Privacy Policy | Alan Balmer, PC

Introduction

Alan Balmer, PC ("we," "our," or "us") respects your privacy and is committed to protecting the personal and financial information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website alanbalmer.servicepros.club or engage our professional services.

As a Certified Public Accountant firm, we are bound by professional ethical standards, including the AICPA Code of Professional Conduct and applicable state regulations, which impose strict confidentiality obligations on our handling of client information.

Information We Collect

We may collect the following types of information:

Personal Information: Name, email address, phone number, mailing address, and other contact details you provide when submitting inquiry forms or scheduling consultations.
Financial Information: Social Security numbers, tax identification numbers, income records, asset details, and other sensitive financial data necessary for tax preparation and advisory services — collected only after a professional engagement is established.
Technical Data: IP address, browser type, device information, and website usage data collected through standard web analytics to improve our online presence.

How We Use Your Information

We use collected information for the following purposes:

To provide tax preparation, filing, and advisory services to clients
To communicate with you regarding consultations, engagements, and service delivery
To respond to inquiries submitted through our website contact forms
To comply with legal, tax, and regulatory obligations
To improve our website functionality and user experience

Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share information only in the following limited circumstances:

With Your Consent: When you authorize us to share information with other professionals (e.g., attorneys, financial advisors) as part of your engagement.
For Service Delivery: With trusted third-party service providers (e.g., tax filing software, secure document portals) who assist in delivering our services and are bound by confidentiality agreements.
Legal Requirements: When required by law, court order, IRS request, or governmental regulation. We will notify you of any such disclosure unless legally prohibited.
Business Transfers: In connection with a merger, sale, or transfer of our practice, client information may be transferred as part of the transaction under strict confidentiality terms.

Data Security

We implement industry-standard security measures to protect your information, including encryption for data in transit, secure document portals for file sharing, and access controls limiting client data to authorized personnel only. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.

Data Retention

We retain client records and financial information for the periods required by IRS regulations, state professional requirements, and our professional standards. Generally, tax returns and supporting documentation are retained for a minimum of seven years. You may request deletion of your records at any time, subject to legal and professional retention obligations.

Your Rights

You have the right to:

Request access to the personal information we hold about you
Request correction of inaccurate personal data
Request deletion of your personal data (subject to legal obligations)
Withdraw consent for data processing where applicable
Opt out of non-essential communications

To exercise any of these rights, please contact us at Alan@AlanBalmerPC.com.

Third-Party Links

Our website may contain links to third-party websites (e.g., IRS refund trackers, payment portals). We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies before providing any personal information.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a minor, please contact us immediately.

Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal obligations. We will post the updated policy on this page with a revised "Last Updated" date. Continued use of our services after changes constitutes acceptance of the revised policy.

Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact:

Alan Balmer, PC
Argyle, Texas 76226
Email: Alan@AlanBalmerPC.com
Phone: 641.233.1036