Harbor Point Tax Advisors, LLC (“we,” “us,” or “our”) is committed to protecting your privacy
and safeguarding the personal and financial information you share with us. This Privacy Policy
outlines how we collect, use, disclose, and protect your information in compliance with
the Gramm‐Leach‐Bliley Act (GLBA) Privacy Rule, IRS regulations, and professional
standards applicable to Enrolled Agents.
1. Information We Collect
We may collect personal and financial information needed to provide tax, advisory, bookkeeping,
payroll, and consulting services. This includes but is not limited to:
- Name, address, phone number, and email
- Social Security numbers, Employer Identification Numbers
- Financial statements, payroll data, and tax documents
- Bank account and income details
- Business records and accounting files
We only collect information that is necessary to provide professional tax and accounting
services.
2. How We Use Your Information
Your information is used solely for lawful purposes, including:
- Preparing and filing tax returns
- Providing tax advisory, compliance, and representation services
- Providing bookkeeping, payroll, and business consulting
- Identity verification and fraud prevention
- Communicating regarding your account or services
We do not sell or distribute client information for advertising, marketing, or non‐service
purposes.
3. Secure Transmission & Storage (Canopy SOC 2 Compliance)
All client documents and sensitive data are transmitted and stored through Canopy, a secure tax
and accounting platform with SOC 2 certification for data protection.
Security Measures Include:
- End‐to‐end encrypted document transfers
- Secure client portal access
- User authentication and restricted data permissions
- Internal data access protocols and audit trails
Clients are required to submit documents through the secure portal to ensure full protection and
compliance with IRS data security standards.
4. Disclosure of Information
We do not disclose client information to third parties except:
- When required to provide contracted services (e.g., e‐file providers, payroll processors)
- When authorized by you in writing
- When required by law, court order, or government agency (including the IRS)
- To protect against fraud or unauthorized transactions
Any permitted disclosures follow GLBA confidentiality requirements.
All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the Text Message services.
5. GLBA Privacy Rule Compliance
As a provider of tax and financial services, Harbor Point Tax Advisors, LLC complies with
the Gramm‐Leach‐Bliley Act Privacy Rule, which requires:
- Safeguarding of customer financial information
- Providing privacy notices explaining information practices
- Offering protections against unauthorized disclosure
- Maintaining secure data handling and storage procedures
We are legally required to protect your information and will continue to do so even if you are no
longer a client.
6. Professional Credential Notice & Circular 230 Compliance
Harbor Point Tax Advisors, LLC is owned and operated by an Enrolled Agent (EA), a federally
authorized tax practitioner licensed by the U.S. Treasury. As an EA:
- We are permitted to represent clients before the IRS in audits, collections, and appeals.
- We are required to comply with Circular 230, including ethical standards, due diligence requirements, and legal restrictions on tax advice and representation.
- Any federal tax advice provided is governed by Circular 230 and is not intended or written to be used for the purpose of avoiding penalties under the Internal Revenue Code unless expressly stated to meet those requirements.
7. Client Rights
You have the right to:
- Request a copy of your stored information
- Request corrections to inaccurate data
- Request clarification regarding this privacy policy
- Limit disclosure of your nonpublic information where permissible by law
8. Data Retention
We retain client records only for the period necessary to comply with IRS regulations, legal
requirements, and professional standards.
9. Updating This Policy
We reserve the right to update this Privacy Policy at any time. Changes will be posted with a
revised effective date.
10. Text Messaging SMS Communications Policy
Harbor Point Tax Advisors, LLC may communicate with clients and prospective clients
via text message (SMS) for purposes related to service delivery, account support, and
marketing communications.
These messages may include, but are not limited to:
- Appointment reminders
- Document and information requests
- Engagement and service updates
- Account notifications
- Client support communications
- Promotional announcements, educational content, and marketing messages
(with consent)
Consent to Receive Text Messages
By providing your mobile phone number and opting in to receive communications, you
consent to receive text messages from Harbor Point Tax Advisors, LLC. Message
frequency may vary based on your relationship with our firm and the services you
receive.
Consent to receive marketing text messages is not required as a condition of
purchasing any services.
Sharing
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Message & Data Rates
Message and data rates may apply depending on your mobile carrier and service plan.
Harbor Point Tax Advisors, LLC is not responsible for any charges incurred through
SMS communications.
Confidentiality & Secure Communications
We take client privacy seriously. Text messaging should not be used to transmit highly
sensitive personal or financial information, including but not limited to:
- Social Security numbers
- Taxpayer Identification Numbers
- Full bank or credit card account numbers
When sensitive information is required, clients will be directed to our secure client
portal. SMS is not a fully secure form of communication and carries inherent risks. By opting
into text messaging, you acknowledge and accept these risks.
Two-Way Communication
Clients may communicate with Harbor Point Tax Advisors, LLC via text message for
general inquiries, scheduling, and service-related matters. Our team may respond via
SMS where appropriate.
Marketing & Promotional Messages
Marketing text messages will only be sent to individuals who have provided explicit
consent to receive such communications. These messages may include:
- Service announcements
- Tax planning reminders
- Educational insights
- Promotional offers or updates
Recipients may opt out at any time.
Opt-Out Instructions
You may opt out of SMS communications at any time by replying:
STOP
After opting out, you will no longer receive marketing or operational text messages from
Harbor Point Tax Advisors, LLC unless you provide renewed consent.
For assistance, reply:
HELP
or contact our office directly.
Third-Party Messaging Platforms
Harbor Point Tax Advisors, LLC may use third-party service providers to facilitate SMS
communications. These providers may process limited contact information (such as
your mobile number) solely for the purpose of delivering messages on our behalf and
are required to maintain appropriate data security standards.
Compliance With Privacy Regulations
Harbor Point Tax Advisors, LLC communicates in accordance with applicable federal
and state privacy laws and professional standards, including:
- Gramm-Leach-Bliley Act (GLBA)
- IRS confidentiality requirements
- Applicable telecommunications and consumer consent regulations
SMS Terms & Conditions
1- SMS Consent Communication:
Information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.
2- Types of SMS Communications:
If consent has been given to receive text messages from Harbor Point Tax Advisors, LLC messages may be received related to the following:
Appointment reminders
Follow-up messages
Example: Hello, my name is Landon Smith, and I own a bookkeeping and tax business called Harbor Point Tax Advisors, LLC. I understand you are looking for a bookkeeper or Tax professional. Would you be available to connect over the phone? Reply STOP to opt out.
3- Message Frequency:
Message frequency may vary depending on the type of communication. For example, up to 10 SMS messages per week may be received related to appointments
4- Potential Fees for SMS Messaging:
Standard message and data rates may apply, depending on the carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.
5- Opt-In Method:
Opt-in to receive SMS messages from Harbor Point Tax Advisors, LLC can be done in the following ways:
Fill out a website form
6- Opt-Out Method:
Opting out of receiving SMS messages can be done at any time by replying “STOP” to any SMS message received. Alternatively, direct contact can be made to request removal from the messaging list.
7- Help: For any issues, reply with the keyword HELP. Alternatively, help can be obtained directly from us at https://www.harborpointtaxadvisors.com/
Additional Options:
If SMS messages are not desired, the SMS consent box on forms can be left unchecked.
8- Standard Messaging Disclosures:
Message and data rates may apply.
Opt out at any time by texting “STOP.”
For assistance, text “HELP” or visit our Privacy Policy and Terms and Conditions pages.
Message frequency may vary.
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- “You must be 18 years or older to participate in our SMS messaging program.”
- “Carriers are not liable for delayed or undelivered messages.”
Contact Information
For questions about this Privacy Policy or to request information regarding your data, contact:
Email: Landon@harborpointtaxadvisors.com
Phone: (210) 598 – 7888
To opt into text messaging communications, clients must provide express consent
through engagement forms, website forms, or direct written authorization.