This Privacy Policy explains how SV Accounting & More ("we," "us," or "our") collects, uses, discloses, and safeguards your information when you visit our website or use our services. By using our services, you consent to the practices described here.
1. Information We Collect
We collect information you provide directly to us, such as your name, email address, phone number, mailing address, financial documents, tax records, and any other information you choose to share when engaging our services or contacting us.
We also automatically collect certain technical information when you visit our website, including IP address, browser type, device information, pages viewed, and dates and times of access.
2. How We Use Your Information
- To provide accounting, tax, advisory, and financial services
- To communicate with you about your engagement and our services
- To prepare and file required regulatory documents on your behalf
- To improve and secure our website and services
- To comply with legal, regulatory, and professional obligations
3. Sharing of Information
We do not sell your personal information. We may share information with: (a) governmental tax authorities at your direction or as required by law; (b) service providers (such as secure document portals, e-signature platforms, and payment processors) under confidentiality obligations; and (c) other parties when required by law, subpoena, or court order.
4. SMS / Text Messaging Terms and Conditions
For questions about our SMS program, contact us at sms@svaccountingllc.com or call (660) 538-2266.
By providing your mobile phone number and opting in to text messages, you agree to these SMS terms and conditions. You may opt in by checking the SMS consent checkbox on our contact form, providing written consent on an engagement or intake form, or texting us first. Consent is not a condition of purchasing any goods or services. We do not obtain your consent from, or share it with, any third party.
Program description and message types: SV Accounting & More sends transactional, customer care, and conversational text messages related to your engagement. We do not send marketing or promotional text messages. Message types include appointment scheduling, confirmations, and reminders; requests for missing documents or information; filing and payment deadline reminders; status updates on your bookkeeping, tax return, or advisory engagement; and replies to questions you send us.
Message frequency: You will receive approximately 10-20 messages per month, depending on your engagement and the season.
Message and data rates: Message and data rates may apply according to your mobile carrier plan. SV Accounting & More is not responsible for any charges from your wireless carrier.
Opt-out: You may opt out of SMS messages at any time by replying STOP, CANCEL, QUIT, or NO to any message from us. After you opt out, you will receive one final confirmation message and no further texts.
Help: For help, reply HELP to any message, or email sms@svaccountingllc.com or call (660) 538-2266.
Privacy and mobile information sharing: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. SMS consent and phone numbers collected for SMS purposes will not be shared with third parties or affiliates for marketing purposes. SMS opt-in data and consumer personal information will not be sold, rented, transferred, shared, or otherwise disclosed to any external organization, except as strictly necessary to provide the service you requested (for example, our messaging service provider) or as required by law.
Data protection: We maintain administrative, technical, and contractual controls designed to prevent unauthorized access to, use of, or sharing of your data, including your mobile information.
5. Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect your information. However, no method of transmission or storage is 100% secure, and we cannot guarantee absolute security.
6. Data Retention
We retain client records for the period required by applicable professional standards and tax law, generally a minimum of seven (7) years after the conclusion of an engagement.
7. Your Rights
Depending on where you live, you may have rights to access, correct, delete, or restrict our use of your personal information. To exercise these rights, contact us at contact@svaccountingllc.com.
8. Cookies
Our website uses cookies and similar technologies to remember preferences and analyze traffic. You can disable cookies in your browser, though some site features may not function properly.
9. Children's Privacy
Our services are not directed to individuals under 18. We do not knowingly collect personal information from children.
10. Changes to This Policy
We may update this Privacy Policy from time to time. The "Last updated" date above reflects the current version. Continued use of our services after changes constitutes acceptance.
11. Contact Us
Questions about this policy? Email contact@svaccountingllc.com or call (660) 538-2266. For privacy or messaging (SMS) questions, email sms@svaccountingllc.com.