Privacy Policy
Last Updated: March 01, 2026
1. Introduction
Welcome to Mann Seop Choi CPA, P.C. We are a professional accounting firm dedicated to providing
top-tier tax and accounting services. We value your business and trust, and we are committed to
protecting your privacy. This policy outlines how we collect, use, and safeguard your personal
information.
2. Types of Information Collected
We collect personal information that is necessary to provide our services and communicate with you effectively. This includes:
- Personal Identification: Name, Date of Birth, Social Security Number (SSN), Driver's License information.
- Contact Information: Email address, phone number, mailing address.
- Financial Information: Income statements, expense records, bank account details, investment records, and other tax-related documents.
3. Method of Information Collection
We collect information through the following methods:
- Directly from You: When you fill out our client intake forms, engage in consultations, or provide documents for tax preparation.
- Digital Communications: Via email correspondence, SMS text messages, and our secure client portal.
- Website Inquiries: When you submit a "Contact Us" or "Schedule Appointment" form on our website.
4. Purpose of Data Collection
We collect and utilize your information for the following purposes:
- Service Provision: To prepare tax returns, provide accounting services, and offer financial consultation.
- Communication: To schedule appointments, send reminders, and answer your inquiries.
- Compliance: To fulfill legal and regulatory obligations as required by tax authorities.
5. Data Sharing & Disclosure
We respect your privacy and do not sell or rent your personal information.
- Service Operations: We may share necessary data with authorized employees and secure software providers strictly for the purpose of preparing your taxes and managing your account.
- Legal Requirements: We may disclose information if required by law or in response to valid requests by public authorities (e.g., the IRS).
- Strict No-Marketing Policy for Mobile Data:
Mobile Opt-In, SMS consent and phone numbers collected for SMS communication purposes will not be shared with third parties and affiliates for marketing purposes.
6. Data Security Measures
We implement robust security measures to protect your data from unauthorized access, alteration, disclosure, or destruction. These measures include:
- Encryption: Ensuring data is encrypted during transmission and storage where applicable.
- Access Controls: Restricting access to personal information to authorized personnel only.
- Secure Physical Records: Safeguarding physical documents in secure environments.
7. SMS/Text Message Communications
By providing your phone number, you agree to receive text messages from us regarding appointments and status updates.
Opt-In Consent: Permission is obtained verbally or via written forms.
Opt-Out: Text "STOP" to unsubscribe at any time.
Help: Text "HELP" for assistance or contact us directly.
Rates: Standard message and data rates may apply.
8. User Rights
You have the right to:
- Access: Request a copy of the personal information we hold about you.
- Correction: Request that we correct any inaccurate or incomplete information.
- Deletion: Request the deletion of your personal data, subject to legal retention requirements.
9. Contact Us
If you have any questions or concerns regarding this Privacy Policy, please contact us:
Mann Seop Choi CPA, P.C.
2625 Old Denton Rd #104
Carrollton, TX 75007
Phone: (972) 446-8300
Email: info@mchoicpa.com