PRIVACY POLICY

Effective Date: September 1, 2026

At Edward Parsons, CPA (“we,” “our,” or “us”), we respect and value your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit https://edparsonscpa.com/, communicate with us, request a quote or consultation, or use our tax, accounting, compliance, advisory, or related professional services.

Please read this policy carefully to understand how your personal information is handled.

1. Information We Collect

We may collect the following categories of information:

Personal Information

Information you voluntarily provide, including:

Name
Email address
Phone number
Mailing or physical address
Information submitted through website forms
Appointment or consultation information
Information submitted when requesting a quote or professional service
Communication preferences and consent records

Depending on the services you request, you may also provide financial, tax, accounting, business, or other information necessary for us to evaluate or provide professional services.

This information may be collected when you submit a form, request information, request a quote, schedule a consultation, engage our services, or otherwise contact us.

Tax, Financial, and Professional Service Information

Where applicable to the services you request, we may collect information such as:

Tax-related documents and records
Financial and accounting information
Business information
Tax notices or correspondence
Filing information
Information regarding IRS, state, or other tax matters
Documentation necessary to evaluate or perform requested professional services

Sensitive documents should only be submitted through approved and secure communication or document-sharing methods provided by us.

Technical Information

Information that may be automatically collected when you use our website includes:

IP address
Browser type
Device information
Operating system
Referring website or source
General location information derived from your IP address

Usage Information

We may collect information about how you interact with our website, including:

Pages visited
Time spent on pages
Links or buttons clicked
Navigation behavior
Website interactions

Transaction Information

If you purchase or engage professional services, we may collect information associated with your transaction.

Payment information may be processed securely through third-party payment providers. We may not directly store complete payment card information.

2. How We Use Your Information

We may use collected information to:

Respond to inquiries and requests for information
Evaluate requests for tax, accounting, advisory, or related services
Prepare and provide quotes
Schedule consultations, meetings, or appointments
Provide professional services requested by clients
Communicate regarding tax matters, service requests, or ongoing engagements
Send confirmations, reminders, and service-related communications
Provide customer support
Process payments and transactions
Maintain business, client, and communication records
Improve website functionality and user experience
Analyze website traffic and performance
Protect against fraud, misuse, or unauthorized activity
Maintain records of communication preferences and consent
Comply with applicable professional, legal, tax, regulatory, and recordkeeping requirements

We do not sell or rent your personal information.

3. SMS Communications & Opt-In Consent

By providing your mobile phone number and expressly opting in to receive text messages, you consent to receive SMS communications from Edward Parsons, CPA.

Depending on the consent you provide, SMS communications may include:

Inquiry and quote-request follow-ups
Appointment confirmations
Appointment reminders
Rescheduling notifications
Client service communications
Tax or accounting service-related updates
Customer support communications
Notifications related to services you requested
Optional promotional or marketing messages when separate marketing consent has been provided

The SMS number associated with our messaging program may include +1 786-938-8684.

SMS Details

Message frequency may vary based on your interactions, appointments, and services
Message and data rates may apply
Consent to receive SMS messages is not a condition of purchase
You may opt out at any time by replying STOP
After opting out, you may receive a confirmation message acknowledging your request
For assistance, reply HELP or contact us directly
Carriers are not liable for delayed or undelivered messages

We only send marketing or promotional SMS messages when appropriate consent has been obtained.

4. Mobile Information Sharing Statement (A2P Compliance)

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Information sharing to subcontractors in support services, such as customer service, is permitted only when necessary to provide our services.

All other use case categories exclude text messaging originator opt-in data and consent. This information will not be shared with any third parties.

Text messaging opt-in information, phone numbers, and consent records may only be provided to aggregators, telecommunications providers, platform providers, or other vendors when necessary to deliver SMS communications that you have consented to receive.

We do not sell, rent, or share SMS opt-in information for third-party marketing purposes.

5. Information Sharing & Service Providers

We may share limited personal information with trusted third-party service providers when necessary to operate our business or provide requested services.

These providers may include companies that assist with:

Website hosting
Secure document storage or client portals
Appointment scheduling
Customer relationship management
Email communications
SMS communications
Payment processing
Analytics
Accounting or business operations
Technology and security services

These providers are only permitted to access information as reasonably necessary to perform services on our behalf and are expected to appropriately protect the information they process.

We may also disclose information when required by law, legal process, professional obligations, government request, subpoena, court order, or when necessary to protect our rights, property, clients, or safety.

SMS opt-in information and consent are subject to the restrictions described in Section 4 above.

6. Cookies & Tracking Technologies

We may use cookies and similar tracking technologies to:

Maintain website functionality
Understand how visitors use our website
Analyze website traffic and performance
Remember preferences
Improve website functionality and user experience
Measure the effectiveness of our website and marketing activities

You may control or disable cookies through your browser settings.

Please note that disabling certain cookies may affect the availability or functionality of some website features.

7. Data Security & Handling

Because our services may involve sensitive financial, accounting, and tax information, we take reasonable administrative, technical, and physical measures designed to safeguard personal information.

Security measures may include:

Access controls
Authentication measures
Secure systems and platforms
Encryption where appropriate
Secure client document-sharing methods
Data backup and recovery procedures
Limiting access to information to authorized individuals and service providers

We encourage clients not to submit sensitive tax documents, Social Security numbers, taxpayer identification numbers, banking information, or similar confidential information through ordinary email or unsecured website fields unless specifically instructed to do so.

While we take reasonable steps to protect information, no electronic transmission, website, storage system, or security method can be guaranteed to be completely secure.

8. User Rights & Communication Choices

Depending on your location and applicable law, you may have the right to:

Request access to personal information we maintain about you
Request correction of inaccurate personal information
Request deletion of certain personal information
Withdraw communication consent
Opt out of marketing emails
Opt out of SMS communications
Request information regarding how your personal data is processed

You may unsubscribe from marketing emails by using the unsubscribe link contained in applicable emails.

You may withdraw consent for SMS communications at any time by replying STOP.

Certain information may need to be retained when required for professional, tax, accounting, contractual, legal, regulatory, security, or recordkeeping purposes.

To exercise an applicable privacy right, please contact us using the information below.

9. Legal Disclosure & Changes to This Privacy Policy

We may disclose information when required to do so by law, regulation, court order, subpoena, legal process, or governmental request, or when reasonably necessary to protect our rights, property, services, clients, or safety.

We may update this Privacy Policy periodically to reflect changes to our services, technology, practices, or applicable requirements.

Any updates will be posted on this page with a revised effective date.

We encourage you to periodically review this Privacy Policy for changes.

10. Contact Information

If you have questions about this Privacy Policy, your personal information, or our communication practices, please contact:

Edward Parsons, CPA

Website: https://edparsonscpa.com/

Email: edwardweb@edparsonscpa.com

Phone: +1 786-265-8578

SMS Program Number: +1 786-938-8684

For SMS assistance, reply HELP.

To stop receiving SMS communications, reply STOP.

By using our website or voluntarily providing information through our forms or services, you acknowledge the practices described in this Privacy Policy.