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Privacy Policy

Effective Date: 1/01/2026

This Privacy Policy describes how Socair Advisors, a certified public accounting (CPA) firm (“we,” “us,” or “our”), collects, uses, discloses, and protects personal information obtained from clients and prospective clients across the United States. Our services are provided remotely and in person, including through Zoom or other video conferencing platforms, mobile phones, landline phones, SMS/text messaging, email, and secure online portals.

We are committed to safeguarding your information and complying with applicable federal and state privacy laws, professional standards, and communications regulations, including requirements applicable to SMS messaging platforms such as Dialpad.

1. Information We Collect

We may collect the following categories of information:

A. Personal Identifiers

  • Full name

  • Mailing address

  • Email address

  • Mobile phone number and landline phone number

  • Date of birth

  • Government-issued identification (e.g., Social Security number, taxpayer identification number)

B. Financial and Tax Information

  • Income information

  • Bank account and routing numbers

  • Investment and retirement account information

  • Tax returns and supporting documentation

  • Payroll and business financial records

C. Communication Information

  • Emails, SMS/text messages, and call records

  • Voicemail messages

  • Video conferencing metadata (e.g., meeting dates and participants)

  • Client support inquiries and responses

D. Technical and Usage Information

  • IP address

  • Device type and operating system

  • Log-in activity on secure portals

2. How We Use Information

We use collected information for the following purposes:

  • Providing accounting, tax preparation, advisory, and consulting services

  • Communicating with you regarding services, appointments, deadlines, and requests

  • Sending transactional messages, including reminders and confirmations via SMS, phone, or email

  • Complying with legal, regulatory, and professional obligations

  • Maintaining records required under accounting and tax laws

  • Improving our services, systems, and client experience

  • Preventing fraud and securing our systems

We do not use SMS or phone communications for unsolicited marketing unless you have expressly consented where required by law.

3. SMS Messaging and Phone Communications

By providing your mobile phone number, you consent to receive SMS/text messages and phone calls from us related to our services, including:

  • Appointment reminders

  • Requests for information or documentation

  • Service-related updates

  • Compliance or deadline notifications

Message frequency may vary. Standard message and data rates may apply depending on your carrier.

Important SMS Privacy Statement (Dialpad Compliance)

  • Mobile phone contact information will not be shared, sold, rented, or disclosed to third parties for marketing or promotional purposes.

  • SMS consent is not shared with third parties or affiliates for marketing purposes.

4. Information Sharing and Disclosure

We may share your information only in the following limited circumstances:

  • With trusted service providers (e.g., secure cloud storage, communications platforms, or practice management software) who are contractually obligated to protect your information and use it solely for providing services to us

  • When required by law, court order, subpoena, or regulatory authority

  • To protect our rights, property, or safety, or that of our clients

We do not sell personal information to third parties.

5. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information, including:

  • Encrypted file storage and transmission

  • Secure client portals

  • Access controls and authentication procedures

  • Staff training on confidentiality and data protection

Despite our efforts, no method of transmission or storage is 100% secure. We encourage clients to take precautions when sharing sensitive information electronically.

6. Your Choices and Opt-Out Rights

A. SMS/Text Messaging Opt-Out

You may opt out of SMS/text messages at any time by: - Replying STOP to any SMS message, or - Contacting us directly using the information below

After opting out, you may still receive essential service-related communications through other methods unless you request otherwise.

B. Email Opt-Out

You may opt out of non-essential emails by using the unsubscribe link in the email or contacting us directly.

C. Access and Correction

You may request access to or correction of your personal information, subject to legal and professional obligations.

7. Retention of Information

We retain personal information only as long as necessary to:

  • Provide services

  • Comply with legal, tax, and professional recordkeeping requirements

  • Resolve disputes and enforce agreements

8. Children’s Privacy

Our services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Updates will be posted on our website with a revised effective date.

10. Contact Information

Socair Advisors
Email: contact@socairadvisors.com
Phone: 208-274-4711
Mailing Address: 414 Church Street, Suite 113

Sandpoint, ID 83864

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