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Effective Date: February 4, 2025

At RJR Books and Taxes (“we,” “us,” or “our”), we are committed to protecting the privacy and security of our clients’ personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you engage with our services, visit our website, or interact with us in any manner.

By using our services, you consent to the practices described in this Privacy Policy. If you do not agree with the terms of this policy, please do not use our services.

1. Information We Collect

We collect both personal and non-personal information to provide you with high-quality services. The types of information we collect include:

  • Personal Information: Name, address, email, phone number, Social Security number, taxpayer identification numbers, financial records, banking details, and other sensitive data necessary for tax preparation, bookkeeping, and financial consulting.
  • Non-Personal Information: Browser type, IP address, device information, operating system, and data related to how you interact with our website.
  • Sensitive Information: Information related to your tax returns, investment records, and other financial documents required for our services.

2. How We Collect Information

We collect information in the following ways:

  • Directly from You: When you provide information through forms, emails, phone calls, or in-person consultations.
  • Automatically: When you visit our website, we collect non-personal information using cookies, log files, and analytics tools.
  • From Third Parties: We may receive information from financial institutions, government agencies, or other authorized entities to support our services.

3. How We Use Your Information

Your information is used to:

  • Provide and manage our bookkeeping, tax preparation, and financial consulting services.
  • Process transactions, prepare tax documents, and manage client accounts.
  • Communicate with you regarding your account, inquiries, or updates related to our services.
  • Comply with legal and regulatory obligations.
  • Improve our website, services, and customer experience.
  • Prevent fraud, unauthorized transactions, and security breaches.

4. Information Sharing and Disclosure

We do not sell, rent, or trade your personal information to third parties. We may share your information under the following circumstances:

  • With Your Consent: When you authorize us to share information with specific individuals or organizations.
  • Service Providers: We may share data with trusted third-party vendors who assist in delivering our services (e.g., IT support, payment processors) under strict confidentiality agreements.
  • Legal Obligations: If required by law, court order, or governmental regulation, we may disclose your information to comply with legal processes.
  • Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of the business transaction.

5. Data Security

We implement robust security measures to protect your personal and financial information, including:

  • Secure servers and encrypted data storage.
  • Access controls and authentication protocols.
  • Regular security audits and vulnerability assessments.

However, no data transmission over the internet or electronic storage is 100% secure. While we strive to protect your data, we cannot guarantee absolute security.

6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, resolve disputes, and enforce agreements. When information is no longer needed, we securely delete or anonymize it.

7. Your Privacy Rights

Depending on your jurisdiction, you may have the following rights:

  • Access and Correction: Request access to or correction of your personal information.
  • Data Portability: Request a copy of your data in a structured, electronic format.
  • Deletion: Request the deletion of your personal information, subject to legal requirements.
  • Opt-Out: Opt-out of marketing communications at any time.

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

8. Cookies and Tracking Technologies

Our website uses cookies and similar technologies to enhance your experience, analyze website performance, and deliver personalized content. You can manage cookie preferences through your browser settings.

9. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for the privacy practices of these external websites. We encourage you to review their privacy policies before providing any personal information.

10. Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If we become aware that a minor has provided us with personal information, we will take steps to delete such data.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or services. The updated policy will be posted on our website with the revised effective date. Your continued use of our services constitutes acceptance of the updated policy.

12. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy, please contact us:

Phone: +1 972 639 1056
Email: rjrbooksntaxes@gmail.com
Mailing Address: PO BOX 550921, Dallas, Texas 75355, USA

By using our services, you acknowledge that you have read, understood, and agreed to this Privacy Policy.