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privacy-policy

 

Privacy Policy — rnmadvisory.com

Effective Date: January 3, 2026
Last Updated: January 3, 2026

This Privacy Policy explains how RnM Advisory (“we,” “us,” “our”) collects, uses, and protects your information when you visit rnmadvisory.com, contact us, or use our tax preparation and advisory services.

We are committed to your privacy and to handling personal information responsibly and transparently.

1) Information We Collect

We collect information in the following categories:

  • Contact & Identity Data: name, email address, phone number, mailing address, preferred language (English/Haitian Creole).
  • Appointment & Service Data: appointment date/time, service type, notes you provide, and related communications.
  • Tax Engagement Data: information you choose to share for preparing tax returns (e.g., income, deductions, documents).
  • Payment Data: limited payment details (e.g., payment confirmation and method) when applicable; we do not store full card numbers on our servers.
  • Communications: emails, SMS/texts, call recordings or voicemails (when permitted and disclosed), chatbot interactions (e.g., AI receptionist).
  • Technical Data: IP address, device type, browser, pages visited, referring URLs, cookies, and similar tracking technologies.
  • Consent & Preferences: opt-ins for SMS, email marketing, language and notification preferences.

If you upload tax documents through our site or share them during service, those documents are used solely for your tax engagement.

2) How We Use Your Information

We use personal information to:

  • Provide services: schedule appointments, prepare your return, answer questions, and deliver your final tax documents.
  • Communicate: confirmations, reminders, updates, support, and service-related notices (SMS, email, phone).
  • Operate & improve: secure our site, analyze usage, and improve customer experience.
  • Compliance & records: meet legal, regulatory, and professional obligations (e.g., IRS rules, record retention).
  • Marketing (optional): send relevant updates or promotions if you opt in; you can opt out anytime.

Legal bases (where applicable): performance of a contract, legitimate interests (e.g., security, service improvement), consent (e.g., marketing/SMS), and compliance with law.

3) Sharing & Disclosure

We do not sell your personal information. We may share your information with:

  • Service providers / processors: tools we use to run our business (e.g., appointment booking, SMS/calls, secure file storage, email). These providers are contractually bound to safeguard data and use it only to perform services for us.
  • Professional requirements: when required by law, regulation, court order, or to respond to lawful requests (e.g., IRS inquiries).
  • Business transfers: if we undergo a merger, acquisition, or asset sale, subject to confidentiality and notice.

Examples of processors we may use:

  • BookingPress (appointment booking and notifications),
  • Twilio / Quicktalk / Voiceflow (SMS, phone system, AI receptionist),
  • Email & cloud storage providers (for secure communications and document delivery).

4) Cookies & Tracking

We use cookies and similar technologies to operate our site, remember preferences, and understand usage. You can manage cookies via your browser settings. Disabling certain cookies may affect site functionality.

5) Data Security

We implement technical and organizational measures to protect personal information, including encryption in transit where feasible, access controls, and staff confidentiality practices. However, no method of transmission or storage is 100% secure; we continually review and improve our safeguards.

6) Data Retention

We retain information for as long as necessary to:

  • provide services,
  • meet legal and professional recordkeeping obligations (tax records are often kept at least 3–7 years),
  • resolve disputes, and
  • maintain accurate business records.

When data is no longer needed, we securely delete or anonymize it.

7) Your Privacy Choices & Rights

  • Access/Update: contact us to access or correct your information.
  • Opt Out (Marketing): unsubscribe links in emails or reply STOP to SMS to opt out of marketing texts.
  • SMS Consent & TCPA: by providing your mobile number and opting in, you consent to receive text messages. Message & data rates may apply. You can opt out anytime by replying STOP; for help reply HELP.
  • Do Not Track: our site may not respond to DNT signals due to industry practice variability.
  • California Residents (CPRA): you may have additional rights (e.g., know, delete, correct, limit use of certain data). We do not sell or share personal information for cross‑context behavioral advertising.

To exercise any rights, please contact us (see Section 11).

8) Children’s Privacy

Our services are intended for adults. We do not knowingly collect personal information from children under 13. If you believe a child has provided personal information, contact us to delete it.

9) International Use

We primarily serve U.S. clients and process data in the United States. If you access our site from outside the U.S., your information may be transferred to and processed in the U.S., subject to applicable laws.

10) Changes to This Policy

We may update this Privacy Policy periodically. We will post changes here with a “Last Updated” date. If material changes occur, we will provide additional notice where appropriate.

11) Contact Us

RnM Advisory
Email: [[email protected]]
Phone: [954‑775‑8262]

12) Haitian Creole (Kreyòl) — Rezime Règleman Konfidansyalite

Dat Efektif: 3 Janvye 2026

Nou pran konfidansyalite w oserye. Lè ou itilize rnmadvisory.com oswa sèvis nou yo, men sa nou kolekte ak fason nou itilize li:

  • Done nou kolekte: non, imèl, telefòn, lang preferans, detay randevou, dokiman pou taks, kominikasyon (imèl/SMS/appel), done teknik (cookies).
  • Pouki nou itilize done yo: pou pran randevou, prepare taks ou, voye konfimasyon/rappel, amelyore sèvis, respekte lwa fiskal, ak (si ou dakò) voye mesaj maketing.
  • Pataje done yo: nou pa vann done ou. Nou pataje yo sèlman ak founisè sèvis nou yo (egzanp BookingPress, Twilio/Quicktalk/Voiceflow) pou ede nou bay sèvis yo, oswa si lwa egzije li.
  • Sekirite & retansyon: nou pwoteje done yo epi nou kenbe yo selon obligasyon pwofesyonèl (an jeneral 3–7 ane pou dosye taks).
  • Chwa w: ou ka mande aksè/koreksyon, sispann maketing (unsuscribe), epi pou SMS ou ka reponn STOP pou anile.
  • Timoun: sèvis nou yo se pou granmoun; nou pa kolekte enfòmasyon timoun <13 an.
  • Kontak: [[email protected]] / [954‑775‑8262].

 

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