Privacy Policy

Privacy Policy

We respect your privacy and are committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, store, and protect information when you visit our website or engage our tax and bookkeeping services.

Information We Collect

We may collect personal and financial information including, but not limited to:

• Name, email address, phone number, and mailing address
• Business information and identification details
• Financial, tax, and accounting records provided by you
• Payment and billing information
• Website usage data such as IP address and browser type

We collect only the information necessary to provide our services and meet legal obligations.

How We Use Your Information

Your information may be used to:

• Provide tax preparation and bookkeeping services
• Communicate regarding services, documents, and inquiries
• Process payments and invoices
• Comply with legal, regulatory, and professional requirements
• Improve our website and service offerings

We do not sell or share your personal information for marketing purposes.

Confidentiality & Data Security

We take confidentiality seriously. Appropriate administrative, technical, and physical safeguards are in place to protect your information against unauthorized access, disclosure, or misuse.

Sensitive financial and tax data is handled securely and shared only with authorized personnel or trusted third parties when required to deliver services or comply with the law.

Third-Party Services

We may use trusted third-party providers (such as payment processors, cloud storage, or accounting software) to support our services. These providers are obligated to maintain the confidentiality and security of your information.

Cookies & Website Analytics

Our website may use cookies to improve user experience and analyze site performance. You may disable cookies through your browser settings if you prefer.

Your Rights

You may request access to, correction of, or deletion of your personal information, subject to applicable laws and record-keeping requirements.

Data Retention

We retain personal and financial information only for as long as necessary to fulfill service obligations and comply with legal and regulatory requirements.

Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.

Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact us