Your privacy is important to us.
We collect nonpublic personal information about you from the following sources:
- Information we receive from you on applications, tax organizers, worksheets and other documents;
- Information about your transactions with us, our affiliates, or others;
- Information we receive from a consumer-reporting agency.
We do not disclose any nonpublic personal information about our clients or former clients, except as permitted by law.
We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
We highly value your trust and confidence in us, and we want to assure you that your personal information is kept completely confidential by us. As a Certified Public Accountant registered with the Accountancy Board State of Georgia, and as a member of The American Institute of Certified Public Accountants, Covenant Tax and Accounting Solutions, LLC adheres to the highest level of professional ethical responsibility and obligations to protect the confidentiality of all client information.
Types of Nonpublic Personal Information
We Collect The only nonpublic personal information we collect is provided to us by you or obtained with your authorization.
Parties to Whom We Disclose Information
We do not disclose any nonpublic personal information obtained during our practice except as required or permitted by law. Permitted disclosures may include providing information to our employees or to unrelated third parties who need information to assist us in serving you. In all situations, we stress the confidential nature of the information being shared.
Protecting the Confidentiality and Security of Clients’ Information
We retain records relating to our professional services to better serve your professional needs and, in some cases, to comply with professional guidelines. In order to protect your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
SMS Text Messaging
Consent to Communication: At Covenant Tax and Accounting Solutions, LLC, we offer the option for you to receive appointment reminders, service updates, news, etc. through SMS text messages as a convenient way to keep you informed. By opting to receive text messages from us, you consent to receive such communications at/from the phone number you provided. Your consent is voluntary and not a condition of quality of services.
Use of Information
- Purpose: We use your information to send mobile messages and respond to your inquiries as necessary. This may involve sharing your information with platform providers, phone companies, and other vendors who assist in message delivery.
- Protection of Information: We do not sell, rent, loan, trade, lease, or otherwise transfer for profit any phone numbers or customer information collected through the SMS program to any third party.
- Disclosure: We may disclose your information if required by law, regulation, or governmental request, to avoid liability, or to protect our rights or property.
- Fees and Charges: Covenant Tax and Accounting Solutions does not charge for sending SMS text messages; message and data rates may apply from your mobile carrier.
- Opting Out: You can opt out of receiving SMS text messages at any time by replying “STOP” to any message you receive from us. Alternatively, you can contact us directly through the contact information provided on our website to discontinue receiving text messages.
What if You Become a Former Client?
Should you become an inactive client or our relationship ends, we will continue to protect the confidentiality and security of your personal information in accordance with this privacy policy.