Effective Date: January 1, 2026
Introduction
This Privacy Policy applies to Denman, Hamilton & Associates, CPA, PLLC, doing business as The Keep More Method. It explains how we collect, use, disclose, store, and protect personal information obtained through our websites, workshops, consultations, marketing activities, SMS messaging, email communications, and professional services.
Information We Collect
We may collect identifiers, contact information, business information, financial information voluntarily provided during consultations, internet activity, device information, advertising interaction data, form submissions, event registrations, and communication records.
Sources of Information
Information may be collected directly from you, automatically through website technologies, from advertising platforms, analytics providers, referral sources, and service providers acting on our behalf.
How We Use Information
We use information to provide services, schedule appointments, deliver workshops, communicate with prospects and clients, improve website performance, administer marketing campaigns, comply with legal obligations, maintain security, and support business operations.
Cookies and Tracking Technologies
We may use cookies, web beacons, pixels, session technologies, Google Analytics, Meta Pixel, Google Ads, conversion tracking, retargeting technologies, and similar tools. These technologies help us understand website usage, measure advertising effectiveness, and improve user experience.
Advertising and Retargeting
We may use information to create Custom Audiences, Lookalike Audiences, retargeting campaigns, and cross-context behavioral advertising. Certain state laws may classify these activities as sharing personal information. Where required by law, users may exercise applicable opt-out rights.
Email Communications
We may send newsletters, educational materials, workshop invitations, tax planning information, service updates, and promotional communications. Users may unsubscribe at any time using links included in our emails.
SMS Communications
By providing consent, users may receive workshop reminders, confirmations, tax tips, educational content, account notifications, promotional offers, and marketing messages. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for assistance. Consent is not a condition of purchase.
SMS Data Protection
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All categories of personal information described in this Privacy Policy exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Consent Records
We maintain records of opt-in activity, consent acknowledgments, form submissions, and related compliance records for operational, legal, and regulatory purposes.
AI and Automated Technologies
We may use artificial intelligence, automation, predictive tools, conversational technologies, lead scoring systems, automated workflows, and AI-assisted communications to support customer service, marketing, scheduling, follow-up activities, operational efficiency, and educational content delivery.
Disclosure of Information
We may disclose information to service providers, CRM platforms, SMS providers, email platforms, website hosting providers, payment processors, analytics vendors, legal advisors, auditors, regulators, and governmental authorities when required by law.
Data Security
We maintain commercially reasonable administrative, technical, and physical safeguards designed to protect personal information. No security system can guarantee absolute protection.
Data Retention
Information may be retained for business, legal, tax, regulatory, compliance, audit, dispute resolution, and operational purposes for periods reasonably necessary to fulfill those purposes.
Consumer Privacy Rights
Residents of certain states may have rights to access, correct, delete, obtain copies of, or limit certain uses of personal information, subject to applicable legal exceptions.
Do Not Sell or Share
Where applicable law grants such rights, consumers may request to opt out of the sale or sharing of personal information for targeted advertising purposes.
Children's Privacy
Our websites and services are not directed to children under 13 years of age, and we do not knowingly collect information from children.
International Users
Our services are intended primarily for individuals located in the United States. International users access our services at their own discretion.
Changes to This Policy
We may update this Privacy Policy periodically. Changes become effective upon posting.
Contact Information
Denman, Hamilton & Associates, CPA, PLLC | The Keep More Method
Websites: www.keepmoremethod.com and www.dhacpa.com
Email: [email protected]
Phone: 501-312-9491