Privacy Policy
Effective Date: September 16, 2026
Last Updated: September 16, 2026
BRG Firm respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy explains how BRG Firm collects, uses, stores, and shares information when you visit our website, communicate with us, submit forms, schedule services, engage BRG Firm for tax or business services, participate in training or professional programs, or communicate with us by telephone, email, or text message.
This Privacy Policy applies to information collected through https://www.brgfirm.com/ and through BRG Firm's related forms, intake processes, communications, services, and digital platforms.
By using our website or voluntarily providing information to BRG Firm, you acknowledge the practices described in this Privacy Policy.
1. Information We Collect
BRG Firm may collect personal and business information that you voluntarily provide to us. This information may include:
- First and last name
- Mailing or business address
- Email address
- Telephone or mobile number
- Company or business name
- Business type and industry
- Appointment and scheduling information
- Tax-service information
- Tax filing status and general tax-related information
- Bookkeeping and financial-service information
- Business consulting information
- Information related to business formation or business planning
- Tax professional information
- PTIN or EFIN status when relevant to a professional program
- Tax office or Service Bureau application information
- Training and onboarding information
- Information you provide through forms, applications, surveys, or intake questionnaires
- Communications you send to BRG Firm by email, telephone, website chat, or text message
- Website usage and technical information such as IP address, browser type, device type, cookies, and general interaction with our website
Depending on the service you request, BRG Firm may also request additional information reasonably necessary to provide that service.
2. Sensitive and Financial Information
Certain BRG Firm services may require information that is sensitive or financial in nature. For example, tax preparation, bookkeeping, tax planning, or business consulting may require financial records, tax documents, identification information, or other records necessary to perform the requested service. BRG Firm uses reasonable administrative, technical, and organizational safeguards designed to protect this information. Please do not submit highly sensitive information through an unsecured communication channel unless specifically instructed to do so by BRG Firm.
3. How We Use Personal Information
BRG Firm may use information collected from you to:
- Provide tax preparation and tax-related services
- Provide tax planning services
- Prepare or assist with prior-year or amended returns
- Provide bookkeeping and financial management services
- Provide business consulting and business development services
- Assist with business formation or business strategy
- Provide credit and funding readiness education or consulting
- Provide wealth and legacy planning support
- Process inquiries and applications
- Schedule and manage appointments or consultations
- Request documents or additional information
- Communicate service updates
- Respond to customer-service questions
- Provide account or application notifications
- Administer tax-professional programs
- Administer PTIN preparer onboarding
- Administer EFIN/ERO onboarding
- Administer BRG Service Bureau programs
- Provide tax software, training, education, or professional support
- Manage training sessions, onboarding requirements, or compliance activities
- Send communications that you have requested or consented to receive
- Maintain internal business and client records
- Improve our services, website, and customer experience
- Prevent fraud, misuse, or unauthorized activity
- Comply with legal, regulatory, tax, accounting, or professional obligations
4. SMS and Text Messaging
BRG Firm may communicate with customers, prospective customers, tax professionals, business owners, applicants, and other individuals through SMS or text messaging when appropriate consent has been obtained. SMS communications may include:
- Appointment and consultation reminders
- Customer-care communications
- Document requests
- Tax-service updates
- Bookkeeping-service updates
- Business consulting updates
- Account notifications
- Application updates
- Tax professional onboarding information
- PTIN preparer communications
- EFIN/ERO communications
- Service Bureau onboarding and support
- Training reminders
- Requested follow-up communications
Message frequency may vary. Message and data rates may apply. You may opt out of BRG Firm SMS communications at any time by replying STOP. For assistance, reply HELP, call (903) 592-5615, or visit https://www.brgfirm.com/. BRG Firm requires appropriate consent before sending automated or informational SMS messages. RingCentral's current SMS guidance requires express consent for informational messages and express written consent for promotional messages, with consent tracked and opt-out instructions provided.
5. SMS Consent and Mobile Information
BRG Firm treats mobile opt-in information and SMS consent as protected information. No mobile opt-in information or text message consent will be shared with third parties or affiliates for their own marketing or promotional purposes. SMS consent is not sold, rented, or shared with third parties or affiliates for marketing purposes. BRG Firm may use service providers that help us deliver communications or operate our business. Those service providers may process information only as necessary to provide services to BRG Firm and are not authorized to use your SMS consent for their own marketing purposes. Consent to receive SMS communications from BRG Firm is not a condition of purchasing goods or services. RingCentral specifically requires businesses to disclose how opt-in information is handled and states that mobile opt-in or text-message consent should not be shared with third parties or affiliates.
6. How We Obtain SMS Consent
BRG Firm may obtain SMS consent through:
- Website forms
- Online intake forms
- Consultation or service request forms
- Written authorization
- Direct customer requests
- Other lawful consent methods
When a website form is used, the SMS consent option should be optional and unchecked by default. By opting in, you may agree to receive conversational or informational text messages related to the BRG Firm services you requested. BRG Firm maintains records of SMS consent when reasonably required. RingCentral recommends that website SMS consent be captured through a separate, optional checkbox near the telephone-number field and that the checkbox not be preselected.
7. Sharing of Personal Information
BRG Firm does not sell personal information simply for the purpose of allowing unrelated companies to market to you. We may disclose personal information to service providers or professional partners when reasonably necessary to provide or support requested services. Examples may include providers that assist with: Website hosting, CRM, communications, scheduling, accounting technology, tax software, document management, e-signatures, payment processing, data security, and professional support services. These parties may receive only the information reasonably necessary to perform services on behalf of BRG Firm. We may also disclose information when: Required by law, subpoena, court order, or lawful governmental request; necessary to enforce an agreement; necessary to investigate suspected fraud or illegal activity; or necessary to protect BRG Firm, our customers, or others.
8. Tax and Financial Information
Information provided to BRG Firm for tax preparation, bookkeeping, tax planning, or related professional services may be subject to additional confidentiality, tax, professional, contractual, or legal requirements. BRG Firm will use tax and financial information for the purpose of providing requested services and for other purposes authorized by the client or permitted by law. Nothing in this general website Privacy Policy should be interpreted as reducing any stronger confidentiality requirement applicable to a particular BRG Firm professional service.
9. Cookies and Website Technology
BRG Firm's website may use cookies and similar technologies to support website functionality, understand website usage, improve performance, remember visitor preferences, and support security. Depending on your browser, you may be able to limit or disable cookies through your browser settings. Disabling certain cookies may affect some website features.
10. Website Analytics
We may use website analytics tools to understand how visitors use our website. These tools may collect information such as: Pages visited, time spent on pages, general geographic region, device type, browser type, referring website, and website interaction information. Analytics information may be aggregated or de-identified when appropriate.
11. Communications
If you contact BRG Firm, we may retain the content of your communication and information necessary to respond. This may include communications through telephone, SMS, email, website forms, chat, scheduling systems, social media, and other platforms. We may use this information to provide customer service, document the communication, and follow up regarding the matter you contacted us about.
12. Email Communications
BRG Firm may send email communications concerning requested services, appointments, documents, applications, training, account information, service updates, and customer service. Where required, promotional email communications will include an appropriate way to unsubscribe.
13. Data Retention
BRG Firm retains personal information for as long as reasonably necessary to: Provide requested services, maintain business records, meet tax, accounting, legal, professional, or compliance requirements, resolve disputes, enforce agreements, and protect against fraud or misuse. Retention periods may differ depending on the type of information and service involved.
14. Information Security
BRG Firm takes reasonable measures designed to protect personal information from unauthorized access, loss, misuse, alteration, or disclosure. However, no website, internet transmission, electronic storage system, email system, or communication platform can be guaranteed to be completely secure. Clients should follow BRG Firm instructions when transmitting sensitive tax or financial documents.
15. Children's Privacy
BRG Firm's website and professional services are not directed to children for independent use. We do not knowingly solicit personal information directly from children in violation of applicable law. Information concerning a minor may be provided by a parent, guardian, taxpayer, business client, or other authorized person when necessary for legitimate tax, financial, or professional services.
16. Third-Party Websites
The BRG Firm website may contain links to websites or platforms operated by third parties. BRG Firm is not responsible for the privacy practices, security, or content of third-party websites. Visitors should review the privacy policies of third-party websites before providing personal information.
17. Your Privacy Choices
Depending on applicable law and the nature of your relationship with BRG Firm, you may contact us to: Request correction of certain personal information, update your contact information, ask questions about information we maintain, request that certain communications stop, opt out of SMS, or opt out of marketing. Some information may need to be retained to comply with legal, tax, accounting, professional, or contractual requirements.
18. SMS Opt-Out Requests
To discontinue BRG Firm text messages, reply: STOP. After processing the opt-out request, BRG Firm will stop sending SMS messages covered by that opt-out unless you later provide new consent. You may also contact BRG Firm directly for assistance. RingCentral requires businesses to provide clear SMS opt-out instructions and honor recognized opt-out requests.
19. SMS Help
For assistance with BRG Firm text communications: Text HELP, or contact:
BRG Firm
Phone: (903) 592-5615
Email: info@brgfirm.com
Website: https://www.brgfirm.com/
20. SMS Terms & Conditions
BRG Firm's SMS Terms & Conditions are available at: https://www.brgfirm.com/sms-terms-and-conditions. The SMS Terms explain the types of messages users may receive, message frequency, possible carrier charges, opt-out instructions, HELP instructions, and other messaging conditions.
21. Changes to This Privacy Policy
BRG Firm may update this Privacy Policy periodically to reflect changes in our services, technology, business practices, or legal requirements. The updated version will be posted on this page with a revised "Last Updated" date. Continued use of BRG Firm's website after an update means that the then-current Privacy Policy will govern future website interactions.
22. Contact BRG Firm
Questions about this Privacy Policy or BRG Firm's privacy practices may be directed to: BRG Firm, Phone: (903) 592-5615, Email: info@brgfirm.com, Website: https://www.brgfirm.com/
Privacy Policy: https://www.brgfirm.com/privacy-policy
SMS Terms & Conditions: https://www.brgfirm.com/sms-terms-and-conditions
BRG Firm — Build. Fund. Protect. Grow.
Questions or Privacy Concerns?
Contact BRG Firm if you have questions about how we handle your privacy or data.