Privacy Policy

Information We May Collect

We may collect personal information that clients voluntarily provide to us in connection with tax, accounting, and bookkeeping services, appointment scheduling, customer service requests, or other business interactions.

This information may include:

• Name
• Mailing or service address
• Telephone or mobile phone number
• Contact information
• Communications between you and our staff
• Messages you send through our services
• Information necessary to provide requested services or customer support

Our website may also receive limited technical information normally transmitted when accessing a website, such as IP address, browser information, and server log information.

How We Use Information

We may use personal information to:

• Communicate with clients about appointments, scheduling, payments, and document requests
• Respond to client questions
• Provide customer service
• Maintain appropriate business and service records
• Operate and protect our business systems
• Improve our website
• Comply with applicable requirements and obligations

SMS and Mobile Information

If you provide your mobile phone number and consent to receive text messages, we may use your mobile number to communicate with you regarding appointments, scheduling, reminders, document requests, and customer service.

Mobile information will not be sold, rented, or shared with third parties or affiliates for marketing or promotional purposes.

SMS opt-in data and consent will not be sold, rented, or shared with third parties or affiliates for their marketing or promotional purposes.

Message frequency may vary. Message and data rates may apply.

You may opt out of text messaging at any time by replying STOP to a text message. For assistance, reply HELP or contact us at (337) 479-0007.

How We Share Information

We do not sell or rent client personal information.

We may provide limited personal information to service providers that perform operational services on our behalf when reasonably necessary to provide our services, maintain our systems, communicate with clients, or operate our business.

We may also disclose information when reasonably necessary to:

• comply with applicable law or legal process;
• protect our rights, property, or safety;
• protect our clients or others; or
• investigate fraud, security issues, or misuse of our services.

SMS opt-in information and consent are not shared with third parties or affiliates for marketing or promotional purposes.

Tax Return Information

Communications with this office may contain confidential tax information protected by federal law (including Internal Revenue Code Section 7216). Tax return information is not disclosed to any third party except as permitted or required by law or with the taxpayer’s written authorization.

Data Security

We take reasonable administrative, technical, and organizational measures designed to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.

No method of electronic transmission or storage can be guaranteed to be completely secure.

Data Retention

We retain personal information for as long as reasonably necessary to provide services, maintain appropriate business records, meet operational requirements, and satisfy applicable legal or regulatory obligations.

Your Choices

You may request that we update or correct certain personal information by contacting us.

If you no longer wish to receive text messages from us, reply STOP to any text message.

Opting out of text messages does not prevent you from communicating with us through other available methods.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time.

Any updated version will be posted on this website with a revised effective date.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact:

Rebecca A Hughes, CPA APC
5400 Lake Street
Lake Charles, LA 70605
Phone: (337) 479-0007
Email: rebecca@rhughescpa.com