Privacy Policy
Last updated: June 19, 2025
1. Information We Collect
We collect information necessary to provide professional accounting and tax services:
- Personal identification information (name, address, phone, email)
- Tax identification numbers (SSN, EIN)
- Financial information (income, expenses, bank accounts)
- Business information (entity structure, financial records)
- Communication records and service interactions
2. How We Use Your Information
Your information is used exclusively for:
- Preparing and filing tax returns
- Providing bookkeeping and accounting services
- Processing payroll and related services
- Business formation and compliance services
- Financial consulting and tax planning
- Communication regarding your services
3. Information Protection
We implement comprehensive security measures to protect your information including secure file storage, encrypted communications, restricted access controls, regular security updates, and secure disposal of documents when retention periods expire.
4. Information Sharing
We do not sell, trade, or rent your personal information. Information may only be shared:
- With your written consent
- As required by law or court order
- To government agencies as part of tax filings
- With professional service providers under confidentiality agreements
- In emergency situations to protect safety
5. Data Retention
We retain client records in accordance with professional standards and legal requirements. Tax records are typically retained for seven years after filing. Business records may be retained longer based on regulatory requirements and ongoing service needs.
6. Website Privacy
Our website may collect standard web analytics data including IP addresses, browser information, and page visits. This information is used solely to improve our website and services. We do not use tracking cookies for advertising purposes.
7. Client Portal
Our secure client portal provides encrypted access to your documents and information. Access requires authentication and all communications through the portal are encrypted. You are responsible for maintaining the confidentiality of your login credentials.
8. Your Rights
You have the right to:
- Access your personal information we maintain
- Request corrections to inaccurate information
- Request copies of your records
- Withdraw consent for non-essential communications
- File complaints regarding privacy concerns
9. Professional Standards
We adhere to all applicable professional privacy standards including IRS Circular 230, state accounting board regulations, and professional ethics codes. Our staff receives regular training on privacy and confidentiality requirements.
10. Policy Updates
We may update this privacy policy to reflect changes in our practices or legal requirements. Updated policies will be posted on our website and significant changes will be communicated to active clients.
11. Contact Information
For privacy questions or concerns, contact us at:
Integrated Accounting Solutions
9460 W Fairview Ave, Suite 135
Boise, ID 83704
Phone: 208-602-5254
Email: admin@integrateacct.com
Privacy Questions?
We're committed to protecting your privacy. Contact us with any questions or concerns.