Privacy Policy

 

BWS Tax & Advisory

Effective Date: November 3, 2026

 

BWS Tax & Advisory (“BWS,” “we,” “us,” or “our”) respects the privacy of our clients and website visitors. This Privacy Policy explains how we collect, use, protect, and disclose personal information, including information associated with SMS text messaging.

 

Information We Collect

 

We may collect personal information that clients voluntarily provide, including names, telephone numbers, email addresses, mailing addresses, and information necessary to provide tax, accounting, and advisory services.

We may also collect information submitted through our website, client portal, telephone calls, and text communications.

 

How We Use Information

 

We use personal information to:

Provide tax preparation, accounting, and advisory services.

Communicate with clients regarding their engagements.

Schedule appointments and respond to inquiries.

Request information and notify clients about documents available through our secure client portal.

Comply with applicable legal and professional obligations.

 

SMS Text Messaging

 

Clients may choose to receive text messages from BWS Tax & Advisory regarding their tax and accounting services, appointments, document requests, and other engagement-related communications.

Message frequency varies. Message and data rates may apply.

Clients may reply STOP at any time to opt out of SMS communications or HELP for assistance.

Participation in SMS communications is voluntary and is not required to receive our professional services.

We do not sell, rent, or share mobile phone numbers or SMS opt-in consent information with third parties or affiliates for marketing or promotional purposes.

We may share information with service providers solely as necessary to deliver our communications and professional services, subject to appropriate confidentiality and security requirements.

 

Protection of Client Information

 

We maintain administrative, technical, and physical safeguards designed to protect confidential client information.

Clients are encouraged to submit sensitive tax documents, Social Security numbers, and financial records through our secure client portal rather than through ordinary SMS text messages.

 

Disclosure of Information

 

We do not disclose confidential client information except as authorized by the client, necessary to provide professional services, or permitted or required by applicable law.

 

Mobile opt-in information, including phone numbers and SMS consent, will not be shared with third parties for marketing purposes. We use it only to send the messages you asked for.

 

Changes to This Policy

 

We may update this Privacy Policy periodically. Updates will be posted on this page with a revised effective date.

 

Contact Us

 

For questions about this Privacy Policy or our communications practices, please contact:

BWS Tax & Advisory

Website: https://bwstax.com

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