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Privacy Policy

Effective Date: January 1, 2025

Concierge Accountant (“we,” “our,” or “us”) values your privacy and is committed to protecting your personal information. This Privacy Policy outlines how we collect, use, and safeguard your data when you visit our website or use our services.

1. Information We Collect

We may collect the following types of information:

  • Personal Information: Name, email address, phone number, billing details, and other contact information provided by you.
  • Financial Information: Business and personal financial data necessary for accounting and tax-related services.
  • Website Usage Data: IP addresses, browser type, pages visited, and other analytics through cookies and similar technologies.

2. How We Use Your Information

We use your information to:

  • Provide accounting, tax, and financial advisory services.
  • Process payments and manage client accounts.
  • Send newsletters, updates, and promotional content (you can opt out anytime).
  • Improve our website, services, and user experience.
  • Comply with legal and regulatory requirements.

3. How We Share Your Information

We do not sell or rent your personal information. However, we may share data with:

  • Trusted third-party service providers (e.g., payment processors, cloud storage providers) necessary to operate our business.
  • Legal authorities if required by law, regulation, or legal process.

4. Data Security

We implement industry-standard security measures to protect your information. However, no method of transmission over the Internet is 100% secure.

5. Your Rights & Choices

  • You can request access, correction, or deletion of your personal data.
  • You can unsubscribe from our newsletter at any time.
  • You can disable cookies through your browser settings.

6. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for their privacy practices and encourage you to review their policies.

7. Changes to This Policy

We may update this policy periodically. Any changes will be posted on this page with an updated effective date.

8. Contact Us

If you have any questions about this Privacy Policy, please contact us at:

Concierge Accountant LLC
2602 N Proctor St # 201
Tacoma, WA 98407
contact@conciergeaccoutant.com
(253) 752-3920