Privacy Policy – Client Communications

At Larson CPA PLLC, we value and respect your privacy. This policy outlines how we collect, use, and safeguard your contact information, specifically your email address and phone number.

1. Collection of Contact Information
We collect your email address and phone number solely for the purpose of providing accounting, tax, and advisory services. This information may be used to:

• Schedule appointments

• Send service-related reminders or updates

• Respond to inquiries

• Provide important firm communications

2. Use of Contact Information
Your contact details are used exclusively to facilitate efficient and professional communication regarding your services with us. We may contact you via phone, text message, or email based on your stated preferences or the urgency of a matter.

3. Confidentiality and Non-Disclosure
We do not sell, rent, or share your personal contact information with any third parties for marketing purposes. Your email address and phone number are treated as confidential and are only accessible by authorized personnel within our firm.

4. Your Consent
By providing us with your contact information, you consent to receive communications directly related to your engagement with Larson CPA PLLC. You may opt out of non-essential communications at any time by notifying us in writing.

5. Compliance with State and Federal Regulations
We comply with all applicable privacy and data protection laws, including the Gramm-Leach-Bliley Act (GLBA) and Texas state regulations governing licensed CPA firms.

If you have any questions about how your information is used or wish to update your contact preferences, please contact us at 817-601-1040 or nicholas@larson.cpa