Privacy Policy

Last updated: September 11, 2026

Information we collect

We may collect contact details, appointment information, service requests, tax-related questions, website interactions, and communications you choose to send through phone, SMS, forms, or the private client portal.

How we use information

We use information to provide accounting and tax services, respond to inquiries, schedule and manage appointments, support client communications, maintain records, improve service, and protect our systems.

Mobile information

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. Information may be shared with service providers that support communications or operations solely as needed to provide the requested service and subject to applicable safeguards.

SMS and calls

Where you provide consent, Palmetto Bay Accounting Services may send service-related text messages or place calls concerning appointments, requested services, documents, or follow-up. Message frequency varies. Message and data rates may apply. Reply STOP to opt out of SMS or HELP for help.

AI-assisted communications

Some website, SMS, and phone interactions may be assisted by artificial intelligence. The assistant is intended to provide general information, collect intake details, help with scheduling, and route matters for human review. Do not send full Social Security numbers, passwords, complete bank account numbers, or payment card numbers through public chat or SMS.

Contact

Palmetto Bay Accounting Services
9555 SW 175th Terrace, Palmetto Bay, FL 33157
palmettobay@accountingsrvcs.net