Effective Date: [December, 30th, 2025]
Salt & Carmel Capital respects your privacy and is committed to protecting your personal information. This Privacy Policy explains what information we collect, how we use it, how we protect it, and your choices regarding your information.
1) Information We Collect
We may collect the following types of information when you contact us, visit our website, book an appointment, complete a form, or use our services:
Contact Information: name, email address, phone number, mailing address
Client Service Information: information you provide related to requested services (for example, tax preparation and bookkeeping intake details)
Communication Data: messages you send us by email, SMS, phone, or website forms
Website Usage Data: IP address, browser type, device information, pages visited, and general website interactions (collected through cookies/analytics where applicable)
Note: If you share sensitive information for service purposes, we use it only to provide the services you requested.
2) How We Use Your Information
We use your information to:
Provide and improve our services
Respond to inquiries and customer support requests
Schedule appointments and send reminders
Deliver requested updates and service communications
Send invoices, receipts, and account-related notices (when applicable)
Maintain business records, comply with legal obligations, and prevent fraud
3) SMS/Text Messaging Privacy & Consent (A2P / 10DLC)
If you opt in to receive SMS messages from Salt & Carmel Capital, we may send messages related to:
-appointment reminders and confirmations
-service updates and client support
-important account notifications
-requested information you asked us to provide
Message frequency varies.
-Message & data rates may apply.
You can opt out at any time by replying STOP.
For help, reply HELP or contact us at [email protected]
We do not sell, rent, or share your mobile number with third parties for their marketing purposes.
4) How We Share Information
We do not sell your personal information. We may share information only in the following situations:
Service Providers: With trusted vendors who help us operate (for example, CRM software, scheduling tools, email/SMS delivery, payment processors), only as needed to provide services.
Legal Requirements: If required by law, court order, or legal process.
Business Protection: To protect our rights, property, safety, or prevent fraud.
5) Cookies & Analytics (If Applicable)
We may use cookies and similar technologies to improve your experience and understand website traffic. You may adjust your browser settings to refuse cookies; however, some site features may not function properly.
6) Data Retention
We keep personal information only as long as necessary to provide services, maintain records, comply with legal obligations, and resolve disputes.
7) Data Security
We use reasonable administrative, technical, and physical safeguards to protect your information. However, no method of transmission over the internet or electronic storage is 100% secure.
8) Your Rights & Choices
You may request to:
access or update your personal information
withdraw consent for SMS communications (reply STOP)
ask questions about how your information is used
To make a request, contact us using the information below.
9) Children’s Privacy
Our services are intended for adults and business owners. We do not knowingly collect personal information from children under 13.
10) Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.
11) Contact Us
Salt & Carmel Capital
Email: [email protected]
Phone: (909) 500-4137
Website: https://saltcarmelcapital.com
Business Address: 550 W. Rancho Vista Blvd. Ste. D #5141 Palmdale, CA. 93551