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Privacy Policy

Privacy Policy 
Effective Date: 06/03/2025 

Balance Beam Bookkeeping & Tax (“we”, “our”, or “us”) is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and protect your information when you visit our website, https://balancebeamteam.com. 

 

  1. Information We Collect
    We may collect the following types of information:
  • Personal Information: Name, email address, phone number, and business details when submitted via forms or communications. 
  • Financial Information: Only if submitted voluntarily (e.g., for tax or bookkeeping onboarding). 
  • Technical Data: IP address, browser type, pages visited, and usage patterns (via Google Analytics or similar tools). 
  • Cookies and Tracking Data: We use cookies to improve user experience and for marketing/analytics purposes. 

 

  1. How We Use Your Information
    We use your information to:
  • Provide and manage bookkeeping, tax, and consulting services. 
  • Respond to inquiries or provide customer support. 
  • Improve our website and services. 
  • Send marketing communications (only if you’ve opted in). 
  • Comply with legal or regulatory obligations. 

 

  1. Third-Party Sharing
    We may share your data with trusted third-party services, including:
  • Google Analytics (to understand how visitors use our website). 
  • CRM and email platforms (for communication purposes). 
  • Payment processors (if applicable, for invoicing or billing). 

These third parties are bound by confidentiality and data protection agreements. 

 

  1. Your Data Rights
    You have the right to:
  • Access or request a copy of your personal data. 
  • Request correction or deletion of your data. 
  • Opt out of marketing emails at any time. 
  • Disable cookies via your browser settings. 

If you are a resident of California (CCPA) or the European Union (GDPR), you may have additional rights. 

 

  1. Data Security
    We use industry-standard security protocols to protect your information. However, no method of transmission over the Internet is 100% secure.

 

  1. Cookies Policy
    Our site uses cookies to enhance browsing, analyze site traffic, and support marketing efforts. You may disable cookies in your browser settings, but this may limit certain features of the website.

 

  1. Updates to This Policy
    We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated revision date.

 

  1. Contact Us
    If you have any questions about this Privacy Policy, please contact us at:

Balance Beam Bookkeeping & Tax 
301 N. Lake Ave, Suite 600 
Pasadena, CA 91101 
Email: [email protected]  
Phone: (626) 248-8749 xt. 101 

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