Privacy Policy
Last updated: July 10, 2026
Overview
Evergreen Bookkeeping & Tax Services ("we", "us", or "our") respects your privacy. This policy explains what information we collect, how we use it, and the choices you have - including consent for SMS/text message communications.
Information We Collect
- Contact details you provide (name, email, phone number, business name).
- Service details you share when requesting bookkeeping, tax preparation, or consulting.
- Communications you send us by form, email, phone, or text.
How We Use Your Information
- To respond to your inquiries and provide the services you request.
- To send appointment reminders, document requests, and service updates.
- To meet legal, tax, and regulatory obligations.
We do not sell your personal information. We do not share it with third parties for marketing purposes.
SMS / Text Message Consent
By opting in to text messages from Evergreen Bookkeeping & Tax Services, you agree to receive SMS messages from us at the mobile number you provided. These may include:
- Appointment confirmations and reminders
- Requests for documents needed to complete your engagement
- Status updates on your bookkeeping or tax filing
- Responses to questions you send us
Frequency: Message frequency varies based on your engagement with us.
Cost: Message and data rates may apply. Check with your mobile carrier.
Opt-out: You can opt out at any time by replying STOP to any message from us. You will receive a confirmation and no further messages.
Help: Reply HELP for assistance, or contact us at srp@evergreenaccountingsolutionsllc.com or 518-915-3953.
Carriers: Carriers are not liable for delayed or undelivered messages.
No sharing for marketing: Mobile phone numbers and consent to receive SMS messages will never be shared with or sold to third parties or affiliates for marketing or promotional purposes.
Data Security & Retention
We take reasonable administrative and technical measures to protect the information you share with us. We retain client records for the period required by applicable tax, accounting, and legal requirements.
Your Choices
You may request access to, correction of, or deletion of the personal information we hold about you by contacting us using the details below. Deletion requests are subject to records we are legally required to retain.
Contact
Evergreen Bookkeeping & Tax Services
Mailing address: PO Box 198, Round Lake, NY 12151
Email: srp@evergreenaccountingsolutionsllc.com
Phone: 518-915-3953
Changes to This Policy
We may update this policy from time to time. The "Last updated" date at the top reflects the most recent revision.