SMS Privacy Policy

Business SMS Privacy Policy

Effective Date: 3/11/2025

At Eliezer O. Burgos, CPA, PA, we value your privacy and are committed to ensuring the confidentiality of your personal and financial information. This SMS Privacy Policy outlines how we collect, use, and protect your information when you receive text messages from our firm.

1. Information We Collect

When you engage with our business via SMS, we may collect and process the following types of information:

• Your phone number
• The content of your text messages (including responses or inquiries made by you)
• Your name and contact information (if provided)
• Information related to the services you are requesting or receiving from our firm

2. How We Use Your Information

We use the information we collect through SMS communications for the following purposes:

• To provide updates about your consulting, accounting and tax-related services
• To respond to inquiries and provide customer support
• To send reminders about upcoming deadlines, meetings, or appointments
• To send relevant offers or announcements related to our services
• To ensure compliance with legal and regulatory requirements, including tax laws

3. Consent to Receive SMS Messages (Opt-in, Opt-out process)

By providing us with your phone number, you consent to receiving (Opt-in) SMS communications related to the services you have requested or that we believe may be relevant to you. These messages may include appointment reminders, updates, or important notifications.  You may opt-out of receiving SMS communications at any time by replying "STOP" to any text message you receive from us. Once you opt-out, you will no longer receive marketing or promotional SMS messages. However, important account-related messages, such as tax reminders or updates, may still be sent as necessary.

4. Data Security

We take reasonable steps to protect your personal information and ensure the security of SMS communications. However, as SMS is not a fully secure communication medium, we cannot guarantee complete security. We recommend that you do not share sensitive personal information via text messages unless you are certain of the authenticity of the communication.

5. Third-Party Service Providers

To facilitate SMS communications, we may use third-party service providers. These providers may process your phone number and related information to send SMS messages on our behalf. These third parties are contractually obligated to maintain the confidentiality and security of your information and use it only for the purposes specified by us. No mobile opt-in data will be shared with third parties.

6. Sharing Your Information

We do not share, sell, or rent your personal information to third parties for marketing purposes. However, we may disclose your information when required by law or as necessary to protect our legal rights, comply with regulations, or in the event of a legal dispute.

7. Updates to This Policy

We may update this SMS Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. Any updates to the policy will be communicated to you via SMS or other appropriate channels.

8. Contact Us

If you have any questions or concerns about this SMS Privacy Policy or our data practices, please contact us at:

Eliezer O. Burgos, CPA, PA
3350 SW 148th Ave

Suite 110

Miramar, FL 330237
Tel. (954) 258-3231
Email: info@burgoscpa.com