Client: Foodman CPAs & Advisors
Website: www.foodmanpa.com
Effective Date: June 9, 2026
This document provides sample website-facing opt-in, consent, and disclosure language for information collection through contact forms, marketing communications, newsletters, analytics/cookies, and regulatory help desk inquiries. The language should be implemented consistently with the website’s Privacy Policy, Terms of Service, Cookie Policy, and any applicable consent-management settings.
Use this language near general contact forms, inquiry forms, demo request forms, account registration forms, downloadable-resource forms, or similar website forms.
By submitting this form, you agree that Foodman CPAs & Advisors may collect and use the information you provide to respond to your inquiry, provide requested information or services, administer our website and business operations, and communicate with you as described in our Privacy Policy and Terms of Service. Do not submit sensitive, confidential, or regulated information unless specifically requested through an authorized secure channel.
[ ] I agree that Foodman CPAs & Advisors may collect and use the information I provide to respond to my inquiry and communicate with me in accordance with the Privacy Policy and Terms of Service.
When you submit information through this website, we may collect the information you provide, such as your name, email address, phone number, organization, job title, inquiry details, uploaded files, and any other information included in your submission. We use this information to respond to your request, provide information or services, maintain business records, improve our website and services, comply with legal obligations, and protect our rights and the security of our systems.
Submission of a form does not create a professional engagement, accountant-client relationship, tax advisor-client relationship, legal relationship, fiduciary relationship, or other confidential relationship unless and until Foodman CPAs & Advisors expressly agrees in a separate written agreement. Please do not include Social Security numbers, tax identification numbers, financial account numbers, health information, confidential business information, or other sensitive information unless we specifically request it through a secure intake method.
Use this language where users can opt in to promotional emails, updates, offers, webinars, events, downloadable resources, or similar marketing communications.
[ ] I agree to receive marketing emails, promotional communications, event invitations, educational content, and other updates from [Foodman CPAs & Advisors]. I understand that I can unsubscribe at any time by using the unsubscribe link in an email or contacting Info@foodmanpa.com.
If you opt in to marketing communications, Foodman CPAs & Advisors may use your contact information and interaction data to send you newsletters, educational content, event invitations, product or service announcements, promotions, reminders, surveys, and other marketing communications. You may unsubscribe from marketing emails at any time by clicking the unsubscribe link included in the email or by contacting us at Info@Foodmanpa.com. Even if you unsubscribe from marketing communications, we may still send you non-marketing communications, such as responses to your inquiries, service-related messages, transaction confirmations, account notices, legal notices, or communications related to an existing professional engagement.
Use only if the client sends text messages.
[ ] I agree to receive text messages from Stanley I, Foodman, Certified Public Accountants at the phone number I provide. Message and data rates may apply. Message frequency may vary. I understand that consent is not a condition of purchase and that I can opt out by replying STOP.
Use this language for newsletter signup forms, educational updates, blog subscriptions, and similar content subscriptions.
[ ] I agree to receive newsletters and educational communications from Foodman CPAs & Advisors. I understand that I can unsubscribe at any time.
By subscribing, you agree that Foodman CPAs & Advisors may use your name, email address, subscription preferences, and engagement information to send newsletters, educational resources, updates, and related communications. Newsletter content is provided for general informational and educational purposes only and does not constitute accounting, tax, legal, investment, financial, or other professional advice. You should consult a qualified professional before acting on information that may affect your specific circumstances.
You may unsubscribe at any time by using the unsubscribe link in any newsletter email or by contacting Info@Foodmanpa.com.
Use this language in a cookie banner, cookie preference center, cookie policy, or analytics disclosure. Configure the actual cookie banner to match the website’s practices and to block non-essential cookies where required until consent is obtained.
We use cookies and similar technologies to operate our website, remember your preferences, analyze website traffic, improve user experience, and support marketing activities. By clicking "Accept All," you consent to our use of analytics and marketing cookies. You can click "Manage Preferences" to choose which cookies to allow or "Reject Non-Essential Cookies" to decline optional cookies. For more information, please review our Cookie Policy and Privacy Policy.
Buttons: Accept All | Reject Non-Essential Cookies | Manage Preferences
We use cookies to operate our website, analyze traffic, improve functionality, and personalize content. You can accept all cookies, reject non-essential cookies, or manage your preferences.
Buttons: Accept All | Reject Non-Essential Cookies | Manage Preferences
These cookies are required for the website to function and cannot be disabled through our cookie preference tool. They are used for core functions such as security, network management, page navigation, form submission, account access, and remembering privacy choices.
Analytics cookies help us understand how visitors use our website, including which pages are visited, how users navigate the site, and whether users encounter errors. We use this information to measure website performance and improve our content, functionality, and services.
[ ] I consent to the use of analytics cookies.
Marketing cookies and similar technologies may be used to understand interactions with our website and communications, measure marketing effectiveness, personalize content, and support advertising or retargeting activities.
[ ] I consent to the use of marketing cookies.
We may use analytics tools and similar technologies to collect information about how visitors interact with our website, such as IP address, device identifiers, browser type, operating system, referring URLs, pages viewed, links clicked, time spent on pages, approximate location, and other usage data. We use this information to operate, secure, measure, and improve our website and services. Where required by law, we will obtain your consent before using non-essential analytics or marketing cookies.
Use this language where users submit questions to a regulatory help desk, compliance inquiry portal, accounting/tax support desk, professional services intake form, or similar support channel.
By submitting a regulatory help desk inquiry, you agree that Stanley I, Foodman, Certified Public Accountants may collect, review, use, store, and respond to the information you provide for purposes of evaluating your inquiry, providing general information or support, administering the help desk, maintaining records, improving our services, complying with applicable obligations, and protecting our rights and systems.
Help desk responses are provided for general informational purposes only unless otherwise expressly agreed in a separate written engagement. A help desk submission does not create a professional engagement, accountant-client relationship, tax advisor-client relationship, legal relationship, fiduciary relationship, or other confidential relationship. Do not submit sensitive personal information, confidential business information, tax identification numbers, account credentials, regulated data, or privileged materials unless specifically requested through an authorized secure channel.
[ ] I understand that my help desk inquiry is for general informational purposes unless a separate written engagement applies, and I consent to Foodman CPAs & Advisors collecting and using my submission to evaluate and respond to my inquiry in accordance with the Privacy Policy and Terms of Service.
Please do not include Social Security numbers, employer identification numbers, financial account numbers, account passwords, full tax returns, payroll records, confidential client records, or other sensitive information in this form unless Foodman CPAs & Advisors specifically requests that information through a secure submission process.
Use this language where a form collects information for both inquiry response and optional marketing. Marketing consent should be separate and optional.
[ ] I agree that Stanley I, Foodman, Certified Public Accountants may collect and use the information I provide to respond to my request, provide requested information or services, and communicate with me in accordance with the Privacy Policy and Terms of Service.
[ ] I also agree to receive newsletters, educational content, event invitations, promotional communications, and other marketing messages from Foodman CPAs & Advisors. I understand that I can unsubscribe at any time.
We will use the information you provide to process and respond to your request, provide requested information or services, maintain business records, and operate and improve our website and services. If you separately opt in to marketing communications, we may also use your information to send newsletters, educational content, event invitations, promotional communications, and related updates. You may unsubscribe from marketing emails at any time, but we may still send non-marketing communications related to your inquiry, account, transaction, or services.
Use this language for forms offering downloads such as guides, checklists, templates, webinars, or educational resources.
By submitting this form, you agree that Foodman CPAs & Advisors may use your information to provide the requested resource, communicate with you about the resource, and administer our website and services. The resource is provided for general informational and educational purposes only and does not constitute accounting, tax, legal, investment, financial, business, or other professional advice.
[ ] I agree to receive related educational content, newsletters, offers, and updates from Foodman CPAs & Advisors. I understand that I can unsubscribe at any time.
Use this language for registration pages for webinars, online courses, training sessions, workshops, or events.
By registering, you agree that Foodman CPAs & Advisors may collect and use your registration information to administer the webinar, course, event, or training; provide access instructions; send reminders and follow-up materials; verify attendance; process payments if applicable; maintain records; and communicate with you about the program. Educational content is provided for general informational purposes and does not guarantee any particular outcome, certification, credential, tax result, accounting result, business result, or professional result unless expressly stated in writing.
[ ] I agree to the collection and use of my registration information for the administration of this program and related communications in accordance with the Privacy Policy and Terms of Service.
Use this language in footers, forms, account pages, or checkout flows.
For more information about how Foodman CPAs & Advisors collects, uses, discloses, retains, and protects personal information, and how you may exercise any rights available under applicable law, please review our Privacy Policy at www.Foodmanpa.com.
Use of this website is subject to our Terms of Service at www.Foodmanpa.com and our Privacy Policy at www. Foodmanpa.com.
1.1.- Separate Required and Optional Consents. Keep operational consent separate from marketing consent. A user should be able to submit an inquiry without being forced to receive marketing communications unless marketing is inherent to the specific signup.
1.2.- Use Unticked Boxes for Optional Marketing. For marketing emails, newsletters, SMS, and non-essential cookies, use unchecked boxes or an equivalent affirmative opt-in mechanism where required or recommended.
1.3.- Maintain Consent Records. Maintain records of consent, including date, time, form version, disclosure language, IP address or session identifier where appropriate, and the specific consent choices made.
1.4.- Align With Actual Practices. Ensure the website’s consent language matches actual data collection, analytics, cookies, advertising pixels, email marketing tools, CRM tools, payment processors, learning platforms, help desk tools, and other third-party services used by the business.
1.5.- Update the Privacy Policy. The Privacy Policy should describe categories of information collected, purposes of use, categories of recipients or disclosures, retention practices, cookies and analytics, marketing choices, user rights, contact information, and any state-specific privacy notices that apply.
1.6.- Avoid Sensitive Information in General Forms. General contact forms should not invite users to submit sensitive tax, financial, identification, account, or regulated information unless the form is secured and the Privacy Policy and intake workflow are designed for that information.
1.7.- SMS/Text Messaging. If SMS or text messaging is used, include separate express consent language, message frequency, message and data rate disclosure, opt-out instructions, and a statement that consent is not a condition of purchase where applicable.
1.8.- Cookie Banner Configuration. Configure cookie tools so that strictly necessary cookies are distinguished from analytics and marketing cookies, and ensure non-essential cookies are not fired before consent where required by applicable law or platform settings.
