Cherokee Tax & Accounting, Inc. (βCherokee Tax,β βwe,β βus,β or βourβ) values your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and safeguard your information when you interact with our website, services, and communications.
1. Information We Collect
We may collect the following types of information:
Personal details such as name, phone number, email address, and mailing address
Tax-related or financial information voluntarily provided for service purposes
Appointment, consultation, or service request details
Communication history via phone calls, text messages, or emails
Billing and payment information (processed securely through third-party providers)
Website usage data, form submissions, cookies, and analytics information
2. How We Use Your Information
We use your information to:
Provide tax preparation, consulting, and related professional services
Schedule and confirm appointments or consultations
Communicate regarding tax filings, case updates, or document requests
Send invoices, payment reminders, or service notifications
Respond to inquiries and provide customer support
Improve our services, website functionality, and overall client experience
We do not use your personal information for marketing purposes without your explicit consent.
3. SMS / Text Messaging Compliance
By submitting your phone number, you consent to receive automated or manual SMS communications from Cherokee Tax & Accounting Inc., which may include:
Appointment confirmations and reminders
Requests for documents or service follow-ups
Service status updates or important notifications
Billing notices or payment reminders
Message frequency may vary. Standard message and data rates may apply.
You may opt out at any time by replying STOP. For assistance, reply HELP.
Cherokee Tax complies with A2P 10DLC, TCPA, and CAN-SPAM regulations. Consent to receive SMS messages is not required as a condition of receiving services.
4. Data Sharing & Disclosure
We do not sell, rent, or trade your personal information.
Your data may be shared only with trusted third parties, including:
Secure payment processors
Tax software platforms and document management systems
SMS, email, or scheduling service providers
Government agencies when legally required (such as IRS filings)
All third-party vendors are required to maintain strict confidentiality and data security standards.
5. Data Protection & Security
We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information. However, no electronic transmission or storage system can be guaranteed to be completely secure. We recommend avoiding the transmission of highly sensitive information via text message.
6. Your Privacy Rights
You have the right to:
Request access to or correction of your personal information
Opt out of SMS or marketing communications
Request deletion of your data, subject to legal and regulatory retention requirements
To exercise your rights, please contact us using the information below.
7. Updates to This Policy
This Privacy Policy may be updated periodically. Any changes will be posted on our website with an updated effective date. Continued use of our services indicates acceptance of the revised policy.