General Privacy Policy
Welcome to Beckley & Associates’ website. Beckley & Associates has created this statement so that you understand the specific ways in which we demonstrate our respect for your privacy. We appreciate and value that you entrust us with your sensitive personal information, and the primary guide in our privacy policy is our professional and personal commitment to ensuring that you have confidence in our professionalism and dedication to client service.
The core of our commitment is that we do not share any of the personal information that you entrust to us with any third parties for their marketing purposes. We treat your personal information with the utmost respect consistent with this privacy policy.
What Personal Information We Collect
We collect personal information about you for the purpose of offering or furnishing our products and services to you. The types of personal information we collect may include:
- Contact information, such as name, mailing and e-mail address;
- Information we receive from you on tax organizers, applications or other forms. This information may include your social security number, assets and income;
- Bank details and financial history, including your transactions with us and our affiliated companies;
- Information you may authorize us to obtain from others, such as consumer credit reports and medical information;
- Information we receive from prospective client meetings;
- Information from public sources (such as web directories and information);
- Information provided to GRF for its own uses; and
- Information on what data is downloaded from the GRF website.
Our website does not collect any personal information about you unless you specifically and knowingly provide such information. Visitors to our website may choose to interact with our website in ways that require us to gather personally-identifying information. For example, visitors may choose to submit a Request for Proposal on our website. In each case, our firm collects such information insofar as is necessary or appropriate to fulfill the purpose of the visitor’s interaction with our website. Our firm does not disclose personally-identifying information other than as described below. Visitors are never obligated to supply personally-identifying information, though the failure to disclose information may prevent them from engaging in certain website-related activities.
Disclosure and Transfer of Personal Information
Beckley & Associates respects your privacy. We disclose personal information only to those employees and service providers who (i) need to know that information in order to provide requested client services, and (ii) have agreed not to disclose it to others. Beckley & Associates does not otherwise share any personal information with third parties who are not service providers unless otherwise required or authorized by applicable law.
If you have supplied your contact information to Beckley & Associates, our firm may occasionally send you electronic industry alerts, solicit your feedback, inform you of upcoming firm events or share current general news about our firm. Electronic communications include an easy unsubscribe option, providing you with the option to opt out of receiving correspondence of this nature in the future.
We may disclose information to comply with applicable laws and regulations, such as to respond to a subpoena or similar legal process, to protect against misuse or unauthorized use of our website, to limit our legal liability, and to protect our rights or to protect the rights, property, or safety of visitors of this website or the public, and to otherwise cooperate with law enforcement or regulatory authorities.
We may transfer or share a copy of personal information about you in the event that Beckley & Associates goes through a business transition, such as a merger, being acquired by another company, or selling a portion of its assets. You will be notified via email or prominent notice on our website prior to a change of ownership or control of your personal information, if your personal information will be used contrary to this policy.
Nothing in this Privacy Policy is intended to interfere with the ability of Beckley & Associates to transfer all or part of its business and/or assets to a independent third party at any time, for any purpose, without any limitation. Beckley & Associates specifically reserves the right to transfer or share a copy of personally identifiable information collected to the buyer of that portion of its business relating to that information.
Such transfers may involve the transfer of your information between jurisdictions and outside of the jurisdiction in which you submitted your information, including to jurisdictions that the European Union may not deem to provide “adequate” data protection. Please do not provide us any information that you do not wish to be transferred between these entities.
Data Retention
Beckley & Associates may retain your Personal information as long as necessary for the provision of the services, internal analytical purposes, or to comply with its legal obligations, resolve disputes and enforce agreements (e.g. settlement). The criteria used to determine the retention periods include: (i) how long the personal data is needed to provide the services and operate the business; (ii) the type of personal data collected; and (iii) whether we are subject to a legal, contractual or similar obligation to retain the data (e.g., mandatory data retention laws, government orders to preserve data relevant to an investigation, or data that must be retained for the purposes of litigation or disputes).
Security
Beckley & Associates takes all appropriate measures reasonably necessary to protect against the unauthorized access, use, alteration, or destruction of personal information.
Children
In order to respect the privacy of minors, Beckley & Associates does not knowingly collect, maintain or process personal Information submitted online via our Internet Services by anyone under the age of 18.
California Privacy Rights
Under California Civil Code Section 1798.83, California customers are entitled to request information relating to whether a business has disclosed personal information to any third parties for the third parties’ direct marketing purposes. That notice will identify the categories of information shared and will include a list of the third parties and affiliates with which it was shared, along with their names and addresses. If you are a California resident and would like to make such a request, please submit your request in writing at the address information at the bottom of this policy.
EU Data Storage, Access, The Right to be Forgotten, and Dispute Resolution
Beckley & Associates stores personal data for different periods of time consistent with the purposes for which they were originally collected, as subsequently further authorized, or when required or allowed under applicable law.
Individuals in Europe have certain data subject rights which may be subject to limitations and/or restrictions. These rights may include the right to: (i) request access to and rectification or erasure of their personal data; (ii) obtain restriction of processing or to object to processing of their personal data; and (iii) the right to data portability. If you wish to exercise one of the above mentioned rights, please send us your request via email to the contact information at the end of this policy. Individuals in Europe may also have the right to lodge a complaint about the processing of their personal data with their local data protection authority.
In addition to the rights above, Beckley & Associates is committed to providing all individuals with access to their personal data. If you believe that we may be processing data about you and wish to have access to that information, we can provide you with that data or at least an explanation of why we cannot do so in the particular context, such as if responding to the request would be unreasonably expensive. Please also let us know if you have any questions, concerns, disputes, or issues. We are always open to dialogue to resolve issues. If your concerns cannot be resolved, we can enter into appropriate third-party neutral dispute resolution. If you need to reach us about a privacy or data protection issue, please contact us at the information at the end of this policy.
Cookies
This website uses “cookies,” which may automatically collect certain information and data, including browser type, language preference, referring site, and the date and time of each visitor request. “Cookies” are small pieces of data sent to your computer browser from our web server and stored on your computer’s hard drive. The data identifies you as a unique user and facilitates your ongoing access to and use of this website. Cookies also help us diagnose problems with our server and the website. If you do not want us to use cookies when you use this website, you can adjust your internet browser settings not to accept cookies. Your web browser’s help function should tell you how to do this. However, without these identifier files you may not have access to many features that may make your browsing of our website smoother, and some of our services may not function properly. The firm’s purpose in collecting this information is to understand how visitors use our website and to help us improve the functionality of the website.
International Transfer
If you reside in Europe, personal information collected from you will be transferred to certain recipients located outside Europe, (including the United States where this office is hosted) which do not provide a similar or adequate level of protection to that provided by countries in Europe. In order to perform services related to U.S. tax and audit, personal information of persons to recipients as described in this Privacy Policy which are located outside of Europe. You may withdraw your consent at any time. The withdrawal of consent shall not affect the lawfulness of processing based on consent before its withdrawal.
Privacy Policy for Text Messaging
Beckley & Associates PLLC is committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy outlines how we collect, use and safeguard the information you provide when you opt in to receive text messages (SMS) from us.
How You Can Opt In For Text Messaging
You may provide your personal information and opt in to receive text messages from us through the following means:
- Online Forms: By filling out a form that we send you or that you access through our website where you voluntarily provide your full name, mobile number and consent to receive text messages. Or, by completing a text opt-in section in our tax organizer, which is accessed through our TaxDome portal.
- Chat Message Via TaxDome: By chatting us your full name, mobile number and consent to receive text messages.
- In-Person: By voluntarily providing your full name, mobile number and consent at an event, during a meeting or in another in-person interaction with our team.
- Phone: By voluntarily providing your full name, mobile number and consent to receive text messages over the phone.
- Online Meeting: By voluntarily providing your full name, mobile number and consent to receive text messages during an online meeting via Zoom or other online meeting software.
- Customer Account Registration: By opting in during the creation or update of your account with us, where we request your full name, mobile number and consent.
- Text Message Initiation: By sending a text message to our designated number or responding to an invitation to subscribe to our text messaging service.
- Third-Party Integrations: By voluntarily signing up through partner platforms or services that integrate with our system, provided they include a clear request for your consent.
- Email: By emailing us your full name, mobile number and consent to receive text messages.
By opting in through any of these means, you confirm that you own the mobile number provided or are authorized to receive messages on that number.
How We Collect Personal Information
We collect personal information for text messaging in the following ways:
- Opt-In Forms: When you sign up to receive text messages through a form on our website or via TaxDome, or that we provide during an in-person event, you voluntarily provide your full name, mobile phone number and any additional details requested.
- Text Message Interaction: Any information you provide by responding to our text messages, such as inquiries, survey responses, or other communications, is collected.
- Account Information: If you are an existing client, we may collect your mobile phone number as part of your account details, provided you have given consent to receive text messages.
- TaxDome Chat Feature: If you are an existing client or prospective client, we may collect your full name, mobile phone number and consent to receive text messages in a chat interaction with you.
- Third-Party Services: In cases where you sign up through a third-party service (e.g., social media integrations or partnerships), we may receive your information via that service in compliance with their privacy policies.
Information We Collect
When you opt in to receive text messages from us, we may collect the following information:
- Your full name
- Your mobile phone number
- Any information you provide via text message (e.g., replies, survey responses)
- Metadata related to your interactions with our messages, such as the date, time, and frequency of communications
How We Use Your Information
We may use the information we collect to:
- Send you text messages regarding updates, services we are performing or will be performing for you, Letters of Engagement and invoices or receipts
- Respond to your inquiries or requests via text message
- Provide reminders or notifications related to our services
We will not sell, rent, or share your mobile number with third parties for marketing purposes.
Your Consent
By opting in to receive text messages, you consent to the collection and use of your information as described in this Privacy Policy.
Opt-Out Policy
You can opt out of receiving text messages from us at any time by:
- Replying “STOP” to any text message you receive from us
- Contacting us directly at our text number (361-322-8036), office number (972-309-0002) or email address (mycpa@beckleyandassociates.com) or through the chat function on the TaxDome client portal
- Once you opt out, you will no longer receive text messages, and your mobile number will be removed from our text messaging list.
Data Security
We implement reasonable security measures to protect your information from unauthorized access, disclosure, alteration, or destruction. However, no data transmission or storage system is completely secure, and we cannot guarantee the absolute security of your information.
Third-Party Services
We may use third-party services to send text messages. These services are required to protect your information in accordance with applicable laws and our Privacy Policy.
Children’s Privacy
Our text messaging services are not directed to individuals under the age of 13. We do not knowingly collect personal information from children.
Privacy Policy Changes
Although most changes are likely to be minor, Beckley & Associates may change its Privacy Policy from time to time, and at our firm’s sole discretion. Our firm encourages visitors to check this page for any changes to its Privacy Policy. Your continued use of this site after any change in this Privacy Policy will constitute your acceptance of such change.
Contact Us
If you have any questions or comments about our Privacy Policy, or if you are located in Europe and wish to exercise your rights as described above, please feel free to contact Beckley & Associates at mycpa@beckleyandassociates.com or 6010 W Spring Creek Pkwy, Suite 217, Plano, TX 75024 or 972-309-0002