Privacy Policy

Terms And Conditions For Use Of This Site At Roos & McNabb CPAs PC, we respect your concerns about privacy. This policy was developed so you may visit and use our site without being concerned about how this information is being used. In a nutshell, we do not and will not sell, rent, nor pass your information onto any third parties. If you have any concerns, please contact us.

Privacy Policy Roos & McNabb CPAs PC is bound by professional standards and ethics. We strive to ensure that your information is always protected and your right to privacy is honored and respected. We will not collect any personal information about our website visitors unless it is voluntarily submitted, in which case we will act in a responsible manner to protect your personal information.

As part of the services that we provide, we do collect nonpublic information from you from the following sources:

  • Information we receive from you on tax organizers, worksheets and other financial documents;
  • Information about your transactions with others;

We do not disclose any nonpublic, personal information about our clients or former clients to anyone, except as permitted by law. We give users choice and consent over how their personal information is used, and remove names upon request. If you want to modify or delete any personal information you have provided, simply contact us at 559-226-2209.

Third Party Use We will NOT release your name or any information pertaining to you to other organizations. Your email address will not be released to any third party. We will not share with others any demographic information that you may provide us that can be identified as relating to you personally.



Copyrights and Trademarks This site as a whole is copyrighted as a collective work, and individual works appearing on or accessible through this site are likewise subject to copyright protection. You agree to honor the copyrights in this site (including the selection, coordination and arrangement of the contents of this site) and in the works available on or through this site. You may download and maintain single copies of designated materials for your personal use only. In addition, trademarks and trade dress belonging to us or to others appear on or are accessible through this site. The fact that we have permitted you access to this site does not constitute authorization to reproduce our trademarks or trade dress for any other purpose. By submitting any material to us, such as by posting a comment to a discussion group, or by sending to us an email, you are thereby granting to us a non-exclusive license to reproduce, display, distribute, modify and create derivative works from such material and to use such material and the fact of your authorship of it for marketing purposes.



Disclaimers and Limitations of Warranties This site is provided as a research and reference tool. Although we make every reasonable effort to ensure that the information, tools, and data provided at this site are useful, accurate, and current, we cannot guarantee that it is error-free. This site and the information available through it do not, and are not intended to constitute legal advice. By using this site, you assume all responsibility for and risk arising from your use of and reliance upon the contents of the site. References and links to products and services belonging to third parties are provided for your convenience and do not represent our endorsement of such products or services. This site and its contents are provided "as is." We disclaim all warranties, express and implied, including the implied warranties of merchantability and of fitness for a particular purpose with respect to any information contained on, accessible through or derived by you from this site.

Termination of Site and Site Access We reserve the right to change the contents of this site or to discontinue it at any time, as well as the right to deny access to the site to any person whom we have reasonable grounds to believe may be using the site for an unlawful or unauthorized purpose or in a manner that may harm us.

SMS Terms And Conditions

SMS Terms of Service

By opting into SMS from a web form or other medium, you are agreeing to receive SMS messages from Roos & McNabb CPA's PC. This includes SMS messages for appointment scheduling, appointment reminders, post-visit instructions, questions, and billing notifications. SMS consent and phone numbers are not shared with any third parties/affiliates for marketing purposes. Message frequency varies. Message and data rates may apply.

See privacy policy at https://www.roosmcnabbcpa.com/privacy.htm. Message HELP for help. Reply STOP to any message to opt out.

 

SMS For Consent Communication

The information Roos & McNabb CPAs PC obtained as part of the SMS consent process will not be shared with third parties for marketing purposes. We get consent verbally by asking do you agree to receive conversational text messages from Roos & McNabb CPA's PC. If you consent to receiving SMS from Roos & McNabb CPAs PC, you agree to receive text messages related to bookkeeping questions, tax info requested, billing questions SMS from us. Reply STOP to opt-out; Reply HELP for support. Message frequency varies. Message and data rates may apply. To opt out at any time, text STOP. For assistance, text HELP or visit our website at https://www.roosmcnabbcpa.com/. To opt out at any time text STOP. Visit https://www.roosmcnabbcpa.com/privacy.htm for privacy policy and https://www.roosmcnabbcpa.com/privacy.htm for Terms of Service.

Types of SMS Communications

Upon consenting to receive text messages from Roos & McNabb CPAs PC, you may receive communications. Please note that standard messaging disclosures apply.

Message Frequency

Our SMS message frequency is estimated to be 1~10 text messages daily across all users.

Potential Fees for SMS Messaging

Carriers may charge fees for each message sent or received. These fees can vary based on the carrier's pricing structure and whether the message is sent domestically or internationally.

Opt-In Method

Customers may opt-in for SMS messaging from Roos & McNabb CPAs PC verbally during a call initiated through our website. During the call, customers will be asked: "Do you agree to receive texts from Roos & McNabb CPAs PC? Message frequency varies. Message and data rates may apply. Text HELP for help, text STOP to opt-out. See our privacy policy at https://www.roosmcnabbcpa.com/privacy.htm" This consent agreement will not be shared with third parties and affiliates for marketing purposes. No SMS communication will be initiated without customer consent.

 

Opt-out

Customers can opt-out of SMS messaging from Roos & McNabb CPAs PC by replying STOP at any time to any received SMS message. Once opted-out, they will receive no further SMS communication. Customers can opt back in at any time by replying START. Sample Message: “"Reply STOP to opt out. You will no longer receive messages from Roos & McNabb CPA's PC. To opt back in at any time reply START.”

 

Standard Messaging Disclosures