Privacy Policy

WHAT DOES AXLEY & RODE, LLP DO WITH YOUR PERSONAL INFORMATION?

OVERVIEW

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. This privacy notice provides more specific information on how we collect and process your personal information. Please read this notice carefully to understand what we do.

WHAT INFORMATION DO WE COLLECT

This notice applies to our practices for gathering and disseminating information. The types of personal information we collect and share depend on the product or service you have with us. This information can include:

Social Security number and date of birth
Account numbers and income
Email address, mailing address, telephone numbers, and mobile numbers

When you are no longer our client, we may continue to share your information as described in this notice.

HOW WE COLLECT AND SHARE YOUR INFORMATION

All financial companies need to share clients personal information to run their everyday business. In the section below, we list the reasons financial companies can share their clients’ personal information; the reasons Axley & Rode, LLP chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information	Does Axley & Rode share?	Can you limit this sharing?
For our everyday business purposes—such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus	YES	NO
For our marketing purposes—to offer our products and services to you	YES	NO
For joint marketing with other financial companies	NO	We do not share
For our affiliates’ everyday business purposes—information about your transactions and experiences	NO	We do not share
For our affiliates’ everyday business purposes—information about your creditworthiness	NO	We do not share
For our affiliates to market to you	NO	We do not share
For nonaffiliates to market to you	NO	We do not share

QUESTIONS

If you would like to access, correct, amend or delete any personal information we have about you, register a complaint, or simply want more information, contact us by phone at 936.634.6621 or by mail at 1307 S. 1st St., Lufkin, TX 75901.

SMS TEXT MESSAGING SERVICE

This privacy notice provides more specific information on how the Axley & Rode, LLP text messaging service collects and processes your personal information.

How we collect information

We collect personal information in the following circumstances:

Direct Collection, when you provide information by responding to text messages.
From Axley & Rode, LLP sources, when we import your contact information from other Axley & Rode systems and sources such as our practice management system or tax software.

What type of information we collect

Direct Collection: Opt-out preferences and the content of your text message responses to us.
From Axley & Rode, LLP sources: First and last name and mobile number.

How this information is used

We use the personal information we collect to communicate with you regarding Axley & Rode, LLP operations and services, such as:

Updates, to keep you informed of important dates or activities specific to your relationship with Axley & Rode, LLP.
Promotional activities, to share opportunities that may be of interest to you.

What choices you can make about your information

If you wish to unsubscribe from text messages for a campaign, you can reply with words, such as ‘cancel’, ‘end’, ‘quit’, ‘unsubscribe’, ‘stop’, or ‘stop all’ and you will no longer receive messages.

If you wish to re-subscribe, reply with words, such as ‘start’, ‘yes’, or ‘unstop’.

WHO WE ARE

Who is providing this notice? Axley & Rode, LLP.

WHAT WE DO

How does Axley & Rode, LLP protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

We also maintain other physical, electronic, and procedural safeguards to protect your information.

How does Axley & Rode, LLP collect my personal information?

We collect your personal information, for example, when you

engage us to prepare tax returns
engage us for bookkeeping services
use your credit or debit card to pay your bill

We may also collect your personal information from other companies.

Why can’t I limit all sharing?

Federal law gives you the right to limit only

sharing for affiliates’ everyday business purposes—information about your creditworthiness
affiliates from using your information to market to you
sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

DEFINITIONS

Affiliates: Companies related by common ownership or control. They can be financial and nonfinancial companies. Axley & Rode, LLP does not share with our affiliates.

Nonaffiliates: Companies not related by common ownership or control. They can be financial and nonfinancial companies. Axley & Rode, LLP does not share with nonaffiliates so they can market to you.

Joint marketing: A formal agreement between nonaffiliated financial companies that together market financial products or services to you. Axley & Rode, LLP does not share with nonaffiliates so they can market to you.

PRIVACY NOTICE CHANGES

This privacy notice may be updated from time to time. We will post the date our notice was last updated at the bottom of this privacy notice.

Effective 07/19/2024