Privacy Policy
Your privacy and the confidentiality of your information are our highest priorities
Last updated: March 17, 2026
Our Commitment to Your Privacy
Income Tax & Bookkeeping, Inc. is committed to protecting the privacy and confidentiality of our clients' personal and financial information. We adhere to the highest standards of data protection required by law and professional ethics.
Information We Collect
To provide professional tax preparation and bookkeeping services, we collect:
- Personal Information: Names, addresses, Social Security numbers, birth dates, employment information
- Financial Information: Income records, tax documents, bank account information, investment details
- Contact Information: Phone numbers, email addresses, mailing addresses
- Professional Information: Business details, employment records, professional licenses
How We Use Your Information
We use your information solely for:
- Preparing and filing your tax returns
- Providing bookkeeping and accounting services
- Communicating with you about your account
- Complying with legal and regulatory requirements
- Providing customer support and service
Information Protection
We protect your information through:
- Encryption: All data is encrypted in transit and at rest
- Access Controls: Limited access on a need-to-know basis only
- Secure Systems: Professional-grade software with bank-level security
- Staff Training: All team members trained on confidentiality requirements
- Physical Security: Secure document storage and disposal practices
Information Sharing
We never sell or share your personal information for marketing purposes. We may share information only when:
- Required by law (tax authorities, court orders, legal process)
- You provide written authorization
- Working with service providers who assist in tax preparation (under strict confidentiality agreements)
Data Retention
We retain your information for the periods required by law and professional standards, typically 7 years for tax records. Information is securely destroyed when no longer required.
Your Rights
You have the right to:
- Access your personal information
- Request corrections to your information
- Receive copies of documents we've prepared
- Understand how your information is being used
Contact Us
If you have questions about this privacy policy or our data practices, please contact us: