Your privacy matters at C & P Financial

At C & P Financial, we understand that your financial information is highly personal and confidential. We are committed to protecting your privacy and ensuring the security of your data. This page outlines how we handle your information and addresses common concerns.

Privacy Policy

Effective Date: 12-2023
Last Updated: 12-2025

C & P Financial (“Company,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, complete a form, or communicate with us via SMS, email, or other messaging platforms.

Information We Collect

We may collect personal information including, but not limited to:

  • Full name

  • Phone number

  • Email address

  • Mailing address

  • Date of birth

  • Tax-related information (only when voluntarily provided)

  • Communication preferences

Information is collected when you:

  • Complete an online form

  • Opt in to receive SMS or email communications

  • Schedule an appointment

  • Request services or information

How We Use Your Information

We use the information we collect to:

  • Provide tax preparation and financial services

  • Communicate with you regarding appointments, documents, and services

  • Send transactional and informational messages

  • Send marketing messages only with your consent

  • Improve our services and client experience

  • Comply with legal and regulatory requirements

How we handle your data

SMS & A2P Messaging Compliance

By providing your phone number and opting in, you consent to receive SMS messages from C & P Financial. These messages may include:

  • Appointment reminders

  • Service updates

  • Document requests

  • Promotional or informational messages (when applicable)

Message frequency may vary.
Message and data rates may apply.

You may opt out at any time by replying STOP to any message.
For assistance, reply HELP or contact us directly.

👉 We do not sell, rent, or share your mobile information with third parties for marketing or promotional purposes.

Your privacy is our priority

Sharing of Information

We may share your information only in the following circumstances:

  • With service providers who assist in operating our business (under confidentiality agreements)

  • When required by law or legal process

  • To protect our rights, safety, or property

Mobile information will never be shared with third parties for marketing purposes.

Data Security

We implement appropriate administrative, technical, and physical security measures to protect your personal information. While no system is 100% secure, we take reasonable steps to safeguard your data against unauthorized access or disclosure.