Privacy Policy

Effective Date: September 10, 2026

The Atlanta CPA Group (“The Atlanta CPA Group,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy describes how we collect, use, disclose, and safeguard information when you visit our website, contact us, engage our services, schedule an appointment, or otherwise communicate with us.

Information We Collect

We may collect personal information that you voluntarily provide to us, including:

Name
Email address
Telephone or mobile phone number
Business or company name
Mailing or business address
Information submitted through website contact forms
Appointment and scheduling information
Information you provide when communicating with us by telephone, email, text message, or other means
Financial, accounting, tax, and business information necessary for us to provide professional services
Other information you choose to provide to us

We may also automatically collect certain technical information when you use our website, such as your IP address, browser type, device information, pages visited, referring website, and general website usage information.

How We Use Your Information

We may use information we collect to:

Respond to inquiries and requests
Provide accounting, tax, advisory, and related professional services
Schedule and manage appointments
Communicate with current and prospective clients
Send service-related notices, reminders, and updates
Respond to customer service requests
Maintain and improve our website and services
Maintain appropriate business and client records
Protect against fraud, unauthorized activity, and security threats
Comply with applicable legal, regulatory, professional, and recordkeeping requirements

We do not sell or rent your personal information.

We may disclose information to service providers and vendors that assist us in operating our business, website, communications, scheduling, technology, or other business functions. These providers may access information only as appropriate to perform services on our behalf.

We may also disclose information when required by law, regulation, legal process, professional obligations, or when reasonably necessary to protect our rights, our clients, or others.

We do not share client financial, accounting, or tax information except as authorized by the client, as necessary to provide requested services, or as otherwise permitted or required by applicable law and professional standards.

SMS/Text Messaging Privacy

If you provide your mobile phone number and consent to receive text messages from The Atlanta CPA Group, we may use your number to communicate with you regarding appointments, scheduling, client service matters, reminders, requested information, account or service updates, and other communications related to your relationship with The Atlanta CPA Group.

No mobile opt-in information or text message consent will be shared with third parties or affiliates for marketing or promotional purposes.

We do not sell, rent, or disclose mobile phone numbers or SMS consent information to third parties for their own marketing purposes.

Information may be provided to telecommunications and technology service providers as necessary to facilitate our text messaging services and deliver communications requested by you.

SMS Terms & Conditions

By opting in to receive SMS messages from The Atlanta CPA Group, you consent to receive conversational and informational text messages from us. These messages may include:

Appointment confirmations and reminders
Scheduling communications
Client service communications
Requests for information or follow-up
Account or service notifications
Responses to questions or inquiries
Other communications related to services you have requested

Message frequency may vary.

Message and data rates may apply depending on your mobile carrier and service plan.

You may opt out of receiving text messages at any time by replying STOP to a message from us. After opting out, you will no longer receive SMS messages from us unless you subsequently provide consent again.

For assistance, reply HELP or contact The Atlanta CPA Group using the contact information provided on our website.

Consent to receive text messages is not a condition of purchasing our services.

When a website form or other method gives you the option to consent to SMS communications, your consent applies only to communications from The Atlanta CPA Group consistent with the consent you provided.

SMS consent is voluntary. Where applicable, website forms requesting SMS consent will provide a separate option for you to consent to receiving text messages.

Cookies and Website Technologies

Our website may use cookies and similar technologies to operate the website, understand website usage, improve user experience, and support analytics and other website functionality.

You may be able to control cookies through your browser settings. Disabling certain cookies may affect the functionality of portions of the website.

Data Security

We use reasonable administrative, technical, and organizational measures designed to protect personal information from unauthorized access, use, alteration, or disclosure.

However, no website, electronic communication, or method of electronic storage can be guaranteed to be completely secure. You should use appropriate care when transmitting sensitive information electronically.

Data Retention

We may retain personal information for as long as reasonably necessary to provide our services, maintain business and client records, fulfill professional obligations, resolve disputes, enforce agreements, and comply with applicable legal, tax, accounting, and regulatory requirements.

Third-Party Services and Links

Our website may contain links to third-party websites or use third-party services for functions such as scheduling, communications, payments, analytics, or other business operations.

The privacy practices of those third parties are governed by their respective privacy policies. We encourage you to review those policies when interacting with third-party services.

Children’s Privacy

Our website and services are intended for adults and businesses and are not directed toward children under the age of 13. We do not knowingly collect personal information from children under 13 through our website.

Your Choices

You may contact us to request that we update or correct certain personal information we maintain about you, subject to applicable legal, professional, and recordkeeping obligations.

You may unsubscribe from marketing email communications by using the unsubscribe mechanism provided in those communications, where applicable.

You may opt out of SMS communications at any time by replying STOP.

Changes to This Privacy Policy

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

When changes are made, the revised policy will be posted on our website with an updated effective date.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact:

The Atlanta CPA Group

Please visit our website for current contact information.