CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.

TYPES OF NONPUBLIC PERSONAL INFORMATION WE COLLECT

We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization. This includes but is not limited to:

Personal identification information (name, address, phone number, email address)

Financial information relevant to our professional services

Phone numbers for communication purposes, including SMS/text messaging

Communication preferences and consent records

PARTIES TO WHOM WE DISCLOSE INFORMATION

For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.

Third-Party Service Providers:

We may share your information with trusted third-party service providers who assist us in delivering our services, including but not limited to SMS/text messaging platforms, email service providers, and customer relationship management systems. These providers are contractually obligated to protect your information and use it only for the purposes we specify.

SMS/TEXT MESSAGING COMMUNICATIONS

Consent to Receive SMS Messages:

By providing your mobile phone number and opting in to receive text messages from us, you expressly consent to receive SMS/text messages from Schumacher Sama LLP.

These messages may include:

- Service-related notifications and reminders

- Appointment confirmations and scheduling updates

- Important account information and updates

- Promotional messages about our services (where you have opted in)

- Two-factor authentication and security codes

Message Frequency:

Message frequency varies depending on the services you use and your communication preferences. You may receive up to several messages per month, though frequency may vary during busy periods such as tax season.

Message and Data Rates:

Standard message and data rates may apply to SMS messages sent to your mobile device. Please contact your mobile carrier for information about your messaging plan and potential charges.

Opt-Out Instructions:

You may opt out of receiving SMS messages at any time by:

– Replying "STOP" to any text message you receive from us

– Texting "STOP" to any of our SMS numbers

– Contacting us directly at 414-327-2320

– Emailing us your opt-out request

After you opt out, you will receive a final confirmation message, and no further SMS messages will be sent to your number unless you opt back in.

Opt-In for Promotional Messages:

We will only send promotional or marketing text messages to numbers that have explicitly opted in to receive such communications. You can opt in by texting specific keywords to our numbers or through our website forms.

SMS Data Usage:

When you interact with our SMS services, we may collect and store:

Your mobile phone number

The content of messages you send to us

Delivery and read receipts

Opt-in and opt-out records

Timestamps of message interactions

This information is used to provide our SMS services, maintain communication records, ensure compliance with regulations, and improve our services.

PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT AND FORMER CLIENTS' INFORMATION

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

SMS Security Measures: For SMS communications, we implement additional security measures including:

Secure transmission protocols for text messages

Encrypted storage of phone numbers and message content

Regular security audits of our SMS service providers

Access controls limiting who can send messages on our behalf

Data Retention: We retain SMS communication records and phone numbers in accordance with our professional guidelines and applicable laws. You may request deletion of your SMS data by contacting us directly, subject to our professional and legal obligations.

YOUR RIGHTS AND CHOICES

You have the right to:

Opt out of SMS communications at any time

Request information about what personal data we have collected

Request correction of inaccurate personal information

Request deletion of your personal information (subject to professional and legal requirements)

File a complaint with appropriate regulatory authorities

UPDATES TO THIS PRIVACY POLICY

We may update this privacy policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. We will notify you of material changes through our website or other appropriate means.

CONTACT INFORMATION

Please call if you have any questions because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.

For questions about this privacy policy, including SMS communications:

Phone: 414-327-2320
Address: 10400 W. Innovation Dr. Ste 301, Wauwatosa, WI 53226
Email: [email protected]

For SMS-related inquiries or to opt out of text messages, you can also text "HELP" to any of our SMS numbers for assistance.