Gavtax

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Address

2001 Timberloch Pl, Ste 500, The Woodlands, TX 77380
(WITH APPOINTMENTS ONLY)

355 S Grand Ave, Ste 2450, Los Angeles, CA, 90071
(WITH APPOINTMENTS ONLY)

Office Hours

Mon-Fri 9:00AM – 5:00PM Central
Sat & Sunday closed

Address

2001 Timberloch Pl, Ste 500, The Woodlands, TX 77380 (WITH APPOINTMENTS ONLY)

Office Hours

Mon-Fri 9:00AM – 5:00PM Central Sat & Sunday closed

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Schedule A Consultation

Privacy Policy

GavTax Advisory Services
2001 Timberloch Pl, Ste 500, The Woodlands, TX 77380

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 treating 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 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 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 contact us 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 Privacy Policy

SMS opt-in information and phone numbers collected for the purpose of SMS communication are not shared with any third party or affiliate company for marketing or promotional purposes.

Mobile information will not be shared, sold, rented, or disclosed to third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties except as necessary to provide messaging services.

SMS Terms & Conditions

1. SMS Consent Communication

Information obtained as part of the SMS consent process, including phone numbers, will not be shared with third parties for marketing purposes.

Mobile information will not be shared, sold, rented, or disclosed to third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties except as necessary to provide messaging services.

2. SMS Communications

By providing your mobile phone number and opting in, you consent to receive SMS text messages from GavTax Advisory Services regarding:

  • Appointment reminders
  • Engagement letter reminders
  • Document requests
  • Tax return status updates
  • Billing and payment reminders
  • Follow-up messages
  • External communication

Other tax, accounting, bookkeeping, and advisory service-related communications
Message frequency varies based on your engagement with our firm.

Message and data rates may apply.

You may opt out at any time by replying STOP to any text message.
For assistance, reply HELP or contact us at support@gavtax.com or 919.694.6427.

3. Types of SMS Messages

GavTax Advisory Services uses SMS only for one-to-one client communications, including:

  • Appointment confirmations and reminders
  • Engagement letter reminders
  • Requests for tax documents
  • Secure portal upload reminders
  • Tax return status updates
  • Billing reminders
  • Responses to client inquiries
  • Other tax, accounting, bookkeeping, and advisory service-related communications

GavTax Advisory Services uses SMS exclusively for one-on-one communications with clients and prospective clients regarding tax, accounting, bookkeeping, and advisory services. We do not send unsolicited marketing text messages or bulk SMS campaigns.

4. How We Obtain SMS Consent

Customers provide consent to receive SMS communications by voluntarily:

  • Completing a contact form on our website and selecting the SMS consent checkbox
  • Scheduling an appointment through our online booking system
  • Completing our client intake forms
  • Signing an engagement letter containing SMS consent language
  • Otherwise requesting communication via text message

We do not send unsolicited SMS messages.

5. Message Frequency

Message frequency may vary depending on the type of communication and your engagement with our firm.

For example, up to 2 SMS messages per week may be received related to appointments, billing, document requests, tax return status updates, general communication, or other service-related updates.

6. Potential Fees for SMS Messaging

Standard message and data rates may apply, depending on your mobile carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

7. Opt-In Method

Opt-in to receive SMS messages from GavTax Advisory Services can be completed in the following ways:

  • Selecting the SMS consent checkbox on our website contact forms
  • Scheduling an appointment through our online booking system
  • Completing client intake forms
  • Signing an engagement letter containing SMS consent language
  • Providing verbal consent
  • Otherwise requesting communication via text message

8. Opt-Out Method

You may opt out of receiving SMS messages at any time by replying STOP to any SMS message received.

Alternatively, you may contact us directly to request removal from the SMS messaging list.

9. Help

For any issues, reply with the keyword HELP.

Alternatively, help can be obtained directly from us at support@gavtax.com or by calling 919.694.6427.

If SMS messages are not desired, the SMS consent box on forms can be left unchecked.

10. Standard Messaging Disclosures

Message and data rates may apply.

Message frequency may vary.

You may opt out at any time by texting STOP.

For assistance, text HELP or contact us at support@gavtax.com or 919.694.6427.
Please also review our Privacy Policy and Terms & Conditions pages.