Privacy Policy

Nelson & Company CPA, LLC

Effective Date: January 1, 2026

Nelson & Company CPA, LLC  ("Company," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you provide when using our website, engaging our services, or communicating with us by telephone, email, or text message (SMS/MMS).

This Privacy Policy explains what information we collect, how we use it, and how we protect it.

We may collect the following information in connection with our business operations:

• Your name, business name, email address, mailing address, and telephone number.
• Information you voluntarily provide when contacting us or requesting services.
• Information necessary to provide professional services, manage client relationships, and respond to inquiries.
• SMS/MMS communications, including message content, telephone numbers and records, and records of messaging consent.
• Website usage and technical information collected through our website, where applicable.

We may use your information to:

• Provide requested services and respond to inquiries.
• Schedule appointments and communicate regarding ongoing business matters.
• Send service-related notifications, reminders, and requested information.
• Communicate with clients and prospective clients by telephone, email, or SMS when appropriate consent has been obtained.
• Maintain business records, protect our systems, and comply with applicable legal requirements.

We do not sell or share your personal information with third parties for their independent marketing or promotional purposes.

Mobile information will not be shared with third parties/affiliates for marketing/promotional purposes.

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

We do not sell, rent, or transfer SMS opt-in information or consent records to third parties or affiliates for marketing or lead-generation purposes.

We may use service providers to support our business operations, including communications, website hosting, and information technology services, subject to appropriate confidentiality and data protection obligations. Such service providers are not authorized to use customer mobile information for their own marketing purposes.

If you consent to receive SMS/MMS messages from us, we may send messages relating to client communications, appointment scheduling, service updates, document requests, and other business matters consistent with the consent you provide.

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

You may opt out of SMS communications at any time by replying STOP to a message. For assistance, reply HELP or contact us using the information below.

Consent to receive SMS messages is not a condition of purchasing our services.

We use reasonable administrative, technical, and organizational safeguards intended to protect personal information against unauthorized access, disclosure, alteration, or destruction.

We retain personal information as reasonably necessary to provide our services, maintain business records, and comply with applicable legal and regulatory obligations.

You may contact us to request information about your personal data or to request corrections or deletion, subject to applicable laws and record-retention requirements.

You may withdraw consent to receive SMS messages at any time by replying STOP.

We may update this Privacy Policy from time to time. Any changes will be posted on this webpage with an updated effective date.

If you have questions about this Privacy Policy or our information practices, please contact:

Nelson & Company CPA, LLC

6100 Uptown Blvd NE, Suite 590

Albuquerque, NM  87110

Phone: 505-317-3800

Website: cpanelson.com