Effective Date: 15 Feb, 2026

Privacy Policy

AutoPilot Services LLC ("Company," "we," "our," or "us") provides fully managed bookkeeping, payroll, tax preparation, financial consulting, and CPA advisory services to clients.

Because we handle highly sensitive financial and tax information, protecting client confidentiality and privacy is a core professional obligation.

This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our services. By using our services, you agree to the terms of this Privacy Policy.

1. Categories of Information We Collect

A. Identifiers

  • Full name
  • Address
  • Email address
  • Phone number
  • Date of birth

B. Government Identifiers

  • Social Security Numbers
  • Employer Identification Numbers

C. Financial Information

  • Bank account information
  • Income records
  • Payroll records
  • Tax returns
  • Financial statements
  • Accounting records

D. Business Information

  • Business formation documents
  • Corporate filings
  • Employee payroll data

E. Internet or Technical Information (if applicable)

  • IP address
  • Device information
  • Website usage data

We collect only information necessary to perform contracted services.

2. How We Collect Information

We collect information directly from clients through:

  • Service agreements
  • Direct client onboarding forms
  • Secure document transmission
  • Email communications
  • Telephone discussions
  • In-person meetings
  • Accounting and payroll software systems

We do not purchase or scrape personal data.

3. How We Use Information

We use personal and financial information to:

  • Provide bookkeeping services
  • Process payroll
  • Prepare and file tax returns
  • Provide CPA advisory and consulting
  • Communicate with you regarding services
  • Comply with federal and state tax laws
  • Maintain required professional records

We do not sell personal information.

4. Disclosure of Information

We may disclose information only when necessary to:

  • File tax returns with federal or state authorities
  • Process payroll through authorized payroll providers
  • Process payments through secure payment processors
  • Comply with legal obligations or court orders
  • Protect against fraud or unlawful activity

We do not share information for marketing or resale purposes.

Any third-party service providers are required to maintain appropriate confidentiality and data protection safeguards.

5. Data Security

Given the sensitivity of financial and tax data, we implement commercially reasonable administrative, technical, and physical safeguards, including:

  • Restricted access to confidential records
  • Secure data storage systems
  • Encryption where appropriate
  • Secure communication methods
  • Password-protected systems
  • Confidentiality obligations for personnel

No system can guarantee absolute security; however, we take professional-grade precautions to protect client data.

6. Data Retention

We retain client records for as long as necessary to:

  • Fulfill service obligations
  • Comply with tax and legal requirements
  • Maintain required business records

Retention periods may vary depending on regulatory requirements and professional standards.

After retention periods expire, information is securely deleted or destroyed.

7. California Privacy Rights (CCPA/CPRA Notice)

If you are a California resident, you may have rights under the California Consumer Privacy Act (CCPA), including:

  • Right to know what personal information we collect
  • Right to request deletion (subject to legal retention requirements)
  • Right to correct inaccurate information
  • Right to limit use of sensitive personal information
  • Right to non-discrimination for exercising privacy rights

Because we are a financial services provider, certain exemptions may apply to financial information processed pursuant to federal law.

To exercise your rights, contact: inbox@apaccounting.com
We will verify your identity before responding.

8. Children’s Privacy

Our services are intended for adults and business entities. We do not knowingly collect personal information from individuals under the age of 13.

9. Changes to This Policy

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

Continued use of our services after updates constitutes acceptance of the revised policy.

10. Contact Information

AutoPilot Services LLC
3406 County Road 110
Durham, MO 63438
Email: inbox@apaccounting.com
Phone: (573) 400-0400