Effective Date: 8/18/25

The Holistic Accountant, LLC (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting it through this Privacy Policy.

This Privacy Policy explains how we collect, use, and protect your information when you use our services, website, and communications.

 

1. Information We Collect

  • Personal Information – Name, email address, phone number, mailing address, or payment details provided when you engage our services or contact us.
  • Business Information – Company name, financial documents, accounting records, and other data shared for bookkeeping, tax, and advisory services.
  • Technical Information – Website usage data (IP address, browser type, cookies, analytics).

2. How We Use Your Information

  • Provide bookkeeping, tax, and financial consulting services.
  • Respond to inquiries and customer support requests.
  • Send invoices, service updates, and important communications.
  • Improve our website, services, and client experience.
  • Comply with legal and regulatory requirements.

3. Sharing of Information

  • We do not sell or rent your personal information. We may share information only with:
  • Trusted third-party vendors (e.g., payment processors, secure file storage providers).
  • Regulatory or legal authorities if required by law.
  • Professional advisors (CPAs, attorneys) if necessary to perform services, with your consent.

4. Data Security

  • We take reasonable administrative, technical, and physical safeguards to protect your information. However, no system is 100% secure. Please share sensitive information through secure, agreed-upon channels only.

5. Data Retention

  • We retain client data only as long as necessary to provide services and comply with tax, legal, and professional obligations. After that, information may be securely deleted or anonymized.

6. Your Rights

  • Depending on your location, you may have the right to:
  • Access, correct, or request deletion of your personal data.
  • Restrict or object to certain processing.
  • Request a copy of the information we hold about you.
  • To exercise these rights, contact us at [insert email address].

7. Cookies & Tracking

  • Our website may use cookies and analytics tools to enhance your browsing experience and monitor website traffic. You can disable cookies in your browser settings if preferred.

8. Children’s Privacy

  • Our services are intended for businesses and individuals over 18. We do not knowingly collect information from children.

9. Changes to This Policy

  • We may update this Privacy Policy from time to time. Updates will be posted on our website with a new effective date.

10. Contact Us

  • If you have questions or concerns about this Privacy Policy, please contact us.