BalancedReturns Privacy Policy
Effective Date: 19/02/2026
At BalancedReturns, we recognize that the privacy and security of your financial information are of the utmost importance. This Privacy Policy outlines how we collect, use, protect, and share your personal and financial data when you visit our website (https://balancedreturns.com) or engage our bookkeeping and tax services.
1. Information We Collect
We collect information that identifies, relates to, or could reasonably be linked to you (“Personal Information”).
Contact Information: Name, email address, phone number, and business name provided through our “Send Us Message” or “Make an Appointment” forms.
Financial Data: If you engage our services, we collect data necessary for tax preparation and bookkeeping, including but not limited to SSNs, EINs, bank statements, and QuickBooks login credentials.
Usage Data: IP addresses, browser types, and pages visited on our site via cookies to help us improve website functionality.
2. How We Use Your Information
We use the information we collect for the following professional purposes:
To provide tax preparation, bookkeeping, and consulting services.
To communicate with you regarding your appointments or project status.
To comply with federal (IRS) and state regulatory requirements.
To send occasional firm updates or tax deadline reminders (you may opt-out at any time).
3. Data Protection & Security
As a firm led by an Enrolled Agent (EA) candidate, we adhere to strict confidentiality standards.
Encryption: We use industry-standard encryption for data transmission.
Secure Portals: We provide secure file-sharing portals for sensitive documents; we advise against sending sensitive financial data via standard email.
Access Control: Access to your personal information is strictly limited to authorized personnel who require it to perform their professional duties.
4. Third-Party Sharing
We do not sell, rent, or trade your personal information to third parties. We only share information in the following circumstances:
Service Providers: With trusted third-party software (like QuickBooks or tax filing software) necessary to perform our services.
Legal Requirements: When required by law, such as in response to a subpoena or IRS inquiry.
Consent: When you explicitly authorize us to share information with a third party (e.g., your mortgage lender).
5. Your Rights and Choices
Depending on your location, you may have the right to:
Request a copy of the personal data we hold about you.
Request that we correct or update inaccurate information.
Request the deletion of your data (subject to legal record-retention requirements for tax professionals).
6. Cookies
Our website uses cookies to enhance user experience. You can set your browser to refuse cookies, though some parts of the site may not function properly as a result.
7. Contact Us
If you have questions about this Privacy Policy or how your data is handled, please contact us:
BalancedReturns Portland, Maine
Email: iidowjr@gmail.com
Phone: 207-232-5845