Privacy Policy

RLA CPA Firm is committed to protecting the privacy, confidentiality, and security of our clients’ information. This Privacy Policy explains how we collect, use, protect, and disclose information in connection with the professional services we provide.

INFORMATION WE COLLECT

We may collect nonpublic personal information about current and former clients, including:

• Contact information such as names, addresses, phone numbers, and email addresses
  • Social Security numbers and taxpayer identification numbers
  • Tax return and financial information
  • Payroll, employment, and business records
  • Information submitted through our website, client portal, email, text messages, phone calls, and consultations

HOW WE USE INFORMATION

We use information to:

• Provide accounting, tax, payroll, bookkeeping, and advisory services
  • Communicate regarding engagements and services
  • Meet legal, regulatory, and professional obligations
  • Improve our operations and client experience

INFORMATION SHARING

RLA CPA Firm does not sell or share client information for marketing purposes.

We may disclose information when:

• Authorized by the client
  • Required by law, subpoena, court order, or regulatory authority
  • Necessary for peer review, professional standards compliance, or legal proceedings
  • Necessary to prevent fraud, security incidents, or unlawful activity
  • Working with trusted service providers who are contractually required to maintain confidentiality

TAX RETURN INFORMATION

Federal law restricts the disclosure and use of tax return information. Tax return information is not disclosed except as permitted by law or with the taxpayer’s consent.

CONFIDENTIALITY AND SECURITY

We maintain administrative, technical, and physical safeguards designed to protect client information. Access is limited to authorized personnel and service providers who require the information to perform services on our behalf.

Security measures may include secure client portals, access controls, employee training, data retention procedures, and cybersecurity protections.

WEBSITE AND TEXT COMMUNICATIONS

Our website may collect technical information such as browser type, device information, IP address, and website usage data through cookies or similar technologies.

If you choose to communicate with us by text message, we may use SMS for appointment reminders, document requests, and service-related communications. SMS consent and phone numbers are not shared for marketing purposes. Clients may opt out at any time by replying STOP.

FORMER CLIENTS

The privacy protections described in this policy apply to both current and former clients.

OUR COMMITMENT

As Certified Public Accountants, we are committed to protecting client information in accordance with applicable laws, professional standards, and the Rules of Professional Conduct of the Texas State Board of Public Accountancy.

CHANGES TO THIS POLICY

We may update this Privacy Policy periodically. Any changes will become effective upon posting to our website.

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