Privacy Policy

Privacy Policy

1. Introduction

This Privacy Policy explains how [Taylor Bookkeeping] ("we," "us," or "our") collects, uses, and protects the information you provide when using our website and our bookkeeping and accounting services (collectively, the "Services").

By using our Services, you agree to the collection and use of information in accordance with this policy.

2. Information We Collect

We collect information in two main ways: directly from you and automatically as you use our website.

A. Information You Provide Directly (Client Data)

When you inquire about or engage in our bookkeeping services, we may collect sensitive personal and business information, including:

Contact Information: Name, email address, phone number, and mailing address.

Business Financial Data: Bank account numbers, credit card details (for payment processing), revenue and expense details, invoices, payroll information, and tax identification numbers (EIN/TIN).

Personal Identification Data: Social Security Numbers (SSN), driver's license numbers, or other personal identification details necessary for payroll or tax preparation.

B. Information Collected Automatically (Website Data)

When you visit our website, we may automatically collect certain data, often through technologies like cookies and analytics tools:

Usage Data: Information about how you access and use the website, such as your IP address, browser type, pages viewed, time spent on pages, and referring website addresses.

3. How We Use Your Information

We use the collected information for the following purposes:

To Provide Services: To fulfill our contractual obligations, including managing your books, processing payroll, preparing financial statements, and performing tax preparation.

Communication: To respond to your inquiries, send administrative updates, and provide essential service-related communications.

Security: To verify your identity, prevent fraud, and maintain the security of your financial data and our Services.

Improvement: To monitor and analyze website usage and trends to improve our Services and user experience.

Legal Compliance: To comply with legal and regulatory obligations, enforce our agreements, and resolve disputes.

4. Disclosure of Your Information

We are committed to the strict confidentiality of your financial data. We will not sell, trade, or rent your personal information to third parties. We may disclose your information only in the following limited circumstances:

Service Providers: To trusted third parties who perform functions on our behalf (e.g., secure payment processors, cloud storage providers, payroll software platforms) under strict confidentiality agreements.

Your Consent: With your explicit permission (e.g., sharing tax documents with a specific CPA you designate).

Legal Requirements: When required by law, such as in response to a subpoena, court order, or governmental regulation.

5. Data Security

We implement robust administrative, technical, and physical security measures designed to protect the confidentiality and integrity of your information. This includes:

Using encrypted, secure client portals for all sensitive document exchange.

Implementing strong password policies and multi-factor authentication for staff access

Regular data backups and disaster recovery planning.

However, please note that no method of transmission over the internet or method of electronic storage is 100% secure.

6. Your Choices and Rights

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

Access the personal information we hold about you.

Correct inaccurate or incomplete information.

Request Deletion of your personal information (subject to legal record-keeping requirements).

Opt-out of non-essential communications (e.g., marketing emails).

To exercise these rights, please contact us using the details provided below.

7. Changes to This Policy

We may update this Privacy Policy periodically. We will notify you of any changes by posting the new policy on this page and updating the "Last Updated" date at the bottom. We encourage you to review this policy whenever you access our Services.

8. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us at:

Taylor Bookkeeping 1888 Schaeffer Road Sebastopol, CA 95472 Email: eternalbookkeeping@gmail.com Phone: [707 758 0419]

Last Updated: [November 10, 2025]