PRIVACY NOTICE

Really Bookkeeping LLC

Last Updated: December 31, 2025

Really Bookkeeping LLC (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Notice explains how we collect, use, disclose, and safeguard personal information when you visit our website, contact us, or engage us for bookkeeping, accounting, and tax preparation services.

By accessing our website or using our services, you agree to the practices described in this Privacy Notice.

Information We Collect

We collect personal information only as necessary to provide professional bookkeeping, accounting, and tax preparation services.

Personal Information

  • Contact Information: Name, email address, phone number, mailing address

  • Client and Business Information: Business name, entity type, industry, ownership details

  • Tax Preparation Information: Social Security Numbers, Individual Taxpayer Identification Numbers (ITINs), income records, expense records, payroll data, financial statements, prior-year tax returns, and supporting tax documentation

  • Financial Information: Bank statements, transaction records, invoices, receipts, and payroll data

  • Communication Records: Emails, messages, consultations, and support communications

  • Uploaded Documents: Files and records you submit through secure methods for service delivery

Automatically Collected Information

  • IP address, browser type, device information

  • Website usage and interaction data

  • Cookies and similar technologies (see Cookies section)

How We Use Your Information

Legal Basis for Processing

We process personal information based on:

  • Your consent

  • Performance of a contract or requested services

  • Compliance with legal and regulatory obligations

  • Legitimate business interests such as security, recordkeeping, and service improvement

Purposes of Processing

We use your information to:

  • Provide bookkeeping, accounting, and tax preparation services

  • Prepare and file federal, state, and local tax returns when authorized

  • Communicate regarding services, deadlines, and required documentation

  • Maintain accurate professional records

  • Process payments and manage billing

  • Improve website functionality and service quality

  • Comply with IRS, state tax authorities, and other legal requirements

  • Prevent fraud and unauthorized access

Cookies and Tracking Technologies

We use limited cookies to ensure website functionality and performance.

Types of Cookies

  • Essential Cookies: Required for website operation and security

  • Performance Cookies: Help us understand website usage

  • Preference Cookies: Remember user settings

You may control cookies through your browser settings. Disabling cookies may affect website functionality.

Sharing of Information

We do not sell or rent personal information.

We may share information only with:

  • Secure IT, website hosting, and document management providers

  • Payment processors (we do not store full payment details)

  • Professional advisors (legal, accounting, compliance)

  • Government or tax authorities when required by law or with your authorization

All third parties are required to protect your information and use it only for authorized purposes.

Sensitive Personal Information

Due to the nature of bookkeeping and tax preparation services, we may process sensitive personal information, including tax identifiers and financial data.

Such information:

  • Is collected only when necessary

  • Is used solely to provide requested services

  • Is protected with enhanced security controls

  • Is retained only as required by law and professional standards

Data Security

We use reasonable administrative, technical, and physical safeguards, including:

  • Secure data transmission (SSL/TLS)

  • Access controls and authentication

  • Limited staff access to confidential information

  • Secure document handling procedures

No system is 100% secure; however, we take appropriate measures to reduce risk.

Data Retention

We retain personal information only for as long as necessary to:

  • Provide services

  • Meet IRS, state tax, accounting, and legal requirements

  • Maintain professional records

When information is no longer required, it is securely deleted or destroyed.

Your Privacy Rights

Depending on applicable law, you may have the right to:

  • Request access to your information

  • Request correction of inaccurate data

  • Request deletion, subject to legal obligations

  • Withdraw consent where applicable

Requests may be submitted using the contact information on our website.

California Privacy Rights (CPRA)

California residents may have additional rights, including the right to:

  • Know what personal information we collect

  • Request correction or deletion

  • Opt out of data sharing for targeted advertising

We do not sell personal information and do not discriminate for exercising privacy rights.

Age Restriction (No Minors)

Our website and services are strictly intended for individuals aged 18 or older.
We do not knowingly collect or process personal information from anyone under 18.
If we become aware that such information has been collected, it will be deleted promptly.

Data Breach Notification

If a data breach occurs that affects personal information, we will:

  • Investigate and contain the incident

  • Notify affected individuals and authorities as required by law

  • Take corrective actions to prevent recurrence

Changes to This Privacy Notice

We may update this Privacy Notice periodically. Updates will be posted on this page with a revised “Last Updated” date.