Privacy PolicyEffective

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Effective Date: April 26, 2025

Balance Beam Bookkeeping & Tax ("Company", "we", "our", or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website [Insert Website URL], including any other media form, media channel, mobile website, or mobile application related or connected to it.

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

We may collect personal information that you voluntarily provide to us when you:

• Complete a contact form
   
• Schedule an appointment
   
• Subscribe to a newsletter
   
• Request services or information
   

This information may include:

• Name
   
• Email address
   
• Phone number
   
• Business information
   
• Any other information you choose to provide
   

We also automatically collect certain information when you visit the site, such as:

• IP address
   
• Browser type
   
• Operating system
   
• Access times
   
• Pages viewed
   
• Referring website addresses
   

We use the information we collect to:

• Respond to your inquiries
   
• Provide bookkeeping, tax, and advisory services
   
• Send important service updates
   
• Improve our website and services
   
• Carry out marketing or promotional communications (if you opt-in)
   
• Comply with legal obligations
   

We do not sell, trade, or rent your personal information to others.
We may share information with:

• Service providers and vendors assisting us in running our website or business
   
• Law enforcement if required by law or to protect our rights
   
• Analytics providers (such as Google Analytics) for improving website performance
   

All third parties are required to maintain the confidentiality of your information.

We use cookies and similar technologies to enhance your experience.
Cookies help us:

• Analyze website traffic
   
• Understand user behavior
   
• Deliver targeted advertisements through platforms like Google Ads
   

You can manage your cookie preferences through your browser settings.
A cookie consent banner is provided to comply with applicable laws.

We implement appropriate technical and organizational measures to protect your information from unauthorized access, alteration, disclosure, or destruction.

However, no method of transmission over the internet or electronic storage is 100% secure, so we cannot guarantee absolute security.

Depending on your location, you may have the right to:

• Request access to the personal information we hold about you
   
• Request corrections or deletion of your data
   
• Opt-out of receiving marketing communications
   

You can contact us anytime at admin@balancebeamtax.com regarding your rights.

Our website may contain links to third-party websites.
We are not responsible for the privacy practices of any third parties.

We may update this Privacy Policy periodically.
Any changes will be effective when posted on this page with a new "Effective Date."

If you have any questions or concerns about this Privacy Policy, please contact us at:

Balance Beam Bookkeeping & Tax
301 N. Lake Ave, Suite 600
Pasadena, CA 91101
Phone: 844-822-5262