1 Who We Are
Simonsgroup Tax Advisory ("Simonsgroup," "we," "us") is a strategic tax advisory firm located at 1730 M Street NW, Washington, DC. This policy describes how we collect, use, and protect information gathered through our website, intake forms, phone lines, and text messaging program.
It applies to prospective and current clients. Client engagements are additionally governed by our engagement letters and applicable professional confidentiality obligations, including those governing federally authorized tax practitioners.
2 Information We Collect
- Contact information you provide: name, phone number, email address.
- Inquiry details you share by phone, form, or text: the nature of your tax question, general financial context, and scheduling preferences.
- Call information: calls to our office may be recorded for quality and accuracy, and callers are informed at the start of each call. Calls may be answered by an AI assistant, which is disclosed at the start of the call.
- Website and form analytics: standard usage data and campaign tags that tell us how you found us.
- Client tax documents: collected only through our secure client portal after you choose to work with us, never by text message and never through our marketing forms.
3 How We Use Information
To respond to your inquiry, schedule and prepare for consultations, deliver the links you request, provide tax services if you engage us, maintain records, and improve how our office handles calls and inquiries.
4 Text Messaging
We send texts only as described in our SMS Terms — transactional messages you request, typically one per inquiry.
🔐 No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties, except with service providers acting on our behalf solely to deliver the messages you requested.
Reply STOP at any time to opt out.
5 How We Share Information
We do not sell personal information. We share information only with:
- Service providers who process it on our behalf to operate our office, such as telephone and messaging providers, scheduling software, our client relationship system, and our secure document portal — each bound to use it only to provide services to us.
- Professionals you authorize us to coordinate with.
- Where required by law.
6 Security
We maintain administrative, technical, and physical safeguards appropriate to a tax practice, including a written information security program. Sensitive documents are exchanged only through our secure client portal.
7 Retention
We retain inquiry information as long as needed to respond and maintain business records, and client records as required by professional and legal obligations.
8 Your Choices
- Opt out of texts — reply STOP.
- Ask what contact information we hold about you.
- Ask us to correct or delete inquiry information by emailing tim@simonsgroup.net .
Legal and professional record-keeping obligations may limit deletion of client records.
9 Children
Our services are directed to adults; we do not knowingly collect information from children.
10 Changes to This Policy
We may update this policy; the current version will always be posted at this page with its effective date.
