This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website or use our bookkeeping and tax preparation services.

1. Information We Collect

We may collect the following types of information:

Personal Information

• Full name

• Email address

• Phone number

• Mailing address

• Business information

• Tax identification numbers (when required for services)

Financial Information

• Income and expense records

• Bank account details

• Payroll data

• Tax documents and supporting financial records

Technical Information

• IP address

• Browser type

• Device information

• Cookies and website usage data

2. How We Use Your Information

We use your information to:

• Provide bookkeeping and tax preparation services

• Prepare and file tax returns

• Process payroll and financial reports

• Communicate regarding your account or inquiries

• Improve our website and services

• Comply with legal and regulatory obligations

3. Information Sharing and Disclosure

We do not sell, rent, or trade your personal information.

We may share information only when necessary:

• With authorized employees or contractors bound by confidentiality agreements

• With government authorities or tax agencies when legally required

• With secure third-party service providers that assist in delivering our services

• To comply with applicable laws, regulations, or legal processes

4. Data Security

We implement appropriate administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, alteration, or destruction. These include:

• Secure servers and encryption

• Access controls and authentication procedures

• Confidentiality agreements for staff

While we strive to protect your data, no method of transmission over the internet is 100% secure.

5. Data Retention

We retain your information only as long as necessary to:

• Provide our services

• Comply with legal and regulatory requirements

• Resolve disputes and enforce agreements

6. Your Rights

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

• Access your personal data

• Request correction of inaccurate information

• Request deletion of your data (subject to legal requirements)

• Withdraw consent where applicable

7. Cookies and Tracking Technologies

Our website may use cookies to enhance user experience and analyze site traffic. You can modify your browser settings to decline cookies if preferred.

8. Third-Party Links

Our website may contain links to external websites. We are not responsible for the privacy practices of third-party sites.

9. Updates to This Privacy Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date.