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
Tina Worrell CPA ("TWCPA") provides this policy to explain how we use SMS text messaging. Please read these SMS Text Messaging Terms & Conditions ("SMS Terms") carefully. By completing your engagement agreement with TWCPA, you expressly consent and opt in to receive non-marketing text messages made through our client portal or our phone system, at the mobile number you provide. These messages will be used to contact you regarding the scope of work outlined in your agreement with TWCPA.
Opting in to receive text messages is not required to purchase any products or services from TWCPA. By providing your mobile number and opting in, you agree you have ownership rights or permission to use the number given to TWCPA.
You may opt out of these communications or receive assistance at any time, by calling our offices at (713) 564-6560.