Privacy Policy
Last Updated: March 2026
1. Information We Collect
We collect personal information that you voluntarily submit through our website forms, email, or during phone consultations to provide you with expert financial guidance. This includes:
- Contact Information: Name, home address, phone number, and email address.
- Project Details: Specific services required and preferred timeline for a consultation.
- Communication Records: Information provided when contacting support or responding to our SMS notifications.
- Technical Data: IP address, browser type, pages visited, and referral data (collected automatically).
2. How We Use Your Information
We use your information exclusively to deliver our services effectively. This includes:
- Responding to inquiries and providing financial estimates.
- Scheduling and confirming consultations.
- Delivering project updates via phone, email, or SMS.
- Processing payments securely.
- Improving our website and customer experience using anonymized analytics data.
3. SMS & Text Messaging Policy (A2P 10DLC)
By submitting your phone number through our website forms and explicitly checking the SMS consent box, you consent to receive SMS text messages from Hai Trang CPA Services PLLC. These messages are strictly for service-related purposes, including:
- Appointment scheduling and reminders.
- Estimate follow-ups and project updates.
- Important service notifications.
Important SMS Disclosures:
- • Message frequency may vary.
- • Message and data rates may apply.
- • Opt-Out: You can opt out at any time by replying STOP to any message.
- • Support: Reply HELP for assistance or contact us directly.
Strict Privacy Guarantee: No mobile information, text messaging originator opt-in data, or consent will be shared with third parties or affiliates for marketing or promotional purposes.
4. SMS Opt-In Details & Consent
Customers opt-in to receive SMS by entering their phone number into a contact form on our website. On the form, there is a separate, unchecked checkbox that explicitly states: 'I agree to receive SMS communications from Hai Trang CPA Services PLLC for appointment and project updates.'
This consent is strictly voluntary and is not a condition of purchase. Additionally, customers may opt-in verbally during phone consultations, after which we send a one-time confirmation text to verify consent.
5. Sharing of Information
We respect your privacy. We may share information only when absolutely necessary to:
- Provide requested services securely.
- Comply with legal obligations or law enforcement requests.
- Protect business operations and customer safety.
We do not sell your personal information.
6. Additional Privacy Practices
Cookies and Tracking
We use essential, analytical, and marketing cookies to provide a secure website, analyze visitor behavior for service improvements, and deliver relevant advertisements. You may manage or withdraw your tracking consent through your browser settings.
Security
We use reasonable administrative, technical, and physical safeguards to protect your information. However, no system can guarantee 100% complete security.
Children’s Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.
User Rights & Updating Information
You have the right to access, correct, or delete your personal information, as well as the right to opt-out of marketing. To submit a request, please email us at [email protected].
Contact Information
If you have any questions or concerns about this Privacy Policy, please contact us: