Privacy Policy

FinGuard Bookkeeping and Tax LLC is committed to maintaining the confidentiality, integrity, and security of all personal and financial information entrusted to us by our clients. This Privacy Policy governs the collection, use, retention, disclosure, and protection of client information obtained in connection with the professional services we provide. By engaging our services, you acknowledge and consent to the practices described herein.

Information We Collect

We collect personal and financial information that you voluntarily provide in the course of engaging our services. This may include, but is not limited to, your full legal name, mailing and email addresses, telephone number, Social Security or Taxpayer Identification Number, financial records, and any other information necessary to perform the services requested. All information is collected solely for legitimate professional purposes and only to the extent required to fulfill our obligations to you.

Use of Client Information

Information collected is used exclusively to deliver the professional accounting, tax preparation, and financial advisory services you have retained us to provide. This includes the preparation of financial statements, tax filings, regulatory compliance documentation, and related correspondence. We may also use your contact information to communicate material updates regarding your engagement, changes in applicable law, or modifications to our firm's policies that may affect the services rendered to you.

Confidentiality and Data Security

FinGuard Bookkeeping and Tax LLC maintains strict confidentiality policies consistent with applicable professional standards, including those set forth by the American Institute of Certified Public Accountants (AICPA) and governing state authorities. We employ administrative, technical, and physical safeguards designed to protect your personal information against unauthorized access, disclosure, alteration, or destruction. Access to client information is restricted to authorized personnel on a need-to-know basis only. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. 

Disclosure of Information

Your personal and financial information shall not be sold, rented, traded, or otherwise disclosed to third parties without your prior written consent, except as follows:

• Where disclosure is necessary to fulfill the professional services you have engaged us to perform;
• Where disclosure is required by applicable federal or state law, regulation, or court order; or
• Where disclosure is required by a regulatory body, taxing authority, or professional oversight organization with lawful jurisdiction.

In all such instances, disclosure shall be limited to the minimum information necessary to satisfy the applicable requirement.

Your Rights

You have the right to request access to the personal information we maintain on your behalf, to request correction of any inaccurate information, and to request deletion of your information from our records, subject to any legal or professional retention obligations to which the firm is bound. To exercise any of these rights, please contact us directly using the information provided on our website.

Retention of Records

Client records are retained in accordance with applicable professional standards and federal and state recordkeeping requirements. Upon expiration of applicable retention periods, records are disposed of in a manner that ensures continued confidentiality.

Amendments to This Policy

FinGuard Bookkeeping and Tax LLC reserves the right to amend this Privacy Policy at any time to reflect changes in our professional practices, applicable law, or regulatory requirements. Any material amendments will be communicated to active clients. We encourage all clients to review this Policy periodically to remain informed of how their information is being protected.

Contact

For questions, concerns, or requests relating to this Privacy Policy or the handling of your personal information, please contact FinGuard Bookkeeping and Tax LLC directly through the contact information available on our website.