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. 

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 sources from which we collect information 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. 

When you communicate with us through telephone or text messaging services, information associated with those communications may also be processed, including your phone number, the date and time of the communication, and the content of messages you send to us.

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;
• 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 do not use telephone numbers or SMS consent information for purposes unrelated to the services or communications for which they were provided.

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.

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

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.

When you provide your mobile phone number and consent to receive text messages from us, we may use that number to send communications related to our business relationship with you. 

Your consent to receive SMS or text messages from Entertainment Managers will not be sold, rented, transferred, or shared with third parties for their own marketing or promotional purposes.

We do not share mobile phone numbers with third parties for the purpose of allowing those third parties to send marketing text messages to you.

We may, however, provide information to communications service providers that process messages on our behalf when necessary to deliver the communication service.

Message and data rates may apply depending on your mobile carrier and service plan.

You may choose to stop receiving text messages from us at any time by following the opt-out instructions provided in our messages or by contacting Entertainment Managers directly.

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 provide 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 or service information necessary to transmit or manage the communication.

These service providers process information on our behalf for purposes related to providing communication services.

Entertainment Managers does not authorize RingCentral or other service providers to use client phone numbers or SMS consent information for unrelated third-party marketing purposes.

The use and processing of information by RingCentral is also subject to RingCentral's own privacy practices and applicable 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.

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.

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.