Harper Tax CPA

SMS Privacy Policy

Harper Tax CPA LLC — SMS Privacy Policy

Last updated: July 27 2025

Harper Tax CPA LLC (“Harper Tax,” “we,” “us,” or “our”) is committed to protecting your privacy. This Policy explains how we collect, use, and disclose “Personal Information” you provide when you opt in to receive SMS text messages (the “Service”) delivered through our third‑party messaging platform. By using the Service, you agree to the terms below; we may update this Policy at any time, and your continued use constitutes acceptance of changes.

1. Personal Information We Collect

When you interact with the Service, we receive:

  • Your mobile phone number
  • The content of SMS/MMS messages you send to us
  • Any user or screen name you choose in connection with the Service
  • Feedback or comments you send us about the Service

2. How We Use Your Information

We use Personal Information to:

  1. Deliver tax reminders, appointment confirmations, deadline alerts, and occasional promotional offers
  2. Respond to inquiries and improve our services
  3. Send important administrative notices (e.g., changes to terms)
  4. Conduct internal analytics and create anonymous aggregated reports

3. Data Storage and Retention

Messages you send through the Service are stored on secure third‑party servers we control. While we take reasonable precautions, no system is 100 % secure, and transmissions travel through networks outside our control (e.g., carrier infrastructure).

4. When We Share or Disclose Information

We do not sell or rent your Personal Information. We may disclose it only:

  • With your consent
  • To trusted service providers bound by confidentiality agreements and acting on our instructions
  • To enforce our Terms of Service or protect our legal rights
  • In response to valid legal process (e.g., subpoena, court order)
  • To investigate suspected fraud, security, or safety issues
  • As part of a corporate transaction (e.g., merger or asset sale)
  • In aggregated, non‑identifiable form for reporting purposes

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties

5. Security Measures

We and our vendors employ administrative, technical, and physical safeguards; however, we cannot guarantee against unauthorized access. Do not include sensitive personal or financial data in texts you send to us.

6. Opt‑In Methods

You may opt in by:

  • Entering your phone number on our website or client portal
  • Texting an advertised keyword (e.g., “TAXHELP”) to our short/long code
  • Completing a paper or electronic form at an event or office visit
  • Providing your number during a consultation and acknowledging consent

7. Opt‑Out & Help

To stop receiving messages at any time, reply STOP to 509-596-0335. You will receive a one‑time confirmation. Text HELP for assistance or email [email protected].

8. Children

The Service is not intended for children under 13. By opting in, you affirm you are at least 18 years old, or at least 13 with parental consent.

9. Geographic Scope

The Service is intended for U.S. residents.

Harper Tax CPA LLC — SMS Terms of Service

These Terms of Service (“Terms”) govern your use of Harper Tax’s SMS text message‑based communications. This is a legal agreement; please read carefully.

  1. Opt‑In Consent – You may consent by any method listed in Section 6 of the Privacy Policy. Example prompt: “TEXT JOIN to 509-596-0335 to receive tax updates from Harper Tax.”
  2. Opt‑Out – Reply STOP to cancel. After confirmation, you will no longer receive non‑administrative SMS messages unless you opt in again.
  3. Help – Reply HELP for instructions or contact [email protected].
  4. Supported Carriers – Messages may be delivered via major U.S. carriers such as AT&T, Verizon, T‑Mobile, and others; carrier participation may change without notice. Carriers are not liable for delayed or undelivered messages.
  5. Cost & Frequency – Message and data rates may apply. You may receive recurring messages; typical frequency is no more than 4 per month unless you initiate additional conversations. Contact your wireless provider for pricing details.
  6. Device & Privacy – Anyone with access to your device may view your texts. We are not liable for unauthorized viewing.
  7. No Condition of Purchase – You do not need to consent to SMS messaging to engage Harper Tax for tax preparation, planning, or any other services.
  8. Authorization to Contact – By opting in, you authorize Harper Tax to send automated texts (via autodialer or similar technology) to the mobile number you provided.
  9. Questions About Privacy – Review our SMS Privacy Policy above or contact us at [email protected] for additional information.