Effective Date: January 1, 2025
At Tina Worrell CPA, PLLC, we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, and protect your personal information across all communication channels, including our website, client portal, and SMS messaging services.
Information We Collect
We may collect the following types of information:
Contact details: name, email address, phone number, mailing address
Tax and financial information: data provided for accounting, tax, or advisory services
Device and usage data: IP address, browser type, pages visited, interaction with emails or SMS
Message content: any content shared via email, portal, or SMS
Cookies and tracking technologies: to analyze usage and enhance website performance
How We Use Your Information
We use your personal data to:
Provide and manage services you request
Communicate with you regarding appointments, updates, and account activity
Enhance our website and digital services
Respond to inquiries or provide client support via SMS or email
Improve our services through internal analytics
Comply with legal and regulatory obligations
Send promotional messages
Sharing Your Information
We do not sell your personal information. We may share it with:
Service providers under contract who support our business operations and are bound by confidentiality
Legal or regulatory authorities as required by law
Third parties involved in a business transition (e.g., merger, sale)
SMS Communications
By providing your mobile number, you consent to receive non-marketing SMS messages from Tina Worrell CPA, PLLC, such as appointment reminders and account updates. You may opt out at any time by replying “STOP”. To get help, contact us at (713) 564-6560 or info@tinaworrellcpa.com.
We use trusted third-party providers to facilitate SMS communications. These providers are contractually obligated to maintain the confidentiality and security of your information. While we take reasonable precautions, SMS is not encrypted and we encourage you not to share sensitive information via text.
Data Security
We maintain physical, electronic, and procedural safeguards to protect your information. These include:
Encrypted client portals
Role-based access controls
Secure file storage
Employee training on data privacy
Clients are responsible for maintaining the confidentiality of their own login credentials and protecting their systems when accessing shared data.
Data Retention
We retain tax documents and engagement-related records for at least seven years, in accordance with IRS and AICPA standards, unless otherwise required by law. While certain documents may be accessible through our secure client portal, we are not responsible for retaining documentation beyond what is needed to support our work. Clients are responsible for maintaining the full level of records required by regulatory agencies. Please refer to our 'Records Retention' post on the BLOG page for more details.
We may retain other information as needed to:
Provide ongoing services
Comply with legal and regulatory requirements
Resolve disputes or enforce agreements
Cookies and Tracking Technologies
We use cookies to:
Maintain website functionality
Analyze site usage
Remember user preferences You may disable cookies through your browser settings; some site features may not work properly if cookies are disabled.
Your Rights
You have the right to:
Access or correct your personal information
Opt out of marketing communications
Request deletion of data, subject to legal and regulatory exceptions
Children’s Privacy
Our services are not intended for children under age 13. We do not knowingly collect personal information from minors.
Third-Party Links
Our website may contain links to external websites. We are not responsible for the content, privacy, or security practices of those third parties.
Jurisdiction and Governing Law
This policy is governed by the laws of the State of Texas. Any disputes will be subject to the exclusive jurisdiction of the courts in Fort Bend County, Texas.
Updates to This Policy
We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated "Effective Date." Continued use of our services after updates constitutes acceptance of the revised terms.
Contact Us
If you have any questions about this Privacy Policy or how your data is handled, please contact us:
Tina Worrell CPA, PLLC
Missouri City, TX
Phone: (713) 564-6560
Email: info@tinaworrellcpa.com
Website: https://www.tinaworrellcpa.com
By opting in to or using a Text Message Service, as definedbelow, from Tina Worrell CPA, LLC, you accept these Terms and Conditions https://www.tinaworrellcpa.com/sms-terms.
This agreement is between you and Tina Worrell CPA, LLC. Allreferences to “Tina Worrell CPA, LLC,” “TWCPA,” “we,” “our,” or “us” refer toTina Worrell CPA, LLC, 98 Trento Turn Dr., Missouri City, TX 77459.
Definitions
“Opting In,” “Opt In,” and “Opt-In” refer to requesting,joining, agreeing to, enrolling in, signing up for, acknowledging, respondingto, or otherwise consenting to receive one or more text messages.
“Text Message Service” includes any arrangement or situationin which we send one or more messages addressed to your mobile phone number,including SMS, MMS, or successor protocols or technologies.
Consenting to Text Messaging
By consenting to receive text messages from us, you agree tothese Text Messaging Terms and Conditions and our Privacy Policy, incorporatedherein by reference.
Privacy Policy: https://www.tinaworrellcpa.com/privacy-policy
E-Sign Disclosure
By agreeing to receive text messages, you consent to the useof an electronic record to document your agreement. You may withdraw yourconsent to the use of the electronic record by replying STOP.
Tina Worrell CPA, LLC Text Message Service Privacy Policy
We respect your privacy. We use information you providethrough this service to transmit mobile messages and respond to you. This mayinclude sharing information with platform providers, phone companies, and othervendors who assist us in delivering mobile messages.
Mobile information will not be shared with third parties oraffiliates for marketing or promotional purposes. Text messaging originatoropt-in data and consent will not be shared with any third parties.
We reserve the right to disclose information as necessary tosatisfy any law, regulation, or governmental request, to avoid liability, or toprotect our rights or property.
This Text Message Service Privacy Policy applies to your useof the Text Message Service and is not intended to modify our general PrivacyPolicy, which may govern the relationship between you and us in other contexts.
Privacy Policy: https://www.tinaworrellcpa.com/privacy-policy
Costs of Text Messages
Tina Worrell CPA, LLC does not charge you for messages sentor received through this Text Message Service. Message and data rates may applydepending on your wireless carrier or service plan.
Frequency of Text Messages
This Text Message Service is for conversationalperson-to-person communication between you and Tina Worrell CPA, LLC employeesor authorized representatives. We may send an initial message providing detailsabout the service. After that, message frequency varies based on clientactivity, service needs, and whether you take actions that generate additionalmessages from us, such as requesting assistance or replying HELP.
Messages may include accounting, bookkeeping, tax, advisory,scheduling, document request, client portal notification, administrativeupdate, and client service communications.
Opting Out of Text Messages
If you no longer want to receive text messages, you mayreply to any text message with STOP, QUIT, END, REVOKE, OPT OUT, CANCEL, orUNSUBSCRIBE.
As a person-to-person communication service, opt-outrequests are specific to each conversation between you and one of our employeesor authorized representatives and the associated phone number. Afterunsubscribing, we may send you a confirmation of your opt-out by text message.
Help and Support
For support, reply HELP, email support@tinaworrellcpa.com, orcall (713) 564-6560.
Contact Us
Tina Worrell CPA, LLC
98 Trento Turn Dr.
Missouri City, TX 77459
Phone: (713) 564-6560
Email: support@tinaworrellcpa.com