Privacy Policy and SMS Communications Notice
Effective Date: February 24, 2026
Firm: CD Bradshaw & Associates P.C. (“CD Bradshaw & Associates” “we,” “us,” or “our”)
Applies to: Clients, prospective clients, and other individuals who interact with us and/or receive SMS text messages from us.
This Privacy Policy explains what personal information we collect, how we use it (including via SMS text messages), how we protect it, and the limited circumstances (if any) in which it is shared. We designed this notice to be clear and transparent for clients and to align with widely used U.S. SMS program disclosures (e.g., clear opt-in, frequency expectations, “Msg & data rates may apply,” and clear STOP/HELP functionality).
1) Personal information we collect
We collect information you provide directly to us, information generated in the course of providing accounting and tax services, and limited technical information related to communications.
A. Information you provide to us
| Category | Examples |
| Identity & contact information | Name, mailing address, email address, mobile phone number |
| Engagement and relationship details | Service type (tax, accounting, advisory), engagement start/end, assigned team members, client status |
| Communications preferences | Preferred contact method(s), language preferences, SMS opt-in status, opt-out history |
| Documentation and workflow details | Requested documents list, missing items, due dates, appointment availability, meeting scheduling notes |
| Payment and billing (if applicable) | Invoices, payment status, billing contact information |
B. Tax return information and financial data you provide for services
In the normal course of providing tax and accounting services, we may receive and maintain tax return information and related financial records (for example: W-2s, 1099s, K-1s, bookkeeping records, payroll reports, and other documents you provide for return preparation and/or client accounting services).
U.S. rules impose strict limitations on a tax return preparer’s ability to disclose or use information provided in connection with the preparation of an income tax return, including potential penalties for unauthorized disclosure or use; consents must be knowing, voluntary, and require affirmative consent (opt-out style consents are not permitted).
C. SMS-related and technical information
| Category | Examples |
| Consent and message metadata | Date/time of opt-in, source of opt-in, consent language presented at opt-in, date/time of messages sent |
| Message delivery and response data | Delivery status, STOP/HELP requests, other replies you send to us |
| Basic device/network data (limited) | Carrier delivery confirmations and routing data typically generated by SMS delivery |
2) How we use personal information (including SMS texting)
We use personal information to provide professional services, manage client relationships, meet legal and regulatory obligations, and operate our practice.
Core uses
| Purpose | What this means in practice |
| Provide accounting and tax services | Preparing returns, performing bookkeeping/accounting support, advising on tax compliance and deadlines |
| Client workflow management | Tracking missing documentation, status updates, internal task assignments, engagement management |
| Client communications | Sending reminders, coordinating next steps, responding to inquiries |
| Compliance and recordkeeping | Maintaining required files, documenting consents and communications, safeguarding regulated information |
Specific SMS use (deadline reminders and information collection)
If you opt in, we may use SMS text messaging for operational, client-service communications, such as:
- Deadline reminders (e.g., tax organizer due dates, extension deadlines, estimated tax reminders)
- Requests for needed documents/information (e.g., “Please upload your W-2/1099s” or “Confirm your mailing address”)
- Engagement logistics (e.g., appointment reminders, clarification questions, portal access reminders)
We do not use SMS to send unsolicited advertising messages. (If we ever offer an SMS marketing program, it would require a separate consent process consistent with applicable consent standards.) TCPA rules generally treat SMS texts sent using an autodialer as “calls” and require appropriate consent for automated/prerecorded telemarketing communications; the safest compliance approach is to treat SMS as covered by TCPA/FCC requirements and manage consent accordingly.
3) Who we share personal information with (and explicit “no sharing” statement for SMS consent and client data)
A. Our baseline rule: no sale; no sharing of SMS consent
We do not sell your personal information.
We do not share, sell, rent, or provide your SMS consent to any third parties or affiliates.
We do not share or sell client data for third-party marketing or advertising.
Your SMS consent is used solely for internal communications and client-service administration within CD Bradshaw & Associates.
B. Limited service-provider sharing (only when necessary to operate the firm)
We may share limited personal information with service providers who help us run our business, such as:
- SMS platform providers / carriers / messaging aggregators used to deliver messages and process STOP/HELP commands
- IT and cybersecurity providers
- Client portal, document management, e-signature, and secure email providers
- Cloud hosting providers
- Payment processors (if applicable)
These providers are used only to deliver firm services and communications and are expected to protect information and use it only to provide contracted services to us.
C. Legal or regulatory sharing (rare)
We may disclose information if required by law, court order, subpoena, or other legal process, or as otherwise required for regulatory compliance.
D. Tax return information confidentiality
Tax return preparer rules impose restrictions on the disclosure or use of tax return information, and consents must be knowing, voluntary, and affirmative where required.
4) Plain-language statement about SMS consent (carrier-friendly clarity)
Your permission to text you is only for CD Bradshaw & Associates to communicate with you about your engagement—such as deadlines, missing documents, and scheduling.
We will never sell, share, or provide your SMS consent—or your client data—to outside parties for their own use.
We will not use your SMS consent for third-party marketing. Period.
(We include this section intentionally in plain language to support transparency expectations common in SMS carrier policies and guidelines.)
5) Data retention, client rights, withdrawing consent, and privacy contact
A. Data retention (how long we keep information)
We retain personal information only as long as necessary to:
- Provide services,
- Maintain business records,
- Comply with legal/regulatory obligations, and
- Resolve disputes and enforce agreements.
SMS consent and messaging records. We maintain records showing when and how you opted in and the language presented at opt-in, because businesses should be prepared to prove consent and commonly retain these records for at least four years (often aligned with TCPA litigation timelines).
We may retain tax and engagement records longer where required for professional practice, regulatory requirements, or our internal retention schedule.
B. Your choices and rights
Depending on where you live and other factors, you may have rights such as:
- Requesting access to certain personal information we maintain,
- Requesting correction of inaccurate information,
- Requesting deletion of certain information (subject to legal/professional retention requirements),
- Requesting information about our data practices.
To submit a request, contact us using the information in the “Contact Us” section below.
C. How to withdraw SMS consent (STOP/HELP and other reasonable methods)
You can withdraw consent to receive SMS texts at any time.
Standard commands (recommended):
Reply STOP to opt out
Reply HELP for help
We also honor opt-out or revocation requests made through any reasonable method (for example: email, voicemail, or other clear requests), consistent with FCC rules allowing consumers to revoke consent in any reasonable manner.
Timing: We process do-not-call/opt-out requests within 10 business days as required by applicable FCC rules (effective April 11, 2025).
One confirmation message: After you opt out, we may send one final text confirming your request (and then stop).
6) SMS communications disclosures (clear, carrier-aligned program terms)
The following disclosures are included for clarity and transparency commonly expected by wireless carriers and messaging ecosystems:
| Disclosure item | Our firm’s disclosure language |
| Program description | “Client service texts from CD Bradshaw & Associates for deadlines, document requests, and engagement logistics.” |
| Message frequency | “Message frequency varies based on your engagement and deadlines.” (Optionally add a cap, e.g., “up to X/month,” if operationally feasible.) |
| Costs | “Msg & data rates may apply.” |
| Opt-out | “Reply STOP to opt out.” |
| Help | “Reply HELP for help or contact us at 512.930.4090 or cdbadmin@cdbradshaw.com” (STOP/HELP functionality is a common carrier expectation.) |
| Consent not required for purchase | “Consent is not required to receive services.” |
| Reasonable hours | We aim to send texts during reasonable hours and generally within common calling-hour standards (8 a.m. to 5 p.m. Central Time). |
7) Compliance statement (TCPA/FCC; preparer confidentiality; and 2025+ tax law changes)
A. TCPA / FCC texting compliance principles
We operate our SMS texting program to align with TCPA/FCC compliance concepts, including:
- Maintaining consent records and clear disclosures,
- Providing functioning opt-out instructions,
- Honoring opt-out/revocation requests made by reasonable means,
- Processing opt-outs within required timeframes.
TCPA violations can carry statutory damages (commonly described as up to $500 per violation or $1,500 per willful violation) and may be pursued in individual or class actions, which is why we treat consent and opt-out handling as core compliance controls.
B. Tax return preparer confidentiality standards
We treat tax return information as highly confidential and follow applicable rules restricting unauthorized disclosure or use; where consents are required, they must be knowing, voluntary, and affirmative (not opt-out).
8) Contact us (privacy concerns and requests)
Privacy Contact:
Darwin Lau, Chief Operating Officer
CD Bradshaw & Associates, P.C.
405 S. Austin Ave, Suite 201
Georgetown, TX 78626
Email: cdbadmin@cdbradshaw.com
Phone: 512.930.4090
9) Changes to this Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or SMS program operations. When we update it, we will revise the “Effective Date” at the top and publish the updated version through our normal client-facing channels.