Privacy policy.

Effective Date: 08/28/2025

Last Updated: 08/28/2025

Banas CPA, PC (dba: Ovation Tax (“Ovation,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, and protect your personal information across our website, client portal, and SMS messaging services. By using our services, you agree to the terms outlined below.

1. Information We Collect

We may collect the following types of information:

  • Personal Information: Name, email, phone number, address, and payment details when you engage with our services.

  • Technical Information: IP address, browser type, device information, and usage data when you visit our website.

  • SMS Information: Your mobile number, opt-in/opt-out preferences, and the content of communications if you sign up for SMS messaging.

2. How We Use Your Information

We use the information we collect to:

  • Deliver professional tax, accounting, and advisory services.

  • Process payments, provide invoices, and maintain client records.

  • Send important service-related communications, including SMS reminders and updates.

  • Share newsletters, educational content, and promotional offers (only if you have opted in).

  • Improve our website, services, and client experience.

3. SMS Messaging Terms

By opting in to Ovation’s SMS/text message program, you agree to the following:

  • Message Content: Messages may include reminders, service updates, account alerts, promotions, or educational content.

  • Message Frequency: Varies depending on your interaction with Ovation.

  • Costs: Standard message and data rates may apply according to your mobile carrier’s plan.

  • Opt-Out: You can cancel SMS messages at any time by replying STOP. After you send STOP, you will no longer receive SMS messages from us.

  • Help: For help, reply HELP or contact us directly using the information below.

  • Third-Party Disclosure: Your mobile number will not be shared, sold, or rented to third parties for marketing purposes. We may share it with trusted vendors only as necessary to deliver our messaging service.

4. Data Security

We use industry-standard safeguards to protect your information from unauthorized access, disclosure, or misuse. While no system is completely secure, we take reasonable measures to minimize risks.

5. Your Privacy Rights

Depending on your location, you may have the right to:

  • Access the information we hold about you.

  • Request correction or deletion of your personal data.

  • Restrict or object to certain data processing activities.

  • Withdraw consent for SMS communications at any time.

If you are a California resident, you may also have rights under the CCPA/CPRA. If you are located in the European Economic Area, your data is subject to the GDPR. Please contact us for specific requests.

6. Cookies & Tracking

Our website may use cookies and similar technologies to improve functionality, analyze site usage, and provide a personalized experience. You can disable cookies through your browser settings, but some features of the site may not function properly.

7. Updates to This Policy

We may update this Privacy Policy & SMS Terms from time to time. Changes will be posted on this page with an updated effective date. We encourage you to review this page periodically.

8. Contact Us

If you have questions about this Privacy Policy or SMS Terms, please contact us:

Ovation Tax
Email: ebanas@ebptax.com
Phone: 760-422-3692 ext. 800
Address: PO Box 1894, Joshua Tree, CA 92252