Privacy

At Ed’s Bookkeeping & Taxes (“we,” or “us”), we value the privacy of individuals who use our websites and related services (collectively, our “Services”). This Privacy Notice explains how we collect, use, and share the personal information of users of our Services (“users,” “you,” or “your”). By using our Services, you agree to the collection, use, disclosure, and processing of your information as described by this Privacy Notice.

Personal information is information that identifies or could be used to identify a specific person. Personal information does not include de-identified information (anonymized or pseudonymized) or aggregated information derived from personal information.

1. Information We Collect

We may collect the following categories of information:

Personal identifiers such as your name, email address, phone number, and mailing address.

Financial and tax-related information such as income details, employment records, tax identification numbers, and supporting documents you provide to us.

Professional or employment-related information if provided as part of tax filings.

Internet or device activity such as IP address, browser type, device identifiers, and how you interact with our website.

Other information that you voluntarily choose to provide when contacting us or engaging our Services.

2. How We Use Information

We use the information we collect for purposes including:

To provide bookkeeping, accounting, and tax services.

To prepare and file required state and federal tax documentation.

To communicate with you regarding your account, services, and support.

To process payments and maintain business records.

To comply with legal, regulatory, and professional obligations.

To improve our Services, website functionality, and user experience.

3. How We Share Information

We do not sell your personal information. We may share your information only as described below:

With service providers who perform functions on our behalf (e.g., payment processors, IT service providers).

With government agencies such as the IRS, state tax agencies, or other regulators when required for compliance.

With legal authorities if required by law, subpoena, or to protect our rights, safety, or property.

In connection with business transfers if we undergo a merger, acquisition, or sale of assets.

 4. Data Retention

We retain your personal information for as long as necessary to provide Services and to comply with legal and regulatory obligations (such as recordkeeping requirements from the IRS). When retention is no longer required, we securely delete or anonymize the information.

5. Security of Information

We use administrative, technical, and physical safeguards to protect your information against unauthorized access, disclosure, alteration, or destruction. While we take these steps seriously, no method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

6. Your Rights

Depending on your jurisdiction, you may have rights regarding your personal information, such as:

The right to access and receive a copy of your data.

The right to correct inaccuracies in your information.

The right to request deletion of your data, subject to legal obligations.

The right to restrict or object to certain processing activities.

To exercise these rights, please contact us using the details below.

7. Children’s Privacy

Our Services are not directed to children under the age of 13, and we do not knowingly collect personal information from children. If we become aware that we have collected information from a child, we will take steps to delete it.

8. Changes to This Privacy Notice

We may update this Privacy Notice from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When updates are made, we will revise the “Last Updated” date at the bottom of this page.

9. Contact Us

If you have any questions or concerns regarding this Privacy Notice or our data practices, please contact us at:

Ed’s Bookkeeping & Taxes

Email: info@edsbookkeepingandtaxes.com

540 River Park Drive, SUITE 110

Sacramento, California 95815

916-459-4608

 Last Updated:  8.25.2025