Privacy Policy 

Introduction

Page One Taxes LLC (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you engage our tax preparation, bookkeeping, payroll, and related financial services.

By using our services, you agree to the terms of this Privacy Policy.

Information We Collect

We may collect the following categories of information:

A. Personal Identification Information

• Name, address, phone number, email address

• Date of birth, Social Security number, tax identification number

B. Financial and Tax Information

• Income statements (W-2s, 1099s, K-1s, etc.)

• Bank account details, routing numbers

• Business financial records

• Payroll records

• Expense receipts, invoices, and ledgers

C. Device and Usage Information (if using our website)

• IP address, browser type, operating system

• Cookies and usage analytics

D. Other Information You Provide

• Any information shared through emails, forms, or consultations

How We Use Your Information

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

• Preparing federal, state, and local tax returns

• Providing bookkeeping, payroll, and financial reporting services

• Communicating with you regarding your account and services

• Maintaining accurate internal records

• Complying with legal and regulatory obligations

• Improving our services and security measures
  
  

We do not sell your personal information.

How We Share Your Information

We may share information only in the following circumstances:

A. With Your Consent

When you authorize us to share data with third parties (e.g., lenders, accountants, attorneys).

B. With Service Providers

Trusted third-party vendors who help us provide services, such as:

• Secure document storage providers

• Payroll processors

• Tax software companies

These parties are required to protect your information.

C. For Legal or Regulatory Requirements

We may disclose information to:

• IRS, state tax agencies, or other government entities

• Courts or law enforcement when required by law

• Auditors or compliance professionals

Data Security

We use administrative, technical, and physical safeguards to protect your data, including:

• Encrypted file storage and data transfer

• Secure password protocols and authentication

• Restricted employee access to sensitive information

• Regular security updates and system monitoring

However, no method of transmission is 100% secure. We strive to protect your information but cannot guarantee absolute security.

Data Retention

We retain your information only as long as necessary to:

• Provide services to you

• Maintain lawful business and tax records

• Comply with legal, regulatory, and professional requirements

You may request deletion of certain information, subject to legal retention obligations.

Your Rights and Choices

Depending on your location, you may have rights regarding your personal information, such as:

• Accessing a copy of your information

• Requesting corrections

• Requesting deletion (where applicable)

• Withdrawing consent

• Limiting certain uses of your data

To exercise these rights, contact us at: pageonebookkeeping@gmail.com.