North Cascades CPA, PLLC
Effective Date: September 8, 2026

North Cascades CPA, PLLC (“we,” “us,” or “our”) respects your privacy and is committed to protecting the confidentiality of your personal and financial information. This Privacy Policy explains how we collect, use, share, and safeguard information when you visit our website, contact our firm, use our professional services, or communicate with us by text message.

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Information We Collect

We collect information you provide when you contact us, request information, engage our services, or communicate with our team. Depending on your interaction with us, this may include:

• Contact information, such as your name, email address, mailing address, and telephone number.

• Client and engagement information, including information relevant to accounting, tax preparation, bookkeeping, payroll, advisory services, and other professional services you request.

• Financial and tax information, including documents and records you provide in connection with an engagement.

• Communications, including inquiries, correspondence, and information you voluntarily provide.

• SMS information, including your mobile phone number, message content, communication dates and times, and records of your messaging consent and opt-out requests.

Our website and hosting services may also collect technical information, such as your IP address, browser type, device information, pages visited, and access times, to support website operation and security.

 

How We Use Your Information

We use information as appropriate to:

• Respond to inquiries and requests.

• Provide accounting, tax, bookkeeping, payroll, advisory, and related professional services.

• Establish and manage client engagements.

• Schedule appointments and send reminders.

• Request documents or information needed for your services.

• Communicate engagement updates and provide customer support.

• Maintain business records and fulfill legal, regulatory, and professional obligations.

• Protect the security and integrity of our website, systems, and client information.

• Record and honor communication preferences.

Information collected through SMS is used to support your inquiries, client relationship, and requested services. We do not send marketing, promotional, or unsolicited advertising text messages.

 

How We Share Information

We do not sell or rent client information.

We disclose personal or financial information only when permitted by applicable law and our professional obligations, including:

• To provide contracted services: With service providers that support our operations or help deliver the services you request, to the extent necessary for those purposes.

• With your authorization: When you specifically authorize a disclosure.

• As required by law: To comply with applicable legal requirements, valid legal process, or regulatory obligations.

 

Mobile Information and SMS Consent

We do not sell, rent, or share mobile phone numbers, SMS opt-in data, or SMS consent with third parties or affiliates for marketing or promotional purposes.

SMS opt-in data and consent are excluded from the general service-related sharing described above, except that we may disclose them to messaging platforms, telecommunications carriers, and other providers as necessary to operate and deliver our text messaging services. We may also disclose information when required by law.

Your consent to receive text messages from North Cascades CPA, PLLC does not authorize another organization to send you messages.

 

Website Technologies and Third-Party Links

Our website may use cookies or similar technologies to support functionality and maintain security. You can manage cookies through your browser settings. Disabling cookies may affect how certain website features work.

Our website may contain links to third-party websites or services. Their privacy practices are governed by their own policies. We encourage you to review those policies before providing personal information.

 

Information Security

We maintain administrative, technical, and physical safeguards designed to protect client information in accordance with applicable legal, regulatory, and professional requirements.

No electronic transmission or storage method is completely secure. SMS is not a secure method for transmitting sensitive financial, tax, or personally identifiable information. Do not send Social Security numbers, full financial account numbers, passwords, tax documents, or other sensitive records by text message. Contact our office for an appropriate method of securely providing confidential information.

 

Information Retention

We retain information for as long as reasonably necessary to provide services, manage client engagements, maintain required records, resolve disputes, and fulfill applicable legal, regulatory, and professional obligations.

Opting out of text messages stops future SMS communications as described below. It does not automatically delete existing client records, message history, or consent records that we need or are required to retain.

 

Your Privacy Choices

You may contact us to request access to or correction of your personal information, ask about our information practices, or update your communication preferences. We will address requests as required by applicable law and may need to verify your identity before responding.

Some information may need to be retained to meet legal, regulatory, or professional obligations.

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

SMS Terms & Conditions

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Consent to Receive Text Messages

When you opt in to SMS communications from North Cascades CPA, PLLC, you agree to receive text messages related to your inquiries and our professional accounting, tax, bookkeeping, payroll, advisory, and client services.

Providing a telephone number alone does not constitute consent to receive text messages. SMS participation is optional. You may contact our office by telephone or email to communicate about services without enrolling in text messaging.

 

Purpose of Messages

Our text messages are used solely for business and client service communications, including:

• Responding to client inquiries.

• Scheduling appointments and sending reminders.

• Requesting documentation or information.

• Providing updates about tax returns, accounting services, payroll services, and other client engagements.

• Providing general customer support.

We do not use SMS for marketing, promotional campaigns, or unsolicited advertising.

 

Message Frequency

Message frequency varies depending on your interactions with our firm and the services being provided.

 

Message and Data Rates

Message and data rates may apply depending on your wireless carrier and mobile plan. Contact your carrier for details about your plan.

 

Opting Out

You may opt out at any time by replying STOP to any text message from us. You may receive one final message confirming your opt-out. After that confirmation, we will stop sending text messages unless you provide renewed consent.

You may also contact our office to request removal from SMS communications.

 

Getting Help

For assistance, reply HELP to a text message or contact us:

Phone: 206-283-1627
Email: Info@NorthCascadesCPA.com

 

Confidentiality and Delivery

Text messages should not be used to transmit sensitive documents or confidential financial information. Contact our office for secure communication options.

Message delivery may be affected by carrier availability, network conditions, or other factors outside our control. Do not rely on text messaging alone for time-sensitive deadlines or urgent matters.

 

Professional Advice and Engagements

Information provided through our website or routine communications, including text messages, is general in nature unless otherwise specified within an established professional engagement. It is not intended as a thorough analysis of a particular accounting, business, or tax issue, a substitute for a formal professional opinion, or advice sufficient to avoid tax-related penalties.

When a detailed analysis or written opinion is needed, North Cascades CPA, PLLC may provide those services under a separate engagement letter defining the scope and limitations of the work.

 

Changes to This Policy and SMS Terms

We may update this Privacy Policy and SMS Terms from time to time. Updates will be posted on this page with a revised effective date. When required, we will provide additional notice or obtain consent before making changes to how we use your information or send text messages.

 

Contact Us

If you have questions about this Privacy Policy, our information practices, or SMS communications, please contact:

North Cascades CPA, PLLC
Phone: 206-283-1627
Email: Info@NorthCascadesCPA.com