Privacy Policy
GavTax Advisory Services
3707 Cypress Creek Pkwy Ste 310, Houston, TX, 77068
Only with appointments
At GavTax Advisory Services, we value your business and the trust you place in us to protect personal information about you and your finances. We are committed to treat information we receive from you, such as Social Security numbers, with great care. This includes personal information received from employees and job applicants.
GavTax Advisory Services is committed to protecting your Social Security Number and as such has instituted policies and procedures to:
- Protect the confidentiality of Social Security Numbers
- Prohibit unlawful disclosure of Social Security numbers
- Limit access to Social Security numbers
CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.
Types of Non-Public Personal Information We Collect
We collect non-public personal information about you that is provided to us by you or obtained by us with your authorization.
Parties to Whom We Disclose Information
For current and former clients, we do not disclose any non-public personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.
Protecting the Confidentiality and Security of Current and Former Clients’ Information
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in most cases, to comply with professional guidelines. In order to guard your non-public personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards. Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.
SMS opt-in or phone numbers for the purpose of SMS are not being shared with any third party and affiliate company for marketing purposes.
SMS Terms & Conditions
1- SMS Consent Communication:
Information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.
2- Types of SMS Communications:
If consent has been given to receive text messages from GavTax Advisory Services, messages may be received related to the following: Appointment reminders Follow-up messages External communication
3- Message Frequency:
Message frequency may vary depending on the type of communication. For example, up to 2 SMS messages per week may be received related to appointment, billing, general communication etc.
4- 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.
5- Opt-In Method:
Opt-in to receive SMS messages from GavTax Advisory Services can be done in the following ways: We ask the clients verbally for consent.
6- 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.
7- Help:
For any issues, reply with the keyword HELP. Alternatively, help can be obtained directly from us at gavtax@gavtax.com Additional Options: If SMS messages are not desired, the SMS consent box on forms can be left unchecked.
8- 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.