Privacy Policy

 

Effective Date: June 1, 2026

 

 

BG Tax & Accounting Services LLP (“BG Tax & Accounting Services,” “we,” “us,” or “our”) respects your privacyand is committed to protecting the personal and financial information entrusted to us. This Privacy Policyexplains how we collect, use, disclose, and protect information when you visit our website, communicatewith us, or use our tax, accounting, bookkeeping, advisory, and related services.

 

 

1. Information We Collect

 

 

Depending on your relationship with us and the services you request, we may collect information including:

 

 

Name, mailing address, email address, and telephone number

 

 

Social Security numbers and taxpayer identification numbers

 

 

Date of birth and other identifying information

 

 

Tax return and tax-related information

 

 

Income, employment, and financial information

 

 

Bank and other financial account information

 

 

Business and accounting records

 

 

Information about dependents, spouses, and other individuals necessary to provide tax andaccounting services

 

 

Information you provide through our website, contact forms, client portal, email, telephone, textmessages, or other communications

 

 

Information related to payments and billing

 

 

Information collected automatically when you use our website, such as IP address, browser type,device information, and pages visited

 

 

We collect only information that is reasonably necessary for legitimate business purposes, includingproviding our services, communicating with clients, complying with legal and professional obligations, andoperating our business.

 

 

2. How We Use Your Information

 

 

We may use personal information to:

 

 

Prepare and file tax returns and related documents

 

 

Provide bookkeeping, accounting, tax planning, advisory, and other professional services

 

 

Communicate with you regarding your account, services, appointments, documents, and payments

 

 

Respond to inquiries and requests

 

 

Process payments and maintain billing records

 

 

Maintain client records and fulfill professional, legal, and regulatory requirements

 

 

Verify information and prevent fraud or unauthorized activity

 

 

Improve our website, services, and client experience

 

 

Send service-related communications, including email and text messages

 

 

Send marketing communications when permitted and where you have provided appropriate consent

 

Comply with applicable federal, state, and local laws and professional requirements

 

 

3. How We Share Information

 

 

We do not sell your personal information.

 

 

We may disclose personal information when reasonably necessary to provide our services or operate ourbusiness. This may include sharing information with:

 

 

Taxing authorities and government agencies when necessary or authorized

 

 

Service providers that assist us with tax preparation, accounting, bookkeeping, documentmanagement, electronic signatures, secure file transmission, payment processing, informationtechnology, communications, or other business functions

 

 

Other professional advisors or representatives when authorized by you or reasonably necessary toprovide requested services

 

 

Legal, regulatory, or governmental authorities when required by law or legal process

 

 

Successors or other parties in connection with a merger, acquisition, restructuring, or sale of all orpart of our business

 

 

We expect service providers that have access to client information to maintain appropriate safeguards anduse information only for authorized purposes.

 

No personal information, mobile number, or messaging consent information will be shared with third parties or affiliates for marketing or promotional purposes.

 

 

4. Tax and Financial Information

 

 

As a tax and accounting firm, we may collect and maintain sensitive financial and tax information. We usethis information solely for legitimate business, professional, legal, and regulatory purposes.

 

 

We do not use client tax or financial information for purposes unrelated to providing services unlesspermitted or required by law or otherwise authorized by you.

 

 

5. Information Security

 

 

We take reasonable administrative, technical, and physical measures designed to protect personal andconfidential information from unauthorized access, disclosure, alteration, or destruction.

 

 

These measures may include access controls, secure systems, authentication procedures, securetransmission methods, employee or contractor safeguards, and appropriate data retention and disposalpractices.

 

 

However, no method of transmitting or storing information is completely secure, and we cannot guaranteeabsolute security.

 

 

6. Communications and Text Messages

 

 

 

 

 

 

 

 

 

 

If you provide your telephone number and consent to receive text messages from us, we may use textmessaging to communicate with you regarding appointments, documents, account matters, services, orother business-related communications.

 

 

Message and data rates may apply.

 

 

You may opt out of non-emergency text communications at any time by replying

 

 

STOP

 

 

. You may reply

 

 

HELP

 

 

for assistance.

 

 

Opting out of certain communications may affect our ability to communicate with you regarding youraccount or requested services.

 

 

7. Cookies and Website Information

 

 

Our website may use cookies, analytics tools, or similar technologies to operate the website, understandwebsite traffic, improve functionality, and enhance the user experience.

 

 

You may be able to adjust your browser settings to limit or disable certain cookies. Disabling cookies mayaffect the functionality of portions of our website.

 

 

8. Data Retention

 

 

We retain personal and client information for as long as reasonably necessary to provide services, maintainappropriate business and professional records, comply with applicable legal, regulatory, tax, accounting,and professional requirements, resolve disputes, and enforce our agreements.

 

 

When information is no longer required, we may securely delete, destroy, or anonymize it in accordancewith our records-retention and information-security practices.

 

 

9. Your Privacy Rights

 

 

Depending on where you live and applicable law, you may have certain rights regarding your personalinformation, including rights to:

 

 

Request information about the personal information we collect and how it is used

 

 

Request access to certain personal information

 

 

Request correction of inaccurate information

 

 

Request deletion of certain personal information

 

 

Opt out of certain communications

 

 

Exercise applicable privacy rights without unlawful discrimination

 

 

Certain information may be exempt from these rights or subject to different requirements because of legal,regulatory, professional, tax, accounting, or other obligations.

 

 

To submit a privacy-related request, please contact us using the information provided below. We may needto verify your identity before completing certain requests.

 

 

 

 

 

 

 

 

 

10. California Privacy Rights

 

 

BG Tax & Accounting Services LLP is located in California and may be subject to California privacy lawsdepending on the nature and scope of our business and the applicable statutory requirements.

 

 

Where California privacy laws apply to our processing of your personal information, we will provide therights and disclosures required by applicable law.

 

 

We do not sell personal information.

 

 

11. Third-Party Websites and Services

 

 

Our website or communications may contain links to websites, applications, portals, or services operated bythird parties. We are not responsible for the privacy practices or content of third-party websites.

 

 

We encourage you to review the privacy policies of any third-party services you use.

 

 

12. Children's Privacy

 

 

Our website and services are not directed toward children under the age of 13, and we do not knowinglycollect personal information from children under 13 through our website.

 

 

13. Changes to This Privacy Policy

 

 

We may update this Privacy Policy from time to time to reflect changes in our business, services,technology, or applicable laws.

 

 

When we make changes, we will update the “Effective Date” at the beginning of this Privacy Policy. Weencourage you to review this policy periodically.

 

 

14. Contact Us

 

 

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

 

 

BG Tax & Accounting Services LLP

 

 

Email: [email protected]

Phone: 707-335-8979

Website: www.bgtaxandaccountingllp.com