I understand that bookkeeping, credit reports and tax returns are highly sensitive. I take your privacy seriously. Your personal information and financial data is never shared with third-parties and is stored securely on a password-protected, encrypted computer with up-to-date security software. You can trust that your information is handled with the highest level of confidentiality and care. Please read my Private Policy.
1. Introduction
Reliable Tax Consultants (“Company,” “we,” “our,” or “us”) is committed to maintaining the confidentiality, integrity, and security of your personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard your data in accordance with applicable federal, state, and international privacy laws, including but not limited to the Gramm-Leach-Bliley Act (GLBA), California Consumer Privacy Act (CCPA), and General Data Protection Regulation (GDPR), where applicable.
By engaging with our services—including bookkeeping, tax preparation, and credit reporting services—you acknowledge that you have read, understood, and agree to the practices described in this Privacy Policy.
2. Categories of Information Collected
We may collect the following categories of information:
A. Personally Identifiable Information (PII)
Full name, mailing address, email address, phone number
Date of birth, Social Security Number (SSN), Taxpayer Identification Number (TIN)
Government-issued identification (e.g., driver’s license, passport)
B. Financial Information
Income, payroll, banking details
Tax-related documentation (W-2, 1099, 1040, etc.)
Credit scores, reports, and related data
C. Internet and Network Activity
IP address, browser type, device information
Interaction with our websites or platforms
D. Sensitive Personal Information (as defined under CCPA and GDPR)
Taxpayer identity data
Biometric identifiers (if applicable)
Information revealing racial or ethnic origin, political opinions, or trade union membership (only if provided and with explicit consent)
3. Purposes for Data Collection
Your personal information is collected and used for the following lawful purposes:
To provide professional services including bookkeeping, tax preparation, and credit report analysis
To verify your identity and fulfill regulatory Know Your Customer (KYC) obligations
To comply with applicable federal, state, and local tax laws
To communicate with you regarding your account or transactions
To detect, prevent, and respond to fraud, security breaches, and other harmful activity
To maintain appropriate business and financial records
To comply with court orders and other legal obligations
4. Legal Bases for Processing (for EEA Residents)
Where the GDPR applies, we process your personal data on the following legal bases:
Contractual necessity: To perform a contract with you
Legal obligation: To comply with regulatory requirements (e.g., IRS regulations)
Legitimate interest: For security, fraud prevention, and improving services
Consent: Where explicitly obtained (e.g., pulling credit reports)
5. Disclosure of Personal Information
We may disclose your personal information to the following categories of third parties, solely for legitimate business or legal purposes:
Authorized service providers (e.g., tax software vendors, cloud accounting platforms)
Government agencies (e.g., IRS, state revenue departments) when required for compliance or tax filing
Credit reporting agencies and financial institutions, with your authorization
Legal counsel or auditors in connection with compliance or dispute resolution
Law enforcement or regulatory authorities where required by law or legal process
We do not sell your personal data as defined under the CCPA.
6. Data Retention
We retain your personal data only as long as necessary to:
Fulfill the services for which it was collected
Comply with legal obligations (e.g., IRS record-keeping requirements)
Resolve disputes and enforce our agreements
Retention periods vary based on record type and applicable legal requirements.
7. Data Security
We employ physical, electronic, and administrative safeguards designed to:
Prevent unauthorized access, disclosure, or destruction of your personal data
Encrypt sensitive financial and tax data in transit and at rest
Use secure access protocols, firewalls, and antivirus protections
Despite these efforts, no data transmission or storage system can be guaranteed 100% secure.
8. Consumer Rights (CCPA & GDPR)
Subject to applicable law, you may have the following rights:
Right to Know: Request information about the personal data we collect and how it is used
Right to Access: Obtain a copy of your personal information
Right to Correct: Request corrections to inaccurate or incomplete information
Right to Delete: Request deletion of your personal data, subject to legal retention requirements
Right to Opt Out of Data Sale (CCPA): We do not sell personal data
Right to Data Portability (GDPR): Receive your personal data in a structured format
To exercise any of the above rights, please submit a verifiable consumer request to:
Email: racineserviceoffice@gmail.com
Phone: 216-586-4207
Mailing Address: For active clients
9. Children’s Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect or solicit personal information from minors.
10. International Data Transfers
If you are located outside of the United States, your information may be transferred to and maintained on servers located in the U.S., where data protection laws may differ from those in your jurisdiction. By using our services, you consent to such transfers.
11. Changes to This Policy
We reserve the right to modify or update this Privacy Policy at any time. Updates will be posted on our website with the revised effective date. Your continued use of our services after such changes constitutes acceptance of the updated policy.
12. Contact Information
If you have any questions about this Privacy Policy or your rights, please contact:
Reliable Tax Consultants
Akron, Ohio
(216)586-4207
reliabletaxconsultants2019@gmail.com