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Privacy Policy

Last Updated: 2/3/2025

Deanna Brooks, LLC (“we,” “us,” or “our”) respects your privacy and is committed to protecting it through our compliance with this Privacy Policy. This policy describes the types of information we may collect from you or that you may provide when you visit our website www.deannabrookscpa.com and our practices for collecting, using, maintaining, protecting, and disclosing that information.

1. Scope of This Privacy Policy

This Privacy Policy applies to information we collect:

  1. On this website.
  2. In email, text, and other electronic messages between you and this website.
  3. Through mobile and desktop applications you download in connection with our services (if applicable).

It does not apply to information collected by any third party, including through any application or content that may link to or be accessible from our website.

By accessing or using our website, you agree to this Privacy Policy. If you do not agree with our policies and practices, your choice is not to use our website.

2. Information We Collect About You

We collect several types of information from and about users of our website, including:

  1. Personal Information

    • Name, email address, phone number, mailing address, or any other information that can be used to identify you personally.
    • For example, when you fill out our contact form, schedule an appointment, or voluntarily provide information during an inquiry or consultation.

  2. Usage Data

    • We may collect information about how you access and use the website. This can include IP address, browser type, browsing actions, and patterns.
    • This information helps us improve our website and deliver a better, more personalized experience.

  3. Financial Information

    • If you use our services for tax preparation, bookkeeping, or other CPA-related work, we may collect sensitive financial data for the purpose of delivering those services (e.g., income details, expenses, tax records).
    • This information is treated with strict confidentiality as required by professional standards and relevant laws.

  4. Text Messaging Consent

    • If you opt in to receive SMS updates (e.g., appointment reminders or account status notifications), we will collect your phone number and record your consent to receive text messages. Message and data rates may apply.

3. How We Collect Your Information

  1. Directly From You

    • When you provide it to us by filling out forms on our website or during communications with our team (e.g., email, phone, or text).
    • When you engage our CPA services and provide documentation or financial records.

  2. Automatically As You Navigate

    • Through the use of cookies, web beacons, and other tracking technologies. These automatically collect certain technical information, which may include your IP address, browser type, and browsing history.

  3. From Third Parties

    • We may receive information about you from third parties that help us operate our services (e.g., scheduling software, email marketing platforms) or perform analytics on our website.

4. How We Use Your Information

We may use the information we collect in the following ways:

  1. To Provide Services

    • Prepare tax returns, offer bookkeeping and tax advisory, and otherwise fulfill our CPA obligations to you.

  2. To Communicate

    • Send you appointment reminders, deadlines, or important updates via email, phone, or text message.
    • Respond to your inquiries and provide customer support.

  3. To Improve Our Website

    • Analyze usage patterns to enhance user experience, identify technical issues, and develop new features or services.

  4. For Marketing Purposes

    • With your consent, send newsletters, promotions, or updates about new services that may interest you. You can opt out of marketing communications at any time by following the unsubscribe instructions or contacting us directly.

  5. Legal and Compliance

    • Comply with applicable legal requirements, law enforcement requests, and professional standards of confidentiality.
    • Protect the rights, property, or safety of our business, our clients, or others.

5. Cookies and Other Tracking Technologies

We use cookies (small files placed on your browser) and similar technologies to:

  • Recognize you when you return to our website.
  • Store information about your preferences.
  • Compile data about site traffic and interactions to improve our site.

Most browsers allow you to refuse cookies or indicate when a cookie is being sent. However, restricting cookies may affect some features of our website.

6. How We Protect Your Information

We implement a variety of security measures to maintain the safety of your personal and financial information:

  • Encrypted data storage.
  • Restricted access to information.
  • Secure office and data management procedures to safeguard physical and digital records.

However, no method of transmission over the internet or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security.

7. Disclosure of Your Information

We do not sell or rent your personal information to third parties. We may disclose personal information:

  1. To our subsidiaries and affiliates for the purpose of delivering our services.
  2. To contractors, service providers, and other third parties we use to support our business (e.g., secure data storage, payment processing, scheduling tools).
  3. To comply with any court order, law, or legal process, including responding to a government or regulatory request.
  4. To protect the rights and property of Servant Leader Tax Group, our clients, or others when necessary or appropriate.

8. Your Choices About Your Information

  • Opt-Out of Marketing Communications: You can unsubscribe from promotional emails at any time by following the instructions in the email or contacting us.
  • Text Message Opt-Out: Reply “STOP” to any text message to discontinue further text communications.
  • Cookies: You can set your browser to refuse all or some browser cookies, or to alert you when cookies are being sent.

9. Children’s Privacy

Our services are not directed to children under 13. We do not knowingly collect personal information from children under 13. If you believe we have inadvertently collected such information, please contact us, and we will take steps to delete it.

10. Changes to Our Privacy Policy

We may update this Privacy Policy from time to time. If we make material changes to how we treat your personal information, we will post a notice on our website’s homepage and/or notify you via email. Your continued use of our website after we make changes is deemed acceptance of those changes.

11. Contact Information

If you have questions or concerns about this Privacy Policy and our privacy practices, please contact us at:

Deanna Brooks, LLC
1000 Main Street
Suite 2300 PMB1100
Houston, TX 77002
United States