1. Information We Collect

We may collect personal and financial information necessary to provide bookkeeping and tax services, including but not limited to:

• Name, address, phone number, and email address

• Social Security numbers or tax identification numbers

• Financial records and transaction data

• Employment and income information

• Banking and payment details

• Any other information you voluntarily provide to us

We may also collect limited technical information when you visit our website, such as IP address, browser type, and usage data.

2. How We Use Your Information

We use collected information to:

• Provide bookkeeping, tax, and related services

• Communicate with you regarding your account or services

• Process payments and maintain financial records

• Comply with legal and regulatory requirements

• Improve our website and services

We only use your information for legitimate business purposes and in accordance with applicable laws.

3. Sharing and Disclosure of Information

We do not sell or rent your personal information. We may share information only in the following circumstances:

• With your consent

• With trusted third-party service providers who assist in delivering our services and are bound by confidentiality obligations

• When required by law, regulation, or legal process

• To protect our rights, property, or safety, or that of our clients

4. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal and financial information from unauthorized access, disclosure, alteration, or destruction. While we strive to protect your information, no method of electronic transmission or storage is completely secure.

5. Data Retention

We retain personal information only as long as necessary to provide services and comply with legal, regulatory, and professional obligations. When information is no longer required, we securely dispose of it in accordance with our retention policies.

6. Your Privacy Rights

Depending on your location, you may have rights regarding your personal information, including the right to access, correct, or request deletion of your data. To exercise these rights, please contact us using the information below.

7. Cookies and Website Tracking

Our website may use cookies or similar technologies to enhance user experience and analyze website traffic. You may adjust your browser settings to refuse cookies; however, some website features may not function properly.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites. We encourage users to review the privacy policies of any external sites they visit.

9. Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that such information has been collected, we will take appropriate steps to delete it.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on our website with an updated effective date. Continued use of our services indicates acceptance of the revised policy.

11. Contact Us

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

Shillingford's Bookkeeping & Tax Services
PO Box 1957 Spring, TX 77383-1957
Telephone: 832-510-9426
Email Address: info@shillingfordbookkeepingandtax.com

By using our services or website, you acknowledge that you have read and understood this Privacy Policy.