Privacy Policy

Synergy Consultants & CPAs LLC (“we”, “our”, or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website, https://www.isynergycpa.com/, or interact with us in any other manner.

Information We Collect

We may collect the following types of information:

• Personal Information: Information you provide when contacting us, including your name, phone number, email address, and mailing address.
• Automatically Collected Information: Information collected automatically such as IP address, browser type, operating system, referring URLs, and pages viewed.

How We Use Your Information

• Communication: To respond to inquiries, provide services, and communicate important information.
• Marketing: With your consent, to send updates or promotional communications. You may opt out at any time.
• Legal Compliance: To comply with applicable laws, regulations, or legal obligations.

Consent to Receive Text Messages

Providing consent to receive text messages is not required. By opting in, you agree to receive SMS communications related to your inquiry or services. Message and data rates may apply. You may opt out at any time by replying “STOP.” Opting out may limit our ability to communicate with you.

Information Sharing and Disclosure

We do not sell or rent your personal information or SMS consent. Information may be shared only in the following circumstances:

• Service Providers: Trusted providers assisting with operations, bound by confidentiality agreements.
• Legal Requirements: When required by law or necessary to protect rights, safety, or property.

Data Security

We use reasonable security measures to protect your personal information. However, no system is completely secure, and we cannot guarantee absolute security.

Your Rights and Choices

• Opting Out: You may opt out of marketing communications at any time.
• Access & Updates: You may request access to or correction of your personal information.

Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for their privacy practices and encourage you to review their policies.

Children’s Privacy

Our website is not intended for children under the age of 13. We do not knowingly collect information from children under 13.

Changes to This Privacy Policy

This Privacy Policy may be updated periodically. Changes will be posted on this page with an updated revision date.

Contact Us

Synergy Consultants & CPAs LLC
1939 Roland Clarke Place, Ste 310
Reston, VA 20191
Office: (571) 313-1804 EXT. 2
Fax: (571) 313-1815

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Terms and Conditions

1. Introduction

By accessing or using the services of Synergy Consultants & CPAs LLC, including SMS communications, you agree to be bound by these Terms and Conditions.

2. Consent for SMS Communication

By providing your phone number and consent, you agree to receive SMS communications. Information obtained through SMS consent will not be shared with third parties.

3. Types of SMS Communications

• Account notifications
• Billing updates
• Customer support communications

4. Standard Messaging Disclosures

• Message frequency may vary.
• Standard messaging rates may apply.
• You may opt out at any time by texting “STOP”.
• For assistance, text “HELP” or contact us at (571) 313-1804 or info@isynergycpa.com.