Privacy Policy and SMS Terms and Conditions

Last Updated: September 10, 2026

OnTarget CPA respects your privacy and is committed to protecting the personal and confidential information entrusted to us. This Privacy Policy explains how OnTarget CPA collects, uses, protects, and shares information obtained through our website, communications, and professional services.

Information We Collect

OnTarget CPA may collect information that you voluntarily provide to us through our website, client onboarding process, forms, telephone calls, text messages, email communications, document submissions, or while engaging our professional services.

This information may include your name, email address, telephone number, business information, financial information, tax information, and other information necessary to respond to your requests or provide professional services.

When you visit our website, we may also collect certain technical information, including your IP address, browser or device information, website activity, pages visited, and other information regarding your interaction with our website.

 

How We Use Your Information

OnTarget CPA may use information we collect to:

Provide accounting, tax, consulting, tax resolution, and other professional services.

Respond to inquiries and requests.

Communicate with clients regarding accounts, appointments, documents, deadlines, tax matters, accounting matters, and other professional services.

Operate, maintain, secure, and improve our website and technology systems.

Better understand how visitors use our website and improve the user experience.

Conduct surveys, research, or other activities intended to improve our services.

Provide information about OnTarget CPA services when a person has separately requested or consented to receive such communications.

We do not consider consent to this Privacy Policy alone to constitute consent to receive marketing or promotional text messages.

 

Client Confidentiality

Confidentiality of client information is fundamental to OnTarget CPA’s professional relationship with its clients.

We maintain policies and procedures designed to safeguard confidential and nonpublic personal information obtained through our professional relationships.

Access to client information is limited to personnel and service providers who require access to perform appropriate business or professional functions. Our employees and service providers are expected to maintain the confidentiality of information entrusted to them.

We may disclose information when authorized by a client, when necessary to provide requested professional services, when permitted or required by applicable professional standards, or when required by law.

Information Security

OnTarget CPA uses administrative, technical, physical, and organizational safeguards designed to protect personal and confidential information from unauthorized access, disclosure, alteration, loss, or misuse.

We maintain technology and security practices intended to safeguard the systems used to store and process client information.

While no electronic system or method of transmission can be guaranteed to be completely secure, OnTarget CPA takes reasonable measures to protect information entrusted to us.

Cookies and Website Information

Our website may use cookies and similar technologies to understand website traffic, improve website functionality, remember preferences, and better understand how visitors interact with our website.

Cookies may collect information regarding pages visited, website activity, browser information, and other online interactions.

Cookies do not give OnTarget CPA control over your computer or device.

You may restrict or disable cookies through your browser settings. Disabling cookies may affect the operation or functionality of certain portions of the website.

Links to Other Websites

The OnTarget CPA website may contain links to websites operated by other organizations.

Once you leave the OnTarget CPA website, the privacy practices of the other website are governed by that organization’s policies and not this Privacy Policy.

We encourage you to review the privacy policies of third party websites before providing personal information to them.

Sharing of Personal Information

OnTarget CPA does not sell or rent personal information.

We may share information with trusted service providers when reasonably necessary to operate our business, maintain our technology systems, deliver communications, process information, or provide professional services.

We may also disclose information when authorized by you or when required or permitted by applicable law, regulation, professional standards, court order, or other legal process.

Service providers receiving information from OnTarget CPA are expected to use that information only for the purposes for which it was provided and to appropriately protect it.

Your Choices

You may contact OnTarget CPA regarding questions about information you have provided to us or to request changes to your communication preferences.

Certain information may need to be retained when required for legal, regulatory, tax, accounting, professional, security, or legitimate business purposes.

SMS Privacy

OnTarget CPA provides text messaging as a communication option for clients and individuals actively engaging with our firm.

Our SMS program is intended for client service and account related communications. It is not intended for unsolicited marketing or promotional text messages.

If you provide your mobile telephone number and affirmatively consent to receive SMS communications, OnTarget CPA may send text messages regarding your client relationship and professional services.

These messages may include appointment information, reminders, document requests, requests for information, account communications, deadlines, tax matters, accounting matters, responses to client questions, and other communications related to services provided by OnTarget CPA.

SMS Information Sharing

We will not share your opt in to an SMS campaign with any third party for purposes unrelated to providing you with the services associated with that campaign.

We may share personal information, including SMS opt in or consent status, with service providers that help us provide messaging services. These may include messaging platform providers, telephone companies, telecommunications providers, and other vendors assisting with the delivery of text messages.

SMS originator opt in data and consent will not be sold, rented, or shared with third parties for their own marketing or promotional purposes.

SMS Terms and Conditions

OnTarget CPA Client Messaging

By affirmatively agreeing to receive text messages from OnTarget CPA at the mobile telephone number you provide, you consent to receive SMS communications related to your client relationship and professional services provided by OnTarget CPA.

SMS messages may include appointment information, reminders, document requests, requests for information, account communications, deadlines, tax and accounting matters, responses to client questions, and other communications related to services provided by OnTarget CPA.

OnTarget CPA’s SMS program is intended for client service communications and is not used for unsolicited marketing or promotional messages.

Message frequency may vary.

Message and data rates may apply.

You may opt out of receiving SMS messages at any time by replying STOP.

For assistance, reply HELP or contact OnTarget CPA at 317-820-2000.

After you opt out, OnTarget CPA will discontinue SMS communications to that number unless you subsequently provide consent to receive them again.

Mobile carriers are not responsible for delayed or undelivered messages.

Consent to receive SMS communications applies specifically to text messaging and does not constitute consent to unrelated marketing or promotional communications.

Your SMS participation is subject to this Privacy Policy and these SMS Terms and Conditions.

SMS Consent

When OnTarget CPA asks a client to consent to SMS communications, the client will be directed to this page so the client can review the applicable Privacy Policy and SMS Terms and Conditions.

By providing your mobile telephone number and affirmatively agreeing to receive text messages from OnTarget CPA, you consent to receive text messages related to your client relationship and professional services.

Message frequency may vary. Message and data rates may apply. Reply STOP to opt out. Reply HELP for assistance.

SMS consent is limited to OnTarget CPA client service communications and does not authorize unsolicited marketing or promotional text messages.

Contact OnTarget CPA

Questions regarding this Privacy Policy, SMS Terms and Conditions, client confidentiality, or SMS communications may be directed to:

OnTarget CPA

101 W Ohio St, Suite 800
Indianapolis, IN 46204

Phone: 317-820-2000

You may also contact OnTarget CPA through the contact information provided on our website.

Changes to This Policy

OnTarget CPA may update this Privacy Policy and SMS Terms and Conditions periodically to reflect changes in our services, technology, legal requirements, or business practices.

Updates will be posted on this page with a revised “Last Updated” date. We encourage visitors and clients to review this page periodically.