Privacy

RS Dental CPA – Privacy Statement

Effective Date: [June 01, 2026]

RS Dental CPA PLLC (“RS Dental CPA,” “we,” “us,” or “our”) provides tax, accounting, and advisory services to dental professionals. We are committed to protecting the privacy and confidentiality of our clients and anyone who contacts us. This Privacy Statement explains what information we collect, how we use it, and how we protect it, including information related to our text messaging (SMS/MMS) program.

Information We Collect

We may collect the following kinds of personal information:

• Contact information, such as your name, email address, mailing address, and mobile phone number.
• Information needed to provide our professional services, such as financial records, tax documents, and practice or business information.
• Communication records, such as emails, phone calls, and text messages between you and our firm.
• Your SMS opt-in consent, including the date, time, and method by which you agreed to receive text messages.

How We Use Your Information

We use your information only to:

• Provide tax preparation, tax planning, bookkeeping, accounting, and advisory services.
• Communicate with you about your engagement, including document requests, deadlines, appointment reminders, filing status, and responses to your questions.
• Send text messages you have agreed to receive.
• Meet our legal, regulatory, and professional obligations.

Text Messaging (SMS/MMS) Privacy

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent are excluded from all information-sharing categories described in this policy. This information will not be shared with any third parties.

We do not sell, rent, or trade your phone number or any other personal information to anyone.

How We Share Information

We do not sell or share your personal information for marketing purposes. We share information only when necessary to provide our services or when required by law, for example:

• With taxing authorities, such as the IRS and state revenue departments, when filing returns or responding to notices on your behalf.
• With service providers that support our operations, such as our phone and messaging provider, secure document portal, and accounting software. These providers may use your information only to perform services for us and are required to keep it confidential.
• When required by law, subpoena, or professional regulation.

As a CPA firm, we also follow the confidentiality requirements of the AICPA Code of Professional Conduct, state board of accountancy rules, and Internal Revenue Code Section 7216. Under Section 7216, we do not use or disclose tax return information without your consent, except as permitted by law.

Data Security

We use reasonable administrative, technical, and physical safeguards to protect your information. These include secure client portals, access controls, and encrypted systems.

For your protection, we will never ask you to send Social Security numbers, bank account numbers, or other sensitive financial details by text message. Please use our secure portal for those documents.

SMS Terms & Conditions

Program Description: When you provide your mobile phone number and opt in, you agree to receive text messages from RS Dental CPA. Messages may include appointment reminders, document requests, tax deadline reminders, filing and engagement status updates, and replies to your questions.

Message Frequency: Message frequency varies.

Message and Data Rates: Message and data rates may apply.

Opting Out: You can opt out at any time by replying STOP to any message. You will receive a one-time confirmation, and we will stop sending you text messages.

Help: Reply HELP for assistance, or contact us at [office phone] or [email].

Consent Not Required: You do not have to agree to receive text messages in order to use our services.

Carriers: Mobile carriers are not liable for delayed or undelivered messages.

Your Choices

You may request access to, correction of, or deletion of your personal information, subject to our legal and professional record-retention requirements. You may also change your communication preferences at any time by contacting us.

Changes to This Statement

 

We may update this Privacy Statement from time to time. Any updates will be posted on this page with a revised effective date.