Privacy Policy
Last Updated: 7/28/2025 Effective Date: 1/1/2025
Archuleta Advisory LLC
990 Reserve Drive, Suite 105 Roseville, CA 95678 (916) 741-0234
[email protected]
1. Introduction
At Archuleta Advisory LLC (“we,” “us,” or “our”), your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your personal information when you visit our website, use our services, or communicate with us—including through SMS text messages. By using our site or services, you consent to the practices described in this policy.2. Information We Collect
We may collect the following types of personal information:- Contact Information: Name, email address, phone number, mailing address.
- Communication Preferences: Your consent to receive SMS communications or email marketing.
- Client Data: Information you voluntarily provide for financial, tax, or advisory services.
- Website Usage Data: IP address, browser type, device data, and pages visited (collected via cookies or analytics tools).
3. How We Use Your Information
We use your information to:- Provide accounting, tax, and advisory services.
- Communicate with you via email, phone, or SMS text, if you have opted in.
- Send service-related alerts, updates, and reminders.
- Improve our website, services, and customer experience.
- Comply with legal obligations and industry standards.
4. SMS Communication
If you provide your mobile number and opt in to receive SMS communications from us, we may send you service updates, appointment reminders, or other messages related to our services. SMS consent is not shared with third parties. Message and data rates may apply. You may opt out at any time by replying “STOP.”5. Information Sharing
We do not sell or rent your personal information. We may share it only in the following limited circumstances:- With service providers who assist us in delivering services (e.g., CRM platforms, email providers) under confidentiality agreements.
- When required by law, such as in response to legal requests, subpoenas, or regulatory obligations.
- In the event of a business transfer, such as a merger or acquisition, in accordance with applicable privacy laws.
6. Data Security
We take reasonable steps to protect your personal information using administrative, technical, and physical safeguards. While we strive to protect your data, no method of transmission over the internet or electronic storage is 100% secure.7. Your Rights and Choices
You have the right to:- Access, correct, or delete your personal information.
- Withdraw consent for marketing communications or SMS messages at any time.
- Disable cookies via your browser settings.