Privacy Policy & SMS Terms and Conditions

Carlos A. Ausejo Taxes & Bookkeeping LTD

Effective Date: November 5, 2026

Carlos A. Ausejo Taxes & Bookkeeping LTD ("Ausejo Taxes," "we," "our," or "us") respects the privacy of our clients and website visitors. We are committed to protecting the personal and financial information entrusted to us in connection with our professional tax preparation, accounting, bookkeeping, payroll, and related services.

This Privacy Policy explains what information we collect, how we use and protect it, and our practices regarding client communications, including text messaging (SMS).

1. Information We Collect

Depending on the services requested, we may collect the following information:

  • Personal identification information, including names, mailing addresses, telephone numbers, and email addresses.
  • Taxpayer identification information, including Social Security numbers and Employer Identification Numbers.
  • Financial information, including income, expenses, banking information, payroll records, and other financial documents.
  • Tax returns, supporting documents, and information required to provide tax preparation and accounting services.
  • Business information provided by clients for bookkeeping, payroll, and related services.
  • Communication records, including emails, phone calls, and text messages.
  • Information voluntarily submitted through our website, contact forms, and client portal.

We collect information directly from clients and, when authorized or otherwise permitted by law, from third parties and government agencies.

2. How We Use Your Information

We use personal information for legitimate business and professional purposes, including:

  • Preparing and filing federal, state, and local tax returns.
  • Providing accounting, bookkeeping, payroll, and tax advisory services.
  • Communicating with clients regarding appointments, tax deadlines, document requests, filing updates, and other service-related matters.
  • Responding to client inquiries and providing customer support.
  • Processing payments and managing client accounts.
  • Maintaining business records and fulfilling professional obligations.
  • Complying with applicable legal, regulatory, and professional requirements.

Tax return information is used and disclosed only as permitted by applicable law or with any required taxpayer consent.

3. Information Sharing and Confidentiality

We respect the confidentiality of client information and do not sell personal information.

We may disclose information to authorized tax authorities, government agencies, professional service providers, payment processors, and technology vendors when necessary to provide requested services and when authorized or otherwise permitted by applicable law.

Any such disclosures are subject to applicable confidentiality, privacy, and tax-information protection requirements.

We do not disclose or use confidential tax return information for unauthorized purposes.

SMS Privacy Protection: No mobile opt-in information or text message consent information will be shared with third parties or affiliates for their own marketing or promotional purposes.

Our SMS communications service providers may process mobile phone numbers and messages solely as necessary to provide messaging services on our behalf. SMS consent information will not be sold or shared for independent marketing purposes.

4. SMS Communications and Consent

Clients who consent to receive text messages from Carlos A. Ausejo Taxes & Bookkeeping LTD may receive conversational and informational SMS messages relating to:

  • Appointment confirmations and reminders.
  • Tax preparation and filing updates.
  • Requests for documents or additional information.
  • Important tax deadlines and account notifications.
  • Responses to client inquiries.
  • Other administrative and service-related communications.

Our SMS communications are intended primarily for client service and administrative purposes.

Consent to receive SMS communications is voluntary and is not a condition of purchasing or receiving our professional services.

SMS Terms and Conditions

By opting in to receive SMS messages from Carlos A. Ausejo Taxes & Bookkeeping LTD, you acknowledge the following:

  • Message frequency: Message frequency may vary depending on your service needs and communications with our office.
  • Message and data rates: Standard message and data rates may apply.
  • Opt-out: You may reply STOP at any time to unsubscribe from further SMS communications.
  • Help: Reply HELP for assistance or contact our office at (415) 239-6984.
  • Privacy: Your mobile opt-in information and SMS consent will not be shared with third parties or affiliates for their own marketing or promotional purposes.
  • Voluntary participation: Consent to receive text messages is not required to obtain our professional services.

For your protection, please do not send Social Security numbers, full bank account numbers, passwords, or other highly sensitive financial information through standard text messages. Our office may direct you to a secure client portal when confidential documents or information are needed.

5. Information Security

We maintain administrative, technical, and physical safeguards designed to protect confidential client information against unauthorized access, disclosure, alteration, loss, or misuse.

We use appropriate security measures and professional procedures to safeguard sensitive financial and taxpayer information.

Where appropriate, we use secure document-sharing systems and client portals to exchange confidential records.

Although we take reasonable steps to protect personal information, no electronic transmission or storage system can be guaranteed to be completely secure.

Clients are encouraged to use our secure client portal when submitting sensitive tax and financial documents.

6. Information Retention

We retain client information and business records for as long as reasonably necessary to provide professional services, comply with applicable tax laws, satisfy legal and regulatory obligations, resolve disputes, and maintain appropriate business records.

When information is no longer required, we take appropriate steps to securely dispose of it in accordance with applicable legal and professional requirements.

7. Third-Party Service Providers

We may use trusted third-party service providers to support our business operations, including:

  • Tax preparation and accounting software.
  • Secure client portals and document management systems.
  • Payment processing services.
  • Telephone, email, and SMS communication platforms.
  • Information technology, data storage, and security services.

These providers may process information on our behalf as necessary to perform authorized services, subject to applicable confidentiality and legal requirements.

8. Your Privacy Choices

Clients may contact our office to:

  • Request corrections to inaccurate contact information.
  • Update communication preferences.
  • Ask questions about how their personal information is handled.
  • Withdraw consent for optional SMS communications.

To stop receiving text messages, reply STOP to a message from our office.

Requests involving tax records and confidential information are subject to applicable tax laws, record-retention requirements, and identity-verification procedures.

9. Updates to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our services, business practices, technology, or applicable legal requirements.

Any updates will be published on this page with a revised effective date.

10. Contact Us

If you have questions about this Privacy Policy, your personal information, or our SMS communication practices, please contact:

Carlos A. Ausejo Taxes & Bookkeeping LTD

Website: https://www.ausejotaxes.com

Phone: (415) 239-6984

Email: info@ausejotaxes.com