Privacy Policy

Last updated: November 2025

Who We Are

Accountable BC (“we,” “our,” or “us”) is a tax strategy and business coaching firm operated by federally authorized Enrolled Agent(s) under U.S. Treasury Department Circular 230. Our mission is to help entrepreneurs and small-business owners make informed tax, business, and wealth-planning decisions.

Scope

This policy explains how we collect, use, and safeguard your personal information when you visit [insert URL], participate in consultations, or exchange information with us through our secure systems.

Information We Collect

We may collect:

Identity and contact data – name, business name, email, phone, address.
Financial and tax data – only as voluntarily provided for analysis, compliance, or engagement purposes.
Technical data – IP address, browser type, usage patterns, cookies.
Communications data – messages, uploads, forms, and notes from consultations.

We never collect sensitive data (e.g., Social Security numbers, bank account details, or tax transcripts) through unsecured forms or email. All confidential records are exchanged only via encrypted portals or authorized upload links.

How We Use Information

We use your data to:

Provide requested services, consultations, and follow-up recommendations.
Maintain compliance with IRS, Treasury, and state record-keeping rules.
Improve our website and client experience.
Send educational or marketing communications if you opt in (unsubscribe anytime).

We do not sell, lease, or trade your personal information.

Legal & Regulatory Compliance

As Enrolled Agents, we are bound by the IRS Circular 230 confidentiality provisions, the FTC Safeguards Rule, and applicable state privacy laws. We maintain written data-protection policies and use commercially reasonable encryption, password, and access-control measures.

Disclosure of Information

We may share limited data:

With service providers under strict confidentiality (e.g., CRM, scheduling, payment processor).
To comply with lawful requests from government or regulatory authorities.
When required to protect our rights or prevent fraud.

No third party may use your information for its own marketing purposes.

Your Rights

Depending on your jurisdiction, you may:

Request access, correction, or deletion of your personal data.
Withdraw consent for non-essential communications.
File a complaint with a data-protection authority.

Data Retention & Security

Records are retained only as required under federal and state laws (generally 7 years for tax matters). We employ encryption, multi-factor authentication, and restricted user access to protect client data.

Updates

We may revise this policy periodically; the effective date will appear above.

Contact

Accountable BC
17020 Chatsworth St, #1103 Granada Hills, CA 91344
team@accountablebc.com
(310) 616-4224