Privacy Policy

Effective Date: 1/1/2025

iBiz Accounting & Tax LLC ("we," "our," or "us") is committed to protecting the privacy and security of our clients' personal and financial information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you engage with our services.

1. Information We Collect

We may collect the following types of information:

Personal Information: Name, address, phone number, email, and identification details.
Financial Information: Tax records, bank account details, payroll data, and other financial documents.
Business Information: Corporate financial records, employee data, and tax-related documents.
Technical Information: IP addresses, device details, and website usage data if you interact with our website.

2. How We Use Your Information

We use your information for the following purposes:

To provide accounting, tax preparation, audit, and advisory services.
To comply with legal and regulatory obligations.
To communicate with you regarding our services, updates, or changes.
To prevent fraud and unauthorized access.
To improve our website and customer experience.

3. How We Share Your Information

We do not sell or rent your personal information. However, we may share it in the following circumstances:

With Third-Party Service Providers: To assist in providing accounting or IT support services.
Legal Compliance: If required by law, regulation, or government authorities.
Business Transactions: In case of mergers, acquisitions, or sales, where necessary.
No mobile or messaging consent information will be shared with third parties/affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

4. Data Security

We implement strict security measures, including encryption, firewalls, and access controls, to protect your information from unauthorized access, loss, or misuse.

5. Data Retention

We retain your personal information for as long as necessary to fulfill our legal, tax, and business obligations. When no longer required, we securely dispose of the data.

6. Your Rights and Choices

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

Access, correct, or delete your personal information.
Restrict or object to certain data processing.
Withdraw consent where applicable.

To exercise these rights, please contact us at help@ibizaccountingandtax.com.

7. Cookies and Online Tracking

Our website may use cookies to improve user experience and analyze website traffic. You can manage cookie preferences through your browser settings.

8. Updates to This Policy

We may update this Privacy Policy periodically. Changes will be posted on our website with the revised effective date.

9. Contact Us

If you have any questions about this Privacy Policy, please contact us at:
iBiz Accounting and Tax LLC
239-810-0757
help@ibizaccountingandtax.com