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Privacy Policy

A legal disclaimer

Privacy Policy for Back to the Books

Last Updated: February 11, 2026

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1. Introduction

Back to the Books (“we,” “our,” or “us”) is committed to protecting your privacy and handling your personal information with care. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our tax and accounting services.

By using our website or services, you agree to the practices described in this policy.

 

2. Information We Collect

We may collect personal information that you voluntarily provide, including:

  • Name, address, email address, and phone number

  • Tax documents and financial information

  • Social Security numbers or Employer Identification Numbers

  • Payment information

  • Information submitted through contact forms or email

Clients may send documents directly to our business email at backtothebooks.com.

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Information Collected Automatically

When you visit our website, Wix (our hosting provider) may automatically collect:

  • IP address

  • Browser type and device information

  • Pages visited and time spent on the site

  • Cookies and similar tracking technologies

You can manage cookie preferences through your browser settings.

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3. How We Use Your Information

We use your information to:

  • Provide tax preparation, accounting, and advisory services

  • Communicate with you regarding your account, documents, or inquiries

  • Process online payments securely

  • Maintain accurate records as required by law

  • Improve our website and services

  • Comply with legal, regulatory, and professional obligations

We do not sell or rent your personal information.

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4. How We Share Your Information

We may share your information only with:

  • Authorized employees or contractors assisting with your services

  • Third‑party service providers (e.g., secure email, payment processors, Wix tools)

  • Government agencies or regulators when legally required

  • Other parties with your explicit consent

All third parties are required to protect your information and use it only for the services they provide.

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5. Data Security

We take reasonable administrative, technical, and physical measures to protect your information from unauthorized access, disclosure, alteration, or destruction. While we strive to safeguard your data, no method of transmission or storage is completely secure.

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6. Your Rights and Choices

Depending on your location, you may have the right to:

  • Access the personal information we hold about you

  • Request corrections or updates

  • Request deletion of certain information (subject to legal retention requirements)

  • Opt out of marketing communications

To exercise these rights, contact us at backtothebooks.com.

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7. Data Retention

We retain tax and accounting records for the period required by federal and state law, professional standards, and our internal policies.

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8. Cookies and Tracking Technologies

Our website is hosted on Wix, which may use cookies, analytics tools, and similar technologies to enhance site performance. You may adjust your browser settings to limit or disable cookies.

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9. Third‑Party Links

Our website may contain links to external websites. We are not responsible for the privacy practices or content of those third‑party sites.

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10. Children’s Privacy

Our services are not directed to children under 13, and we do not knowingly collect information from children.

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11. Remote Services

Back to the Books operates fully remotely. In‑person meetings may be arranged at a mutually agreed‑upon public location, such as a coffee shop.

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12. Changes to This Policy

We may update this Privacy Policy periodically. The “Last Updated” date will reflect the most recent changes.

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13. Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact:

Back to the Books Phone: 303‑519‑3070 Email: backtothebooks.com Address: 3095 W. Hillside Place, Denver, CO 80219

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