BURKS BOOKKEEPING

PRIVACY POLICY

At Burks Bookkeeping, your privacy is important to us. This policy explains how we collect, use, and protect your personal information.

Definitions

• You/Your: Anyone who visits our website or uses our services.
• Our Website: www.burksbookkeeping.com.
• Personally Identifiable Information (PII): Information that can identify you, such as your name, social security number, tax identification number(s), address(es), or phone number.
• Subscriber: Anyone on our email distribution list.

Information We Collect and How We Use It
We collect contact information (like phone numbers and email addresses) to provide our bookkeeping services and communicate with you. We may send you text messages to keep you updated on your account or services.

If you use our tax preparation services, we may collect additional PII through a secure site. We use this information to:

1. Identify you and process your information.
2. Complete service tasks.
3. Process any related bank products.
4. Share important service-related information.
5. Offer customer support.
6. Handle IRS tasks with your consent.

Consent to Communication
By using our services, you agree to receive communications from us, including text messages. We may ask for your consent verbally (via phone, in-person, or email).

If you sign up through our website, you may be added to our email distribution list. You can opt-out anytime by clicking “Unsubscribe” at the bottom of any email. Alternatively, you can text us to opt-out by sending the following:

1. Your email address
2. Your full name
3. The phrase “opt-out of email”

Please allow up to 3 business days to process your request to opt-out.

Disclosure of Information
We will only share your information with the following parties:

1. The IRS, to complete your service.
2. Burks Bookkeeping workers who need it to provide services.
3. Legal authorities if required by court order (e.g., a search warrant).

Data Security and Storage
We store SMS/text message history securely via phone.com through Burks Bookkeeping’s account. We do not sell or misuse your information. You’ll only receive text messages related to prior interactions and requests for our services. We use Phone.com as our phone and SMS/text carrier. For more details on the privacy policy of phone.com, click here: https://www.phone.com/privacy-statement/

Your PII is stored securely on Microsoft SharePoint. If you choose to accept our services, we require that documents be uploaded to a folder in SharePoint. You are responsible for keeping the link to your folder secure. For details on the privacy policy of Microsoft SharePoint, click here: https://www.microsoft.com/en-us/privacy/privacystatement

Any payment links provided by email, social sites or at www.burkbookkeeping.com are governed by the privacy policy of Intuit. For details on the privacy policy of Intuit, click here: https://www.intuit.com/privacy/statement/

Changes to This Privacy Policy
Burks Bookkeeping may update this Privacy Policy at any time. Changes will be effective immediately upon posting, and the “Effective Date” at the bottom will reflect the most recent update. Please review this policy periodically to stay informed. Continued use of our services means you accept any changes to the policy.

Our Commitment to Privacy
We are committed to protecting your personal information. If you have any questions or concerns about our privacy practices, feel free to reach out:

Burks Bookkeeping
24301 Brazos Town Xing #500-119
Rosenberg, TX 77471
Phone: 737-299-0799

By using our website and services, you confirm that you have read, understood, and agreed to this Privacy Policy.

Effective Date: January 17, 2025