.

 

3. Sharing of Your Information

 

We respect your privacy and do not sell or share your information with third parties, except as required by law or to provide essential services, such as payment processing or IT support.

 

SMS Consent: Information obtained as part of the SMS consent process will not be shared with third parties.

 

4. SMS Terms & Conditions

 

The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.
Types of SMS Communications:
If you have consented to receive text messages from LD Tax & Accounting PA, you may receive messages related to the following :

-Customer Care (Communicating the customer when a report is due or if a new report is required. Respond to inquiries or requests from clients)

-Account Notifications (Guide clients on how to access client portal or provide their documents, information, payment and electronic signatures)

-Delivery Notification (Confirm that we have finished working on their business income taxes and they can log in our portal to review, sign or ask any questions)

 

Example for customer care: "Good morning. I received your call yesterday and listened to the voice message. My team is looking into the request today and we will get back to you on Wednesday. You can also give us a call at 305-600-1489 or email us at admin@taxaccountingpa.com. Reply STOP to opt-out of SMS messaging from LD Tax & Accounting PA."

 

Example for Account Notification: "Hello Ms Client. We wanted to confirm that we have uploaded a document to the client portal please go to our website and sign up to be able to see, review, sign and even download a copy for your records. Reply STOP to opt-out of SMS messaging from LD Tax & Accounting PA."

 

Example for Delivery Notification: "Good afternoon. I wanted to confirm that we have finished working on your business income tax you can log in our client portal at anytime to access the file. Thank you so much. Reply STOP to opt-out of SMS messaging from LD Tax & Accounting PA"

Message Frequency:
Message frequency may vary depending on the type of communication. 

Potential Fees for SMS Messaging:
Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. 

Opt-In Method:
You may opt-in to receive SMS messages from LD Tax & Accounting PA in the following ways:

-By submitting the online form on the "Contact Us" page here in our website.

 

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.

Help:
If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us by emailing us at admin@taxaccountingpa.com or call us at 305-600-1489.

 

Standard Messaging Disclosures:

Message and data rates may apply.

You can opt-out at any time by texting "STOP."

For assistance, text "HELP" or contact us directly by email at admin@taxaccountingpa.com or call us at 305-600-1489.

Message frequency may vary.

 

5. Security of Your Information

 

We implement industry-standard measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. However, no system is 100% secure, and we cannot guarantee absolute security.

 

6. Your Rights and Choices

 

You may:

• Request access to the personal information we have collected about you.

• Update or correct inaccuracies in your information.

• Opt out of marketing or other non-essential communications.

 

For requests or questions, contact us at admin@taxaccountingpa.com

 

7. Updates to This Privacy Policy

 

We may update this Privacy Policy periodically to reflect changes in our practices or applicable regulations. Changes will be posted on this page with the updated effective date.