Privacy Policy

PrimeLedger Tax & Accounting ("we," "our," or "us") is committed to protecting your privacy and the confidentiality of your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our tax preparation, bookkeeping, accounting, and related services (collectively, the "Services").

By using our Services, you agree to the collection and use of information in accordance with this Privacy Policy. We comply with applicable U.S. privacy laws and professional accounting standards regarding client confidentiality.

We collect information necessary to provide our Services effectively and comply with legal and professional obligations. This includes:

We use your information solely for the following purposes:

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  Providing Our Services

  To prepare and file tax returns, manage bookkeeping, provide tax advisory services, and deliver other accounting services you request.

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  Legal and Regulatory Compliance

  To comply with IRS requirements, state tax laws, professional accounting standards, and other applicable regulations.

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  Communication

  To respond to your inquiries, send service updates, provide customer support, and communicate about your account.

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  Service Improvement

  To analyze usage patterns, improve our Services, develop new features, and enhance user experience.

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  Security and Fraud Prevention

  To protect against fraud, unauthorized access, and other security threats.

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

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  With Your Consent

  When you explicitly authorize us to share your information with third parties.

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  Tax Filing and Regulatory Requirements

  To file tax returns with the IRS and state tax authorities, and to comply with legal obligations, court orders, or government requests.

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  Service Providers

  With trusted third-party service providers who assist us in operating our business (e.g., cloud storage providers, payment processors) under strict confidentiality agreements.

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  Business Transfers

  In connection with a merger, acquisition, or sale of assets, where your information may be transferred as part of the transaction.

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  Legal Protection

  To protect our rights, property, or safety, or that of our clients or others, as required or permitted by law.

We implement industry-standard security measures to protect your information from unauthorized access, alteration, disclosure, or destruction:

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  Encryption of sensitive data in transit and at rest using SSL/TLS and AES encryption
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  Secure cloud storage with reputable providers that comply with SOC 2 and other security standards
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  Access controls and authentication measures to restrict access to authorized personnel only
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  Regular security audits and monitoring to detect and prevent security threats
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  Employee training on data security and confidentiality best practices

While we strive to protect your information, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security, but we are committed to maintaining the highest standards of data protection.

You have certain rights regarding your personal information:

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  Access

  You may request access to the personal information we hold about you.

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  Correction

  You may request correction of inaccurate or incomplete information.

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  Deletion

  You may request deletion of your information, subject to legal and professional retention requirements.

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  Opt-Out

  You may opt out of marketing communications by following the unsubscribe instructions in our emails.

To exercise these rights, please contact us using the information provided in Section 9. Note that we may retain certain information as required by law or professional standards (e.g., tax records must be retained for a minimum period).

We use cookies and similar tracking technologies to enhance your experience on our website:

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  Essential Cookies: Required for the website to function properly
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  Analytics Cookies: Help us understand how visitors use our website
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  Functional Cookies: Remember your preferences and improve functionality

You can control cookies through your browser settings. However, disabling certain cookies may limit your ability to use some features of our website.

We retain your information for as long as necessary to:

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  Provide our Services and maintain your account
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  Comply with legal obligations (e.g., IRS requires tax preparers to retain records for a minimum period)
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  Resolve disputes and enforce our agreements

Tax records and financial documents are typically retained for a minimum of 7 years as required by IRS regulations and professional standards. After the retention period, we securely dispose of your information.

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 child, please contact us immediately, and we will take steps to delete such information.

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. We will notify you of material changes by:

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  Posting the updated Privacy Policy on our website with a new "Last Updated" date
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  Sending an email notification to registered users

Your continued use of our Services after such changes constitutes acceptance of the updated Privacy Policy. We encourage you to review this Privacy Policy periodically.