Last updated

July 14, 2025

Who This Policy Is For

This privacy policy is for:
- Our amazing clients (past, present, and future),
- Anyone browsing or interacting with our website, and
- Folks reaching out to us for services, support, or just to say hi.

What Info We Collect

We only collect what we need to do our job well—and legally. Here’s what that might include:

When you work with us:
- Your name, email, address, phone number 
- Tax info like SSNs, EINs, or other government IDs 
- Financial docs (bank info, payroll, tax returns, etc.)

When you visit our website or get our emails:
- Your IP address and browser/device info 
- Pages you visit, how long you hang out there, and how you found us 
- Cookie data (more on that in a sec)

We never collect more than we need, and we won’t ask for personal stuff unless it’s truly necessary.

How We Use It

Your info helps us:
- Do your bookkeeping, taxes, and everything in between 
- Send invoices, receipts, and helpful reminders 
- Improve how we work and how our site functions 
- Stay legally compliant (because the IRS isn’t someone you want mad at you) 
- Occasionally send newsletters or updates (but you can opt out anytime—we won’t take it personally)

How We Keep It Safe

We’re in the business of trust, and that includes protecting your information. So we use:
- Bank-level encryption for sensitive info 
- Two-factor authentication 
- Secure cloud tools 
- Access controls (only people who need your info can see it) 
- Regular check-ins to make sure our systems are solid

Sharing (a.k.a. We Don’t Sell Your Info)

We never sell or rent your personal data. Period.

We might share your info if:
- We’re legally required to (IRS, court orders, etc.)
- We’re using a trusted service provider to help us get things done (like secure file sharing or payment processing)—but they’re bound by confidentiality too
- We ever merge, restructure, or expand (you’ll hear about it if we do)

How Long We Keep Your Info

We keep your data as long as we need it—for bookkeeping, taxes, and staying in the clear legally. Once it’s no longer necessary, we securely delete it or anonymize it. (Think: no paper trail.)

Your Privacy Rights

Depending on where you live, you may have the right to:
- See what info we have about you 
- Update or correct it 
- Ask us to delete it (unless we’re legally required to keep it) 
- Say “no thanks” to marketing emails 
- Ask us to send your data somewhere else

If you’d like to do any of that, reach out at info@sbk417.com. We’re happy to help.

Cookies (Not the Chocolate Chip Kind)

We use cookies on our website to:
- Keep it running smoothly 
- See what pages people visit (so we know what’s working) 
- Remember your preferences

You can control cookies in your browser settings. If you turn them off, the site might not work perfectly—but it’ll still work.

Kids Under 13

Our services aren’t for kids, and we don’t knowingly collect info from anyone under 13. If you think your child has shared info with us, let us know and we’ll take care of it.

Updates to This Policy

We might tweak this policy from time to time to keep up with changes in the law or how we do business. We’ll post the updated version right here and change the “Effective Date” at the top so you know it’s fresh.

How to Reach Us

Got questions? Need to make a request? Want to talk about cookies (the browser or bakery kind)? Reach us at:

Email: info@sbk417.com