Effective Date: July 31, 2024
Last Updated: April 3, 2025

Salt of the Earth CPA LLC (“we,” “us,” “our”) is committed to protecting your privacy and maintaining the confidentiality of your personal information. This Privacy Policy explains how we collect, use, disclose, and protect the information you provide to us through our website (the “Site”) and related services.

By accessing or using our Site, you consent to the practices described in this Privacy Policy. If you do not agree with the terms, please refrain from using the Site.

1. Information We Collect

We collect the following types of information:

A. Personal Information

This includes information that identifies you as an individual, such as:

• • Name

  • Email address

  • Phone number

  • Mailing address

  • Financial information (e.g., tax or accounting records you submit via secure forms)

  • Other information provided during consultations or inquiries

B. Non-Personal Information

This includes technical and usage data, such as:

• • IP address

  • Browser type and version

  • Device type

  • Pages visited on our Site

  • Referring/exit pages and timestamps

2. How We Use Your Information

We use your information to:

1. Provide accounting, tax, and advisory services.

2. Respond to inquiries or schedule consultations.

3. Process financial transactions securely.

4. Send administrative communications or updates.

5. Comply with legal obligations, such as recordkeeping requirements.

6. Improve our Site’s functionality and user experience.

3. SMS Terms and Conditions:

Product Description

• By providing your mobile phone number, you consent to receive SMS messages from Salt of the Earth CPA related to the accounting, tax, and advisory services offered by us.

Message Frequency

• Message frequency may vary.

Message and Data Rates

• Standard message and data rates may apply depending on your carrier.

Opting Out

• You may opt out of receiving SMS messages at any time by replying with “STOP” to any SMS message you receive from us. After opting out, you will receive a confirmation message, and we will cease sending SMS messages to your number.

Help and Support

• If you need assistance or have questions about our SMS service, reply with “HELP” to any SMS message you receive, or contact our customer support team at contact@sotecpa.com.

Privacy Policy

• Your phone number will be handled in accordance with our Privacy Policy. We do not share SMS opt-in consent with any third parties for solicitation purposes.

4. Sharing Your Information

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. We do not sell, rent, trade, or disclose personal information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following situations:

1. To comply with a validly issued and enforceable subpoena or summons.

2. In the course of a review of our firm’s practices under the authorization of a state or national licensing board, or as necessary to properly respond to an inquiry or complaint from such a licensing board of organization.

3. In conjunction with a prospective purchase, sale, or merger of all or part of our practice, provided that we take appropriate precautions (for example, through a written confidentiality agreement) so the prospective purchaser or merger partner does not disclose information obtained in the course of the review.

4. As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit and take reasonable precautions to ensure that the information disclosed does not become a matter of public record.

5. To provide information to affiliates of the firm and nonaffiliated third parties who perform services or functions for us in conjunction with our services to you, but only if we have a contractual agreement with the other party which prohibits them from disclosing or using the information other than for the purposes for which it was disclosed. (Examples of such disclosures include using an outside service bureau to process tax returns or engaging a records-retention agency to store prior year records.)

5. Cookies and Tracking Technologies

Our Site may use cookies and similar technologies to:

• Analyze website traffic and performance.

• Customize user experiences.

• Store user preferences for future visits.

You can control cookie settings through your browser. Disabling cookies may affect the functionality of the Site.

6. Data Security

We implement appropriate physical, technical, and administrative measures to safeguard your personal information. These measures include:

• Encryption for data transmitted online.

• Secure access controls.

• Regular audits and monitoring.

However, no data transmission or storage system can be guaranteed 100% secure. You use our Site and services at your own risk.

7. Your Rights

Depending on your jurisdiction, you may have the following rights:

Under GDPR (EU/EEA Users):

• • The right to access, correct, or delete your personal data.

  • The right to object to or restrict data processing.

  • The right to data portability.

  • The right to lodge a complaint with a supervisory authority.

Under CCPA (California Residents):

• • The right to know what personal information we collect, use, and share.

  • The right to request deletion of your personal information.

  • The right to opt out of the sale of personal information (if applicable).

To exercise your rights, please contact us using the information below.

8. Third-Party Links

Our Site may contain links to third-party websites. We are not responsible for the privacy practices of these websites. We encourage you to review their policies before sharing your information.

9. Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware of such information, we will delete it promptly.

10. Updates to this Privacy Policy

We reserve the right to update or modify this Privacy Policy at any time. Changes will be effective upon posting to this page with a revised “Last Updated” date.

11. Contact Us

If you have any questions or concerns about this Privacy Policy or your personal information, please contact us.