Privacy Policy
Last Updated: 01/01/2025
At Strath Management LLC (“Strath Management,” “we,” “us,” or “our”), we value your trust and are committed to protecting your personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you engage our accounting and tax preparation services.
By using our services, you agree to the collection and use of information in accordance with this Privacy Policy.
Table of Contents
- Information We Collect
- How We Collect Your Information
- Use of Your Information
- SMS Terms and Conditions
- Disclosure of Your Information
- Security of Your Information
- Retention of Your Information
- Children’s Privacy
- Your Rights and Choices
- International Data Transfers
- Changes to This Privacy Policy
- Contact Us
1. Information We Collect
We may collect the following types of personal information:
- Personal Identifiers: Full name, mailing address, email address, telephone number, date of birth, Social Security number, driver’s license number, or other government-issued identification numbers.
- Financial Information: Bank account numbers, credit card numbers, income details, investment information, tax records, employment details, and other financial data necessary for accounting and tax preparation.
- Dependent Information: Names, dates of birth, Social Security numbers, and other relevant information of your dependents (including minors) required for tax preparation.
- Communication Data: Records of your communications with us, including emails, phone calls, text messages, and in-person meetings.
- Usage Data: Information on how you interact with our services, excluding any data collected through our website, as we do not collect website usage data.
- Other Information: Any additional information you choose to provide to us that is relevant to our services.
2. How We Collect Your Information
We collect personal information directly from you through:
- Email Correspondence: Information and documents you send via email.
- Telephone Communication: Details you provide during phone conversations.
- Text Messaging: Information you provide through SMS or other text messaging services.
- In-Person Meetings: Information gathered during face-to-face consultations.
- Physical and Electronic Forms: Data you provide through forms, questionnaires, and other documents.
Please note: We do not collect personal information through our website.
3. Use of Your Information
We use your personal information for the following purposes:
- Service Delivery: To provide accounting, bookkeeping, tax preparation, and related services you have requested.
- Communication: To contact you regarding your accounts, respond to inquiries, and provide customer support.
- Compliance: To comply with legal obligations, including tax laws, regulatory requirements, and professional standards.
- Marketing and Promotions: To inform you about new services, updates, or promotions that may be of interest to you.
Please Note: No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All categories above exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
- Internal Business Purposes: Including data analysis, audits, fraud monitoring, and improving our services.
4. SMS Terms and Conditions
By subscribing to Strath Management SMS services, you agree to receive text messages from us. Strath Management will send SMS messages to communicate with customers about the status of their services and to provide a better overall customer experience. Message frequency may vary based on your account activity and ongoing service communications. Standard message and data rates may apply.
- Text/SMS Communications: If you opt-in to SMS communications from Strath Management, you will receive text messages at the mobile number you provide. These messages may be automated and include updates, reminders, and service notifications.
- Consent to Receive Automated Messages: Your consent to receive SMS messages is not a condition for purchasing or using our services.
- Message Frequency: Message frequency will vary depending on service updates, transactions, and account activity.
- Opt-Out and Support: You may opt out at any time by replying “STOP” to any message. A confirmation will be sent to confirm your unsubscription. To re-subscribe, text “START.” For support, text “HELP” or contact us at office@strathmanagement.com.
- Wireless Carrier Rates and Services: Message and data rates may apply. Wireless carriers are not liable for delayed or undelivered messages.
- Confidentiality: Your mobile number will not be shared with third parties for marketing or promotional purposes. However, for operational purposes, your name and mobile number may be shared with our service providers who assist in delivering SMS communications. These providers are authorized to use your information only to perform services for Strath Management.
5. Disclosure of Your Information
We may share your personal information under the following circumstances:
- With Service Providers: For example, with providers such as QuickBooks, Gusto, Ignition, Google Workspace, and Zapier, for operational purposes only.
Important: No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. This specifically excludes text messaging originator opt-in data and consent.
Professional Advisors: We may share your information with professional advisors subject to confidentiality obligations.
Legal Requirements: We may disclose your information if legally required to do so.
Business Transfers: Your information may be transferred in case of a merger, acquisition, or asset sale.
6. Security of Your Information
We implement strict security measures to protect your data, including:
- Encryption during data transmission and storageEncryption during data transmission and storage
- Secure server hosting with firewall protections
- Access controls and authentication measures
- Staff training on data protection
- Periodic security audits
Despite these efforts, no method of transmission or storage is 100% secure.f or anonymize it in accordance with applicable laws and regulations.
7. Retention of Your Information
We retain your information as long as necessary to:
- Provide the services requested
- Meet legal, regulatory, and professional obligations
- Resolve disputes and enforce agreements
Information no longer needed will be securely deleted or anonymized.
8. Children’s Privacy
Our services are not directed to individuals under the age of 13. We may collect information regarding minors only from their parents or legal guardians for legitimate service purposes (e.g., tax preparation).
9. Your Rights and Choices
Access and Correction: You may request access to or correction of your personal data.
Data Deletion: You may request deletion, subject to legal obligations.
Opt-Out: You may opt out of marketing communications at any time.
Data Portability: You have the right to request your data in a machine-readable format.
To exercise these rights, contact us at office@strathmanagement.com. Verification of identity may be required.
10. International Data Transfers
All data is stored and processed in the United States. We do not transfer personal information internationally.
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Significant updates will be communicated by:
- Posting the updated policy with a new “Last Updated” date
- Email notifications if the updates materially affect you
We encourage you to review this Policy periodically.
12. Contact Us
If you have any questions, concerns, or comments about this Privacy Policy or our privacy practices, please contact us:
Phone: +1 (956) 368-1753
Email: office@strathmanagement.com
Mail: 222 N Expressway STE 155, Brownsville, TX 78521
