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Privacy Policy

How we collect, use, and protect your information when you use our website or communicate with us by phone or SMS.

Effective Date: 03/07/2025

Last Updated: 03/07/2025

Introduction

Sansone CPA & Financial (“we,” “our,” or “us”) is committed to protecting your privacy and ensuring that your personal data is handled securely and responsibly. This Privacy Policy outlines how we collect, use, and safeguard your information when you interact with our services, including SMS and phone call communications.

Information We Collect

We may collect the following types of personal information when you interact with us:

  • Contact Information: Name, phone number, email address.
  • Service Data: Communication preferences, interactions with our messages.
  • Technical Data: IP address, device information, and browsing activity on our website.

How We Use Your Information

Your personal data may be used for the following purposes:

  • To send SMS and make phone calls for service updates, appointment reminders, and promotional offers (with your consent).
  • To improve our services and customer support.
  • To comply with legal and regulatory obligations.

Data Sharing and Security

We do not sell, rent, or share your personal information with third parties for marketing purposes. Your data is protected with appropriate security measures to prevent unauthorized access, disclosure, or misuse.

Your Rights and Choices

Under applicable laws, you have the right to:

  • Request access to the data we hold about you.
  • Correct inaccurate information.
  • Withdraw consent for marketing communications at any time by replying “STOP” to SMS messages or contacting us.
  • Request data deletion where applicable.

Opting Out

If you wish to stop receiving SMS or phone calls from us, you can:

  • Reply “STOP” to any SMS.
  • Contact us at info@sansonecpa.com or 815-459-4300.

Updates to this Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated Effective Date.

Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us at:

  • Email: info@sansonecpa.com
  • Phone: 815-459-4300
  • Address: 850 S McHenry Ave, Suite D, Crystal Lake, IL 60014

Advisory clients: our client Privacy Policy, which explains how we handle nonpublic personal information, is available here (PDF).

Sansone CPA & Financial

Wealth management | Financial advisory | Tax planning | Retirement planning | McHenry & Kane counties

815-459-4300

Fax 630-447-0327

info@sansonecpa.com

850 S McHenry Ave Ste D
Crystal Lake, IL 60014

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Hours

Regular
Mon–Fri · 8:00 AM – 4:30 PM

Tax Season
Feb 1 – Apr 15
Mon–Fri · 8:00 AM – 6:00 PM
Sat · 8:00 AM – 12:00 PM

Service areas

Crystal LakeHuntleyAlgonquinLake in the HillsCaryMcHenryWoodstockBarrington

Advisory services are offered through Sansone CPA & Financial, an investment adviser registered with the state of Illinois. Advisory services are only offered to clients or prospective clients where Sansone CPA & Financial and its representatives are properly registered or exempt from registration. Registration does not imply a certain level of skill or training.

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© 2026 Sansone CPA & Financial · Anton Prokopenko, MBA, CPA, CFP®, EA

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