Privacy Policy

• Information you give us. This includes your name, email address, phone number, and business details when you fill out a form, request a profit and cash flow review, call or email us, or become a client.
• Downloads and calculator information. If you request a free download or use a calculator, we collect the name and email address you enter and, for calculators, the figures you enter. See "Free downloads and calculators" below.
• Client information. If you are a client, we receive tax and financial documents and information needed to prepare returns and provide our services. We treat this information as confidential and handle it under the confidentiality rules that apply to CPAs.
• Technical information. Like most websites, we may receive basic technical information such as your browser type, device, and pages visited, and we may use standard cookies or analytics tools to understand how the site is used.

• To respond to your questions and schedule appointments.
• To deliver the downloads and calculator results you request, and to send you related emails, with an unsubscribe option in each one.
• To provide tax, accounting, and advisory services to clients.
• To operate and secure our client portal, including signing you in and protecting your account.
• To send you service and account messages by email or text message, as described below.
• To meet legal, tax, and professional obligations.

If you give us your mobile phone number, we may use it to send you text messages related to your client portal and our services. These are account and service messages, such as sign-in verification codes, security alerts about your account, and notices that a change was requested to your contact details. We do not send marketing or promotional text messages through this program.

• We do not sell, rent, or share your mobile phone number or text-messaging consent with third parties or affiliates for their marketing or promotional purposes. No mobile information is shared with third parties for marketing.
• We use trusted service providers, such as our text-messaging provider, only to deliver the messages on our behalf. They may use your number only for that purpose.
• Message frequency varies depending on your account activity. Message and data rates may apply.
• You can reply STOP at any time to stop receiving text messages. Reply HELP for help, or contact us at (713) 726-1603 or larry@weinstein-cpa.com. If you stop text messages, you may need another way to receive sign-in codes. Contact our office and we will help.

See our Terms for the full text-messaging terms.

Some pages on this website offer free downloads, guides, or online calculators. To get a download, or to see a calculator's results, we ask for your name and email address (and sometimes your company name). Here is how we handle that information:

• What we collect. The name, email address, and any other details you type into the form. For calculators, this may also include the figures you enter, such as income, expenses, or other numbers.
• Why we collect it. To deliver the download or show your results, and to follow up with you about it. We may also send you occasional emails with tips and information about our services, including a private message based on the figures you entered. Every marketing email has an unsubscribe link, and you can also ask us to stop by emailing larry@weinstein-cpa.com.
• Calculator figures. If you use a calculator, we may save the figures you enter along with your name and email address. We use them to show your results and to review them ourselves. We may then send you a private message with details of how you might increase your profits or maximize your cash. These messages are about our own services, are not guarantees of any result, and include an unsubscribe link. We keep your figures private, share them only with the service providers described below who help us run these tools, and never sell them. You can ask us to delete your figures by emailing larry@weinstein-cpa.com.
• Who else sees it. We use trusted service providers, such as our email and website tools, to run these forms and send messages for us. They may use your information only to do that work for us. We do not sell or rent your email address or your information.
• Email is not text-message consent. Giving us your email address does not sign you up for text messages.
• Calculators give estimates. Results are general estimates for information only and are not tax, legal, or financial advice for your situation.

We do not sell your personal information. We share information only:

• With service providers who help us run our practice (for example, secure hosting, email, and text-message delivery), and only as needed to do their work for us.
• With tax authorities and others as needed to prepare and file your returns, with your authorization.
• When required by law, regulation, subpoena, or professional standards, or to protect our rights or the safety of others.

We use reasonable administrative, technical, and physical safeguards, including a secure client portal with access controls, to protect your information. No method of transmission or storage is completely secure, so we cannot guarantee absolute security. We ask clients not to send Social Security numbers or other sensitive documents by regular email and to use the secure portal instead.

We keep information for as long as needed to provide our services and to meet legal, tax, and professional record-retention requirements.

• You can ask us to update your contact information. For your security, we verify contact changes with you directly before making them.
• You can opt out of text messages at any time by replying STOP.
• You can ask questions about your information by contacting us using the details in the Contact us section below. Some records must be kept by law or professional rules, so we may not be able to delete everything on request.

Our website and services are intended for adults and business owners. We do not knowingly collect personal information from children under 13.

We may update this Privacy Policy from time to time. The "Last updated" date at the top shows when it last changed.

Questions about this policy? Contact Larry M. Weinstein, CPA at (713) 726-1603 or larry@weinstein-cpa.com, 9639 Hillcroft St, Ste 820, Houston, TX 77096.