​Privacy Policy

 Last Updated: March 1, 2025 

 

At True Balance Accounting, LLC, we understand the importance of your privacy and are committed to protecting the personal and financial information you share with us. This Privacy Policy explains how we collect, use, and protect your data when you visit our website truebalanceacctg.com or use our accounting services.

 

By accessing or using our services, you consent to the practices described in this policy.

 

1. Information We Collect

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We may collect personal and financial information from you in the following ways:

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• Personal Information: When you sign up for our services, request a consultation, or create an account, we may collect information such as your name, email address, phone number, company name, and other contact details.

• Financial Information: As part of our accounting services, you may provide sensitive financial data, such as bank account numbers, tax information, income details, transaction history, and other financial records necessary to perform our services.

• Usage Data: We collect technical data such as your IP address, browser type, device information, and activity on our website (e.g., pages visited, time spent on the site).

• Cookies and Tracking Technologies: Our website uses cookies and other tracking technologies to enhance your experience, analyze trends, and gather demographic data. You can manage cookie preferences through your browser settings.

 

2. How We Use Your Information

 

We use the collected information for the following purposes:

 

• To Provide Our Accounting Services: We use personal and financial data to offer our accounting, and consulting services, and to communicate about your account or financial status.

• To Communicate With You: We may use your contact details to respond to inquiries, provide updates regarding your account, or send important notices related to our services.

• To Improve Our Services: We use data to analyze website usage, improve our services, and ensure the best user experience possible.

• To Comply with Legal and Regulatory Requirements: As an accounting service provider, we may be required to retain certain financial data for compliance with applicable laws and regulations, such as tax reporting and audit requirements.

• To Provide Marketing Communications: If you have opted into receiving marketing materials, we may use your contact information to send newsletters, updates, and promotions related to our accounting services. You may opt-out at any time.

 

3. How We Share Your Information

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We do not sell, rent, or lease your personal or financial information to third parties. However, we may share your information with:

 

•Service Providers: We may share your data with third-party service providers who perform services on our behalf, such as payment processing, cloud storage, customer support, and email marketing.

•Legal and Regulatory Compliance: We may disclose your information if required by law or to respond to legal processes, such as government requests, court orders, or subpoenas.

•Professional Advisors: If necessary, we may share your information with professional advisors (e.g., legal counsel, accountants) for the purpose of providing comprehensive services.

 

4. Data Security

 

We employ industry-standard security measures to protect your personal and financial data from unauthorized access, alteration, or disclosure. These measures include encryption, firewalls, and secure server protocols.

 

While we take reasonable precautions to protect your data, no method of transmission or storage over the internet is completely secure. Therefore, we cannot guarantee the absolute security of your data.

 

5. Your Rights and Choices

 

Depending on your location and applicable laws, you may have certain rights regarding your personal data:

 

• Access: You may request a copy of the personal and financial data we hold about you.

• Correction: You have the right to request corrections to any inaccurate or incomplete information.

• Deletion: You may request the deletion of your personal and financial information, subject to certain legal and regulatory requirements.

• Opt-Out of Marketing: If you no longer wish to receive marketing communications, you can opt-out at any time by following the unsubscribe instructions in our emails or by contacting us directly.

 

To exercise any of these rights, please contact us at info@truebalanceacctg.com.

 

6. Retention of Data

 

We retain your personal and financial information only for as long as necessary to fulfill the purposes outlined in this privacy policy or as required by law. Once your data is no longer required, we will securely delete or anonymize it.

 

7. Third-Party Links

 

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

 

8. Changes to This Privacy Policy

 

We may update this privacy policy from time to time to reflect changes in our practices or to comply with legal requirements. Any updates will be posted on this page with an updated "Last Updated" date. We encourage you to review this policy periodically.

 

9. Contact Us

 

If you have any questions or concerns about this privacy policy or our data practices, please contact us at:

 

True Balance Accounting, LLC

TrueBalanceAcctg.com

info@truebalanceacctg.com

360-208-8370