Privacy Policy

Privacy Policy

Effective Date: 01/13/2026

At A&A Bookkeeping & Tax Solutions LLC we are committed to protecting the privacy, confidentiality, and security of your personal and financial information. This Privacy Policy explains how we collect, use, protect, and disclose information obtained through our website and in the course of providing bookkeeping, accounting, and tax preparation services.

1. Information We Collect

We may collect personal and financial information including, but not limited to:

• Full name, address, email address, and phone number
• Social Security numbers, taxpayer identification numbers, and dates of birth
• Business and financial records, income information, expenses, and banking details
• Tax returns, tax documents, and supporting records
• Information submitted through website forms, emails, or client portals

We collect only the information necessary to provide requested services and to comply with federal and state laws.

2. How We Use Your Information

Your information is used solely for legitimate business purposes, including:

• Providing bookkeeping, accounting, and tax preparation services
• Communicating with you regarding your account or services
• Complying with legal, regulatory, and professional obligations
• Improving our services and internal processes

We do not sell, rent, or trade client information.

3.Confidentiality of Client Information

All client information is treated as strictly confidential. We adhere to professional standards and legal requirements governing confidentiality, including applicable IRS and New York State regulations.

Access to sensitive information is restricted to authorized personnel only, all of whom are required to maintain confidentiality.

4. Data Security Measure 

We implement reasonable administrative, technical, and physical safeguards designed to protect personal and financial information from unauthorized access, misuse, disclosure, alteration, or destruction. These measures may include:

• Secure password-protected systems
• Encryption and secure file storage
• Limited access controls
• Secure client portals where applicable

While we take reasonable steps to safeguard your information, no method of electronic transmission or storage is 100% secure.

5. Disclosure of Information

We may disclose client information only in the following circumstances:

• With your written authorization
• As required by federal, state, or local law
• To comply with IRS, court orders, or regulatory inquiries
• To trusted service providers who assist us in delivering services, subject to confidentiality obligations

We do not disclose information beyond what is necessary for these purposes.

6. IRS & Taxpayer Information Protection

We comply with IRS data security requirements and applicable safeguards rules governing the protection of taxpayer information. Taxpayer data is handled in accordance with federal law, and all personnel are trained on confidentiality and data protection practices.

7. Website & Electronic Communications

Information submitted through our website or via email may not be fully secure. Clients are encouraged to use secure portals or approved methods when transmitting sensitive personal or financial information.

Communication through this website does not establish a professional relationship until a formal engagement agreement is executed.

8. Cookies & Website Analytics

Our website may use cookies or similar technologies to improve functionality and user experience. Cookies do not collect personal financial information and may be disabled through your browser settings.

9. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices, content, or security of external sites. We encourage users to review the privacy policies of any third-party websites they visit.

10. Retention of Information

Client information is retained only as long as necessary to provide services and to meet legal, regulatory, and professional record-keeping requirements.

11. Your Rights

You may request access to, correction of, or clarification regarding your personal information, subject to applicable laws and professional obligations.

12. Changes to This Privacy Policy

We reserve the right to update or modify this Privacy Policy at any time. Changes will be effective upon posting to this website. Continued use of our services or website constitutes acceptance of the revised policy.

13. Contact Information

If you have any questions regarding this Privacy Policy or our data protection practices, please contact:

A&A Bookkeeping & Tax Solutions LLC

Email: office@aandabookkeepingandtaxsolutions.com

Phone: 631-626-5400

Location: Melville, New York