Privacy Policy

Effective: 01/01/25 , Last updated: 12/02/25

1. Information We Collect

We collect and maintain information necessary to deliver professional accounting and tax services. This may include:

Personal and Business Information

Names, addresses, phone numbers, and email addresses
Social Security numbers, Employer Identification Numbers, and other tax identifiers
Financial statements, payroll data, bank information, and transaction records
Tax documents, accounting files, and supporting records
Documents uploaded or provided through secure portals, email, or physical delivery

Technical and System Information

To maintain system security and provide reliable service, we may collect:

IP addresses and device identifiers
Log-in activity within secure portals
Cookies and website usage data (for user experience and protection)

We do not collect unnecessary personal data or track clients for marketing purposes.

2. How We Use Your Information

We use client information solely for business purposes, including:

Preparing and filing tax returns
Providing accounting, bookkeeping, advisory, and consulting services
Communicating regarding engagement activities
Maintaining accurate records in accordance with legal and professional standards
Detecting and preventing fraud or unauthorized access
Improving security, systems, and operational efficiency

Client information is never sold or used for purposes outside the scope of professional services.

3. Information Sharing and Disclosure

We may share information only under the following circumstances:

Authorized Third-Party Providers

We use reputable technology and service vendors to support firm operations, such as:

Secure document portals
Cloud accounting platforms
Email and communication systems
Data backup and storage providers All vendors are bound by confidentiality obligations and required to maintain security standards consistent with our firm’s requirements.

Regulatory and Legal Requirements

We may disclose information when required to:

Comply with federal, state, or local laws
Respond to lawful requests from regulatory or oversight bodies
Support audits, peer reviews, or quality-control processes mandated for CPA firms

Client Direction

Information may be shared when a client instructs or authorizes us to do so.

4. SMS Terms & Conditions

By opting into SMS from a web form or other medium, you are agreeing to receive SMS messages from Bald CPA LLC. This includes SMS messages for conversations (external). Message frequency varies. Message and data rates may apply. Message HELP for help. Reply STOP to any message to opt out.

See privacy policy at (https://www.thebaldcpa.com/english-privacy-policy].

SMS consent is never shared with third parties.

5. Data Security Practices

We implement security measures designed to protect client information against unauthorized access, misuse, or loss.

These measures include:

Multi-factor authentication for internal systems and client portals
Encryption of data in transit and at rest
Firewalls, intrusion detection, and threat-monitoring tools
Regular vulnerability assessments and patch management
Role-based access controls and least-privilege permissions
Enforced data retention and disposal procedures
Employee security training, confidentiality agreements, and annual compliance certifications

Despite strong protection, no electronic system is completely immune to risk. We continuously monitor and improve security practices to meet industry and regulatory standards.

6. Data Retention

We retain client records only as long as required by:

Professional standards for CPA firms
Federal and state regulatory guidelines
Contractual obligations
Legitimate business needs

At the end of the retention period, information is securely destroyed in accordance with our firm’s data-disposal policies.

7. Client Rights and Responsibilities

Clients have the right to:

Request access to the information we maintain
Ask for corrections to inaccurate information
Obtain clarification regarding our data practices

To protect confidentiality, identity verification may be required before fulfilling a request. Clients are responsible for:

Using secure channels (e.g., our firm portal) when providing sensitive documents
Safeguarding their own login credentials
Informing us promptly of suspected unauthorized account activity

8. Use of Firm Website and Client Portals

Our website and portals employ security features to protect transmitted data. Cookies or similar tools may be used to enhance site performance and security. Clients may adjust browser settings to manage cookie preferences.

9. Updates to This Privacy Policy

We may revise this Privacy Policy periodically to align with updated laws, technology, or firm procedures. Any changes will be posted with a revised “Effective Date.”

10. Contact Information

Questions regarding this Privacy Policy or our data-security practices may be directed to:

Ryan Vande Berg, CPA

The Bald CPA, LLC

110 W Main St Belleville, WI 53508