Privacy Policy
At Numerica Accounting, LLC, we respect your privacy. This Privacy Policy explains how we collect, use, and protect your information when you use our services or website.
Information We Collect: We may collect personal information that you provide, such as your name, email address, and phone number, when you fill out contact forms, sign engagement agreements, or communicate with us.
How We Use Information: We use the information you provide to deliver accounting and tax services, respond to inquiries, send reminders, and provide important updates related to your account.
How We Protect Your Information: We use industry-standard security measures to protect your personal information from unauthorized access or disclosure.
Sharing of Information: We do not sell, trade, or rent your personal information. We may share information only when required by law or with service providers who help us operate our business. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Confidentiality of Financial and Tax Information: As a Certified Public Accounting firm, Numerica Accounting, LLC is committed to maintaining the confidentiality of all financial and tax information entrusted to us. We comply with the confidentiality standards established by the American Institute of Certified Public Accountants (AICPA) Code of Professional Conduct and applicable state accountancy boards.
We will not disclose your financial or tax information to third parties without your consent, except as required by law, regulation, or professional standards (such as responding to a valid subpoena or regulatory inquiry). Any information shared with third-party service providers, such as tax software vendors or secure client portals, is limited to what is necessary to perform the services you have requested and is protected by confidentiality agreements or contractual safeguards.
Cookies and Website Tracking: Our website may use cookies or similar technologies to improve user experience and analyze traffic. You can adjust your browser settings to disable cookies if you prefer.
Third-Party Service Providers: We may use trusted third-party service providers, such as secure client portals or payment processors, to help us operate our business. These providers are required to safeguard your information and may only use it for the purposes of providing services on our behalf.
Mobile Opt in, SMS Consent, and phone numbers collected for SMS communication purposes will not be shared with any third party or affiliates for marketing purposes.
Policy Updates: We may update this Privacy Policy from time to time. The latest version will always be available on this page.
Your Choices: You may request access to or deletion of your personal information by contacting us.
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SMS Terms & Conditions:
SMS Consent Communication: Information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.
Types of SMS Communications: If consent has been given to receive text messages from Numerica Accounting, messages may be received related to the following:
Appointment Reminders
Follow-up messages
Billing inquiries
Example: "Hello, this is a reminder of your upcoming appointment with Numerica Accounting at 6470 E Johns Crossing Suite 160 Johns Creek, GA 30097 on May 5th at 1:00 PM. Reply STOP to opt out of SMS messaging at any time.”
Message Frequency: Message frequency may vary depending on the type of communication. For example, up to two SMS messages per week may be received related to [appointments/billing, etc.].
Example:
"Message frequency may vary. You may receive up to 2 SMS messages per week regarding your appointments or account status."
Potential Fees for SMS Messaging: Standard message and data rates may apply, depending on the carrier's pricing plan. These fees may vary if the message is sent domestically or internationally.
Opt-In Method: Opt-in to receive SMS messages from Numerica Accounting can be done in the following ways:
Existing or potential clients message us first
Opt-Out Method: Opting out of receiving SMS messages can be done at any time by replying "STOP" to any SMS message received. Alternatively, direct contact can be made to request removal from the messaging list.
Help: For any issues, reply with the keyword HELP. Alternatively, help can be obtained directly from us at https://numericaaccounting.com/contact
Additional Options:
If SMS messages are not desired, the SMS consent box on forms can be left unchecked.
Standard Messaging Disclosures:
Message and data rates may apply.
Opt out at any time by texting "STOP."
For assistance, text "HELP" or visit our [Privacy Policy] and [Terms and Conditions] pages.
Message frequency may vary
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Contact Us: If you have questions about this Privacy Policy or SMS Terms & Conditions, please contact us at:
Numerica Accounting, LLC
Address: 6470 E Johns Crossing Suite 160 Johns Creek, GA 30097
Email: info@numericaaccounting.com
Phone: (404)-913-9631