Privacy Policy & SMS Terms of Service — Stratys Consulting

Effective Date: November 2026

1. Information We Collect

Stratys Consulting ("we," "our," or "us"), located at 360 S. Kiely Blvd., Suite 250, San Jose, CA 95129, collects personal contact information—including your name, email address, and phone number—when you voluntarily submit an inquiry through our website (https://www.stratysconsulting.com/contact-us) or engage us for tax, accounting, bookkeeping, or human resources advisory services.

2. How We Use Your Information

We use the information you provide solely to respond to your inquiries, deliver accounting and tax services, send engagement updates, and communicate with you regarding your account and client portal.

3. Strict Mobile & SMS Privacy (No Third-Party Sharing)

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service or client portal delivery, is permitted solely to provide our services to you. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with or sold to any third parties under any circumstances.

4. SMS Terms of Service & Disclosure

By opting in to receive text messages from Stratys Consulting (via our website contact form, client intake form, or by initiating a text message to (408) 557-8200), you consent to receive conversational and account-related SMS messages from Stratys Consulting (such as document upload confirmations, tax return readiness alerts, and appointment reminders).

• Messaging Frequency: Message frequency varies based on engagement and client requests.

• Message & Data Rates: Message and data rates may apply depending on your mobile carrier and plan.

• Opt-Out (STOP): You can unsubscribe from text messages at any time by replying STOP to any text message received from us. After sending STOP, you will receive a confirmation message, and we will cease sending SMS messages to that number.

• Assistance (HELP): For assistance, reply HELP to any message, call us at (408) 557-8200, or visit https://www.stratysconsulting.com/contact-us.

• Carrier Liability: Mobile carriers are not liable for delayed or undelivered messages.

5. Client Confidentiality & Tax Data Protection (GLBA & IRC § 7216)

Financial records, tax documents, and accounting workpapers uploaded to the Stratys Client Portal are protected in accordance with the Gramm-Leach-Bliley Act (GLBA), Internal Revenue Code Section 7216, and applicable professional accounting confidentiality standards. We do not disclose tax return information or client financial records to any third party without your express written authorization, except as strictly necessary to e-file authorized returns with taxing authorities or comply with applicable law.

6. Data Security & Access Controls

We maintain administrative, technical, and physical safeguards designed to protect your information against unauthorized access, loss, or alteration. Client portal files and messages are encrypted in transit (TLS 1.2+) and at rest within enterprise cloud storage protected by multi-factor authentication and strict role-based access controls.

7. California Privacy Rights & Cookies

Our website uses standard functional cookies to operate securely. Under California privacy law, California residents may request access to, correction of, or deletion of their personal information (subject to statutory tax and accounting record-retention obligations) by contacting us at (408) 557-8200. Stratys Consulting does not sell personal information or share it for cross-context behavioral advertising.

8. No CPA-Client Relationship Formed by Website Inquiry

Submitting an inquiry through our website, email, or SMS does not by itself establish a formal CPA-client or advisory relationship, nor does website content constitute formal tax, legal, or financial advice. A formal engagement begins only after conflict checks are completed and a written Engagement Letter is signed by both parties.

9. Contact Us Regarding Privacy

If you have any questions or requests regarding this Privacy Policy, our SMS Terms, or your personal information, please contact Stratys Consulting at (408) 557-8200, by mail at 360 S. Kiely Blvd., Suite 250, San Jose, CA 95129, or via https://www.stratysconsulting.com/contact-us.