Privacy Policy

Privacy Policy and SMS Terms & Conditions

Effective Date: September 5, 2025

Privacy Policy

We are committed to protecting your privacy. In accordance with the Gramm-Leach-Bliley Act of 1999 and SMS communications regulations, we collect and use personal information for the purposes of providing our services and SMS messaging.

Information We Collect:

  • Information you provide on applications, tax organizers, worksheets, and other documents;
  • Information about your transactions with us, our affiliates, or others;
  • Information we receive from consumer-reporting agencies;
  • Mobile phone number(s) you provide to receive SMS messages.

How We Use Your Information:

  • To provide services and account-related communications;
  • To send SMS messages including account notifications, appointment reminders, and updates;
  • To maintain and improve our services while ensuring your privacy and security.

We do not sell or share your personal information, including your phone number, with third parties except as permitted by law. Access to your nonpublic information is restricted to employees who need it to provide services to you.

We maintain physical, electronic, and procedural safeguards that comply with federal regulations to protect your nonpublic personal information. Online information is stored on secure servers located in CPA Website Solutions SOC 1 certified datacenters.

Contact Us About SMS, Privacy, Help or Opting Out of SMS messages:
If you have questions about our Privacy Policy or SMS messaging, you can contact us at:

  • Phone: (973) 406-3955
  • Email: info@cullaricarrico.com
  • Mail: 55 Lane Road, Suite 300, Fairfield, NJ 07004

SMS Messaging Terms & Conditions

By providing your mobile phone number, you consent to receive SMS/text messages from Cullari Carrico LLC regarding account updates, appointment reminders, promotional offers, and other relevant communications.

Types of Messages:

  • Account notifications and updates
  • Appointment reminders
  • Promotions, offers, and announcements

Texting Cadence:

  • Messages will be sent as necessary based on your interactions with us. You can expect up to 4–6 messages per month.

Message & Data Rates:

  • Standard message and data rates may apply as per your mobile carrier.

Privacy:

  • Your phone number is used solely for SMS communications with Cullari Carrico LLC. It will not be sold or shared with third parties. SMS communications are subject to the same privacy protections outlined in our Privacy Policy above.