Privacy Policy & SMS Terms
SMS Terms & Conditions
By providing your phone number or sending us a text message, you consent to receive calls and text messages from Realm Business & Tax Advisory related to your inquiry, account, tax matters, appointments, document requests, or other client-service communications.
We do not currently use SMS for marketing purposes. Message and data rates may apply depending on your mobile carrier and phone plan.
You may opt out of text messages at any time by replying STOP to the number from which you are receiving messages. After you opt out, we may send a one-time confirmation message confirming your opt-out request. To resume text communication, you may text us again or otherwise request to opt back in.
Please note that opting out of SMS does not prevent us from contacting you by phone, email, mail, or other appropriate methods when necessary to provide services, respond to your requests, or comply with legal or professional obligations.
We may update these SMS Terms from time to time. Please review this section of our website periodically or contact us with any questions.
Privacy Policy
Realm Business & Tax Advisory respects your privacy. This Privacy Policy explains how we may collect, use, and share information when you visit our website, submit a form, communicate with us, or use our online services.
Information We Collect:
We may collect personal information that you voluntarily provide to us, including:
Name
Email address
Phone number
Business name
Information submitted through website forms
Information related to your inquiry, consultation request, or client-service needs
Our website may also collect technical and usage information, including:
Browser, device, and network information
IP address
Pages visited
Links clicked
Search activity
Timestamps
Referring pages or websites
General site usage and analytics data
How We Use Information
We may use the information we collect to:
Respond to inquiries
Schedule consultations
Provide tax, accounting, advisory, or client-support services
Communicate with clients and prospective clients
Improve our website and user experience
Analyze website traffic and activity
Send newsletters or informational emails if you choose to subscribe
Maintain records and comply with applicable legal, tax, regulatory, or professional obligations
Website Analytics and Cookies
This website is hosted by Squarespace. Squarespace may collect personal data when you visit this website, including information about your browser, network, device, webpages visited before coming to this site, and your IP address. Squarespace uses this information to run, protect, and improve its platform and services.
We may also use Squarespace analytics and similar tools to understand website traffic and activity. Our website may use cookies and similar technologies, which are small files or pieces of text stored on a device when a visitor accesses a website.
Functional and required cookies are used to allow Squarespace, our hosting platform, to securely serve this website. Analytics and performance cookies may be used to help us understand site traffic and activity, subject to your cookie settings where applicable.
Email Communications
If you subscribe to our newsletter or request information from us, we may use your email address to send updates, educational content, or other communications related to Realm Business & Tax Advisory. You may unsubscribe from marketing or newsletter emails by using the unsubscribe link included in those emails.
We may still send non-marketing emails related to your inquiry, account, services, appointments, documents, or other client-service matters.
Text Messages and Phone Communications
If you provide your phone number or send us a text message, we may contact you by phone or text regarding your inquiry, account, appointments, document requests, tax matters, or other client-service communications. Please see our SMS Terms and Conditions above for more information.
Sharing Information
We may share information with service providers that help us operate our website, communicate with clients, manage forms, provide analytics, or deliver services. These providers may include Squarespace and other technology platforms used by our firm.
We do not sell personal information to advertisers.
We may also disclose information when required to comply with applicable law, respond to lawful requests, protect our rights, or fulfill professional, tax, regulatory, or legal obligations.
Third-Party Services
Our website may use third-party services, including Squarespace, Google Fonts, Adobe Fonts, analytics tools, forms, scheduling tools, or other platforms. These services may collect information such as browser, device, network, or IP address information in order to provide their services.
Data Security
We take reasonable steps to protect information submitted through our website and firm systems. However, no website, email, text message, or online transmission is completely secure. Please do not submit sensitive tax documents or confidential financial information through unsecured website forms unless directed by us through an approved secure method.
Your Choices
You may contact us to update your information, unsubscribe from certain communications, or ask questions about this Privacy Policy.
To opt out of SMS messages, reply STOP to the number from which you are receiving messages.
Contact Us
If you have questions about this Privacy Policy or our SMS Terms, please contact us:
Realm Business & Tax Advisory
1097 Aviation Blvd
Hermosa Beach, CA 90254
Phone: (310) 376-0455
Email: info@realmtax.com