Privacy Policy

 
 

Privacy Policy

Effective Date: January 15, 2025

Introduction

Welcome to John Fisher CPA, CFP website. We are committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, www.johnfishercpa.com, or use our services. By using our website or services, you agree to the terms outlined in this Privacy Policy.

1. Types of Information Collected

We may collect the following types of personal information:

  • Name

  • Email address

  • Phone number

  • Billing and shipping address

  • Payment information

  • User account credentials

  • IP address and browser information

  • Any other information you voluntarily provide to us

2. How Information is Collected

We collect information in the following ways:

  • When you fill out forms on our website

  • When you sign up for our services

  • Through cookies and tracking technologies when you browse our website

  • Through direct communication, such as email or phone

3. Purpose of Data Collection

We collect your information to:

  • Provide and improve our services

  • Process payments and fulfill service requests

  • Communicate updates, promotions, and other relevant information

  • Respond to inquiries or provide customer support

  • Ensure compliance with legal obligations

4. Data Security Measures

We implement robust security measures to protect your personal information, including:

  • Encryption protocols (e.g., SSL) for data transmission

  • Secure storage systems

  • Regular monitoring for vulnerabilities and threats

  • Restricted access to sensitive information

5. Data Sharing

We do not sell or rent your personal information to third parties. However, we may share your data with:

  • Service providers who assist us in delivering our services (e.g., payment processors)

  • Legal or regulatory authorities when required by law

  • Other entities as part of a business transaction, such as a merger or acquisition

6. User Rights

You have the following rights regarding your personal information:

  • Access: Request a copy of the data we hold about you

  • Update: Request corrections to your data

  • Delete: Request deletion of your personal information

  • Opt-out: Withdraw consent for marketing communications

To exercise these rights, contact us at sue.johnfishercpa.com

7. SMS Consent

We collect phone numbers for SMS communication purposes only with your explicit consent. This consent ensures:

  • Your phone number will not be shared or sold to third parties for marketing purposes.

  • You can opt out of SMS messages at any time by replying “STOP.”

8. Contact Information

If you have any questions or concerns about this Privacy Policy, please contact us:

  • Email: sue@johnfishercpa.com

  • Phone: 973-948-7250

  • Mailing Address: 210 Rte 206 N., Branchville, NJ 07826

Terms of Service for SMS Communication

SMS Consent Communication:

The information (phone number) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

Types of SMS Communications:

If you have consented to receive text messages from John Fisher CPA, CFP, you may receive:

  • Appointment reminders

  • Follow-up messages

  • Billing inquiries

  • Conversational messages

Message Frequency:

Message frequency may vary. We will send up to 4 messages a day across all numbers.

Potential Fees for SMS Messaging:

Standard message and data rates may apply, depending on your carrier’s pricing plan.

Opt-In Method:

You may opt-in to receive SMS messages in the following ways:

  • Verbally, during a conversation

  • By messaging us first

Opt-Out Method:

You can opt out of receiving SMS messages at any time by:

  • Replying “STOP” to any SMS message you receive

  • Contacting us directly to request removal from our messaging list

Help:

Standard Messaging Disclosures:

  • Message and data rates may apply.

  • You can opt out at any time by texting “STOP.”

  • If you are experiencing issues, you can reply with the keyword “HELP” or contact us at sue@johnfishercpa.com

  • Message frequency may vary 

By using our website or services, you acknowledge that you have read and understood this Privacy Policy and Terms of Service for SMS Communication.