Napa Valley Consulting, PC

Downloads & Privacy Notices
Effective Date: 01/01/2026

For your convenience, the documents listed below provide important information regarding our privacy practices, secure communications, and client responsibilities.
Privacy & Security Documents

Privacy Policy
This Privacy Policy explains how Napa Valley Consulting, PC collects, uses, protects, and limits the disclosure of personal information obtained through our website, professional services, email, phone, and SMS/text messaging communications.

We do not sell, rent, trade, or share consumer personal information with third parties for marketing or advertising purposes. Consumer personal information is used solely for legitimate business, professional, legal, and regulatory purposes.
SMS / Text Messaging Privacy Notice
Text messaging is used strictly for administrative and service-related purposes such as appointment reminders, document requests, and general communications.

• We do not send marketing or promotional text messages.
• SMS consent is not shared or sold to third parties or affiliates for marketing purposes.
• You may opt out at any time by replying STOP.
Information Security & WISP Summary
Napa Valley Consulting, PC maintains a Written Information Security Program (WISP) designed to protect client information in accordance with applicable professional standards and regulations.

Important Notice Regarding Text Messaging
Text messaging is not a secure communication method and should not be used to transmit confidential tax, financial, or personally identifiable information.

Contact Information
Napa Valley Consulting, PC
Phone: (707) 515-0220
Email: info@napavalleyconsulting.com

1300 1st Street, Suite 368
Napa, CA 94559
Compliance Statement
This document is provided to support compliance with Zoom Phone SMS requirements, the FTC Safeguards Rule, California Consumer Privacy laws (CCPA/CPRA), AICPA confidentiality standards, and WISP expectations.