Privacy Policy
🔐 Personal Data We Collect
Babish Accounting may collect and process the following types of personal data to provide accurate, compliant, and personalized financial services:
• Contact Information: Full name, email address, phone number, and mailing address
• Business Information: Company name, EIN, business structure, industry, and service preferences
• Financial Documents: Bank statements, invoices, receipts, payroll records, tax returns, and other accounting-related materials
• Service Records: Notes from consultations, onboarding forms, and communication history
• Technical Data: IP address, browser type, and usage data collected via cookies or analytics tools (if applicable)
At Babish Accounting, your privacy is a priority. We collect only the personal data necessary to deliver accurate, compliant, and personalized financial services. We never sell your information, and we only share it with trusted third parties when required to fulfill our services or meet legal obligations. This policy outlines what data we collect, why we collect it, how long we retain it, and your rights as a client.
🎯 Purpose of Data Collection
We collect and use personal data solely for legitimate business purposes, including:
• To deliver accounting services: Bookkeeping, tax preparation, financial reporting, audit support, and compliance tracking
• To communicate with clients: Scheduling, updates, reminders, and support
• To maintain accurate records: For internal documentation, audit trails, and regulatory compliance
• To improve service quality: Reviewing feedback and usage patterns to refine workflows and offerings
• To meet legal obligations: Including IRS requirements, state regulations, and ethical standards for financial professionals
🤝 Third-Party Data Sharing
Babish Accounting values your privacy and only shares personal data with trusted third parties when necessary to deliver services, comply with legal obligations, or improve operational efficiency. These third parties may include:
• Tax Software Providers: Platforms used for filing, reporting, and compliance (e.g., QuickBooks, TaxAct, Drake Software)
• Payment Processors: Services that securely handle invoicing and payments (e.g., Stripe, PayPal, Square)
• Cloud Storage and Document Management: Secure systems used to store and organize financial records and communications
• Email and Scheduling Tools: Platforms used to send updates, schedule meetings, and manage client communications
• Legal or Regulatory Authorities: When required by law, subpoena, audit, or government request
We ensure that all third-party providers adhere to strict confidentiality and data protection standards. Personal data is never sold, rented, or disclosed for marketing purposes without your explicit consent.
📦 Data Retention
We retain personal and financial data only for as long as necessary to:
• Fulfill the purpose for which it was collected
• Maintain accurate records for tax, audit, and compliance purposes
• Meet legal and regulatory requirements
Typical retention periods may vary depending on the nature of the service:
• Tax and financial records: Retained for a minimum of 7 years, in accordance with IRS and state guidelines
• Client communications and onboarding forms: Retained for up to 3 years after service completion
• Inactive accounts: Securely archived or deleted after 12 months of inactivity, unless legally required to retain
You may request early deletion of your data, subject to legal and contractual obligations.
🧾 Your Rights
As a client of Babish Accounting, you have the right to:
• Access: Request a copy of the personal data we hold about you
• Correction: Update or correct inaccurate or incomplete information
• Deletion: Request deletion of your data when it is no longer needed
• Restriction: Limit how your data is processed under certain conditions
• Objection: Object to data processing based on legitimate interests
• Portability: Receive your data in a structured, commonly used format (where applicable)
To exercise any of these rights, please contact us at mailto:tabitha@babishaccounting.com. We will respond within 30 days and comply with all applicable privacy laws.