Privacy & Terms of Service
Privacy Disclaimer
We highly value your trust and confidence in us, and we want to assure you that your personal information is kept completely confidential by us. As a Certified Public Accounting firm and a member of the Pennsylvania Institute of Certified Public Accountants, we adhere to the highest level of professional ethical responsibility and obligations to protect the confidentiality of all client information. This Privacy Policy summarizes for you what information we collect about you, the limited times when we may share it with others, and how we protect your privacy.
What Personal Information Do We Collect?
In order to meet your needs in the course of tax return preparation, tax and financial planning, and tax compliance engagements for you, we collect various types of personal information about you from the following sources:
- Information that we receive from you when you meet with us in person or over the phone, when you send us information by mail or email, through our website, on tax preparation worksheets, and on other documents or forms that we use in preparing your tax return or in providing other financial services for you. Such information includes: your name, address, social security number, income, investment and other assets, and other tax and financial attributes about you.
- Information about your transactions with us, our affiliates, or others. Such information includes, your account balance, payment history or transactions.
- Information we receive from you when your browser interacts with us when you visit our website. Such information includes information transmitted on an internet “cookie,” such as your password to our site, your preferences on the site, and your internet service provider’s address.
- Information we receive from a consumer reporting agency, such as your credit history and outstanding loan balances.
Is Personal Information Shared With Others?
We do not share any personal information about you to anyone without your express consent, except as permitted by law and as described below. The law permits disclosure in certain instances, such as if we must share information to protect against fraud, in response to a court subpoena, to others who are assuring our compliance with professional accounting standards (peer review), and the like. We may also share any or all of the information we collect, as described (again, except for consumer reporting agency information), to
- Nonaffiliated companies that perform support and marketing services on our behalf (such as data processing, market research and mailings), and
- Other financial institutions with whom we have joint marketing agreements. For your protection, our agreements with these companies require that they also keep your personal information in the same confidence that we do.
How Do We Protect The Confidentiality and Security of Your Personal Information?
Keeping your information confidential and secure is of utmost importance to us. We follow standard industry practices to actively protect the confidentiality, security, and integrity of your personal information. We also maintain physical, electronic, and procedural safeguards to guard your personal information. In so doing, we restrict access to your personal information to those employees who need to know that information to provide products or services to you and to support service companies and financial institutions mentioned above. In turn, those companies are legally and contractually bound to maintain the privacy of any personal information shared with them. Additionally, our employees are bound by internal confidentiality policies and are subject to disciplinary action for any policy violations.
What if You Become a Former Client?
Should you become an inactive client or should our relationship end, we will continue to protect the confidentiality and security of your personal information to this privacy policy.
Professional Ethics
As Certified Public Accountants, our professional ethical obligations and responsibilities have always demanded no less than the highest regard and duties toward the confidentiality of your personal information and the security of your privacy. We will protect your personal information, use it appropriately, and accomplish your engagements with us in such a manner so as to always maintain your trust and confidence in us.
SMS Messaging and Privacy
At Herbein + Company, Inc. (“Herbein,” “we,” “our,” or “us”), protecting your privacy is an essential part of how we do business. When you choose to receive SMS messages from us, you can expect clear, timely communication—and full transparency about how we handle your information.
What Information We Collect
When you opt in to receive SMS messages from Herbein, we may collect: Your name, mobile phone number, communication preferences, any additional information you voluntarily provide via SMS.
How We Use This Information
We use the information you provide to:
- Share important updates, including appointment reminders, and service-related communications
- Respond to your questions or requests
- Help ensure you receive the support and information you need, when you need it
- We do not use information collected via SMS for unsolicited or unrelated marketing.
Who We Share It With
Your privacy is our priority. We do not sell, rent, or share your SMS information with outside organizations—except with trusted third-party service providers who help us deliver text messages securely and reliably. These providers are bound by strict confidentiality agreements. SMS consent is not shared with third parties or affiliates for marketing purposes. Your consent to receive text messages from Herbein is used solely to support our direct communication with you.
How to Opt-Out
If you no longer wish to receive SMS messages from Herbein, you can opt out at any time: Simply reply STOP to any message you receive. Let your Herbein engagement team know you’d like to opt out · Or email us at privacy@herbein.com with your name and mobile number. Once you opt out, you’ll no longer receive text messages from us—unless you choose to opt back in.
SMS Terms of Service
By opting in to receive SMS communications from Herbein + Company, Inc. (“Herbein,” “we,” “our,” or “us”), whether through a web form, client intake, or other communication channel, you agree to the following terms and conditions:
Types of Messages You May Receive
When you opt in to SMS communications from Herbein, you may receive conversation-based, service-related messages, including:
- Appointment confirmations and rescheduling coordination
- Real-time responses to questions about ongoing work
- Requests for missing documents or follow-up items
- Status updates on deliverables or engagements
- Clarifications or brief updates from your service team
- Check-ins to ensure you’ve received or reviewed information
These messages are part of ongoing client conversations and are intended to improve service clarity, responsiveness, and support. Herbein does not send SMS marketing or promotional content.
Message Frequency: The number of messages you receive will depend on the nature of your engagement with Herbein. Messaging frequency may vary based on your service needs and communication preferences.
Message and Data Rates: Standard message and data rates may apply depending on your mobile service plan. Herbein is not responsible for any charges billed by your mobile carrier as a result of SMS communications.
Opt-Out and Help Instructions: To opt out of SMS communications at any time, simply reply STOP to any message. To request assistance or more information, reply HELP or visit https://www.herbein.com.
Additional Privacy Details: For additional details about how we manage your personal information and communication preferences, please refer to our Privacy Policy listed above.