Privacy Policy

Munoz & Company CPA values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and protect your information when you interact with us, including through our website, forms, SMS communications, and services.

1. Information We Collect

We may collect the following information:

• Name
• Phone number
• Email address
• Appointment or inquiry details
• Any information you voluntarily submit through forms or communication channels

2. How We Use Your Information

We use your information to:

• Respond to inquiries or requests
• Schedule, confirm, or remind you of appointments
• Send transactional or informational messages
• Provide customer support
• Improve our services and communications

3. SMS & Messaging Consent

By providing your phone number and opting in, you consent to receive SMS messages from Munoz & Company CPA, including appointment confirmations, reminders, and informational messages. Message frequency may vary. Message and data rates may apply.

Reply STOP to opt out at any time. Reply HELP for assistance.

Mobile Information Sharing

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

4. Data Sharing

We may share your information only with trusted service providers strictly for business operations (e.g., CRM systems, messaging platforms) and only to the extent necessary to provide our services.

We do not sell or rent your personal information. We do not share mobile information for marketing or promotional purposes.

5. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, or misuse.

Cookie & Tracking Practices

We may use cookies and similar tracking technologies to improve your experience on our website. Cookies are small files stored on your device that help us analyze web traffic and remember your preferences. You can choose to accept or decline cookies through your browser settings. Disabling cookies may limit some functionality of our website.

Message Frequency

If you opt in to receive SMS messages from Munoz & Company CPA, message frequency varies, up to 4 messages per month. Message and data rates may apply. You may opt out at any time by replying STOP.

6. Your Rights

You may request to:

• Review or update your information
• Opt out of communications
• Request deletion of your data (subject to legal or operational requirements)

7. Policy Updates

We may update this Privacy Policy periodically. Updates will be posted on this page with a revised effective date.

8. Contact Information

If you have questions about this Privacy Policy, contact: