Privacy Policy
Effective Date: February 9, 2026

Jim Hsieh CPA, LLC (“Company,” “we,” “our,” or “us”) is committed to protecting the confidentiality and security of your information. This Privacy Policy explains what we collect, how we use it, and the choices you have.

1) Information We Collect

We may collect personal and business information, including:

• Name
  
  

• Email address
  
  

• Phone number (including mobile numbers)
  
  

• Mailing/billing address
  
  

• Tax, accounting, and financial information needed to provide services
  
  

• Information you submit through website forms, email, telephone, SMS, secure portals, or other communications
  
  

We collect information only in connection with an existing or prospective client relationship.

2) How We Use Information

We use information to:

• Provide accounting, tax preparation, bookkeeping, and advisory services
  
  

• Communicate about appointments, documentation, deadlines, and account matters
  
  

• Respond to requests and inquiries
  
  

• Send account-related notifications by email or SMS when you opt in
  
  

We do not sell, rent, or trade your personal information.

3) SMS / Text Messaging (Account Notifications Program)

If you provide your mobile number and opt in, you may receive account-related text messages from Jim Hsieh CPA, LLC such as:

• Appointment confirmations/reminders
  
  

• Requests for documents or information
  
  

• Account status updates and service-related notifications
  
  

Opt-in methods: You may opt in by submitting a form that includes SMS consent language (and/or by requesting text communication during a client interaction).

Message frequency: Varies based on your needs (typically related to active service/engagement periods).
Message & data rates: Message and data rates may apply.
Opt out: Reply STOP to unsubscribe at any time.
Help: Reply HELP for assistance, or contact us at info@fptcpa.com or 346-396-1060.

No mobile information sharing for marketing: We do not share, sell, rent, or disclose mobile numbers or SMS consent to third parties for their marketing or promotional purposes.

4) Data Security

We use reasonable administrative, technical, and physical safeguards to protect personal information.

5) Service Providers

We may use reputable third-party providers (e.g., tax software and secure portals) only to deliver services. They are required to protect confidentiality and security.

6) Your Rights

You may request access to, correction of, or deletion of personal information, subject to legal/professional retention requirements.

7) Contact Us

Jim Hsieh CPA, LLC
9800 Richmond Ave, Ste 520
Houston, TX 77042
Phone: 346-396-1060
Email: info@fptcpa.com