Privacy Policy

Privacy

  1. We will never sell or give your name to any other organization.
  2. We take the security of your information seriously. We have implemented every possible precaution to ensure that all of your data and materials remain safe while they are under our control.
  3. We may contact you by email to announce product upgrades or new products, or to ask if you want to be on our mailing list. If you do not want to receive these notifications, please reply and let us know.

  4. We collect nonpublic personal information about you from the following sources:

    • Information we receive from you on applications, tax organizers, worksheets, and other documents.
    • Information about your transactions with us, our affiliates, or others.
    • Information we receive from a consumer-reporting agency.
    • We do not disclose, share, or sell any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.
    • SMS opt-in or phone numbers for the purpose of SMS are not shared with any third parties or affiliate companies for marketing purposes

    We restrict access to nonpublic personal information about you to those members of our firm who need it to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

    Our professional ethical obligations and responsibilities demand the highest regard for, and a duty to maintain, the confidentiality of your personal information and the security of your privacy. We will protect your personal information, use it appropriately, and conduct our engagements with you in a manner that always maintains your trust and confidence. 

    If you have any questions about this policy, please do not hesitate to contact us.

Disclaimer

  1. This website’s information is for informational purposes only and is not a substitute for advice from a tax or accounting professional.
  2. Information found on this website is not to be considered error-free. The website is in “as is” condition. We do not warrant any results derived from the content on this website.
  3. CPA Websites, Dynamic Content, and ICFiles, if enabled, are provided by Service2Client LLC.

  4. SMS: When you opt in to the SMS service, we will send you an SMS message to confirm your signup. This service is used to send you notifications about changes to scheduled events you have committed to attend. You can cancel the SMS service at any time. Just text the reply “STOP” to any message. For help, you can contact Member Services by texting “HELP” or calling (860) 233-5833. We will respond with instructions on how to use the service as well as how to unsubscribe. Carriers are not liable for delayed or undelivered messages. Message and data rates may apply for any messages sent to you from us and to us from you. If you have questions about your text plan or data plan, it is best to contact your wireless provider. For all questions about the services provided by this SMS service, you can send an email to louv@gc-cpas.com. If you have any questions regarding privacy, see the Gitlin & Company LLC Terms of Service.

    SMS CONSENT: The information obtained at +1 (860) 233-5833 as part of the SMS consent process will not be shared with third parties for marketing purposes.

    Types of SMS Communications

    Upon consenting to receive text messages from A Francis & Associates, you may receive communications related to “Account Notifications”, “Scheduling & Tax & Accounting Updates”. Please note that standard messaging disclosures apply.

    Message Frequency

    Our SMS message frequency is estimated to be 100 text messages daily across all users.

    Potential Fees for SMS Messaging

    Carriers may charge fees for each message sent or received. These fees can vary based on the carrier’s pricing structure and whether the message is sent domestically or internationally.

    Opt-In Method

    Customers may opt-in for SMS messaging from +1 (860) 233-5833 verbally during a call initiated through our website (https://www.gc-cpas.com). During the call, customers will be asked: “Do you agree to receive texts from Gitlin & Company, LLC? Message frequency varies. Message and data rates may apply. Text HELP for help, text STOP to opt-out. See our privacy policy at https://www.gc-cpas.com/privacy/.” This consent agreement will not be shared with third parties and affiliates for marketing purposes. No SMS communication will be initiated without customer consent.

    Opt-out Method

    Customers can opt-out of SMS messaging from [Company Name] by replying STOP at any time to any received SMS message. Once opted-out, they will receive no further SMS communication. Customers can opt back in at any time by replying START.

    Standard Messaging Disclosures

    • Messaging frequency may vary.
    • Message and data rates may apply.
    • To opt out at any time, text STOP.

This website may contain links to other third-party websites. We are not responsible for the privacy practices or the content of such websites.