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Policies

POLICIES 

Privacy Policy

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Here is our Privacy Policy required by the Gramm-Leach-Bliley Act of 1999. 

 

We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications, tax organizers, worksheets, and other documents;

  • Information about your transactions with us, our affiliates, or others;

  • Information we receive from a consumer-reporting agency.

 

We do not disclose any nonpublic personal information about our clients or former clients to anyone except as permitted by law.

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We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you.

 

We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

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​We will not disclose any information and phone numbers collected with any affiliate marketing or third parties for SMS consent.

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​​SMS Terms and Conditions

 

You can view the SMS Terms and Conditions here. â€‹

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SMS

SMS TERMS

​​​SMS Terms And Conditions

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SMS For Consent Communication

  • The Phone Numbers obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

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Standard Messaging Disclosures: 

  • Message and data rates may apply. 

  • You can opt-out at any time by texting "STOP." 

  • For assistance, text "HELP" or visit (by clicking) the following pages for more information:

  • Message frequency may vary. 

  • We will not disclose any information and phone numbers collected with any affiliate marketing or third parties for SMS consent.

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Types of SMS Communications

  • If you have consented to receive text messages from D Reed & Associates PLLC, you may receive text messages related to the following:

    • Appointment reminders, meetings, and follow-ups. For Example:

      • Hello. Thank you for contacting D Reed & Associates PLLC.  How can we help you?

      • Reply Stop to opt-out at any time.

      • Message and data rates may apply.

      • Text Help to the received SMS message or visit our policy section for assistance.

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Message Frequency

  • Our SMS message frequency will be from 50 to 1000 text messages daily across all users.​

  • Overall, SMS messaging frequency will vary.

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Potential Fees for SMS Messaging

  • Many carriers charge a fee for each message sent or received. This can vary depending on the carrier's pricing structure and whether the message is sent domestically or internationally.

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Opt-In Method

  • Customers will opt-in to receive SMS messages from D Reed & Associates PLLC through the contact form on the website (www.dreedassociates.com).

  • This agreement for SMS will not be shared with third parties for marketing purposes.

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Opt-out Method

  • Customers can opt out of SMS messaging from D Reed & Associates PLLC by replying STOP to any SMS message they receive.

  • Once a customer opts out, they will no longer receive SMS communication from D Reed & Associates PLLC.

  • A customer can opt back in at any time by replying START via SMS messaging.

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Help

  • If you are experiencing any issues, you can reply with the keyword HELP.

  • You can also get help directly by clicking on the following link: www.dreedassociates.com/#contact

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Additional Options: 

  • If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms. 

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​​​​​​If you have any questions about these policies, please do not hesitate to contact us.

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