Privacy Policy

We do not sell, share, rent, or trade personal information or mobile information to third parties for marketing or promotional purposes. We do not share mobile phone numbers with anyone for their marketing.

We collect information needed to provide tax, accounting, bookkeeping, payroll, and related professional services, including:

• Name and mailing address
• Email address
• Mobile phone number
• Consent records for text messaging (when you opt in)
• Information required to prepare returns, keep books, run payroll, and represent you — such as tax documents, identification details, and billing records

We collect this from you (forms, the client portal, email, phone, text, or in person), from documents you authorize us to receive, and in the ordinary course of an engagement.

We use personal information to deliver professional services, communicate with you, bill for work, meet legal and professional obligations, and operate the firm. We do not use your information to market unrelated products.

If you opt in, we send service texts only. These may include appointment reminders, document requests, status updates, questions about your file, check-ins, billing and administrative notices, and filing-deadline or organizer follow-up.

We do not send marketing texts. We do not send advertising or promotional messages by SMS.

• Reply STOP to opt out. You will receive a confirmation, and we will stop sending texts to that number.
• Reply HELP for help, or contact info@gazisassociates.com or (860) 763-3478.
• Reply START to opt back in.
• Message frequency varies.
• Message and data rates may apply.

Consent to receive texts is not required to receive our services. See SMS Terms & Conditions.

Do not send Social Security numbers, bank details, or tax returns by text. Use the client portal at gazisdaleo.clientportal.com, encrypted email, a phone call, or an in-person visit.

We use vendors only to deliver our services — including tax software, QuickBooks and Xero, payroll processors, MessageDesk (text messaging), email providers, and the client portal. They may process information on our instructions. They are not given personal or mobile information to market their own products to you.

As a CPA firm, we are bound by AICPA confidentiality rules and applicable professional standards. Client information is not disclosed except as the engagement, the law, or those standards require or permit.

We keep records for as long as the engagement, professional standards, and the law require. We use reasonable administrative, technical, and physical safeguards. No method of transmission or storage is completely secure.

You may review or update contact information, or withdraw SMS consent, by emailing info@gazisassociates.com, calling (860) 763-3478, or texting STOP. Some records we must keep even after an engagement ends.

Gazis & Associates, Inc.
619 Hazard Ave.
Enfield, CT 06082
info@gazisassociates.com
(860) 763-3478

Related: SMS Terms & Conditions.