Privacy Policy

Effective Date: 12/2/2025

Abbate DeMarinis LLP is committed to protecting the security and confidentiality of your personal information. This Privacy Policy explains how we collect, use, and safeguard information provided by clients and individuals who communicate with our firm.

Information We Collect

We may collect:

• • Contact details (name, phone number, email address, mailing address)

• • Tax documentation and financial records you provide for services

• • Communication records, including text messages, calls, and emails

How We Use Your Information

We use your information only for:

• • Scheduling and confirming appointments

• • Requesting missing tax documents

• • Providing accounting, tax compliance, and advisory services

• • Internal recordkeeping and compliance with laws & regulations
  • We do not sell or share your information for marketing purposes.
  • SMS/mobile numbers and opt-in data will not be shared, sold, or transferred to third parties, except to service providers required to deliver the messaging service.

How We Protect Your Information

We implement technical, administrative, and physical safeguards to protect your data, including secure encrypted systems for document storage, transmission, and access.

• SMS/mobile numbers and opt-in data will not be shared, sold, or transferred to third parties, except to service providers required to deliver the messaging service.

Text Messaging

By providing your phone number, you consent to receive appointment reminders and document requests by SMS.
Message and data rates may apply.
Reply STOP to opt out.
Reply HELP for assistance.

• SMS/mobile numbers and opt-in data will not be shared, sold, or transferred to third parties, except to service providers required to deliver the messaging service.

Sharing of Information

We may only share information with:

• • Government agencies as required by law (e.g., IRS, NYS)

• • Third-party service providers assisting in tax and accounting services (e.g., secure portals, e-signature tools)
    All third parties must comply with strict confidentiality standards.
  • We do not sell or share mobile opt-in data with third parties, except as required to deliver text messages through mobile devices.
  • We do not share mobile numbers or opt-in data with any third parties or marketing partners. Your consent information is used exclusively for our direct communications with you.
  • SMS/mobile numbers and opt-in data will not be shared, sold, or transferred to third parties, except to service providers required to deliver the messaging service.

Your Rights

You may request to:

• • Update or correct your information

• • Opt out of text messaging

• • Request copies of documents or data we maintain

Contact Us

If you have questions or need assistance with your personal information:

516-745-6600
skelly@adllp.us
3200 Sunrise Highway, Wantagh, NY 11793