Privacy Policy
Specialized Accounting LLC
Last Updated: [December, 2025]
1. Introduction
Welcome to Specialized Accounting LLC (“Company,” “we,” “us,” or “our”). We are committed to protecting your privacy and safeguarding your personal and financial information.
This Privacy Policy explains how we collect, use, and protect information when you:
Visit our website
Request information
Use our bookkeeping, accounting, or tax preparation services
By using our website or services, you agree to the terms of this Privacy Policy.
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2. Information We Collect
We collect information to provide you with accurate, secure, and compliant services. Information may be collected in the following categories:
a. Personal Information
Name
Mailing address
Email address
Phone number
Date of birth
b. Tax & Financial Information
Tax identification numbers (e.g., SSN or EIN)
Tax forms, W-2, 1099, 941, 940, K-1, etc.
Bank account statements
Payroll records
Business income records
Accounting files (QuickBooks, spreadsheets, receipts, invoices, etc.)
c. Payment Information
Billing address
Payment history
> Note: We do not store full credit card or bank account information on our servers.
d. Website & Technical Data
IP address
Browser type and device information
Pages visited on our site
Date and time of visits
Cookies and usage tracking (see Section 8)
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3. How We Collect Information
Information may be collected:
Directly from you via forms, uploads, email, text message, or phone
Through secure client portals or document sharing tools
Automatically through our website using cookies and analytics tools
From third parties with your authorization (payroll providers, financial institutions, IRS, etc.)
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4. How We Use Your Information
We use your information to:
Prepare and file federal, state, and local tax returns
Provide bookkeeping and accounting services
Create financial statements and year-end reporting
Respond to messages, emails, and client requests
Send reminders, updates, and important tax deadlines
Process payments
Maintain internal records
Comply with federal and state tax regulations
We do not sell, rent, or trade your personal information.
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5. Sharing Your Information
We may share information only with:
a. Third-Party Secure Service Providers
Tax software providers
Cloud storage or digital document platforms
Electronic signature services
Payment processors
b. Government Agencies and Tax Authorities
IRS
State and local tax agencies
State Departments of Revenue
c. Legal and Compliance
When required by court order, subpoena, or applicable law
To protect against fraud, malpractice, or unauthorized transactions
All third-party providers are required to maintain confidentiality and use your information only for authorized purposes.
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6. Data Security
We take reasonable technical and administrative security steps to protect your information, including:
Password-protected software and devices
Data encryption where applicable
Secure file storage and document transmission
Limited access to sensitive data by authorized personnel only
Best-practice cybersecurity protocols
Although we take precautions, no method of transmission over the internet is 100% secure.
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7. Data Retention
We retain your records only as long as:
Necessary to provide services
Required by IRS regulations, state laws, or industry standards
Typically, tax documents are retained for 3–7 years, but certain documents may be kept longer if legally required.
When records are no longer needed, they are securely destroyed.
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8. Cookies & Tracking
Our website may use cookies, pixels, and other tracking technologies to:
Improve performance and user experience
Analyze how visitors use our website
Provide relevant content or service information
You may disable cookies in your browser settings; however, some website features may not function properly.
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9. Your Rights
You may:
Request access to your information
Request updates or corrections to inaccurate information
Request that we limit certain uses of your data (where legally permitted)
To exercise these rights, contact us using the information in Section 11.
Certain information may still need to be retained for legal and tax compliance purposes.
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10. Children’s Privacy
Our services are intended for adults and business entities. We do not knowingly collect information from children under 13.
If we become aware that we have inadvertently collected such information, we will delete it immediately.
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11. Contact Information
If you have any questions about this Privacy Policy or how we manage your data, please contact:
Specialized Accounting LLC
[Street Address]
[City, State ZIP]
Phone: [Phone Number]
Email: [Email Address]
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12. Changes to This Policy
We may revise this Privacy Policy from time to time. Updates will be posted on this page with a revised “Last Updated” date.
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OPTIONAL ADD-ONS
If you want, I can quickly provide:
A Terms & Conditions page
A Refund Policy
A Client Engagement Letter
A Data Retention & Destruction Policy (good for audits)
A Website Disclaimer (important for tax preparers!)
A Client Portal Privacy Statement
A GDPR/CCPA language if you expect clients from California or EU