We respect your privacy...

As we work diligently to meet the demands of a growing client base, we ask that you review our Privacy Policy (required by Gramm-Leach-Bliley Act of 1999) and contact us with any questions you may have.

Our business has grown through referrals from satisfied clients. If you know of someone who may benefit from our services, please feel free to give them our contact information. We assure you we will take care of them with the same level of dedication and personalized attention that you are accustomed to receiving from us.

We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications, tax organizers, worksheets, and other documents
  • Information about your transactions with us, our affiliates, or others
  • Information we receive from a consumer-reporting agency 

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law. We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information. 

 

SMS Terms of Service 

By opting into SMS from a web form or other medium, you are agreeing to receive SMS messages from Souza's Tax & Accounting. This includes SMS messages for appointment scheduling, appointment reminders, post-visit instructions, and billing notifications. No mobile opt-in data will be shared with third parties. Message frequency varies. Message and data rates may apply. See privacy policy at https://souzatax.com › pages › privacy-policy. Message HELP for help. Reply STOP to any message to opt out.

If you have any questions about this policy, please do not hesitate to contact us. 

 

*Shipping and taxes are calculated at checkout.
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