Expert Accounting Services for Your Business

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 Effective Date: September 15, 2024

Infomed Financial Services (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and safeguard your information when you interact with us, whether in person, by phone, online, or through text messages (SMS).

We may collect the following types of information from you:

• Personal Information: such as your name, phone number, email address, mailing address, and other contact details.
   
• Financial Information: limited details necessary to provide accounting, bookkeeping, and related financial services.
   
• Communication Information: such as messages, emails, and text communications between you and our staff.
   
• Website Usage Information: including basic analytics data (like page visits) collected through cookies or similar technologies.
   

We use your information solely to:

• Provide accounting, bookkeeping, tax, and related financial services.
   
• Communicate with you regarding appointments, service updates, and important information.
   
• Send text messages (SMS) when you have given consent, for communication related to our services.
   
• Maintain accurate records and comply with applicable financial and tax laws.
   
• Improve our customer service and business operations.
   

When you opt in to receive text messages from Infomed Financial Services:

• You consent to receive SMS messages related to your services and account.
   
• Message and data rates may apply, and the number of messages may vary based on our communication.
   
• You can opt out at any time by replying STOP to any message.
   
• We will never use SMS messages for marketing or unrelated purposes without your express consent.
   

Infomed Financial Services does not sell, rent, trade, or share your personal or financial information with third parties for marketing or any other purposes.

We may only disclose information in the following limited circumstances:

• When required by law, regulation, or legal process (such as a subpoena).
   
• To trusted service providers who assist us in business operations (e.g., secure data storage), and only under confidentiality agreements.
   
• With your explicit consent, if disclosure is necessary to fulfill a service request.
   

We use reasonable administrative, technical, and physical safeguards to protect your information against unauthorized access, disclosure, or misuse. While no system is completely secure, we maintain practices consistent with professional and legal standards for financial data protection.

You may:

• Request access to or correction of your personal information.
   
• Withdraw consent for SMS or email communication at any time.
   
• Ask us to delete your information where legally permitted.
   

To exercise these rights, contact us using the details below.

We may update this Privacy Policy periodically. Any changes will be posted on our website with the revised effective date.

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

Infomed Financial Services
📍 2805 Foster Ave, Suite 103
Nashville, TN 37210
📞 (615) 831-1219
✉️ contact@infomedfinancial.com
🌐 www.infomedfinancial.com