Privacy Policy

​

1. Introduction

At Schaaf CPA Group, LLC, your privacy and the security of your personal information are important to us. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you use our services.

​

2. Information We Collect

We may collect personal information, including but not limited to:

• Name

• Mailing address

• Email address

• Telephone number

• Financial information necessary to provide accounting and tax services

• Other information you voluntarily provide

We collect this information only to provide, improve, and personalize our professional services.

​

3. How We Use Your Information

We use your information to:

• Provide accounting, tax, and consulting services

• Communicate regarding your account and services

• Schedule appointments and provide service updates

• Meet legal, regulatory, and professional obligations

• Improve our customer service​

​​

4. Information Sharing

Schaaf CPA Group, LLC does not sell, rent, or share your personal information with third parties for marketing or promotional purposes.

We may share information with trusted service providers only when necessary to provide our services and only under appropriate confidentiality obligations or as required by law.

​

5. Data Security

We maintain administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction. Although we strive to protect your information, no method of electronic transmission or storage is completely secure.

​

6. Your Rights

You may have the right to:

• Access your personal information

• Request corrections to inaccurate information

• Request deletion of information where legally permitted

• Opt out of certain communications

To exercise these rights, please contact us at 317-867-5427.

​

7. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with the revised effective date.

Continued use of our services constitutes acceptance of any revisions.

​

 

SMS Terms & Conditions

​

SMS Program Description

By providing your mobile phone number and opting in, you agree to receive one-to-one SMS text messages from Schaaf CPA Group, LLC.

These messages may include:

• Appointment reminders

• Appointment confirmations

• Tax return status updates

• Follow-up communications

• Account-related notifications

​​

SMS Consent

You may opt in to receive SMS communications by:

• Providing verbal consent in person

• Providing verbal consent over the telephone

• Completing and signing a paper consent form​

SMS consent is voluntary and is not required to receive accounting or tax services.

​

Message Frequency

Message frequency varies depending on your interactions with our office and the services you receive.

​

Message & Data Rates

Message and data rates may apply based on your wireless carrier and mobile service plan.

​

Opt-Out

You may opt out of SMS communications at any time by replying STOP to any text message.

After opting out, you will receive a confirmation message and will no longer receive SMS messages unless you opt in again.

​

Help

For assistance, reply HELP to any message or contact our office at 317-867-5427.

​

Disclosure

Carriers are not liable for any delayed or undelivered messages.

​

Privacy

Your mobile phone number and SMS consent information will not be shared or sold to third parties or affiliates for marketing or promotional purposes.

​

Contact Information

If you have questions regarding either this Privacy Policy or these SMS Terms & Conditions, please contact:

Schaaf CPA Group, LLC

Phone: 317-867-5427

​

​

​