Introduction

At Bucklew Accounting & Tax Consulting, LLC (“the Firm”), we value and respect the privacy of our clients. This Privacy Policy explains how we collect, use, disclose, and protect your information when you engage our accounting, tax, and consulting services. We are committed to maintaining the confidentiality and security of your personal and financial information in accordance with applicable laws, IRS requirements, and professional standards. This policy also describes how we use SMS text messaging as part of our communication with clients.

Information We Collect

We may collect personal and financial information necessary to provide professional services, including:

• Contact details (name, address, email, phone number)
• Social Security numbers, taxpayer identification numbers, and other government IDs
• Financial records, bank account information, payroll data, and tax returns
• Business records (corporate documents, accounting records, financial statements)
• Information you provide when communicating with us

Additionally, for SMS communications, we collect your mobile phone number, message metadata (e.g., date/time), and any information you provide via SMS.

How We Use Your Information

• Providing accounting, bookkeeping, tax preparation, and consulting services
• Filing returns and complying with federal, state, and local regulations
• Communicating with you regarding your accounts, filings, and services
• Sending SMS reminders for appointments, secure document links, and service-related updates
• Maintaining records as required by law and professional standards

We do not use SMS or your information for advertising or marketing.

SMS Program Terms & Disclosures

• Purpose: Appointment reminders, secure links, and general service communication related to accounting and tax services.
• No Marketing: SMS is never used for promotions or advertising.
• Frequency: Message frequency will vary.
• Opt-Out: Reply STOP at any time to unsubscribe (you will receive a confirmation).
• Help: Reply HELP for assistance or email info@bucklewcpa.com.
• Carrier Disclaimer: Carriers are not liable for delayed or undelivered messages.
• Sensitive Data: Do not send sensitive financial information via SMS.
• Consent: By providing your mobile number, you consent to receive service-related texts from us. Message & data rates may apply.

Information Sharing & Disclosure

We do not sell or rent client information. We may share information only in the following limited circumstances:

• With your consent
• With third-party service providers who assist in delivering services (e.g., payroll processors, tax software providers) under confidentiality agreements
• As required by law, regulation, subpoena, or government request
• To protect our legal rights, property, or safety, or that of others

Important: We do not outsource any services or data processing to providers located outside of the United States.All client information is managed, processed, and stored within the U.S. under our direct oversight.

Data Security

We use administrative, technical, and physical safeguards to protect your personal information, including encrypted storage and secure file transfers, limited access to client information by authorized personnel only, regular monitoring of our IT systems for potential vulnerabilities, and secure disposal of records when no longer required.

Retention of Information

We retain your information only as long as necessary to provide services and comply with legal, regulatory, and professional obligations.

Your Rights

Depending on applicable laws, you may have rights regarding your personal information, such as accessing or obtaining a copy of your information, requesting corrections to inaccurate data, requesting deletion where legally permissible, and restricting or objecting to certain uses of your data. Requests should be submitted in writing to the contact below.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on our website with an updated effective date.

Contact Us

Bucklew Accounting & Tax Consulting, LLC
1814 Ivanhoe Drive, Irwin, PA 15642
Phone: 724-260-6874
Email: info@bucklewcpa.com