Preferred Accounting LLC

Preferred Accounting LLC values your privacy and is dedicated to safeguarding your personal information. This Privacy Policy outlines how we gather and utilize your information.

Implied Consent:​

• ​By providing your mobile phone number, you consent to receive SMS messages.

• By providing your email address, you consent to receive email messages.

• You can opt out of SMS or email messaging at any time by replying STOP to our messages.

 

Information We collect:​

• The data we collect includes various types of contact information, financial data, and tax information.

• We also collect "consumer data" as you interact with our people and systems.

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How We Collect Information:

As a financial services company, we obtain information, including but not limited to nonpublic personal data, from various sources, such as:

• Directly from you through conversation, interview, application, and various tax-related documents. 

• Directly from tax agencies, as approved by you.

• Automatically through your interactions with our website, voice mail, SMS, and via our secure portal. 

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How We Use Your Information

We utilize your information to provide financial services outlined in our engagement letter.  These services may include: 

• Preparing and submitting tax forms on your behalf as authorized by your signature.

• Providing payroll, bookkeeping, and consulting services in accordance with our engagement.

• Contact information may be used to communicate with you.  This includes phone calls, email, and Short Message Service (SMS), such as text messages, and messages through our secure portal.

• We may, from time to time, use bulk email campaigns to notify our clients of upcoming tax deadlines or issues, or changes to regulations.

• We DO NOT use bulk texting for any purpose, including marketing.

• However, we may use SMS for conversational messaging in response to your text, email, or voicemail. 

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To Whom We Disclose Your Information

Unless required by law, we only share your data with your prior consent. 

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We do not share consumer data or mobile information to external organizations under any circumstances.

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Protection of Information

We will implement measures to safeguard your information against unauthorized use or disclosure.

 

Updates

This privacy policy may be updated. If significant changes that could affect your privacy occur, we will notify you on this website before the changes take effect. We encourage you to review this page regularly for updates on our privacy practices.

 

How to Contact Us

If you have any questions or concerns regarding your privacy or the use of your data, please contact us as indicated below.

You can reach us by texting HELP to 706-864-7194

You can schedule an appointment or a brief phone call on our website, www.DahlonegaTax.com

You can email the firm manager at mdavis@15minutebooks.com.