Privacy Policy

Effective Date: 01/01/2025

At Simply CFO dba Guardian Tax Practitioners, your privacy is very important to us. We are committed to protecting the personal information you provide to us while using our services.

We may collect the following types of information:

• Contact information, such as name, email address, phone number, and mailing address
   
• Financial and tax information necessary to provide our accounting and tax services
   

We use the information you provide only to:

• Prepare and file tax returns
   
• Provide accounting, bookkeeping, and related professional services
   
• Communicate with you regarding your account or our services
   

We do not sell, trade, or share your personal information with any third parties for marketing or advertising purposes.

We take the confidentiality and security of your data very seriously and implement reasonable administrative, technical, and physical safeguards, including:

• Secure storage of records
   
• Restricted access to authorized personnel only
   
• Use of encrypted communication when possible
   

Our website does not collect personal information through cookies or tracking, except for standard website analytics to improve site performance.

You have the right to:

• Access your personal information
   
• Request corrections to your information
   
• Request deletion of your information
   

To exercise these rights, please contact us using the information below.

If you have questions or concerns about this Privacy Policy, please contact:

Simply CFO dba Guardian Tax Practitioners

Phone: 463-237-5855
Address: P.O. Box 403 Shelbyville, IN 46176

By providing your mobile phone number to [Your Company Name], you agree to receive SMS (text) messages from us regarding your accounting or tax services, including:

• Appointment reminders
   
• Account updates
   
• Notifications about tax filings or documents
   
• Other service-related communications
   

• By submitting your phone number, you consent to receive SMS messages from us.
   
• Consent is not a condition of purchasing our services.
   

• Message frequency will vary depending on the services you receive.
   
• We will only send messages relevant to your account or our services.
   

• You may opt out of SMS communications at any time by replying STOP to any message you receive.
   
• After opting out, you may still receive messages regarding urgent account or legal matters if required by law.
   

• Standard messaging and data rates may apply depending on your mobile carrier.
   
• You are responsible for any fees charged by your mobile carrier.
   

• Your phone number will be used solely for service-related communications.
   
• We will not share your phone number with third parties for marketing purposes.
   

For questions about SMS messages or to manage your preferences, please contact:

Simply CFO dba Guardian Tax Practitioners

Phone: 463-237-5855