OUR PRIVACY POLICY

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Last Updated: 2/7/2026

 

Shepard CPA Services LLC ("we," "us," or "our") respects your privacy. This Privacy Policy describes how we collect, use, and disclose your personal information in relation to our SMS/text messaging program.

 

**1. Information We Collect**

We collect the following personal information when you opt-in to our SMS program:

- Your mobile phone number

- Your name (if provided)

- Any information you provide in your text message communications with us.

 

**2. How We Use Your Information**

We use the information we collect for the following purposes:

- To send you text messages with appointment details & reminders, request for documents, status updates and service notices.

- To communicate with you and respond to your inquiries via text message.

- To manage and improve our SMS program.

 

**3. Sharing Your Information**

We do not sell, rent, or share your personal information with third parties for their own marketing purposes. We may share your information with our service providers who help us operate our SMS program (e.g., our text messaging platform), but they are contractually obligated to protect your information and use it only for the services we have hired them to perform.

 

**CRITICAL: We will not share your SMS opt-in consent, or any related personal information, with any third parties for any reason.**

 

**4. Your Choices and Opting Out**

You can opt-out of receiving text messages from us at any time by replying with the word **STOP** to any message you receive from us. After you opt-out, we may send you a one-time confirmation message, and you will no longer receive text messages from us.

 

**5. Data Security**

We implement reasonable security measures to protect your personal information from unauthorized access, use, or disclosure.

 

**6. Contact Us**

If you have any questions about this SMS Privacy Policy, you can contact us at info@shepardcpallc.com