About Us

Effective Date: October 9, 2025

SBS Accounting & Tax Solutions ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website www.sbstaxsolutions.com (the "Site"), use our accounting and tax services, or interact with us in other ways. By using the Site or our services, you agree to the terms of this Privacy Policy. If you do not agree, please do not use the Site or our services.

We may update this Privacy Policy from time to time. We will notify you of changes by posting the updated policy on this page and revising the effective date. We encourage you to review this policy periodically.

1. Information We Collect

We collect information to provide and improve our accounting and tax services. The types of information we may collect include:

Personal Information

Contact Information: Name, email address, phone number, and mailing address when you engage our services, contact us, or request a consultation.

Financial Information: Bank account details, tax identification numbers, income details, and other financial data necessary for tax preparation, accounting, or payroll services.

Payment Information: Billing details, such as credit card numbers, processed securely via third-party payment processors (we do not store full card details).

Account Information: Username, password, and client portal details if you create an account on our Site.

Non-Personal Information

Usage Data: IP address, browser type, operating system, pages visited, time and date of visits, and referring/exit pages (collected via cookies and analytics tools like Google Analytics).

Device Information: Device type, unique identifiers, and location data (if enabled).

We collect this information directly from you (e.g., through forms or client intake), automatically (e.g., via Site analytics), or from third parties (e.g., financial institutions with your consent).

2. How We Use Your Information

We use your information to provide professional accounting and tax services and to operate the Site. Specific uses include:

- Providing tax preparation, bookkeeping, payroll, and other accounting services.

- Processing payments and issuing invoices.

- Communicating with you, such as responding to inquiries, sending service updates, or providing tax-related reminders.

- Improving our Site and services through usage analysis and feedback.

- Personalizing your experience, such as tailoring content in our client portal.

- Complying with legal and regulatory requirements, including tax laws and anti-money laundering regulations.

- Preventing fraud and ensuring the security of your financial data.

3. Sharing Your Information

We do not sell your personal information. We may share it in the following limited circumstances:

Service Providers: With trusted third parties who assist us in delivering services (e.g., cloud storage providers, payment processors, or software vendors like QuickBooks). These parties are bound by confidentiality agreements and data protection laws.

Legal Compliance: With tax authorities (e.g., IRS) or other government agencies when required by law or to comply with tax reporting obligations.

Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred, subject to confidentiality protections.

With Your Consent: For purposes such as sharing data with your financial advisor or other authorized parties.

We ensure all sharing complies with applicable laws, including the General Data Protection Regulation (GDPR) for EU clients and the California Consumer Privacy Act (CCPA) for California residents.

4. Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your Site experience and analyze usage:

Essential Cookies: Necessary for Site functionality (e.g., client portal login). These cannot be disabled.

Analytics Cookies: Help us understand Site usage (e.g., via Google Analytics). You can opt out via our cookie consent banner or browser settings.

Marketing Cookies Used for personalized ads or promotions. You can manage preferences through our cookie settings.

You can control cookies via your browser, but disabling them may affect Site functionality. For more details, see our Cookie Policy.

5. Data Security

We take data security seriously, especially given the sensitive nature of financial information. We use industry-standard measures, such as encryption, secure servers, and access controls, to protect your data. However, no system is completely secure, and we cannot guarantee absolute security.

In case of a data breach, we will notify affected clients and relevant authorities as required by law.

 6. Your Rights and Choices

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

Access: Request a copy of your personal or financial data.

Correction: Update inaccurate or incomplete information.

Deletion: Request deletion of your data, subject to legal retention requirements (e.g., tax records).

Objection/Opt-Out: Opt out of marketing communications or object to certain data processing.

Portability: Receive your data in a structured format.

To exercise these rights, contact us at support@sbstaxsolutions.com. California residents may also use our “Do Not Sell My Personal Information” link (if applicable). We will verify your identity before processing requests and will not discriminate against you for exercising your rights.

7. Children's Privacy

Our Site and services are not intended for children under 13 (or 16 in some jurisdictions). We do not knowingly collect children’s data. If we discover such data, we will delete it promptly. Parents or guardians can contact us to address any concerns.

8. International Data Transfers

If you are located outside the United States, your information may be transferred to and processed in the U.S. We implement safeguards, such as Standard Contractual Clauses, to protect data transferred internationally, in compliance with GDPR and other applicable laws.

9. Third-Party Links

Our Site may link to third-party websites (e.g., IRS or payment processors). We are not responsible for their privacy practices. Please review their policies before sharing information.

10. Data Retention

We retain your information only as long as necessary for our services or as required by law:

- Financial and tax data: Retained for at least 7 years to comply with IRS and other regulations.

- Account data: Kept until you request deletion or your account is inactive for 3 years.

- Usage data: Retained for 1 year for analytics purposes.

11. Contact Us

For questions about this Privacy Policy or to exercise your rights, contact our Data Protection Officer:

SBS Accounting & Tax Solutions  

Email: support@sbstaxsolutions.com  

Phone: 888-794-4534

EU clients may also contact their local data protection authority with complaints.