Privacy Policy
1. Who We Are
Charles Stokoe Consulting is an independent business consulting practice headquartered in Keller, Texas, specializing in cash flow enhancement, tax credit identification, and expense reduction for businesses nationwide. Contact us at [email protected] | 817-756-9594 | www.charlesstokoeconsulting.com.
2. What Information We Collect
Contact & Personal Information:
- First and last name, business name, email address, mobile phone number, mailing address
- Industry type, number of employees, revenue range, and financial details you voluntarily share
- Payment information when you request a service
SMS Consent Data:
- When you opt in to SMS, we record the consent category selected (transactional and/or marketing & promotional), the date and time consent was given, the form used, and your mobile phone number
- Transactional and marketing consent records are maintained and tracked separately
- SMS consent records are retained for a minimum of four (4) years for compliance purposes
Communication Records:
- Emails, form submissions, appointment bookings, and SMS messages exchanged with us
- Appointment details, preferences, service history, and feedback
Technical & Tracking Data (Non-Personal):
- IP address, browser type, device type, operating system
- Pages visited, referring pages, time on page, and general geographic location — collected automatically via cookies and analytics tools
3. How We Use Your Information
- Respond to inquiries and schedule consultations
- Deliver consulting services you have requested or expressed interest in
- Send appointment reminders, follow-ups, and service communications via email or SMS, according to the specific consent category you provided
- Provide information about tax credits, expense reduction programs, and savings opportunities
- Improve our website and understand how visitors interact with our content
- Maintain records of communications and consent for legal and compliance purposes
- Comply with applicable laws, regulations, and legal obligations
4. SMS Opt-In Details
Charles Stokoe Consulting requests SMS consent through two separate, independent checkboxes. Consenting to one does not enroll you in the other:
- Transactional Messages: Appointment reminders, consultation follow-ups, and service-related notices tied to a service you have requested.
- Marketing & Promotional Messages: Tax credit updates, expense reduction tips, savings announcements, and other promotional content.
Message frequency: Typically fewer than 4 messages per month, combined across both categories. Message and Data rates may apply. To opt out, reply STOP to any message. Reply HELP for assistance. SMS consent is not a condition of any purchase or service.
5. No Sharing of SMS Opt-In Data
Mobile opt-in data and consent — transactional or marketing — will NOT be shared with, sold to, rented to, or transferred to any third parties for marketing purposes under any circumstances. Your phone number and SMS consent are used solely by Charles Stokoe Consulting to communicate directly with you. We do not purchase, rent, or obtain contact lists from third parties or affiliate sources. All opt-ins are collected directly from individuals who submit our forms.
6. How We Share Your Information
We do not sell your personal information. We may share it only in these limited circumstances:
- CRM Platform: GoHighLevel (AOAM) manages our contacts and communications, storing your data securely on our behalf. They are contractually prohibited from using your data for any other purpose.
- SMS Delivery Providers: Carrier networks receive only the minimum data necessary to deliver messages you have consented to receive.
- Partner Programs: If you express interest in GMG Savings or Stryde Savings, relevant contact information may be shared solely to fulfill that request.
- Legal Compliance: We may disclose information as required by law or valid court order.
SMS opt-in data is never shared with third parties for marketing, regardless of consent category.
7. Data Security Practices
- Data stored within GoHighLevel/AOAM with industry-standard encryption and access controls
- HTTPS encryption on all pages of our website
- Access limited to staff and service providers who require it to perform their functions
- Personal information retained only as long as necessary — consultation records for seven (7) years
No internet transmission is 100% secure. For security concerns: [email protected].
8. Cookies & Tracking Technologies
- Essential Cookies: Necessary for the website to function properly
- Analytics Cookies: Help us understand how visitors use our site (e.g., Google Analytics)
- Marketing Cookies: Track visitors across websites for relevant advertising
You may adjust your browser settings to refuse or delete cookies; some site features may not function as a result.
9. Your Rights
- Access: Request a copy of the information we hold about you
- Correction: Request correction of inaccurate or incomplete information
- Deletion: Request deletion, subject to legal retention requirements
- Unsubscribe from All SMS: Reply STOP to any text message — cancels both transactional and marketing
- Unsubscribe from One SMS Category: Contact us directly to remove only transactional or only marketing consent
- Unsubscribe from Email: Click the unsubscribe link in any email, or contact us directly
- Opt Out of All Marketing: Contact us at any time to be removed from all marketing
To exercise any right: [email protected] or 817-756-9594.
10. Age Restriction
Our services are directed solely to business owners and professionals 18 years of age or older. We do not knowingly collect information from individuals under 18.
11. Updates to This Policy
We may update this Privacy Policy at any time. Changes are reflected by the "Last Updated" date above. Continued use of our website constitutes acceptance of the revised policy.
Terms of Service
1. Acceptance of Terms
By accessing or using www.charlesstokoeconsulting.com, scheduling a consultation, submitting a contact form, or engaging with any service, you agree to these Terms of Service.
2. Age Restriction — 18+ Required
You must be at least 18 years of age to use our services, submit information through our website, or consent to receive SMS communications. By using our services, you represent and warrant that you are 18 years of age or older.
3. Description of SMS Program and Messaging Use Cases
Charles Stokoe Consulting operates two separate, independent SMS programs. Consent to one does not enroll you in the other. Both send recurring automated messages.
Program A — Transactional Messages:
- Appointment reminders for scheduled consultations and follow-up calls
- Post-consultation follow-ups, next steps, and requested information
- Responses to inquiries submitted through our website
Program B — Marketing & Promotional Messages:
- Tax credit program updates and new opportunity alerts
- Expense reduction tips and business savings information
- New program announcements and relevant industry updates
The exact consent language for each program, as it appears on our opt-in form:
- "I consent to receive transactional messages from Charles Stokoe Consulting at the phone number provided. Message frequency may vary. Message and Data rates may apply. Reply HELP for help or STOP to opt-out."
- "I consent to receive marketing and promotional messages from Charles Stokoe Consulting at the phone number provided. Message frequency may vary. Message and data rates may apply. Reply HELP for help or STOP to opt-out."
4. Instructions to Opt Out — Text STOP
Reply STOP to any message to immediately opt out of all SMS from Charles Stokoe Consulting. You will receive one final confirmation and no further messages will be sent. To opt out of only one category while keeping the other, contact us directly. SMS consent is not a condition of any purchase or service.
5. Support Contact Information
- SMS Help: Reply HELP to any text message
- Email: [email protected]
- Phone: 817-756-9594
- Website: www.charlesstokoeconsulting.com
- Mail: Charles Stokoe Consulting, Keller, Texas
6. Message & Data Rate Disclosures
Message and data rates may apply to all SMS messages — transactional and marketing — sent to and received from Charles Stokoe Consulting. These carrier charges are separate from any fees charged by us. Charles Stokoe Consulting does not charge any additional fee for SMS communications. Contact your wireless carrier for your plan's SMS and data rates.
7. Carrier Liability Disclaimer
Wireless carriers — including AT&T, Verizon, T-Mobile, and all others — are not liable for delayed or undelivered SMS messages. Message delivery is subject to network availability and carrier policies beyond the control of Charles Stokoe Consulting. We are not responsible for delays or failures in message delivery caused by carrier networks or factors outside our control.
8. Links to Privacy Policy
Your use of our services and SMS communications is governed by our Privacy Policy above, which is incorporated into these Terms by reference. It describes how we collect, use, and protect your information — including our commitment to never share SMS opt-in data with third parties for marketing.
9. Nature of Services
Charles Stokoe Consulting provides independent business consulting — tax credit identification (WOTC, R&D Tax Credits), expense reduction analysis, cost segregation, medical underpayment recovery, and partner program referrals (GMG Savings, Stryde Savings). Services do not constitute legal advice, CPA services, investment advice, or tax preparation.
10. No Guarantee of Results
We make no guarantee of specific financial outcomes, tax credit amounts, or cost savings. Results vary based on each client's circumstances and applicable laws.
11. No Sharing of SMS Opt-In Data
Mobile opt-in data — transactional or marketing — will NEVER be sold, shared, rented, or transferred to any third parties for marketing purposes. Your phone number and SMS consent are used solely by Charles Stokoe Consulting to communicate directly with you.
12. Limitation of Liability
To the fullest extent permitted by law, Charles Stokoe Consulting shall not be liable for any indirect, incidental, special, or consequential damages arising from your use of our website or services.
13. Governing Law
These Terms are governed by the laws of the State of Texas. Any disputes shall be resolved in the appropriate courts of Tarrant County, Texas.
14. Changes to These Terms
We reserve the right to update these Terms at any time. Continued use of our website or services following any update constitutes acceptance of the revised terms.
SMS Communications Policy
1. Program Description
Charles Stokoe Consulting sends two distinct categories of recurring automated SMS text messages to individuals who have explicitly opted in to each. Consent for one category is independent of the other — checking one consent box does not enroll you in the other.
- Transactional Messages: Appointment reminders, consultation follow-ups, requested information, and notices tied directly to a service you have requested.
- Marketing & Promotional Messages: Tax credit program updates, expense reduction tips, savings program announcements, and other promotional business content.
2. How to Opt In
Check the relevant consent checkbox(es) on our opt-in form at charlesstokoeconsulting.com/sms-optin. Consent for either category is not required to receive our services.
3. Message Frequency
Typically fewer than 4 messages per month, combined across both categories. During active consultation periods, up to 4–8 messages per month.
4. Message & Data Rates
Message and data rates may apply. Standard SMS and data rates charged by your mobile carrier apply to both transactional and marketing messages. Charles Stokoe Consulting does not charge any additional fee for SMS communications.
5. How to Opt Out
Reply STOP to any message to cancel all SMS at any time. You will receive one final confirmation and no further messages will be sent. You may also email [email protected] or call 817-756-9594 — including to opt out of only one category.
6. How to Get Help
Reply HELP to any message, or contact us at [email protected] | 817-756-9594.
7. No Sharing of SMS Opt-In Data
Your mobile opt-in data will NEVER be sold, shared, rented, or transferred to any third parties for marketing purposes — regardless of consent category. Your phone number and SMS consent are used solely by Charles Stokoe Consulting to communicate directly with you.
8. Supported Carriers & Carrier Liability
Compatible with all major U.S. carriers: AT&T, Verizon, T-Mobile, Sprint, and others. Carriers are not liable for delayed or undelivered messages.
9. A2P 10DLC Compliance
Our SMS program is registered under the A2P 10DLC (Application-to-Person 10-Digit Long Code) framework as required by U.S. mobile carriers.
10. Privacy
SMS opt-in data is handled per our Privacy Policy above. Your phone number is stored securely within our CRM platform and retained for a minimum of four (4) years for compliance purposes.