Privacy Policy

Effective Date:

2/01/2025

Hernandez Bookkeeping

("Company," "we," "our," or "us"), operating under the website

Hernandez Tax Solutions, is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and protect your personal information when you use our tax, bookkeeping, and accounting services, including SMS and email communications.

By using our website and services, you

agree

to the collection and use of information as described in this Privacy Policy.

1. Information We Collect

We collect personal and financial information necessary to provide tax, bookkeeping, and accounting services.

1.1. Information You Provide

Personal Information: Name, email address, phone number, mailing address, and date of birth. Financial Information: Income details, tax identification numbers (e.g., SSN, EIN), bank account details (for tax refunds or payments), and transaction history. Tax Documents: W-2s, 1099s, financial statements, and other documents required for tax preparation. Communication Preferences: Your preferences regarding receiving SMS, email, and phone communications from us.

1.2. Information Collected Automatically

Device Information: IP address, browser type, operating system, and referring URLs. Usage Data: Interactions with our emails, SMS messages, and website, including open rates and click-through rates. Cookies & Tracking Technologies: We use cookies and similar technologies to enhance user experience and analyze engagement with our services.

1.3. Information from Third Parties

We may receive information from:

Financial institutions for bookkeeping and tax preparation. Tax agencies (e.g., IRS, state tax authorities) for tax filings and compliance. Business partners that provide analytics and marketing services.

2. How We Use Your Information

We use your information to:

Provide tax preparation, bookkeeping, and financial consulting services. File tax returns and communicate with tax authorities on your behalf. Send SMS and email updates regarding tax deadlines, refunds, or other relevant notifications. Improve our services and ensure compliance with tax regulations. Prevent fraud, unauthorized access, or other security risks.

3. SMS & Email Communications (A2P 10DLC Compliance)

3.1. Consent & Opt-In

By providing your phone number, you

explicitly consent

to receive SMS messages from

Hernandez Bookkeeping

(dba Hernandez Tax Solutions) for:

Tax appointment reminders updates regarding your tax return status Promotional offers and service notifications

Message frequency varies but typically does

not exceed 10 messages per month, unless you request additional information.

3.2. Opt-Out & Unsubscribe

You may opt out of SMS marketing at any time by:

Replying "STOP" to any message to unsubscribe. Replying "HELP" for customer support. Contacting us at [email protected] to manage communication preferences.

Transactional messages related to your account, tax filings, or compliance cannot be opted out of.

3.3. Data Usage & Privacy

We do

not

sell phone numbers for marketing purposes. Your phone number is only used for communications related to

Hernandez Tax Solutions

services. Message and data rates may apply based on your mobile carrier.

4. How We Share Your Information

We do not sell your personal information. However, we may share it with:

Tax Authorities: IRS, state tax agencies, or other government entities for tax filings. Service Providers: Third-party vendors assisting with accounting software, tax filing platforms, SMS/email delivery, and data security. Legal Compliance: If required by law, regulation, or legal process. Business Transfers: In case of a merger, acquisition, or asset sale.

5. Data Security

We implement strict security measures, including encryption, secure storage, and restricted access, to protect your personal and financial data. However, no method of data transmission is 100% secure.

6. Your Rights & Choices

Depending on your location, you may have rights to:

Access, update, or request deletion of your information. Restrict or object to processing of your data. Withdraw consent for marketing communications.

To exercise these rights, contact us at

[email protected]

7. Compliance with Laws

We comply with applicable privacy and tax-related laws, including:

A2P 10DLC Compliance – Ensuring proper SMS marketing registration with Twilio and other SMS providers. IRS Regulations – Compliance with federal tax filing and record-keeping requirements. Gramm-Leach-Bliley Act (GLBA) – Protection of financial information for clients. GDPR (for EU clients, if applicable) – Transparency and user rights for European users. TCPA & CAN-SPAM Act – Governing SMS and email marketing communications.