ASAP Accounting

Legal

Privacy Notice

ASAP Accounting LLC ("ASAP Accounting," "we," "us," or "our") respects your privacy and is committed to protecting the personal and financial information entrusted to us.

This Privacy Notice explains how we collect, use, disclose, protect, and retain personal information when you visit our website, communicate with us, request information, or use our accounting, bookkeeping, tax preparation, tax planning, and related services (collectively, the "Services").

By using our website or Services, you acknowledge the practices described in this Privacy Notice.

1. Information We Collect

Depending on the Services you request and your relationship with us, we may collect the following categories of information.

A. Contact and Identification Information

  • Full name
  • Mailing address
  • Email address
  • Telephone number
  • Date of birth
  • Social Security number or taxpayer identification number
  • Driver's license or other identification information
  • Information necessary to verify your identity

B. Tax and Financial Information

When providing tax, accounting, bookkeeping, or tax-planning services, we may collect information necessary to perform those services, including:

  • Income and employment information
  • W-2s, Forms 1099, K-1s, and other tax documents
  • Bank and financial account information
  • Investment information
  • Information regarding assets and liabilities
  • Business and accounting records
  • Information regarding dependents and family members
  • Information relating to deductions, credits, and tax elections
  • Information relating to businesses, partnerships, corporations, trusts, estates, and other entities
  • Prior-year tax returns
  • Information regarding foreign financial accounts or foreign assets when relevant to your tax situation
  • Other information reasonably necessary to prepare tax returns or provide accounting or tax services

Some of this information may constitute sensitive personal information or nonpublic personal information under applicable law.

C. Information You Provide Through Our Website

If you contact us, request a consultation, complete a form, subscribe to communications, or otherwise communicate with us, we may collect the information you voluntarily provide. This may include the contents of your communications, documents, attachments, and information submitted through online forms or client portals.

D. Payment Information

If you pay for our Services, payment information may be collected and processed by us or by a third-party payment processor. We may receive information necessary to confirm and process your payment, but payment information may be handled directly by the applicable payment processor.

E. Website and Technical Information

When you use our website, certain information may be collected automatically, such as:

  • IP address
  • Browser type
  • Device type
  • Operating system
  • Pages visited
  • Date and time of visits
  • Referring website
  • Website interaction information
  • Other technical information necessary to operate, secure, and improve our website

We may use cookies and similar technologies where applicable.

2. How We Use Your Information

We collect and use personal information for legitimate business and professional purposes, including:

  • Providing accounting, bookkeeping, tax preparation, tax planning, and related Services
  • Preparing and filing tax returns and other tax documents
  • Communicating with you regarding your Services
  • Responding to questions and requests
  • Verifying your identity
  • Processing payments
  • Maintaining accounting and business records
  • Managing client relationships
  • Providing customer support
  • Improving our website and Services
  • Protecting our systems and preventing fraud, unauthorized access, or other security threats
  • Complying with applicable federal, state, and local laws and regulations
  • Complying with tax, accounting, professional, legal, and regulatory requirements
  • Establishing, exercising, or defending legal claims
  • Performing other purposes that are reasonably necessary to provide the Services you request or that are disclosed to you when information is collected

We do not sell your tax return information or confidential client information.

We do not use confidential taxpayer information for unrelated advertising or marketing purposes.

3. Taxpayer and Client Information

Because ASAP Accounting provides tax and accounting services, we may receive highly sensitive financial and tax information. We understand that this information is provided to us for the purpose of providing professional services. We limit access to client information to individuals and service providers who have a legitimate business or professional need to access the information.

We handle taxpayer information in accordance with applicable federal and state laws, regulations, professional requirements, and our internal information-security policies.

Our privacy practices are intended to complement, and not replace, our professional obligations concerning the confidentiality and safeguarding of taxpayer information.

4. How We Share Information

We may disclose personal information when reasonably necessary to provide our Services, comply with legal obligations, protect our rights, or with your authorization.

Service Providers

We may share information with trusted service providers that perform services on our behalf, such as:

  • Tax preparation and accounting software providers
  • Client portal and document-management providers
  • Cloud storage providers
  • Electronic signature providers
  • Payment processors
  • Information technology and cybersecurity providers
  • Professional consultants
  • Communication and email service providers

We require service providers that handle confidential client information on our behalf to maintain appropriate safeguards and use the information only for authorized purposes.

Government Authorities and Legal Requirements

We may disclose information when required or permitted by law, including in response to:

  • Subpoenas
  • Court orders
  • Government investigations
  • Tax authority requests
  • Law enforcement requests
  • Other legal or regulatory processes

Professional Advisors

We may disclose information to attorneys, accountants, auditors, insurers, cybersecurity professionals, or other professional advisors when reasonably necessary for legitimate business, legal, insurance, compliance, or security purposes.

With Your Consent

We may disclose information when you specifically authorize or request us to do so.

5. We Do Not Sell Personal Information

ASAP Accounting LLC does not sell personal information or confidential taxpayer information to third parties.

We also do not sell Social Security numbers, tax return information, financial information, or other confidential client information.

If our data practices change in a manner that requires additional notice or consent under applicable law, we will provide the required notice.

6. Marketing Communications

We may occasionally send informational or marketing communications regarding our Services.

You may unsubscribe from marketing emails by using the unsubscribe mechanism included in the communication or by contacting us at [email protected].

Even if you opt out of marketing communications, we may continue to send administrative or service-related communications necessary to provide Services you have requested.

7. Cookies and Analytics

Our website may use cookies and similar technologies to operate the website, understand website usage, improve functionality, and maintain website security.

If we use third-party analytics or advertising technologies, those providers may receive certain technical or usage information in accordance with their own privacy policies.

We do not permit advertising or analytics providers to use confidential taxpayer information obtained through our professional Services for their own unrelated purposes.

You may be able to control cookies through your browser settings. Disabling certain cookies may affect the functionality of our website.

8. Data Security

We take the security and confidentiality of client information seriously.

We maintain administrative, technical, and physical safeguards designed to protect personal and confidential information from unauthorized access, disclosure, alteration, misuse, or destruction.

Our security measures may include appropriate access controls, secure systems, employee or contractor security practices, data protection procedures, and other safeguards appropriate to the nature and sensitivity of the information we maintain.

As a tax professional, ASAP Accounting maintains a Written Information Security Plan (WISP) designed to address the protection of client information and the security risks associated with our business operations. Federal requirements specifically require tax professionals to maintain written information-security programs appropriate to their businesses.

However, no method of transmitting or storing information can be guaranteed to be completely secure.

9. Data Retention

We retain personal and client information for as long as reasonably necessary to:

  • Provide our Services
  • Maintain required business, tax, and accounting records
  • Comply with applicable legal, regulatory, and professional obligations
  • Resolve disputes
  • Establish or defend legal claims
  • Protect our legitimate business interests

When information is no longer required, we may securely delete, destroy, anonymize, or otherwise dispose of it in accordance with applicable requirements and our information-security policies.

10. Your Privacy Rights

Depending on where you live and whether applicable privacy laws apply to you, you may have certain rights concerning your personal information. These rights may include, where applicable:

  • The right to know what categories of personal information we collect
  • The right to request access to certain personal information
  • The right to request correction of inaccurate information
  • The right to request deletion of certain personal information
  • The right to opt out of certain processing activities where applicable
  • The right to appeal a decision regarding a privacy request where required by applicable law

These rights are subject to applicable legal exceptions and limitations. For example, we may need to retain certain information to comply with tax, accounting, legal, regulatory, professional, or other obligations.

To submit a privacy request, contact us using the information provided below.

We may need to verify your identity before processing certain requests in order to protect your information from unauthorized disclosure.

11. Florida Privacy Rights

ASAP Accounting is located in Florida and complies with applicable Florida privacy requirements.

Where the Florida Digital Bill of Rights applies to ASAP Accounting and a particular consumer, applicable rights and requirements will be handled in accordance with Florida law.

Florida law requires covered controllers to provide a reasonably accessible privacy notice describing, among other things, categories of personal data processed, purposes of processing, applicable third-party disclosures, and how consumers may exercise applicable rights.

Nothing in this Privacy Notice is intended to provide rights beyond those required by applicable law.

12. Children's Privacy

Our Services are intended for adults and businesses and are not directed toward children under the age of 13.

We do not knowingly collect personal information directly from children under 13 through our website.

If you believe a child has provided personal information to us, please contact us so that we can take appropriate action.

13. Third-Party Websites and Services

Our website or communications may contain links to websites, applications, or services operated by third parties.

We are not responsible for the privacy practices, security, or content of third-party websites or services.

We encourage you to review the privacy notices of third parties before providing them with personal information.

14. Changes to This Privacy Notice

We may update this Privacy Notice periodically to reflect changes in our Services, business practices, technology, or applicable legal requirements.

When we make changes, we will post the updated Privacy Notice on our website and update the Effective Date above.

We encourage you to review this Privacy Notice periodically.

15. Contact Us

If you have questions about this Privacy Notice, our privacy practices, or your personal information, or if you wish to submit a privacy request, please contact:

ASAP Accounting LLC Email: [email protected]