Privacy Policy

At ARNOLD CPA, we value your privacy and are committed to handling your personal information responsibly. This Privacy Policy outlines how we collect, use, and protect your information in compliance with CTIA guidelines and applicable state privacy laws.

1. Information We Collect

We may collect the following types of information:

• Contact details: Full name, phone number, email address, mailing address

• Identification and tax-related information: Social Security number, Employer Identification Number (EIN), tax documents

• Financial information: Payment details (e.g., credit card, bank account), income and expense records, accounting data

• Communication preferences and SMS opt-ins

2. How We Collect Information

We collect personal information through:

• Secure forms on our website

• Email and phone correspondence

• Signed engagement letters and service agreements

• In-person meetings

• Secure client portals

3. How We Use Your Information

We use your information to:

• Provide tax, accounting, and advisory services

• Communicate with you regarding deadlines, meetings, and service updates

• Send reminders or confirmations (including via SMS)

• Process payments and issue invoices

• Fulfill our professional and legal obligations as a CPA firm

4. Sharing Your Information

We do not sell or share your personal information with third parties or affiliates for marketing or promotional purposes.

We may share your information with trusted third-party providers solely to support our business operations, including:

• Tax and accounting software platforms

• Secure document storage providers

• Payment processors

All sharing mentioned in this policy excludes mobile opt-in and consent; opt-in information is never shared with anyone for any purpose.

5. Opting Out of Communications

You may opt out of text or email communications at any time by:

• Replying STOP, UNSUBSCRIBE, or QUIT to any SMS

• Clicking the unsubscribe link in our emails

• Contacting us directly to update your preferences

6. Requesting Information or Updates

To learn more about our privacy practices or to request changes to your information, please contact us:

📧 Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
📞 Call us: (281) 960-5695

7. SMS Messaging Policy

By registering with our services, you agree to receive SMS reminders and confirmations related to your tax and accounting services.

• Types of Messages: Messages may include appointment reminders, service confirmations, deadline alerts, and other relevant updates related to your tax and accounting needs.

• Message Frequency: Message frequency may vary depending on your service activity, but you can expect approximately 1–2 messages per month.

• Message and Data Rates: Message and data rates may apply, depending on your mobile plan and carrier.

• Opt-Out: You can opt out of receiving SMS messages at any time by replying STOP to any message.

• Help: For assistance, reply HELP or contact us directly through our usual communication channels.

8. Policy Availability

This Privacy Policy is publicly available on our website and is also linked wherever we collect client information, such as in contact forms or service agreements.