Privacy Policy
Flat Rate Bookkeeping and Taxes, Inc.
Update January 1, 2025

Flat Rate Bookkeeping and Taxes, Inc. values your privacy. This policy outlines how we collect, use, and protect your personal and financial information.

1. Information We Collect

We collect only the information necessary to provide bookkeeping and tax services. This may include:

  • Name, business name, and contact information

  • Financial records, tax forms, and supporting documentation

  • Communication history related to services

  • We do not collect information through cookies or website tracking tools.

2. How We Use Your Information

Your information is used solely to:

  • Provide bookkeeping and tax preparation services

  • File tax returns and respond to government agencies on your behalf

  • Communicate with you regarding your account or service requests

  • Comply with legal and regulatory obligations

3. Data Sharing

We do not sell, rent, or trade any of your personal or business information.
We do not share your information with third parties unless:

  • Required by law or legal process

  • You give us written permission

  • We are working with authorized third-party software or systems (e.g., QuickBooks) that support our services and are bound by confidentiality agreements

4. Data Security

We take reasonable and appropriate security measures to protect your data, including secure storage, encryption, and limited internal access. Only authorized personnel can access sensitive information.

5. Your Rights

You have the right to:

  • Access and review your personal information

  • Request corrections or updates

  • Request deletion of your data, where permitted by law

  • Requests can be made by contacting us directly using the information below.

6. Contact Information

If you have any questions about this privacy policy or how your information is handled, please contact:

Flat Rate Bookkeeping and Taxes, Inc.
20812 Ventura Blvd., Suite 200
Woodland Hills, CA 91364

Phone: 747 263-9016
contact@@flatratebookkeepingandtaxes.com