Privacy Policy
Balance Tax & Accounting LLC (“Balance Tax,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal and financial information entrusted to us. This Privacy Policy explains how we may collect, use, disclose, and protect information when you visit our website, communicate with us, or use services made available through our website.
Information We Collect
We may collect information that you voluntarily provide to us, including your name, email address, telephone number, mailing address, and other information submitted through forms, email, telephone communications, or other interactions with Balance Tax & Accounting.
In connection with tax preparation, bookkeeping, payroll, consulting, and other professional services, clients may also provide confidential personal, financial, business, and tax information.
This may include Social Security numbers, taxpayer identification numbers, income and employment information, banking information, tax documents, business records, and other information necessary for us to provide requested services.
Our website may also automatically collect limited technical information, such as your IP address, browser type, device information, referring website, pages visited, and similar website usage information. Cookies or similar technologies may be used to support website functionality and understand how visitors use our website.
How We Use Information
Balance Tax & Accounting may use information we collect to:
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Provide tax preparation, bookkeeping, payroll, consulting, and other requested services
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Communicate with clients and respond to questions or inquiries
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Maintain client records and administer our business
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Improve our website, services, and client experience
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Protect against fraud, unauthorized access, or other security threats
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Meet legal, regulatory, professional, and recordkeeping requirements
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Carry out other purposes authorized by you or permitted by law
We do not sell or rent your personal information.
Secure Document Uploads
Balance Tax & Accounting uses Verifyle, a third-party secure document-sharing platform, to allow clients and prospective clients to transmit documents and information electronically.
When you select a link on our website to upload documents through Verifyle, you are leaving the Balance Tax & Accounting website and accessing a service operated by Verifyle, Inc. Information submitted through Verifyle is subject to Verifyle's own privacy policy, terms of use, and security practices.
Balance Tax & Accounting encourages clients to use the secure document portal when transmitting sensitive information rather than sending sensitive documents or information through standard, unencrypted email.
Sharing and Disclosure of Information
Balance Tax & Accounting does not disclose personal or confidential client information except as necessary to provide our services, as authorized by the client, or as permitted or required by law.
Information may be provided to trusted service providers that assist us in operating our business or delivering services, including technology, software, document-storage, and professional-service providers. Such information is shared only as reasonably necessary for those services and subject to applicable privacy and confidentiality requirements.
We may also disclose information when required by law, regulation, court order, governmental request, or other legal process, or when reasonably necessary to protect our rights, clients, business, or the security of our systems.
Tax return information is subject to additional federal confidentiality requirements, and Balance Tax & Accounting does not use or disclose tax return information for purposes prohibited by applicable law.
Information Security
Balance Tax & Accounting takes reasonable administrative, technical, and physical measures designed to protect personal and confidential information against unauthorized access, loss, misuse, alteration, or disclosure.
We maintain physical, electronic, and procedural safeguards designed to comply with applicable law and federal standards.
However, no electronic transmission, website, or information-storage system can be guaranteed to be completely secure. Clients should avoid transmitting sensitive information, including Social Security numbers, financial account information, or tax documents, through ordinary email unless specifically instructed to do so using an appropriate secure method.
Third-Party Websites and Services
Our website may contain links to third-party websites or services, including Verifyle. Balance Tax & Accounting is not responsible for the privacy practices, security, content, or policies of websites or services operated by third parties.
We encourage you to review the privacy policies of those providers before submitting personal information.
Data Retention
Balance Tax & Accounting retains personal, financial, and tax-related information for as long as reasonably necessary to provide services, maintain appropriate business and tax records, meet professional obligations, resolve disputes, and comply with applicable legal and regulatory requirements.
Information maintained by third-party service providers may also be subject to their respective retention policies.
Your Choices and Questions
You may contact Balance Tax & Accounting if you have questions about personal information you have provided to us or about our privacy practices. Certain records may need to be retained as required by law, professional standards, contractual obligations, or legitimate business needs.
Changes to This Privacy Policy
Balance Tax & Accounting may update this Privacy Policy periodically to reflect changes in our services, technology, business practices, or legal requirements. Any updates will be posted on this page with a revised “Last Updated” date.
Contact Us
If you have questions about this Privacy Policy or Balance Tax & Accounting LLC's privacy practices, please contact:
Kaysha Schmitt
KayshaS@balancetaxllc.com
Dubuque, Iowa
Last updated Oct. 2026