Privacy Policy

1. Information We Collect

When you reach out through our contact form or schedule a consultation, you provide information such as your name, email address, phone number, and business name.

If you become a client, you may share additional information needed for bookkeeping and tax services. This can include financial records, bank statements, tax documents, payroll records, and other business information.

Our website also collects some technical information automatically. This includes your IP address, browser type, and how you navigate our pages. This data helps us keep the site running smoothly and securely.

2. Cookies and Analytics

Cookies are small files stored on your browser that help websites function and remember your preferences.

Google Analytics: We use Google Analytics to understand how visitors find and use our website. This data is anonymous and helps us identify which pages are most helpful. Google may store this information on servers in the United States.

Cloudflare: Our website uses Cloudflare for security and performance. Cloudflare may collect technical data such as your IP address to protect the site from malicious traffic and to improve loading speeds. Cloudflare may also provide us with anonymous analytics about site visits.

You can manage cookies through your browser settings. Disabling cookies may affect how some parts of our website function.

3. How We Use Your Information

We use your information for the purpose of serving you and running our business.

• To respond to your questions and inquiries.
• To schedule consultations and calls.
• To provide bookkeeping and tax services if you become a client.
• To improve our website and services based on how visitors use them.

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

4. Sharing Your Information

We do not share your personal information with outside parties except when necessary to provide our services or when required by law.

For tax and bookkeeping clients, we may need to coordinate with your CPA, tax authorities, or other professionals to complete your work. We will discuss this with you and obtain your permission before sharing information with third parties.

5. Data Security

We take the security of your information seriously. Your data is protected using encryption and secure systems. Client financial information is handled through professional-grade tools designed for bookkeeping and accounting work.

While we take reasonable steps to protect your information, no method of transmission over the internet is completely secure. We cannot guarantee absolute security, but we work to minimize risks.

6. Your Rights

You have the right to know what personal information we hold about you. You can request access to this information, ask us to correct inaccuracies, or request that we delete it. To exercise these rights, please contact us using the information below.

7. Changes to This Policy

We may update this Privacy Policy as our business practices or technology evolve. When we make changes, we will post the revised policy on this page and update the date at the top.

8. Contact

If you have questions about this Privacy Policy or how we handle your information, please email us at info@srcbookkeepingtax.com .