About Us
Privacy Policy
Cherokee CPA focuses on implementing fair information practices that are designed to protect your privacy.
You may have some concerns about the confidentiality of the information you provide to this office. It is our policy to keep your personal and business matters confidential to the extent permitted by law.
Client Information, Privacy Policies and Notice Regarding Advisor-Client Privileged Communications
The Federal Trade Commission has issued regulations that require tax preparation firms to provide an annual statement of firm privacy policies. Here is our policy:
We handle all information you provide us with the utmost confidentiality. Your personal information will only be shared with members of our firm who need to know this information in order to complete the work you have hired our firm to do. We will not disclose your personal information to anyone outside our firm without your express written permission to do so, or unless we are legally required to do so. For example, if a mortgage lender contacts our office for a copy of your return or information about it, we will ask that you provide written permission prior to our responding to that request.
You should also be aware that anything you tell us during the interview for the preparation of your tax return is confidential, but not protected from the IRS. Privileged communications (those that are protected from IRS authority to compel our testimony) are limited to non-criminal tax advice on matters before the IRS or non-criminal tax proceedings in federal courts. Although we consider any information you provide us as confidential, return preparation engagements are not covered by advisor-client privilege.
If you feel the nature of any subject matter to be discussed requires protected communications, please raise that issue so that we can discuss your possible need to consult with an attorney for legal advice.
SMS (Text Messaging) Privacy Policy
Introduction
At Cherokee CPA, we value your privacy and are committed to ensuring the confidentiality and security of your SMS (Text Messaging) communications. This SMS Privacy Policy outlines how we collect, use, and protect your SMS data in compliance with industry standards and regulations.
Collection and Use of SMS Data
When you communicate with us via SMS, we may collect limited information, such as:
Your phone number
The content of your messages
We collect this data to facilitate communication, provide support, deliver updates, or share relevant information about our services. We will not use your SMS data for any other purposes without your explicit written consent. Additionally, we do not sell, rent, or share your SMS data with third parties unless required by law.
Opt-In Process
To ensure you have control over your communication preferences, we operate on an opt-in basis for SMS notifications:
You will receive an initial opt-in message from our number.
Follow the instructions provided to confirm your subscription by replying with "YES."
Once confirmed, you will receive a follow-up message acknowledging your successful enrollment in our SMS communication system.
Opt-Out Process
You have the right to stop receiving SMS notifications at any time:
Reply with "STOP" to any of our messages to opt-out.
Upon opting out, you will receive a confirmation message indicating you have been removed from our SMS notifications.
If you change your mind, you can always opt back in by following the opt-in process.
Data and Message Rates
Standard message and data rates may apply to SMS messages sent and received. You are solely responsible for any fees or charges incurred from your mobile carrier related to SMS communication with "Customer Name". Please verify with your MNO – Mobile Network Operator like Verizon, AT&T, T-Mobile, etc for data and messaging standard rates.
Frequency of Messages
We strive to keep SMS communications to a reasonable frequency and relevance. You may expect to receive SMS messages from us only when necessary for appointment reminders, scheduling adjustments, or important updates related to our services. We do not engage in unsolicited marketing messages via SMS without your explicit consent.
Protection of SMS Data
We take the security of your SMS data seriously. Our systems implement industry-standard measures to protect against unauthorized access, alteration, or disclosure. These measures include encryption, secure access protocols, and regular system audits to ensure compliance with privacy standards.
Disclosure of SMS Data
Your SMS data is never disclosed to third parties except under the following circumstances:
To comply with legal obligations, such as court orders or subpoenas.
To protect our rights, property, or the safety of our employees, customers, or others.
We remain transparent in such cases and will notify you where legally permissible.
Your Rights
As a valued customer, you have the following rights regarding your SMS data:
Access: Request a copy of the SMS data we hold about you.
Correction: Update or correct any inaccuracies in your SMS data.
Deletion: Request the deletion of your SMS data, except where retention is required by law.
To exercise these rights, please contact us at info@cherokeecpa.com.
Changes to This Policy
We may update this SMS Privacy Policy from time to time to reflect changes in our practices or legal requirements. Any modifications will be effective immediately upon posting the revised policy on our website. We encourage you to review this page periodically for updates.
Contact Us
If you have questions or concerns about this SMS Privacy Policy or your data, please contact us at:
Email: info@cherokeecpa.com
Phone: (678) 456-4474
Get in Touch with Cherokee CPA
You can count on us for professional, timely and reliable tax and accounting services. If you’re ready to get started, just fill out this form and we’ll be in touch.