Privacy Policy

Information You Send Us

When you email, call or write to us, we receive what you choose to share: your name, your business name, your contact details and details about your business.

Information Collected Automatically

This site does not use advertising or tracking cookies, and it does not run analytics. Our hosting provider keeps standard technical logs, such as IP address, browser type and the pages requested, to deliver the site and keep it secure.

Client Information

When you become a client, you share financial, payroll and tax records with us under a signed engagement letter. We use them only to deliver the services in that letter and to meet our legal and recordkeeping obligations.

How We Share Information

We do not sell personal information or share it for marketing. We share it only when needed to:

• Deliver the work, through the accounting and payroll software we run your books on
• Prepare tax filings you ask for, through the CPA and EA professionals in our network
• File with federal and state tax authorities on your behalf
• Comply with the law or a valid legal request

Job Applicants

Applications for open roles are handled through a third-party hiring platform. That platform's own privacy policy applies to what you submit there.

Security

We protect information with restricted access, secure systems and confidentiality obligations for everyone on the team. No system is perfectly secure, but we treat your records with the care financial information deserves.

How Long We Keep Information

We keep client records for as long as the work and tax and legal rules require, then delete or destroy them securely. Website inquiries are kept only as long as they are useful to the conversation.

Your Choices

You can ask what information we hold about you, ask us to correct it, or ask us to delete it where we are not required to keep it. Contact us using the details below.

Children

Our services are for businesses and adults. We do not knowingly collect information from children under 13.

Changes to This Policy

If this policy changes, we will post the new version here with a new date.