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Privacy Policy

Effective Date: January 5, 2026

KARE Bookkeeping & Accounting Services ("we," "our," or "us") values your privacy and is committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage our bookkeeping, accounting, payroll, and tax preparation services.

1. Information We Collect

We may collect personal and business information that you voluntarily provide to us, including but not limited to:

  • Name, address, email address, and phone number

  • Social Security Numbers (SSN), Employer Identification Numbers (EIN), and other tax identification numbers

  • Date of birth

  • Financial information such as bank account details, income records, expense records, and payroll data

  • Tax documents (W-2s, 1099s, prior-year tax returns, etc.)

  • Business information related to your company’s operations

We may also automatically collect limited information when you visit our website, such as IP address, browser type, and pages visited, for security and analytics purposes.

2. How We Use Your Information

We use the personal information we collect for purposes including:

  • Providing bookkeeping, accounting, payroll, and tax preparation services

  • Preparing and filing tax returns and required government forms

  • Communicating with you regarding your account, services, appointments, and deadlines (including phone calls, emails, and SMS/text messages when consent is provided)

    • SMS Terms of Service

      • By opting into SMS from a web form or other medium, you are agreeing to receive SMS messages from KARE Bookkeeping & Accounting Services LLC. This includes SMS messages for customer care, account notifications, and marketing. Message frequency varies. Message and data rates may apply. See privacy policy at https://www.karebookkeeping.com/privacy-policy. Message HELP for help. Reply STOP to any message to opt out.

  • Processing payments and managing billing

  • Complying with legal, regulatory, and professional obligations

  • Improving our website, communications, and services

3. How We Share Your Information

We do not sell, rent, or trade your personal information. We may share your information only in the following circumstances:

  • With your consent

  • With trusted third-party service providers (such as tax software providers, payroll processors, secure document portals, website hosting providers, or payment processors) solely for the purpose of providing services to you

  • When required by law, regulation, subpoena, or court order

  • To comply with IRS regulations, state tax authorities, or other government agencies

SMS Consent: If you provide consent to receive SMS/text messages from us, that consent is used solely for communication between you and KARE Bookkeeping & Accounting Services. SMS consent is not shared with third parties or affiliates.

All third parties are required to maintain the confidentiality and security of your information.

4. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal and financial information, including secure portals, encryption, and restricted access to sensitive data. While we take data security seriously, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

5. Data Retention

We retain client information only for as long as necessary to provide services and to comply with legal, regulatory, and professional recordkeeping requirements. When information is no longer required, it is securely destroyed or deleted.

6. Your Privacy Rights

Depending on your location, you may have the right to:

  • Request access to the personal information we have about you

  • Request corrections to inaccurate information

  • Request deletion of your information, subject to legal and professional retention requirements

  • Opt out of non-essential communications

Requests may be submitted using the contact information below.

7. Cookies and Tracking Technologies

Our website may use cookies or similar technologies to enhance user experience and analyze website traffic. You may adjust your browser settings to refuse cookies; however, some website features may not function properly.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites. We encourage you to review their privacy policies separately.

9. Children’s Privacy

Our services and website are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. Continued use of our website or services constitutes acceptance of the updated policy.

11. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact:

KARE Bookkeeping & Accounting Services
Attn: Privacy Officer
LatoyaJohnson@karebookkeeping.com
727-367-1040

This Privacy Policy is provided for general informational purposes and does not constitute legal advice.

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