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Privacy Policy

Last Updated: December 4, 2025

Cathy Helmstadter CPA, PC (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting it through our compliance with this policy. This Privacy Policy describes the types of information we may collect from you or that you may provide when you visit www.cathyhelmstadtercpa.com

(“Website”), engage our services, or communicate with us, including through SMS/text messaging programs. It also explains our practices for collecting, using, maintaining, protecting, and disclosing that information.

By accessing or using our Website or services, you agree to this Privacy Policy. If you do not agree, please discontinue use immediately.

1. Information We Collect

We may collect the following categories of information:

Personal Information

  • Name

  • Email address

  • Phone number

  • Mailing address

  • Payment and billing information (processed securely through third-party services)

  • Any information you voluntarily provide during tax preparation or financial services

Automatically Collected Information

  • IP address

  • Browser type and version

  • Device identifiers

  • Usage data, including activity logs and browsing behavior on our Website

SMS/Text Messaging Information

  • Phone number

  • Message content

  • Delivery and response logs

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing with subcontractors in support of our services is permitted as needed. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

2. How We Use Your Information

We may use collected information to:

  • Provide and manage tax and accounting services

  • Respond to inquiries and requests

  • Send appointment reminders, service notifications, and important updates

  • Improve Website functionality and customer experience

  • Maintain legal and regulatory compliance

We will never sell or lease your personal information.

3. SMS/Text Messaging Program

By opting in to receive SMS messages from us, you consent to:

  • Receiving messages related to scheduling, account updates, or service communications

  • Message frequency varying based on account needs

  • Standard message and data rates applying

You may opt out of SMS communications at any time by replying STOP. For help or support, reply HELP or contact us at the information below.

We do not require SMS opt-in as a condition for purchasing or receiving services.

4. Disclosure of Your Information

We may disclose information:

  • To trusted service providers who assist in delivering our services (e.g., secure document portals, communications platforms)

  • To comply with legal obligations, law enforcement requests, or regulatory requirements

  • To protect the rights, property, or safety of our company or clients

We do not share text messaging opt-in consent or personal information with third parties for marketing purposes.

5. Data Security

We implement commercially reasonable safeguards to:

  • Protect personal and financial data

  • Prevent unauthorized access, alteration, or disclosure

However, no electronic system is fully secure, and we cannot guarantee absolute security.

6. Data Retention

We retain personal information only as long as necessary to:

  • Provide services

  • Meet legal, tax, and regulatory obligations

7. Cookies & Tracking Technologies

Our Website may use cookies and similar tools to enhance user experience and analyze site performance. You can control cookie settings through your browser options.

8. Children’s Privacy

Our services are not directed to children under 13. We do not knowingly collect personal information from children under 13. If we learn we have collected such data, we will delete it promptly.

9. Your Privacy Choices

You may:

  • Request to access, update, or correct your personal information

  • Withdraw consent for certain communications

  • Opt out of SMS messaging by replying STOP

10. Changes to This Policy

We may update this Privacy Policy periodically. The latest version will always be posted on our Website with a revised “Last Updated” date.

11. Contact Information

If you have questions, concerns, or requests related to this Privacy Policy, please contact us:

Cathy Helmstadter CPA, PC
Email: info@cathyhelmstadtercpa.com
Phone: (760) 776-5520
Website: www.cathyhelmstadtercpa.com


Address: 73680 HWY-111, Palm Desert, CA 92260

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