Privacy Policy

Balanced CPAs is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website https://www.balancedcpas.com/  and use our services.

Information We Collect

We may collect the following types of information:

• Personal Information: Name, email address, phone number, mailing address, Social Security number, and other details you provide when you fill out forms, schedule appointments, or engage our tax services.
• Financial Information: Income details, tax documents, and other financial data necessary to provide tax preparation and advisory services.
• Usage Data: Information automatically collected when you interact with our website, such as your IP address, browser type, device information, and pages visited.
   

How We Use Your Information

We use your information to:

• Provide tax preparation, planning, and advisory services.
• Respond to inquiries and communicate with you.
• Maintain accurate client records.
• Improve our website and services.
• Comply with legal and regulatory requirements.
   

How We Share Your Information

We do not sell your personal information. We may share your information with:

• Authorized service providers who assist us in delivering our services (e.g., secure document storage, e-signature providers).
• Government authorities or regulators when required by law.
• Other parties with your explicit consent.
   

Data Security

We use administrative, technical, and physical security measures to protect your information. However, no method of transmission over the Internet or electronic storage is 100% secure.

Your Choices

You may choose not to provide certain personal information, but this may limit your ability to use some of our services. You can contact us at any time to update or correct your information.

Links to Other Websites

Our website may contain links to other websites. We are not responsible for the privacy practices or the content of those sites.

Changes to This Policy

We may update this Privacy Policy from time to time. We will post the revised policy with an updated effective date on this page.

Contact Us

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

Balanced CPAs
Office: (907) 522-5445 

Receptionist@Balancedcpas.com