Privacy Policy

S&A Professional Solutions LLC
Last updated: October 13, 2026

 

S&A Professional Solutions LLC (“S&A,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains what information we collect, how we use it, and how we protect it, including information related to our text messaging (SMS) program.

1. Information We Collect

We may collect personal information necessary to provide our tax preparation, tax compliance, bookkeeping, payroll, and consulting services, including names, mailing addresses, email addresses, telephone numbers (including mobile numbers), tax identification information, financial records, tax documents, business information, and communications related to our services.

2. How We Use Your Information

We use personal information to provide and manage our services, prepare and file tax returns, communicate with clients, schedule appointments, request necessary documents, provide service updates, manage billing, respond to inquiries, and comply with applicable legal and professional obligations.

3. Sharing of Personal Information

We do not sell personal information.

We may share personal information with authorized service providers who assist us in delivering our services, such as tax software providers, secure client portal providers, electronic signature platforms, telecommunications providers, and technology service providers. These providers may use the information only as necessary to perform services on our behalf, subject to applicable safeguards and contractual obligations.

4. SMS / Text Messaging Privacy

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All of the categories of sharing described above exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

SMS consent is obtained through an affirmative opt-in by checking the SMS consent box on our website sign-up form at https://www.snasolutionsllc.com/sms-signup/.

You may opt out of text messages at any time by replying STOP. Reply HELP for assistance. Message and data rates may apply. Message frequency varies. For full details of our text messaging program, see our SMS Terms of Service at https://www.snasolutionsllc.com/sms-terms/.

5. Information Security

We use reasonable administrative, technical, and physical safeguards to protect personal information against unauthorized access, use, or disclosure. We encourage clients to use our secure client portal when submitting confidential tax or financial documents.

6. Engagement Letter

This website policy summarizes our privacy practices. For additional information regarding the collection, use, protection, retention, and disclosure of personal information, as well as the terms governing communications and our professional services, please refer to the S&A Professional Solutions LLC Engagement Letter.

7. Changes to This Policy

We may update this Privacy Policy from time to time. The “Last updated” date above shows when it was last revised.

8. Contact Us

For questions about this Privacy Policy or our SMS communications, please contact:

 

S&A Professional Solutions LLC
1445 N Loop W, Suite 310
Houston, TX 77008
Phone: (713) 695-5388
Email: [email protected]