Our Privacy Policy

Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal information confidential and understand your desire to avoid unwanted communications or solicitations.

This Privacy Policy explains the types of personal information we collect, how we use and protect that information, the circumstances in which it may be disclosed, and how we may communicate with you, including by telephone, email, and text message.

By providing personal information to Entertainment Managers, you acknowledge the practices described in this Privacy Policy. Providing personal information does not, by itself, constitute consent to receive SMS communications. 

A. Types of Information We Collect

We collect certain personal information about you when that information is provided directly by you, obtained by us with your authorization, or collected as part of providing services to you.

We use this information to provide accounting, tax, financial planning, business management, and other services you request.

Examples of information we may collect include:

  • Your name and contact information;
  • Telephone and mobile phone numbers;
  • Email addresses;
  • Information provided during interviews and phone calls;
  • Letters, emails, text messages, and other communications from you;
  • Tax return or financial planning organizers;
  • Financial history questionnaires;
  • Information necessary to provide accounting, tax, financial planning, or business management services; and
  • Communication preferences and other information you voluntarily provide to us. 

Any mobile opt-in information and SMS consent collected from you is subject to the specific privacy protections described in Section D of this Privacy Policy. 

 

B. How We Use Your Information

We may use personal information for legitimate business purposes related to providing and managing our services, including to:.

  • Provide accounting, tax, financial planning, and business management services;
  • Respond to your inquiries and requests;
  • Communicate with you regarding your account or services;
  • Schedule appointments and provide reminders;
  • Provide service-related updates and information;
  • Communicate with you by telephone, email, or text message where appropriate and with any required consent;
  • Maintain records related to our client relationship;
  • Protect against fraud, unauthorized activity, or misuse of our services;
  • Comply with applicable legal, regulatory, and professional obligations; and
  • Maintain and improve our business operations and client services 

We use mobile phone numbers and SMS consent information only for the purposes for which they were provided, including authorized business communications and managing messaging preferences.

We do not use SMS opt-in information or consent for unrelated marketing or promotional activities, nor do we share this information with third parties or affiliates for such purposes.

c. Parties to Whom We Disclose Information

As a general rule, we do not disclose personal information about our clients or former clients to third parties except as permitted or required by law or as necessary to provide services on your behalf.

To the extent permitted by law and applicable professional standards, certain nonpublic information about you may be disclosed in the following circumstances: 

  • To comply with a validly issued and enforceable subpoena, summons, court order, or other legal requirement.
  • In connection with a review of our firm's practices authorized by a state or national licensing board, or as necessary to respond to an inquiry or complaint from such an organization.
  • In conjunction with a prospective purchase, sale, merger, or restructuring of all or part of our practice, provided appropriate safeguards are used to protect confidential information.
  • As part of actual or threatened legal proceedings or alternative dispute resolution proceedings, when disclosure is reasonably necessary to pursue or defend a claim.
  • To affiliates of the firm and nonaffiliated third parties that provide services or perform functions on our behalf, provided appropriate contractual or confidentiality protections are in place and subject to the restrictions on SMS opt-in information and consent described below.

Examples may include service providers that assist us with tax processing, records retention, information technology, communications, telephone services, and text messaging.

These permitted disclosures do not include sharing mobile opt-in information or SMS consent with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent are excluded from the categories of information shared with third parties as described in Section D. 

We do not sell personal information obtained from our clients.

D. SMS and Text Message Communications

Entertainment Managers may use text messaging to communicate with clients and other individuals regarding inquiries, appointments, services, administrative matters, and other business-related communications.

SMS Consent and Privacy

When you voluntarily provide your mobile phone number and consent to receive SMS communications from Entertainment Managers, we may use that number to send text messages related to the purposes for which you provided consent.

We respect your privacy and maintain strict protections regarding mobile phone information and text messaging consent.

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

This policy applies to all mobile opt-in information and SMS consent collected through our website, forms, telephone communications, or other authorized communication channels.

We do not sell, rent, transfer, or disclose SMS opt-in information or consent to third parties or affiliates for their marketing or promotional activities.

Types of SMS Communications

If you consent to receive SMS messages from Entertainment Managers, you may receive communications related to:

  • Responses to inquiries and requestsr;
  • Appointment confirmations and reminders;
  • Client account and service-related information;
  • Administrative notices and updates; and
  • Other communications directly related to services you have requested.

SMS Messaging Terms

  • Message frequency may vary depending on your inquiries, appointments, and services.
  • Message and data rates may apply depending on your mobile carrier and service plan.
  • You may opt out of receiving text messages at any time by replying STOP to a message from Entertainment Managers.
  • For assistance with SMS communications, reply HELP or contact Entertainment Managers through the contact information provided on our website. 
  • SMS consent is voluntary and is not required to receive our accounting, tax, financial planning, or business management services.

If you opt out of SMS communications, we will respect your request and discontinue further text messages, except where permitted or required by applicable law.

Opting out of text messages will not prevent us from contacting you through other appropriate methods when necessary to provide services, respond to your request, or comply with legal or professional obligations. 

E. Use of RingCentral and Other Communications Service Providers

Entertainment Managers may use third-party communications providers, including RingCentral, to facilitate telephone calls, text messages, voicemail, and related business communications.

When these services are used, information necessary to operate and deliver the communication service may be processed by the service provider. This may include:

  • Your telephone or mobile phone number;
  • Communication dates and times;
  • Message content;
  • Call or messaging records; and
  • Other technical information necessary to transmit or manage communications.

Such processing is limited to the technical and operational functions necessary to provide the communication services.

Entertainment Managers does not authorize RingCentral or any other communications service provider to use mobile phone information for third-party marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with third parties or affiliates.

The processing of communication data by RingCentral is also subject to RingCentral's applicable privacy practices and terms of service.

F. Confidentiality and Security of Nonpublic Personal Information

Except as otherwise described in this Privacy Policy, we restrict access to nonpublic personal information about you to employees of our firm and other parties who require that information to provide services to you.

Their ability to use or further disclose information is limited by our firm's policies, applicable law, professional standards, contractual obligations, and nondisclosure agreements where appropriate.

We maintain physical, electronic, and procedural safeguards designed to protect personal information from unauthorized access, disclosure, alteration, misuse, or premature destruction.

Although we take reasonable precautions to protect personal information, no electronic communication or information-storage system can be guaranteed to be completely secure.

Our confidentiality practices also apply to mobile phone information and text messaging communications, subject to the additional SMS privacy protections outlined in this Privacy Policy. 

G. Data Retention

We retain personal information for as long as reasonably necessary to provide our services, maintain appropriate business and professional records, satisfy legal or regulatory obligations, resolve disputes, and enforce agreements.

When personal information is no longer reasonably required for these purposes, we may delete, securely destroy, or otherwise dispose of the information in accordance with our record-retention practices and applicable requirements.

H. Third-Party Services

Our website and communications systems may use or link to services operated by third parties.

Those third parties may maintain their own privacy policies and information-handling practices. Entertainment Managers is not responsible for the privacy practices of independent third-party websites or services except to the extent that a third party processes information on our behalf under an applicable service agreement.

Our use of third-party services does not authorize the disclosure of mobile opt-in information or SMS consent to third parties or affiliates for marketing or promotional purposes. 

We encourage you to review the privacy policies of third-party services when appropriate. 

I. Updates to This Privacy Policy

We may revise this Privacy Policy periodically to reflect changes in our business practices, communications technologies, legal requirements, or services.

When material changes are made, the updated Privacy Policy will be posted on our website with an updated effective or revision date where appropriate.

J. Contact Us

Thank you for allowing us to serve your accounting, tax, financial planning, and business management needs. We value your business and are committed to protecting your privacy.

If you have questions about this Privacy Policy, our use of your personal information, or our telephone or text-message communications, please contact Entertainment Managers using the contact information provided on our website.

We hope you continue to view our firm as a trusted advisor, and we will work to continue earning your trust.