Here is our Privacy Policy required by the Gramm-Leach-Bliley Act of 1999.

We collect nonpublic personal information about you from the following sources:

• Information we receive from you on applications, tax organizers, worksheets and other documents;
• Information about your transactions with us, our affiliates, or others;
• Information we receive from a consumer-reporting agency.
• No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

Online information is stored on secure servers located in CPA Website Solutions SOC 1 certified datacenters.

SMS Messaging Terms and Conditions

When you opt in for the SMS Messaging feature with SBM Certified Public Accountants you can expect a more convenient way to communicate with our Staff. SBM Certified Public Accountants will not share your mobile information with third parties/affiliates for marketing/promotional purposes. You may receive up to one unsolicited message, on average, a month from SBM Certified Public Accountants regarding relevant tax matters, upcomming deadlines, or reminders that are pertinent to your account. 

By submitting your phone number you consent to receive SMS notifications, appointment reminders, document requests, status updates, and important notifications related to tax and accounting services from Sines Blakeslee Madyda CPA. Message frequency may vary. Standard message and data rates may apply. You can cancel the SMS service at any time by responding with a text message “STOP". After you send the SMS message "STOP" to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you would like help please send a text message "HELP" and a memeber of our team will contact you to provide assistance. If you want to join again, please enter your contact information here and make sure to select the box to "Opt-in" to receive text messages. 

If you have any questions about this policy, please do not hesitate to contact us.