Last Updated: November 8, 2025
 

Radtke & Company, CPA ("we," "us," or "our") respects your privacy. This Privacy Policy explains what information we collect, how we use it, how we share it, and the choices you have. It also includes the legally required disclosures for SMS/text messaging under The Campaign Registry (TCR) guidelines.

Plain‑English summary: We collect only what we need to deliver accounting, tax, and advisory services; we don’t sell your data; and we never share SMS consent or phone numbers for SMS with third parties. You can opt out of texts at any time by replying STOP.

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1) Information We Collect

Types of information (examples):

• Identity & Contact: name, email address, phone number(s), mailing address, company name/title.

• Professional/Client Records: engagement details, services requested, limited financial/tax information you provide for our work.

• Technical: IP address, device/browser, pages viewed, time/date, referring URLs, cookies or similar tech.

• Communications: messages sent to us (email, website forms, SMS if you’ve opted in), call recordings where permitted.

2) How We Collect Information

• Directly from you when you contact us, complete a form, sign an engagement letter, or opt in to SMS.

• Automatically via cookies, analytics, and log files when you use our website.

• From third parties you authorize (e.g., payroll platforms, bookkeeping systems) to support our services.

3) Why We Use Information (Purposes)

• To deliver accounting, tax, and advisory services and manage client relationships.

• To send service‑related communications you request/authorize (e.g., appointment reminders, document requests, billing updates).

• To respond to inquiries, provide support, improve our website/services, and ensure security and legal compliance.

4) How We Share Information

• Service Providers: We may share limited data with vendors who help us operate (e.g., secure file exchange, e‑signature, communications). These providers are bound by confidentiality and data‑protection obligations.

• Legal/Compliance: We may disclose information if required by law, regulation, subpoena, or to protect rights, privacy, safety, or property.

• No Sale of Personal Information: We do not sell your personal information.

• SMS‑Specific Non‑Sharing: SMS opt‑in consent and phone numbers for the purpose of SMS are not being shared with any third parties under any circumstances.

5) Your Choices and Rights

• Access/Update/Delete: You may request access to, correction of, or deletion of your personal information, subject to legal/record‑keeping requirements.

• Opt Out of Emails: Click the unsubscribe link or contact us.

• Opt Out of SMS: Reply STOP to any message. For help, reply HELP or contact us using the details below.

6) Data Security & Retention

We use reasonable administrative, technical, and physical safeguards. No method of transmission or storage is 100% secure. We retain information only as long as needed for the purposes described above and to meet legal/ethical/record‑keeping obligations common to CPA practices.

7) Children’s Privacy

Our website and services are not intended for children under 13. We do not knowingly collect personal information from children under 13.

8) International Users

Our services are intended for the United States. If you use our site from other regions, you consent to the processing and transfer of your information in the U.S.

9) Changes to This Policy

We may update this policy. The “Last Updated” date will reflect the latest revision. Material changes will be posted on this page.

10) How to Contact Us

Radtke & Company, CPA
4966 El El Camino Real STE 105
Los Altos, CA 94022
Email: info@radtkecpa.com
Phone: (650) 463-9353

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SMS Terms & Conditions (TCR‑Compliant)

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By opting in, you agree to receive SMS/text messages from Radtke & Company, CPA (short code or long code as applicable) to the mobile number you provide. These terms apply to our SMS communications and may be incorporated by reference into our engagement letter.

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1) Consent & Non‑Sharing

• You must opt in before we text you. You may opt in verbally, via website or paper forms that include an SMS consent checkbox, or by replying affirmatively to a clear opt‑in prompt.

• We do not share phone numbers or SMS consent with third parties for marketing purposes.

• SMS opt‑in consent and phone numbers for the purpose of SMS are not being shared with any third parties under any circumstances.

2) Types of SMS You May Receive

Depending on your relationship with us and what you authorize, messages may include, for example:

• Appointment reminders (e.g., meeting confirmations, rescheduling notices)

• Follow‑up messages (e.g., document requests, status updates)

• Billing inquiries (e.g., invoice reminders, payment confirmations)

• Occasional promotions/offers (only if you explicitly consent to marketing texts)

3) Message Frequency

Message frequency may vary by engagement and season. Typical frequency is up to 4 messages per month, but may increase temporarily during active filings or time‑sensitive engagements.

4) Rates/Fees

Message and data rates may apply. Check your carrier plan. Fees may vary for domestic vs. international delivery.

5) Opt‑In Methods

• Verbally during a conversation (documented by us)

• By submitting an online form with an SMS consent checkbox

• By completing a paper form with an SMS consent checkbox
  SMS Opt-In Consent
  By selecting the SMS consent checkbox on our booking or contact forms, you authorize Radtke & Company, CPA to send text messages related to client services, such as appointment reminders, billing notifications, or important updates. Message frequency may vary. Message and data rates may apply depending on your carrier. SMS opt-in consent and phone numbers for the purpose of SMS are not shared with third parties under any circumstances. You may opt out of receiving messages at any time by replying STOP, or request assistance by replying HELP or contacting us directly.

• Your consent to receive SMS messages is not a condition of any purchase or professional engagement.

6) Opt‑Out

You can opt out at any time by replying STOP to any message. You may also contact us using the information in the Privacy Policy, and we will remove your number from our SMS list.

7) Help

For help, reply HELP to any message. You can also reach us at info@radtkecpa.com or (650) 463-9353.

8) Standard Disclosures

• Message and data rates may apply.

• You can opt out at any time by texting STOP.

• For assistance, text HELP or visit our Privacy Policy and SMS Terms pages.

• Message frequency may vary.

9) Eligibility & Carrier Disclaimers

• You must be the account holder or have the account holder’s permission. You affirm you are 18+ or have reached the age of majority in your jurisdiction.

• Delivery is subject to your wireless carrier’s network availability, which we do not control. Carriers are not liable for delayed or undelivered messages.

10) Privacy

See our Privacy Policy above for how we handle your information, including SMS‑specific non‑sharing.