Privacy Policy

Effective Date: September 22, 2026

Cooper Tax & Consulting Group LLC ("Cooper Tax & Consulting Group," "we," "us," or "our") respects your privacy and is committed to protecting the information you provide to us.

This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, communicate with us, use our services, or participate in our text messaging program.

1. Information We Collect

Depending on how you interact with us, we may collect information including:

Name
Mailing address
Email address
Telephone and mobile phone numbers
Business information
Information provided through client intake forms
Information necessary to provide tax, bookkeeping, payroll, consulting, and related services
Information submitted through our website or client portal
Communications and correspondence between you and Cooper Tax & Consulting Group
SMS messaging preferences and consent records
Information you voluntarily provide when contacting us

We may also automatically collect certain technical information when you visit our website, such as your IP address, browser type, device information, and general website usage information.

2. How We Use Your Information

We may use information we collect to:

Provide tax preparation, bookkeeping, payroll, consulting, and related services
Communicate with clients regarding their accounts and services
Respond to questions and requests
Send tax deadlines, business reminders, and other client communications
Send text messages when you have provided the appropriate consent
Send holiday, birthday, and client appreciation messages
Schedule appointments and manage client communications
Process and maintain client records
Improve our website, services, and client experience
Comply with legal, regulatory, tax, accounting, and professional obligations
Protect our business, clients, systems, and information from unauthorized activity

3. Text Messaging and SMS Information

If you voluntarily provide your mobile phone number and opt in to receive text messages from Cooper Tax & Consulting Group LLC, we may use your phone number to send permitted SMS communications.

These communications may include tax deadlines, business reminders, client updates, appointment information, holiday messages, birthday greetings, and other relevant communications.

We do not sell or rent mobile phone numbers or SMS opt-in information to third parties for their own marketing purposes.

Your SMS consent and phone number will be used only as permitted by applicable law and the terms of our SMS program.

You may opt out of text messages at any time by replying STOP. For assistance, reply HELP.

Message and data rates may apply.

4. How We Share Information

We may share information with trusted service providers and technology providers when reasonably necessary to operate our business and provide services to you.

These providers may include companies that assist us with:

Tax preparation and tax filing
Bookkeeping and accounting
Payroll processing
Client relationship management
Secure document storage and client portals
Website hosting
Email and text communications
Scheduling and business administration

We may also disclose information when required or permitted by law, regulation, legal process, or governmental authority, or when necessary to protect our rights, property, clients, or business.

We do not sell your personal information.

5. Tax and Financial Information

Because Cooper Tax & Consulting Group LLC provides tax, bookkeeping, payroll, and financial-related services, clients may provide sensitive financial and business information to us.

We use reasonable administrative, technical, and physical safeguards designed to protect information in our possession.

Please do not send Social Security numbers, bank account information, tax documents, passwords, or other highly sensitive information through ordinary text messages unless specifically instructed to do so through an appropriate secure process.

When appropriate, we may direct clients to use our secure client portal or another designated secure method for transmitting confidential documents and information.

6. Cookies and Website Technologies

Our website may use cookies and similar technologies to help operate the website, understand website usage, improve functionality, and provide a better user experience.

Third-party services used on our website may also collect information in accordance with their own privacy policies.

You may be able to control certain cookie settings through your browser.

7. Data Security

We take reasonable measures to protect personal and client information against unauthorized access, use, alteration, disclosure, or destruction.

However, no website, electronic communication method, or information storage system can be guaranteed to be completely secure.

8. Data Retention

We retain information for as long as reasonably necessary to provide services, maintain business and client records, comply with applicable legal and professional requirements, resolve disputes, and enforce agreements.

Retention periods may vary depending on the type of information and the purpose for which it was collected.

9. Third-Party Websites and Services

Our website or communications may contain links to third-party websites, portals, applications, or services.

We are not responsible for the privacy practices, security, or content of third-party websites or services. We encourage you to review the privacy policies of any third-party service you use.

10. Your Choices

Depending on the information and communication method involved, you may have the right to:

Request information about personal information we maintain about you
Request correction of inaccurate information
Opt out of marketing communications
Opt out of SMS messages by replying STOP
Contact us regarding questions about our privacy practices

Certain information may need to be retained to comply with legal, tax, accounting, or professional obligations.

11. Children's Privacy

Our website and services are not directed toward children under the age of 13. We do not knowingly collect personal information from children under 13 through our website.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our business, services, technology, or legal requirements.

When we make changes, we will update the Effective Date at the top of this policy.

13. Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact:

Cooper Tax & Consulting Group LLC

Email: info@coopertcgllc.com

Website: coopertcgllc.com