Legal

Privacy Policy

Effective date: July 29, 2026  ·  Last updated: July 29, 2026

The short version

  • We collect only what we need to provide accounting, bookkeeping, and tax services.
  • We do not sell your personal information.
  • Your mobile phone number and your consent to receive text messages are never sold, rented, or shared with third parties or affiliates for their marketing or promotional purposes.
  • Tax return information is disclosed only as permitted by law or with your written consent.
  • You can opt out of text messages any time by replying STOP.

1. Who we are

Eminent Financial Services, Inc. (“EFS,” “we,” “us,” or “our”) is a certified public accounting firm providing tax preparation, bookkeeping, payroll, advisory, and virtual CFO services. This Privacy Policy explains what information we collect through our website, forms, phone and messaging channels, and client portal; how we use it; and the choices you have.

Eminent Financial Services, Inc.
415 N. McKinley St., Ste. 835
Little Rock, AR 72205
Phone: (501) 500-9635
Email: [SUPPORT_EMAIL]
Website: eminentfinancialservice.com

This policy applies to eminentfinancialservice.com and to the forms, booking tools, messaging channels, and client communications we operate. It does not apply to third-party services you access under your own account, such as SmartVault or QuickBooks, which are governed by their own privacy policies.

2. Information we collect

2.1 Information you give us

  • Contact and identity information — name, business name, mailing address, email address, and phone number.
  • Appointment information — the service you are interested in, your selected date and time, and any notes you provide when booking.
  • Tax and financial information — information you submit through our tax intake form or organizer, including filing status, dependents, income types, deductions, and life events; and financial records you provide for bookkeeping or advisory work.
  • Sensitive identifiers — where required to prepare a return, taxpayer identification numbers and dates of birth for you, your spouse, and your dependents. Our web intake form is configured to capture only the last four digits of a Social Security number. Full identifiers are collected through secure channels only.
  • Payment information — billing details processed by our payment processor. We do not store full card or bank account numbers on our systems.
  • Communications — the content of emails, text messages, chat messages, voicemails, and call notes exchanged with our team.

2.2 Information collected automatically

  • Device and browser type, operating system, IP address, referring page, and pages viewed.
  • Cookies and similar technologies used to keep the site working, remember your preferences, and measure site performance. You can control cookies through your browser settings; blocking some cookies may affect how the site functions.

2.3 Documents you upload

Client documents are collected and stored in our secure document portal (SmartVault), not by email. Please do not send tax documents, statements, or identification as email attachments.

3. How we use your information

  • To provide, prepare, and deliver the services you engage us for.
  • To schedule, confirm, and follow up on consultations and onboarding calls.
  • To request the documents we need and remind you about outstanding items.
  • To send you status updates on the progress of your return or engagement.
  • To send engagement letters, quotes, invoices, and payment links.
  • To respond to your questions and provide client support.
  • To send firm news, tax-season reminders, and marketing communications where you have asked to receive them.
  • To operate, secure, and improve our website and internal systems.
  • To meet our legal, regulatory, and professional obligations, including recordkeeping.

4. Text messaging (SMS/MMS) and your consent

No mobile information will be sold or shared with third parties or affiliates for marketing or promotional purposes. All of 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.

4.1 How we obtain consent

We send text messages only to individuals who have given us prior express written consent. Consent is collected through an unchecked opt-in checkbox on our website forms, or in writing directly from you. We use separate opt-ins for service-related messages and for marketing messages, so you may agree to one without agreeing to the other. Consent to receive text messages is never a condition of purchasing any service from us.

4.2 Types of messages you may receive

  • Service and transactional messages — appointment confirmations and reminders, document requests, status updates on your return or engagement, engagement letter and payment notifications, and replies to your questions.
  • Marketing messages — tax-deadline reminders, service announcements, and promotional offers, sent only if you separately opted in to marketing messages.

4.3 Message frequency and cost

Message frequency varies based on your engagement with us and the stage of your work. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages.

4.4 How to opt out or get help

Reply STOP to any message to stop receiving text messages from us. You will receive a single confirmation that you have been unsubscribed, and we will send no further texts unless you opt in again. Reply HELP for assistance, or contact us at (501) 500-9635 or [SUPPORT_EMAIL].

Opting out of text messages does not remove you from email communication or end your engagement with the firm. If you opt out of service messages, we may need to reach you by phone or email instead.

5. Tax return information and IRS Section 7216

Federal law imposes specific limits on how a tax return preparer may use or disclose the information you provide in connection with the preparation of your return. We will not use your tax return information for any purpose other than preparing and filing your return, and we will not disclose that information to any third party, unless the use or disclosure is permitted by Internal Revenue Code Section 7216 and its regulations, or you provide separate written consent.

Permitted disclosures include those made to other tax return preparers assisting with your return, to the IRS or state tax authorities as part of filing, and where required by subpoena, court order, or applicable professional standards. If we would like to use your tax return information for any other purpose, we will ask you for written consent first, and you are free to decline.

As a financial institution under the Gramm-Leach-Bliley Act, we also maintain a written information security program and administrative, technical, and physical safeguards designed to protect your nonpublic personal information, consistent with the FTC Safeguards Rule.

6. When we share information

We do not sell your personal information, and we do not share it for cross-context behavioral advertising. We share information only in the following circumstances:

  • Service providers. Vendors who perform functions on our behalf under contract — our document portal, tax preparation software, accounting software, customer relationship and messaging platform, payment processor, email provider, and IT support. They may use your information only to perform services for us.
  • Messaging carriers and aggregators. Only as strictly necessary to transmit a message you have consented to receive, and never for their own marketing.
  • Tax authorities. The IRS and applicable state or local agencies, in connection with filing your return or responding to a notice on your behalf.
  • Other preparers or professionals. Where a return or engagement is prepared or reviewed with the assistance of another preparer, subject to Section 7216 and our confidentiality obligations.
  • Legal requirements. Where compelled by subpoena, court order, or law, or to establish or defend legal claims.
  • With your direction. Where you ask us to send information to a lender, attorney, or other party — for example, a comfort letter or copy of a return.

We do not share your information with data brokers, lead generators, or list resellers.

7. How we protect information

We use encryption in transit, access controls limited to personnel who need the information to do their work, a secure document portal for client files rather than email attachments, and vendor agreements requiring confidentiality. No method of transmission or storage is completely secure, and we cannot guarantee absolute security. If we become aware of a breach affecting your information, we will notify you as required by applicable law.

8. How long we keep information

We retain client records for as long as needed to provide services and for the periods required by tax law, professional standards, and our record retention policy — generally a minimum of seven years for tax engagement records. Prospect and marketing information is retained until you ask us to delete it or it is no longer useful. Records of your text messaging consent and any opt-out are retained as long as required to demonstrate compliance.

9. Your choices and rights

  • Email. Use the unsubscribe link in any marketing email. We will still send necessary service messages about your engagement.
  • Text messages. Reply STOP at any time, as described in Section 4.
  • Access and correction. Request a copy of the personal information we hold about you, or ask us to correct inaccurate information.
  • Deletion. Request deletion of information we are not required to retain by law or professional standards.
  • Cookies. Control cookies through your browser settings.

To make a request, contact us at [SUPPORT_EMAIL] or (501) 500-9635. We may need to verify your identity before acting on a request. Depending on where you live, you may have additional rights under state privacy law; we honor those rights where they apply and will not discriminate against you for exercising them.

10. Children’s privacy

Our website and services are directed to adults. We do not knowingly collect information from children under 13 except as provided by a parent or guardian in connection with a tax return that includes a dependent. If you believe a child has provided information to us directly, contact us and we will delete it.

11. Third-party links

Our site links to third-party services, including our booking tool and our document portal. Those services operate under their own privacy policies, and we are not responsible for their practices. Please review their policies before providing information.

12. Changes to this policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Last updated” date at the top of this page. Material changes affecting how we use your information will be communicated to active clients by email. Continued use of our website or services after an update means you accept the revised policy.

13. Contact us

Questions, requests, or complaints about this Privacy Policy or how we handle your information:

Eminent Financial Services, Inc.
Attn: Privacy
415 N. McKinley St., Ste. 835
Little Rock, AR 72205
Phone: (501) 500-9635
Email: [SUPPORT_EMAIL]

Office hours: Monday–Thursday 9:00 a.m.–5:00 p.m., Friday 9:00 a.m.–1:00 p.m. (CT)