Privacy Policy

Congress recently passed the Gramm-Leach-Bliley (GLB) Act, which deals in part with how financial institutions treat nonpublic personal financial information. Henry & Peters, P.C. has always been committed to maintaining client confidentiality. We appreciate this opportunity to clarify our privacy practices for you as a result of this new law. You do not need to call or do anything as a result of this notice.

We collect nonpublic personal information about you that is provided by you or obtained by us with your authorization to prepare your personal income tax returns and provide personal financial planning to you. This information is collected from you in written form, online, by phone, by SMS at your request, by mail and in personal interviews and consultations conducted by us, as well as by information we collect from others with your authorization.

Parties To Whom We Disclose Information

We do not disclose any nonpublic personal information about our clients or former clients to our affiliates or to nonaffiliated third parties except as permitted by law, the Rules of Professional Conduct of the Texas State Board of Public Accountancy (TSBPA), the Code of Professional Conduct of the Texas Society of Certified Public Accountants (TSCPA) and Ethics Rulings of the American Institute of Certified Public Accountants (AICPA). Nonpublic personal information about you and our former clients may be disclosed to both our affiliates and nonaffiliated third parties as permitted by law, our codes of professional conduct and ethics, and ethics rulings of the AICPA as follows:

1. Complying with a validly issued and enforceable subpoena or summons.

2. In the course of a review of our firm’s practices under the AICPA, TSCPA or TSBPA authorization.

3. Initiating a complaint or responding to an inquiry made by the Professional Ethics Committee of the TSBPA, the ethics division or trial board of AICPA or duly constituted investigative or disciplinary body of another State CPA Society or Board of Accountancy.

4. A review of a professional practice in conjunction with a prospective purchase, sale, or merger of all or part of our practice, provided that we take appropriate precautions (for example, through a written confidentiality agreement) so the prospective purchaser does not disclose information obtained in the course of the review.

5. Participating in actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit, and take reasonable precautions to ensure that the information disclosed does not become a matter of public record.
6. Providing information to affiliates of the firm and nonqualified third parties who perform services or functions for us pursuant to a contractual agreement which prohibits the third party or affiliate from disclosing or using the information other than for the purposes for which the information was disclosed: for example, using an outside service bureau to process client’s tax returns, or, using a records retention agency to store clients’ records.

General Restrictions on Disclosure of Nonpublic Personal Information to Affiliates and Nonaffiliated Third Parties

As tax preparers, we are prohibited by Internal Revenue Code Section 7216 from disclosing your income tax return information without your consent, other than for the specific purpose of preparing, assisting in preparing or obtaining and providing services in connection with the preparation of an income tax return for you. Furthermore, when conducting income tax preparation or financial planning, we are generally prohibited from disclosing confidential client information about you to affiliates and nonaffiliated third parties without your specific consent as mandated by the TSBPA and TSCPA. (See exceptions under heading “Parties to whom we disclose information”).

Confidentiality and Security of Nonpublic Personal Information

We restrict access to Nonpublic Personal Information about you to those employees and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by our employee code of conduct, applicable law, our Rules of Professional Conduct and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards that protect your information.

SMS Policy

At Henry & Peters, P.C., we value your privacy and are committed to protecting your personal information in all we do; however, this Privacy Policy explains how we collect, use, disclose, and safeguard your information specifically when you opt-in to receive SMS/text messages from us. We are required to supply this information by our telephone service provider and the agencies that govern our use of text messaging capabilities.

When you allow us to send you text messages, we may collect the following information:

Phone Number: Required to send you SMS/text messages.
Name: Optional, but helps personalize our messages.
Consent Records: Your agreement to allow SMS/texting services.

We use the information we collect to:

Send you updates, reminders, and other information via SMS/text messages. Message frequency will vary.
Respond to your inquiries and provide customer support.

We do not sell, trade, or otherwise transfer your personal information to outside parties for Marketing purposes. We may share your information with:

Service Providers: SMS opt-in or phone numbers for the purpose of SMS are not being shared with any third party and affiliate company for marketing purposes.
Legal Compliance: When required by law, such as to comply with a subpoena, or similar legal process.
Business Transfers: In connection with a merger, sale of company assets, or other business transaction.

You may opt out of receiving SMS/text messages from us at any time by:

Texting “STOP” to the number from which you received the message.
Contact us at 903-597-6311 or [email protected].

We implement a variety of security measures to maintain the safety of your personal information. However, no method of transmission over the Internet or method of electronic storage is 100% secure.

SMS Terms And Conditions

SMS For Consent Communication

The Phone Numbers obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

Types of SMS Communications

If you have consented to receive text messages from Henry & Peters, P.C., you may receive text messages related to: (Appointment reminders, meetings, and follow-up on cases.)
For Example: Hello, Thank you for contacting Henry & Peters, P.C., how can we help you? Reply Stop to opt-out at any time. Message and data rates may apply, for assistance, text Help” or visit our Privacy Policy.

Message Frequency: Our SMS message frequency will be from 50 to 1000 text messages daily across all users.

Potential Fees for SMS Messaging: Many carriers charge a fee for each message sent or received. This can vary depending on the carrier’s pricing structure and whether the message is sent domestically or internationally.

Opt-In Method: Customer will Opt-In for SMS messaging from Henry & Peters, P.C. through intake forms on their website located at https://www.henrypeters.com/contact/, this agreement for SMS will not be shared with third parties for marketing purposes.

Opt-out: Customer will be able to opt out of SMS messaging from Henry & Peters, P.C. by replying STOP at any time to any received SMS message, once opted-out they will receive no further SMS communication. They can Opt back In at any time by replying START

Children’s Privacy

Our SMS/texting services are not intended for individuals under the age of 13. We do not knowingly collect personal information from children under 13. If we become aware that we have collected information from a child under 13, we will take steps to delete such information.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on our website. You are advised to review this Privacy Policy periodically for any changes.

Contact Us

If you have any questions or concerns about this Privacy Policy or our practices, please contact us.

Text Messaging Terms of Service

By providing your mobile phone number to Henry & Peters, P.C., you consent to receive periodic SMS or MMS text messages from us. These messages may include important updates, information, reminders, and other communications related to our products and services.

Providing Your Telephone Number and Notification Obligations

You affirm that the mobile number you have provided to us is accurate and current. You represent that you are the authorized subscriber or owner of any telephone number you provide.

Consent to Receive Automated Communications

By voluntarily providing your telephone number(s), you explicitly consent to receive text messages from Henry & Peters, P.C., regarding our services for you and your relationship with us.

Standard message and data rates may apply.

Opt-Out Instructions

To unsubscribe from our SMS/MMS messages at any time, you can text STOP, END, CANCEL, UNSUBSCRIBE, or QUIT in response to any message you receive from us.

Additionally, you can send an email to [email protected] specifying that you wish to opt out of text messages. You agree to receive a final message confirming your opt-out.

Assistance/Help

For help, text “HELP” to the number from which you’re receiving messages or email us at [email protected].

Carrier Participation

Participating carriers in the United States include AT&T, T-Mobile®, Verizon Wireless,

Sprint, Boost, U.S. Cellular®, MetroPCS®, InterOp, Cellcom, C Spire Wireless, Cricket,

Virgin Mobile, among others. Not all carriers may support our SMS/MMS service.

T-Mobile is not liable for delayed or undelivered messages.

Data Collection and Use

In connection with this SMS service, we may collect your mobile phone number, carrier’s name, and the date, time, and content of your messages among other information you provide. This information may be used to contact you and to deliver the services you have requested from us.

Service Modifications and Termination

By subscribing or using the service, you acknowledge our right to modify or discontinue the service, with or without notice, at any time.

Indemnification

You agree to indemnify Henry & Peters, P.C. against any claims, including privacy, tort, or others, arising from your voluntary provision of a telephone number not owned by you, failure to notify us of changes in your telephone number, or related to the Federal Telephone Consumer Protection Act or state law equivalents. You agree to defend and hold us harmless from any claims, losses, liabilities, costs, and expenses (including reasonable attorneys’ fees) arising from such issues.

Participation Requirements

By participating in this Service, you affirm that you are at least eighteen (18) years of age, possess a wireless device capable of two-way messaging, are a customer of a participating wireless carrier, and have a text messaging service. Compatibility of cell phone models with the service, text messaging capabilities, and service availability may vary by carrier.

Miscellaneous

You warrant and represent that you possess all necessary rights, powers, and authority to agree to these terms and perform your obligations hereunder, and that doing so does not conflict with any other agreement to which you are bound. If any provision of these terms is found to be unenforceable or invalid, that provision shall be limited or eliminated to the minimum extent necessary so that these terms shall otherwise remain in full force and effect.

For questions or concerns, please contact Henry & Peters, P.C. at [email protected] or by phone at 903-597-6311.

While Henry & Peters, P.C., does not charge for text messages you receive, your mobile provider’s standard rates for text and data may apply. Contact your wireless provider for information about your text and data plan.

You do not need to call or do anything as a result of this notice. It is meant to inform you of how we safeguard your nonpublic personal financial information. You may wish to file this notice with your tax papers.

We value our relationship with you and strive to earn your continued trust.