Privacy Policy

Effective Date: March 3, 2025

B&B Advisors Firm ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you engage with our tax services, website, and communications.

1. Information We Collect

We collect personal and financial information necessary to provide tax preparation and advisory services. This includes:

A. Personal Information

Name, address, phone number, and email address
Social Security Number (SSN) or Taxpayer Identification Number (TIN)
Date of birth
Government-issued identification (e.g., driver’s license, passport)

B. Financial & Tax Information

Employment and income details (W-2s, 1099s, K-1s, etc.)
Bank account information (for tax refunds or payments)
Business and investment details (Schedule C, 1065, 1120S, etc.)
Deductions, credits, and other tax-related data

C. Technical & Website Usage Information

IP address and device information when accessing our website
Cookies and browsing behavior (if applicable)

2. How We Use Your Information

We use your information to:

Prepare and file tax returns
Provide tax planning and advisory services
Communicate with you regarding your tax services
Respond to inquiries and customer support requests
Maintain compliance with federal and state tax regulations
Improve our website and services

We do not sell, rent, or trade your personal information to third parties.

3. How We Share Your Information

We may share your information under the following circumstances:

With Government Agencies: To comply with federal, state, or local tax laws and regulatory requirements (e.g., IRS, state tax agencies).
With Third-Party Service Providers: Such as e-filing software providers, cloud storage services, or payment processors, only to the extent necessary for tax services.
With Legal Authorities: If required by law, court order, or to protect against fraud or unauthorized transactions.

We require all third parties handling your information to follow strict confidentiality and security measures.

4. Data Security & Protection

We implement industry-standard security measures to protect your data, including:

Encrypted storage and transmission of sensitive information
Secure client portals for document uploads and communication
Limited access to personal data by authorized personnel only
Compliance with IRS and state tax authority security standards

Despite these measures, no system is completely secure. We encourage clients to use strong passwords and report any suspected security breaches.

5. Your Rights & Choices

You have the following rights regarding your personal data:

Access & Correction: You may request a copy of the personal information we have and request corrections if necessary.
Data Deletion: Subject to legal and regulatory retention requirements, you may request that we delete your data.
Opt-Out of Marketing Communications: If we send newsletters or promotional emails, you can opt out at any time.

To exercise these rights, contact us at:
📧 Email: Cbarronadvisor@gmail.com
📞 Phone: (747)-877-8250

6. Data Retention

We retain your information as long as necessary to provide tax services and comply with legal obligations. Tax-related records may be kept for a minimum of 7 years per IRS regulations.

7. Cookies & Website Tracking

Our website may use cookies to enhance your browsing experience. You can adjust your browser settings to refuse cookies, but this may affect website functionality.

8. Changes to This Privacy Policy

We may update this policy periodically. Any changes will be posted on our website, and continued use of our services implies acceptance of the revised policy.

9. Contact Us

If you have questions about this Privacy Policy, please contact us:

📧 Email: Cbarronadvisor@gmail.com
📞 Phone: (747)-877-8250

By using our services, you acknowledge and agree to the terms outlined in this Privacy Policy.