Privacy Policy
PRIVACY POLICY
Last updated: October 5, 2026
This Privacy Policy describes how Genesis Solutions LLC dba Genesis Solutions CPA (“Genesis Solutions CPA,” “we,” “us,” or “our”) collects, uses, and protects information when you use our website or communicate with us, including by email, telephone, or text message.
By using our website or providing information to us, you acknowledge the practices described in this Privacy Policy.
Information We Collect
We may collect personal information that you voluntarily provide to us, including:
First and last name
Email address
Telephone or mobile number
Mailing address
Information provided through website forms
Information provided in connection with tax, accounting, payroll, consulting, or other professional services
Communications between you and Genesis Solutions CPA
We may also automatically collect certain technical and usage information when you visit our website.
How We Use Your Information
We may use your information to:
Provide tax, accounting, payroll, consulting, and other professional services;
Communicate with you regarding your account or services;
Request documents or information needed to perform services;
Provide tax return, filing, or project status updates;
Send appointment confirmations and reminders;
Respond to questions and customer-service requests;
Provide important administrative or account notifications;
Maintain and improve our website and services; and
Comply with applicable legal, regulatory, and professional requirements.
Text Message/SMS Communications
If you provide your mobile telephone number and opt in to receive text messages from Genesis Solutions CPA, you agree to receive text messages from us at the mobile number you provide.
Text messages may include appointment reminders, tax return or filing status updates, document requests, account notifications, customer-care communications, and other communications relating to services you have requested from Genesis Solutions CPA.
Message frequency may vary. Message and data rates may apply. Reply STOP to opt out. HELP for assistance.
Consent to receive text messages is not a condition of purchasing or receiving our professional services.
You may withdraw your consent to receive text messages at any time by replying STOP. After opting out, you may receive a confirmation message acknowledging your request.
Mobile Information and SMS Opt-In Data
Mobile information and SMS opt-in consent information will not be shared with third parties or affiliates for marketing or promotional purposes.
We do not sell, rent, or share mobile telephone numbers, SMS opt-in data, or SMS consent information with third parties for their marketing purposes.
We may disclose information to service providers that assist us in providing our communications or professional services when necessary to perform services on our behalf, or when disclosure is required by law. Such disclosure does not include sharing SMS opt-in consent information with third parties for their own marketing or promotional purposes.
Information Sharing
We do not sell your personal information.
We may share information with service providers and professional partners when reasonably necessary to operate our business or provide services to you, subject to applicable confidentiality, privacy, professional, and legal requirements.
We may also disclose information when required or permitted by law, regulation, court order, or other legal process.
Data Security
We use reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, alteration, or disclosure.
No method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.
Data Retention
We retain personal information for as long as reasonably necessary to provide services, satisfy professional record-retention requirements, comply with legal and regulatory obligations, resolve disputes, and enforce agreements.
Your Choices
You may contact us to request that we update or correct certain personal information.
For text messages, you may opt out at any time by replying STOP. For assistance with text messaging, reply HELP.
Changes to This Privacy Policy
1. Opt-In Description
During a phone call or in-person conversation, a Genesis Solutions CPA representative explains the SMS program, and the customers agree to receive text messages from Genesis Solutions CPA about appointment reminders, document requests, tax and accounting service updates, deadline reminders, account notifications, and responses to inquiries.
Message frequency may vary, message and data rates may apply, and they may reply STOP to opt out or HELP for assistance. Please see our Privacy Policy at: https://www.igscpa.com/privacy-policy-
2. Verbal Opt-In Script
A Genesis Solutions CPA representative asks the customer:
“Do you agree to receive text messages from Genesis Solutions CPA about appointment reminders, document requests, tax and accounting service updates, deadline reminders, account notifications, and responses to your inquiries? Message frequency may vary. Message and data rates may apply. Reply STOP to opt out, HELP for assistance. Please see our Privacy Policy: https://www.igscpa.com/privacy-policy-”
The customer must affirmatively agree before being enrolled to receive text messages.
3. Opt-In Confirmation Message
Genesis Solutions CPA: You have agreed to receive text messages from Genesis Solutions CPA about appointment reminders, document requests, tax and accounting service updates, deadline reminders, account notifications, and responses to inquiries. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out, HELP for assistance. Please see our Privacy Policy: https://www.igscpa.com/privacy-policy-
4. Sample Message 1 – Tax Return Update
Genesis Solutions CPA: Your tax return has been updated and is ready for the next step. Please contact our office if you have any questions. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out, HELP for assistance.
5. Sample Message 2 – Document Request
Genesis Solutions CPA: We are still missing documents needed to complete your tax return. Please upload the requested documents through your secure client portal or contact our office with questions. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out, HELP for assistance.
6. Sample Message 3 – Appointment Reminder
Genesis Solutions CPA: This is a reminder of your upcoming appointment with our office. Please contact us if you need to reschedule. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out, HELP for assistance.
7. Low Volume Campaign – Sub-Use Case
- Customer Care
8. Privacy Policy – Required SMS Disclosure
Add the following section to the published Privacy Policy:
Mobile/SMS Information
Mobile information and SMS opt-in consent information will not be shared with third parties or affiliates for marketing or promotional purposes.
Genesis Solutions CPA does not sell, rent, or share mobile telephone numbers, SMS opt-in data, or SMS consent information with third parties for their marketing or promotional purposes.
Information may be shared with service providers as necessary to provide our communications and professional services or as required by law. Such sharing does not include providing SMS opt-in consent information to third parties or affiliates for their own marketing or promotional purposes.
9. Verbal-Consent Supporting Document
The verbal-consent script should be retained as supporting documentation of Genesis Solutions CPA's verbal opt-in process. It may be provided if requested during carrier or campaign review.
The verbal-consent document is supporting evidence and is not required as a condition of submitting the campaign.
We may update this Privacy Policy periodically. Changes will be posted on this page with an updated “Last updated” date.
Contact Us
If you have questions about this Privacy Policy or our privacy practices, please contact:
Genesis Solutions LLC
dba Genesis Solutions CPA
Website: www.igscpa.com