Privacy Policy | O&M Tax & Business Advisory

Terms of Service

O&M Tax & Business Advisory is DBA O&M Services LLC

Introduction

O&M Tax & Business Advisory ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website onmtaxnbusinessadvisory.com and use our services.

Please read this privacy policy carefully. If you do not agree with the terms of this privacy policy, please do not access the site or use our services.

Information We Collect

Personal Information

We may collect personal information that you voluntarily provide to us when you:

Register for services
Schedule a consultation
Fill out a contact form
Subscribe to our newsletter
Upload documents through our secure portal
Communicate with us via email, phone, or other means

Personal information may include:

Name
Email address
Phone number
Mailing address
Business name and information
Social Security Number or Tax ID Number
Financial information
Tax documents and records
Banking information
Any other information you choose to provide

Automatically Collected Information

When you visit our website, we may automatically collect certain information about your device and usage, including:

IP address
Browser type and version
Operating system
Pages visited and time spent
Referring website
Date and time of access
Cookies and similar tracking technologies

How We Use Your Information

We use the information we collect for the following purposes:

To Provide Services

Prepare tax returns and financial statements
Provide tax planning and advisory services
Manage your account and relationship with us
Communicate regarding appointments, deadlines, and services
Process payments

To Improve Our Services

Analyze website usage and improve user experience
Develop new services and features
Conduct research and analytics

To Comply with Legal Obligations

Fulfill legal and regulatory requirements
Respond to legal requests and prevent fraud
Protect the rights, property, and safety of our clients and business

To Market Our Services

Send newsletters and promotional materials (with your consent)
Provide information about our services
Send service updates and announcements

You may opt out of marketing communications at any time.

How We Share Your Information

We do not sell, rent, or trade your personal information to third parties.

We may share your information only in the following circumstances:

Service Providers

We may share information with third-party service providers who assist us in operating our business, including:

Cloud storage and hosting providers
Payment processors
Email service providers
bookkeeping software providers
Customer relationship management (CRM) systems

These service providers are contractually obligated to protect your information and use it only for the purposes we specify.

Legal Requirements

We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., IRS, court orders, subpoenas).

Business Transfers

If we are involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change and any choices you may have.

With Your Consent

We may share your information for any other purpose with your explicit consent.

Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

Security measures include:

Encryption of data in transit and at rest (SSL/TLS)
Secure document upload portals
Password-protected systems
Limited access to personal information (need-to-know basis)
Regular security audits and updates
Employee training on data protection

However, no method of transmission or storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

Data Retention

We retain your personal information for as long as necessary to:

Provide our services
Comply with legal obligations (e.g., IRS requires tax records be retained for at least 7 years)
Resolve disputes
Enforce our agreements

Tax and financial records are retained for a minimum of 7 years in compliance with IRS regulations.

When your information is no longer needed, we will securely delete or anonymize it.

Your Rights and Choices

Depending on your location, you may have certain rights regarding your personal information:

Access and Portability

You have the right to request access to the personal information we hold about you and receive a copy in a portable format.

Correction

You have the right to request correction of inaccurate or incomplete personal information.

Deletion

You have the right to request deletion of your personal information, subject to legal retention requirements.

Opt-Out of Marketing

You may opt out of receiving marketing emails by clicking the "unsubscribe" link in any email or contacting us directly.

Do Not Track

Our website does not currently respond to "Do Not Track" signals from browsers.

To exercise these rights, please contact us at: Email: [email protected] Phone: (956) 458-7368

Third Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to read the privacy policies of any third-party sites you visit.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child under 18, we will delete it immediately.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by:

Posting the updated policy on our website
Updating the "Last Updated" date
Sending you an email notification (for material changes)

Your continued use of our services after changes are posted constitutes acceptance of the updated policy.

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

O&M Tax & Business Advisory

Email: [email protected]

Phone: (956) 458-7368

Address: 4414 S Raul Longoria Rd, Suite B, Edinburg, TX 78542

Business Hours: Monday-Friday: 9:00 AM - 6:00 PM Saturday: By Appointment Sunday: Closed

California Privacy Rights (EA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act (EA):

Right to know what personal information is collected
Right to know if personal information is sold or disclosed
Right to say no to the sale of personal information (we do not sell personal information)
Right to access your personal information
Right to request deletion of personal information
Right to non-discrimination for exercising your rights

To exercise these rights, please contact us using the information above.

Data Sharing Commitment

We do not share your data

We do not sell, trade, or otherwise transfer o outside parties your personal identifiable information for marketing or promotional purposes. Your information will never be sold, exchange, transfer or give to any other company for any reason whatsoever, without your consent, other than for the express purpose of delivering the product or the service requested.

How We Collect Information

We collect your personal information, including name, phone number, and email address, when you fill out forms on our website, schedule appointments, or communicate with us directly. This information is voluntarily provided by you to receive our services.

How We Use Your Information

The information we collect is used to provide tax planning, bookkeeping, and business advisory services. We use your contact details to respond to inquiries, schedule appointments, send service updates, and communicate important tax deadlines and business information.

SMS Opt-In Details

When you provide your phone number and consent to receive text messages, we may send appointment reminders, tax updates, and service notifications. Message types include transactional (appointment confirmations) and promotional (tax tips, service offers). Message frequency varies but typically ranges from 2-10 messages per month depending on your scheduled appointments and tax season activity. You can opt out anytime by replying STOP. Standard message and data rates apply.

Data Security Practices

We implement industry-standard security measures to protect your personal information, including secure data storage, encrypted communications, password-protected systems, and restricted employee access to customer data. We regularly review and update our security practices to safeguard your information from unauthorized access or disclosure.

Mobile Information Sharing

We do NOT share, sell, rent, or disclose your mobile phone number or SMS opt-in information with any third parties, affiliates, or marketing partners. Your mobile information remains confidential and is used solely by O&M Tax & Business Advisory to communicate with you about our services. We will never provide your phone number to external organizations for their marketing purposes.