PRIVACY POLICY
Effective Date: 2013
At Checks & Balances, we values your privacy and is committed to protecting the confidentiality of your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard information obtained through our office, website, email communications, and other interactions.
1. Information We Collect
We may collect:
Personal Information
Full name
Address
Telephone number
Email address
Date of birth
Social Security Number or Taxpayer Identification Number
Driver's license or government-issued ID
Banking information
Payroll and employment information
Business Information
Employer Identification Number (EIN)
Financial statements
Payroll records
Tax documents
Accounting records
Website Information
When visiting our website, we may collect:
IP address
Browser type
Device information
Cookies and usage data
Pages viewed and time spent on the website
2. How We Use Your Information
We use information to:
Provide bookkeeping services.
Prepare and file tax returns.
Process payroll services.
Perform notary public services.
Communicate with clients.
Comply with legal and regulatory requirements.
Improve our website and customer experience.
Prevent fraud and protect our business.
3. Information Sharing
We do not sell personal information.
Information may be disclosed to:
IRS and state tax authorities when authorized.
Payroll processors and financial institutions.
Software providers necessary to deliver services.
Government agencies when required by law.
Courts or law enforcement pursuant to legal obligations.
4. Confidentiality of Tax Information
Tax return information is protected under applicable federal and state laws. We will not disclose your tax information without your consent except as required or permitted by law.
5. Data Security
We implement reasonable administrative, technical, and physical safeguards to protect personal and financial information from unauthorized access, disclosure, or misuse.
However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.
6. Cookies and Website Analytics
Our website may use cookies and analytics tools to improve functionality and user experience.
Users may disable cookies through their browser settings.
7. Retention of Information
We retain records as required by law and professional standards and may maintain copies of documents for administrative and legal purposes.
8. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites.
9. Children's Privacy
Our services are not directed toward individuals under the age of 18, and we do not knowingly collect information from minors.
10. Your Rights
Subject to applicable law, you may:
Request access to your information.
Request corrections.
Request deletion where legally permissible.
Withdraw consent where applicable.
Requests may be submitted to:
Checks & Balances
3833 S Staples St, #S-110
Corpus Christi, TX 78411
Phone: +1361-333-8480
Email: Deanna@ChexBalances.com
11. Changes to This Policy
We reserve the right to update this Privacy Policy at any time. Updates will be posted on our website with a revised effective date.
12. SMS Terms & Conditions
Product Description By providing your mobile phone number, you consent to receive SMS messages from Checks & Balances (Accounting Services) related to changing meeting times and discussing details of services. Message Frequency (use whichever matches the submission in the registration form) Message frequency may vary. Message and Data Rates Standard message and data rates may apply. Opting Out You may opt out of receiving SMS messages at any time by replying with "STOP" to any SMS message you receive from us. After opting out, you will receive a confirmation message, and we will cease sending SMS messages to your number. Help and Support If you need assistance or have questions about our SMS service, reply with "HELP" to any SMS message you receive, or contact our customer support team at +13613338480. Privacy Policy Your phone number will be handled in accordance with our Privacy Policy, available at https://chexbalances.com/. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
