(332) 330-5554    45 Rockefeller Plaza Suite 2000, NY 10111 

Privacy Policy for Freeman Stanley® 

Thank you for visiting www.freemanstanley.com. Freeman Stanley® values your privacy and is committed to protecting the personal information you share with us. While modern technology allows us to provide efficient services, we maintain strict privacy practices to safeguard your data.

This Privacy Policy (“Policy”) explains how we collect, use, store, and protect your information, as well as the choices you have regarding your personal data. This Policy applies to all online activities conducted through www.freemanstanley.com.

Compliance With Privacy Laws

Freeman Stanley® complies with applicable privacy laws, including:

  • U.S. state privacy laws, including the California Consumer Privacy Act (CCPA)
  • EU General Data Protection Regulation (GDPR), where applicable

Freeman Stanley® does not actively offer services within the European Economic Area (EEA) and does not maintain an EU representative under Article 27 of the GDPR. Access to certain services may be restricted for visitors from EU countries.

Third-party websites linked from our site operate under their own privacy policies. Freeman Stanley® is not responsible for the content or privacy practices of external sites.

Information We Collect

We may collect personal information including, but not limited to:

  • Name
  • Email address
  • Phone number (including mobile number)
  • Billing address
  • Credit or debit card information (processed in compliance with PCI DSS standards)
  • Employer or relative contact information (when required for services)
  • Technical data such as browser type, operating system, IP address, and connection speed

This information is collected when you:

  • Use our website
  • Request services
  • Complete forms
  • Communicate with us by phone, email, or SMS

How We Use Your Information

Your information is used to:

  • Prepare, process, and file tax returns
  • Provide accounting, payroll, and related professional services
  • Process payments securely
  • Communicate service updates, reminders, and required documentation
  • Improve website functionality and user experience

Tax return information is shared only with federal and state authorities as required for filing purposes. Payment information is handled according to industry security standards.

With your consent, we may send informational or promotional communications. You may opt out of marketing communications at any time without affecting the services we provide.

Email Communications

By providing your email address, you consent to receive occasional emails (typically 2–5 emails per year) related to tax topics, deadlines, and Freeman Stanley® services.

  • You may unsubscribe at any time by clicking the Unsubscribe link in our emails.
  • We do not send unsolicited spam.

Cookies and Tracking Technologies

We use cookies to enhance your experience on www.freemanstanley.com. Cookies help us remember preferences, analyze traffic, and improve site functionality.

  • You may disable cookies through your browser settings.
  • Some features may not function properly if cookies are disabled.
  • Certain cookies are strictly necessary for website operation and cannot be opted out of.

Internal Controls and Data Security

We maintain strict internal safeguards to protect your personal information, including:

  • Firewalls and secure server environments
  • Encrypted data storage and backups
  • Limited employee access on a need-to-know basis
  • Confidentiality and data-handling policies

Data Transmission and SSL Security

All data exchanged between you and Freeman Stanley®, including IRS electronic filing, is protected using Secure Sockets Layer (SSL) encryption. SSL technology ensures that sensitive data is encrypted during transmission and accessible only by authorized parties.

SSL certificates also authenticate our servers to prevent unauthorized interception of your data.

 

Visiting From Outside the United States

If you access our website from outside the U.S., your information may be transferred to and processed in the United States. While data protection laws may differ, Freeman Stanley® takes reasonable steps to safeguard your information.

SMS Messaging Program

SMS Consent

By providing your mobile phone number, you consent to receive SMS text messages from Freeman Stanley® related to:

  • Appointments and reminders
  • Tax filing updates and deadlines
  • Document requests
  • Account and service-related notifications

Consent to receive SMS messages is not a condition of purchase.

How to Opt In

You may opt in to receive SMS messages by:

  • Submitting your mobile number through our website forms
  • Providing verbal or written consent during client onboarding
  • Requesting SMS communication during an appointment or consultation

Message Frequency

Message frequency may vary based on your interaction with Freeman Stanley®, but typically includes service-related reminders and updates.

Message and Data Rates

Message and data rates may apply depending on your mobile carrier and service plan.

Opt-Out Instructions

You may opt out of SMS messages at any time by replying STOP to any message. After opting out, you may receive a one-time confirmation message. No further SMS messages will be sent unless you re-opt in.

Help Instructions

For help, reply HELP to any message or contact us at:

SMS Data Use

Your mobile number and SMS message content are used solely for communication purposes and are not sold, rented, or shared with third parties for marketing purposes.

Do Not Sell My Personal Information

Freeman Stanley® does not sell personal information. Certain data (such as cookies) may be used for advertising or analytics purposes but is not sold to third parties.

Third-Party Service Providers

We may share information with trusted third-party providers solely to perform services on our behalf, including:

  • EPS Financial / MetaBank® for bank product processing
  • Official Payments Corporation® for credit and debit card payments

These providers are authorized to use your information only as necessary to provide the requested services and are required to protect your data.

Children Under 13

Freeman Stanley® does not knowingly collect personal information from children under the age of 13 without parental consent. If such information is discovered, it will be promptly deleted.

Transition of Ownership

In the event of a merger, acquisition, or sale of assets, your personal information may be transferred. Users will be notified at least 30 days in advance of any material changes affecting personal data.

Disclosure by Legal Requirement

We may disclose personal information if required by law, court order, or to protect the rights, property, or safety of Freeman Stanley®, our clients, or others.

Dispute Resolution

Any disputes arising under this Policy will first be mediated by the American Arbitration Association (AAA). If unresolved within 90 days, disputes will proceed to binding arbitration in Florida, USA. Mediation costs are shared equally.

Changes to This Policy

We reserve the right to update this Privacy Policy at any time. Material changes will be posted on www.freemanstanley.com or communicated via email.

Contact Information

Freeman Stanley®
Mailing Address: 45 Rockefeller Plaza, Suite 2000, New York, NY 10111
Phone: +1 332-330-5554
Email: team@freemanstanley.com
Website: www.freemanstanley.com