NEW CLIENT DISCOUNTS ARE AVAILABLE
Privacy Policy
Information We Collect
Lasted updated June 28, 2026
Count The Penny, Inc. ("Count The Penny," "we," "our," or "us") is committed to protecting your privacy and safeguarding the personal information you entrust to us. This Privacy Policy explains what information we collect, how we use it, and how we protect it.
We may collect the following types of personal in
Lasted updated June 28, 2026
Count The Penny, Inc. ("Count The Penny," "we," "our," or "us") is committed to protecting your privacy and safeguarding the personal information you entrust to us. This Privacy Policy explains what information we collect, how we use it, and how we protect it.
We may collect the following types of personal information:
- Name
- Company name
- Mailing address
- Email address
- Telephone number
- Financial and tax-related information necessary to provide our services
- Documents uploaded through our secure client portal
- Appointment and scheduling information
- Communication preferences, including SMS consent when provided
.png/:/rs=w:365,h:365,cg:true,m/cr=w:365,h:365)
We use your information to:
- Provide accounting, bookkeeping, payroll, tax preparation, tax resolution, and business advisory services
- Communicate regarding your account, appointments, projects, invoices, and requested documents
- Respond to inquiries and customer support requests
- Deliver requested services
- Meet legal, regulatory, and professional compliance requirements
- Improve our website and client experience
We do not sell or rent your personal information.
SMS consent is not shared with third parties or affiliates for marketing purposes.
We do not sell or rent your personal information.
We may share your information only when necessary with:
- Trusted service providers that assist in delivering our services (such as secure client portal providers, payment processors, payroll providers, and cloud technology providers)
- Government agencies when required by law or when authorize
We do not sell or rent your personal information.
We may share your information only when necessary with:
- Trusted service providers that assist in delivering our services (such as secure client portal providers, payment processors, payroll providers, and cloud technology providers)
- Government agencies when required by law or when authorized by you
- Professional advisors or legal authorities as required to comply with applicable laws or regulations
All third-party providers are expected to maintain appropriate safeguards for your information.
SMS consent is not shared with third parties or affiliates for marketing purposes.
SMS consent is not shared with third parties or affiliates for marketing purposes.
SMS consent is not shared with third parties or affiliates for marketing purposes.
If you choose to receive text messages from Count The Penny, we may send appointment reminders, document requests, account updates, project notifications, payment reminders, and other service-related communications.
Message frequency may vary.
Message and data rates may apply based on your mobile carrier.
You may opt out of SMS communicati
If you choose to receive text messages from Count The Penny, we may send appointment reminders, document requests, account updates, project notifications, payment reminders, and other service-related communications.
Message frequency may vary.
Message and data rates may apply based on your mobile carrier.
You may opt out of SMS communications at any time by replying STOP. For assistance, reply HELP or contact us directly.
See our SMS Policy for more details.
%20(1).png/:/rs=w:365,h:365,cg:true,m/cr=w:365,h:365)
SMS consent is not shared with third parties or affiliates for marketing purposes.
We use commercially reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, alteration, or destruction. While no method of electronic transmission is completely secure, we strive to use industry best practices to protect your information.
SMS consent is not shared with third parties or affiliates for marketing purposes.
Our website may use cookies and similar technologies to improve functionality, analyze website usage, and enhance your browsing experience. You may disable cookies through your browser settings, although some website features may not function properly.
You may request to review, update, or correct your personal information by contacting us. Certain information may be retained as required by law or professional recordkeeping requirements.
We may update this Privacy Policy from time to time. Changes become effective immediately upon posting to this page. The Effective Date at the top of this policy will indicate when the most recent changes were made.
Count The Penny
Website: www.countthepenny.com
If you have any questions regarding this Privacy Policy or our privacy practices, please contact us through our website.
SMS Terms & Conditions
Effective Date: July 9, 2026
By providing your mobile phone number and opting in to receive text messages from Count The Penny, Inc. ("Count The Penny," "we," "our," or "us"), you agree to these SMS Terms & Conditions.
Types of Messages You May Receive
By opting in, you may receive text messages related to:
- Appointment confirmations and reminders
- Secure document upload requests
- Client portal notifications
- Tax return status updates
- Payroll notifications
- Bookkeeping and accounting project updates
- Invoice and payment reminders
- Account notifications
- Responses to your questions or requests for assistance
Message Frequency
Messaging frequency may vary depending on your services, appointments, and account activity.
Message and data rates may apply according to your mobile carrier's plan.
Opting Out
You may opt out of receiving SMS messages at any time by replying STOP to any text message you receive from Count The Penny.
Once you opt out, you will no longer receive SMS communications unless you opt in again.
Do you need help?
For assistance, reply HELP to any text message or visit https://countthepenny.com/.
%20(1).png/:/cr=t:10.23%25,l:0%25,w:100%25,h:79.55%25/rs=w:700,h:318,cg:true)
Got an IRS Notice or Looking to Reduce Your Tax Liability?
Don’t stress—we’re here to help! Whether you’ve received an IRS notice or you’re simply looking for smart ways to reduce your tax liability this year, we’ve got solutions tailored to your needs.
Book your appointment now