We collect nonpublic personal information about you from the following sources:

• Information we receive from you on applications, tax organizers, worksheets and other documents;
• Information about your transactions with us, our affiliates, or others;
• Information we receive from a consumer-reporting agency.

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

If you have any questions about this policy, please do not hesitate to contact us.

Messaging Privacy Policy 

Effective Date: June 11, 2026

LittleOwl CPA (“we,” “us,” “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how LittleOwl CPA collects and uses information about you when you opt-in to receive SMS messages from us.  

Information We Collect   

When you opt-in to receive SMS messages, we collect: 

• Your phone number
• Consent to send SMS messages
• Your email address 
• Your basic contact information 
• Your messaging history

How We Collect Your Information 

We may collect your information directly from you, such as when you complete a form or contact us or automatically, such as when you interact with our website. 

How We Use Your Information 

We use your information to: 

• Send you the SMS messages you’ve opted in to receive
• Provide updates, promotions, or other relevant content based on your preferences
• Choices and Controls
• To operate our business 

You can opt out of receiving SMS messages at any time by replying STOP to any message we send you. You can review our Terms https://littleowlcpa.com/terms-and-conditions/ for additional information about the opt-out process. 

To Whom We Disclose Your Information 

We may disclose your information to our affiliated companies; to third party service providers, business advisors, or consultants who provide services to us; in connection with a merger, acquisition, reorganization, restructuring, financing transaction or sale of assets; as required by law or administrative order; to assert claims or rights or to defend against claims.

We do not share your personal information, phone number, or SMS consent opt-in data with third parties or affiliates for marketing or promotional purposes. 

Protection of Information 

We take steps to protect your information against unauthorized use or disclosure.  

Updates 

We may periodically update this privacy policy. If we make material changes that have a substantive and adverse impact on your privacy, we will provide notice on this website prior to the change becoming effective. We encourage you to periodically review this page for the latest information about our privacy practices. 

How to Contact Us  

You can reach us by texting the word HELP for support to (404) 689-4119.