Privacy Policy

SPA Accounting focuses on implementing fair information practices that are designed to protect your privacy.

You may have some concerns about the confidentiality of the information you provide to this office. It is our policy to keep your personal and business matters confidential to the extent permitted by law.

Client Information, Privacy Policies and Notice Regarding Advisor-Client Privileged Communications

The Federal Trade Commission has issued regulations that require tax preparation firms to provide an annual statement of firm privacy policies. Here is our policy:

We handle all information you provide us with the utmost confidentiality. Your personal information will only be shared with members of our firm who need to know this information in order to complete the work you have hired our firm to do. We will not disclose your personal information to anyone outside our firm without your express written permission to do so, or unless we are legally required to do so. For example, if a mortgage lender contacts our office for a copy of your return or information about it, we will ask that you provide written permission prior to our responding to that request.

You should also be aware that anything you tell us during the interview for the preparation of your tax return is confidential, but not protected from the IRS. Privileged communications (those that are protected from IRS authority to compel our testimony) are limited to non-criminal tax advice on matters before the IRS or non-criminal tax proceedings in federal courts. Although we consider any information you provide us as confidential, return preparation engagements are not covered by advisor-client privilege.

If you feel the nature of any subject matter to be discussed requires protected communications, please raise that issue so that we can discuss your possible need to consult with an attorney for legal advice.

SMS Terms and Condition

SPA Accounting respects your privacy. By opting into our SMS messaging service, you agree to the following terms regarding how we handle your data:

  • Data Collection: We will collect your name, email address, mailing address, and mobile phone number when you sign up for SMS updates. The information will be collected via our contact form, email, rental agreement, or third-party reservation systems.

  • Data Usage: We use your data solely for sending updates, scheduling appointments, informational messages or appointment reminders.

  • Data Security: We protect your data with secure storage measures to prevent unauthorized access.

  • Data Retention: We retain your information as long as you are subscribed to our SMS service. You may request deletion at any time.

  • MESSAGE AND DATA RATES MAY APPLY. Your mobile carrier may charge fees for sending or receiving text messages, especially if you do not have an unlimited texting or data plan.

  • Messages are recurring, and message frequency varies,

  • Contact SPA Accounting at (225) 228-5544 for HELP or to STOP receiving messages.

  • Opt-Out: You can opt out of the SMS list at any time by texting or replying STOP or UNSUBSCRIBE to (225) 228-5544. After unsubscribing, you will receive a final SMS to confirm you have unsubscribed and we will remove your number from our list within 24 hours.

  • You can send HELP for additional assistance, and you will receive a text including our phone number and website. We are here to help you.

  • Non-Sharing Clause: We do not share your data with third parties for marketing purposes. SPA Accounting will not sell, rent or share the collected mobile numbers.