Privacy Policy for The Firm

Last Updated: 10/01/2025

At The Firm, we are committed to protecting your privacy and safeguarding the personal and business information you share with us. This Privacy Policy outlines how we collect, use, disclose, and protect your information when you use our website www.thefirm.tax, communicate with us, or engage our accounting, bookkeeping, and business-management services.

By accessing our website or using our services, you agree to the terms of this Privacy Policy.

 

1. Information We Collect

 

A. Personal Information You Provide

We may collect:

• Name

• Business name

• Email address

• Phone number

• Mailing address

• Client onboarding information

• Financial records and documents necessary to perform accounting and business services

• Payment information (processed via secure third-party payment processors)

 

B. Financial & Operational Documents

To provide accounting and business-management services, we collect documents including (but not limited to):

• Invoices

• Receipts

• General ledgers

• Bank statements

• Payroll files

• Tax documents

• Bookkeeping entries

• Corporate filings

 

C. Automatically Collected Information

When you use our website, we automatically gather:

• IP address

• Browser type

• Device type

• Site usage analytics

• Cookies and similar tracking technologies

 

2. How We Use Your Information

We use collected information to:

• Provide accounting, bookkeeping, payroll, and business-management services

• Communicate with you regarding services, billing, inquiries, or updates

• Prepare tax documents and financial reports

• Maintain accurate internal records

• Comply with legal and regulatory obligations

• Improve website performance and customer experience

• Send important administrative updates

We do not sell your information.

 

3. Sharing of Information

We may share your information with:

 

A. Trusted Service Providers

Including but not limited to:

• Secure cloud-based accounting platforms

• Payment processors

• Document storage systems

All third parties are required to maintain confidentiality.

 

B. Legal & Regulatory Entities

We may share data to comply with:

• IRS or state revenue requests

• Court orders

• Regulatory audits

• Legal investigations

 

C. Business Transfers

In the event of:

• Merger

• Sale

• Restructuring

Information may be securely transferred with appropriate protections.

 

4. Data Retention

We retain information:

• As long as required to provide services

• As required by federal/state tax laws

• To resolve disputes or meet compliance obligations

Upon request—and within legal limits—we can delete or anonymize data.

 

5. Data Security

We use:

• Encrypted communication channels

• Password-protected client portals

• Restricted employee access

• Secure cloud storage

• Routine backups

However, no digital transmission is 100% secure. Use of our website acknowledges this risk.

 

6. Your Choices & Rights

You may request:

• Access to your information

• Corrections or updates

• Deletion when legally permissible

• Limiting use of personal data

• Copies of documents provided

Email social@thefirm4u.com with your request.

 

7. Cookies

Our website may use cookies to:

• Save browsing preferences

• Enhance user experience

• Track analytics

You may disable cookies in your browser settings.

 

8. Third-Party Websites

We are not responsible for the privacy practices of linked external websites.

 

9. Children’s Privacy

We do not knowingly collect information from individuals under age 18.

 

10. Changes to This Policy

We may update this Privacy Policy at any time. Posting the updated version constitutes notice.

 

11. Contact Information

If you have questions regarding this Privacy Policy, contact:

The Firm

Email: social@thefirm4u.com

Phone: 314-667-5678

Website: www.thefirm.tax

 

Terms & Conditions for The Firm

Last Updated: 10/01/2025

These Terms & Conditions (“Terms”) govern your use of www.thefirm.tax and any services offered by The Firm. By using our site or services, you agree to these Terms.

 

1. Scope of Services

The Firm provides:

• Accounting services

• Bookkeeping services

• Payroll management

• Business-management consulting

Service terms may be governed by separate written agreements.

 

2. Website Use

You agree not to:

• Misuse website content

• Attempt unauthorized access

• Upload malicious code

• Imitate, misrepresent, or defraud

 

3. Client Responsibilities

You agree to:

• Provide accurate documents and financial information

• Notify us promptly regarding changes

• Cooperate during tax or financial preparation

• Maintain accurate records in your possession

 

4. Payment & Fees

Fees will be disclosed during and before completion of service.

Late payments may incur additional charges or suspension of services.

 

5. No Guarantee of Outcomes

While The Firm provides professional service and guidance, we cannot guarantee specific financial, tax, legal, or business outcomes.

 

6. Limitation of Liability

The Firm is not liable for:

• Losses resulting from delays, omissions, inaccurate data provided by clients, or third-party software failures

• Damages arising from misuse of delivered documents

 

7. Intellectual Property

All website content, branding, logos, and written materials are property of The Firm. Unauthorized reproduction is prohibited.

 

8. Termination of Services

We reserve the right to terminate service relationships for:

• Nonpayment

• Misrepresentation

• Abuse or misconduct

• Ethical conflicts

 

9. Governing Law

These Terms are governed by applicable state and federal laws in the United States.

 

SMS Terms of Service — The Firm

Effective Date: 10/01/2025

By opting in to receive SMS messages from The Firm, you agree to the following SMS Terms of Service. These terms govern your use of SMS communications originating from or directed to 314-667-5678.

 

1. Program Description

The Firm uses SMS messaging to communicate with clients regarding:

• Appointment reminders

• Service updates

• Document requests

• Billing reminders

• Account notifications

• Time-sensitive updates related to your accounting/bookkeeping services

• Security/authentication messages

You may receive automated or manual messages depending on the nature of the communication.

 

2. Consent to Receive Messages

By providing your phone number and opting in, you consent to receive SMS messages from The Firm at 314-667-5678.

Consent is not required as a condition of receiving services.

You may opt out at any time by replying:

STOP

Once you opt out, you will no longer receive messages unless you opt back in.

 

3. Message Frequency

Message frequency varies depending on:

• Active service requests

• Document needs

• Billing cycles

• Appointment scheduling

• Client engagement

You may receive recurring messages until you unsubscribe.

 

4. Message & Data Rates

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

The Firm is not responsible for any fees charged by your carrier.

​

5. How to Opt Out

To stop receiving messages:

Text STOP to 314-667-5678 at any time.

You will receive a confirmation message once you are unsubscribed.

 

6. How to Get Help

If you need assistance with SMS communications, reply:

HELP

—or contact us directly:

The Firm

Email: social@thefirm4u.com

Phone: 314-667-5678

Website: www.thefirm.tax

​

7. Supported Carriers

Our SMS service is supported by major U.S. mobile carriers.

Carrier support and availability may vary.

 

8. Privacy

Your privacy is extremely important to us.

Information collected via SMS is processed in accordance with our full Privacy Policy, available on our website:

www.thefirm.tax

We do not sell your personal information.

​

9. SMS Security & Compliance

• SMS messages are not encrypted.

• Do not send sensitive financial information, tax documents, Social Security numbers, or confidential data via SMS.

• The Firm may request a call or secure upload alternative if sensitive content is needed.

​

10. Limitation of Liability

The Firm is not liable for:

• Delays in message delivery

• Inaccurate data provided by the client

• Mobile carrier errors

• Unauthorized access to your mobile device

 

11. Changes to SMS Terms

We may update these SMS Terms of Service at any time.

Continued use of SMS services constitutes acceptance of changes.

​

Disclaimer

The information on www.thefirm.tax is provided for general informational purposes only.

• Nothing on the site constitutes legal, tax, financial, or professional advice.

• Actual outcomes depend on your specific financial and business circumstances.

• You should consult directly with our professionals before making decisions based on site material.

The Firm disclaims liability for inaccuracies, omissions, or reliance on content provided.

 

CCPA (California Consumer Privacy Act) Addendum

This section applies to California residents under the CCPA.

 

1. Your Rights Under CCPA

California residents have the right to:

• Know what personal information we collect

• Request deletion of personal information (with legal exceptions)

• Opt-out of personal information “selling” (we DO NOT sell your data)

• Access information in a portable format

• Be free from discrimination for exercising privacy rights

 

2. Categories of Information Collected

As defined by CCPA, we collect:

• Identifiers (name, email, phone number)

• Commercial information (services purchased, records provided)

• Financial information (documents provided for accounting/bookkeeping)

• Internet or network activity (cookies, IP address)

 

3. How to Exercise CCPA Rights

Email us directly at:

social@thefirm4u.com

or call 314-667-5678

We will verify your identity before fulfilling requests.