This Web site is made available as a service to our clients and others for informational purposes only. These materials and information should not be considered as, or a substitute for, accounting, tax or financial advice. While it is hoped the materials provided here are helpful as background material, it is not warranted either expressly or implied as accurate or complete. You should refrain in taking any action based upon the information provided here until you have received proper counsel.
In addition, you understand that any links to any other web site or services does not constitute endorsement of or warranty of any service, product or information provided on their site(s). These links are provided for convenience only.
While our intent is to make transmissions to and from this web site secure, it is understood that no warranty of security can be made and that unforeseen security breaches by "hackers" is a possibility, however slight.
Reproduction of part or all of the contents on this site in any form is prohibited other than for individual use only and it may not be shared with any third party. All content on this site is copyright protected and/or trademarked as appropriate and may not be copied, duplicated or altered in any way...
Privacy Policy
We are committed to protecting the privacy and confidentiality of our clients and website visitors. This Privacy Policy explains how our CPA firm collects, uses, and safeguards your personal information.
Information We Collect
We may collect personal and financial information when:
- You request an appointment or consultation
- You contact us by phone
- You submit information through a “Contact Us” or similar form on our website
The information we collect may include your name, phone number, email address, mailing address, and details necessary to respond to your inquiry or provide accounting, tax, or advisory services.
How We Use Your Information
We may use your information to:
- Schedule consultations and appointments
- Provide accounting, tax preparation, bookkeeping, and advisory services
- Respond to inquiries and client service requests
- Send appointment confirmations, reminders, and service-related communications
- Communicate important updates related to your engagement with our firm
Confidentiality & Sharing of Information
As a CPA firm, we maintain strict confidentiality standards in accordance with professional and legal obligations. We do not sell, rent, or share your personal contact information with third parties for marketing or promotional purposes.
Mobile information will not be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Information may be disclosed only when required by law, professional standards, or with your explicit authorization.
Text Messaging & Opt-Out
If you opt in to receive text messages from us, such messages may include appointment reminders, service notifications, or firm updates.
If you wish to be removed from receiving future communications, you can opt out by texting STOP.
Message and data rates may apply depending on your mobile carrier.
Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your personal and financial information from unauthorized access, disclosure, or misuse.
Updates to This Policy
We may update this Privacy Policy periodically. Any changes will be posted on this page with a revised effective date.
Contact Us
If you have questions regarding this Privacy Policy or our privacy practices, please contact:
Kimberly Anderson Rozier CPA, PC
(912)427-2900
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