Privacy Policy for Integer Tax and Accounting
Effective Date: 02/18/2028
This Privacy Policy describes how Integer Tax & Accounting (referred to as "we," "us," or "our"), a sole proprietorship operating as a single-person accounting and tax practice, collects, uses, and protects the personal information you provide to us through our website.
1. Information We Collect
We only collect information necessary to operate our website, respond to inquiries, and provide our tax and accounting services.
A. Information You Voluntarily Provide
We collect personal information that you voluntarily provide to us when you:
​
-
Contact Us: Via contact forms, email links, or phone numbers listed on the website. This may include your name, email address, phone number, and any details you provide in your message regarding your needs.
-
Engagement Services: If you become a client, we will collect additional personal, financial and payment data necessary for tax and accounting services (as detailed in a separate Client Engagement Agreement, not covered by this website policy).
B. Automatically Collected Information (Website Data)
When you visit our website, we may automatically collect certain information about your device and usage through standard web analytics tools. This information is typically non-identifying and used for improving the website experience.
-
Usage Data: Information about how you interact with our website, such as the pages you view, the time spent on pages, and the links you click.
-
Technical Data: Internet Protocol (IP) address, browser type, operating system, and referral source.
-
Tracking Technologies (Cookies): We or our service providers may use cookies, web beacons, and similar tracking technologies to automatically collect information about your interactions with our website. These technologies help us analyze website traffic, personalize content, and remember user preferences.
2. How We Use Your Information
A. Why We Collect Information
​We use the information we collect for the following purposes:
​
-
​Communication: To respond to your inquiries, questions, and requests submitted via the website using communication technologies such as email, text, or phone.
-
Service Provision: To communicate with prospective and current clients about our services, to operate our services, to provide ongoing support, and to analyze aggregated statistical data/non-personal data which we or our business partners may use to improve our services and operations.
-
Website Improvement: To monitor and analyze trends, usage, and activities to improve the functionality and content of our website.
-
Legal Compliance: To comply with applicable laws, regulations, legal processes, or governmental requests.
B. How We Store Information
We retain the personal information collected via our website only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, including for the purpose of satisfying any legal, accounting, or reporting requirements. This website data is securely stored on the cloud/SaaS systems of our professional service providers (e.g., website host, analytics platforms, and marketing automation provider) and is subject to their robust security protocols (such as multi-factor authentication, firewalls, and encryption), in addition to our own reasonable technical and administrative safeguards.
3. Sharing Your Information
As a sole proprietorship, we do not share the personal information collected via this website with third parties except in the following limited circumstances:
-
Service Providers: We may share your information with trusted third-party vendors, consultants, and other service providers who perform services for us or on our behalf (such as website hosting, analytics, and marketing automation), provided they agree to keep this information confidential.
-
Legal Requirements: If required to do so by law or in the good faith belief that such action is necessary to: (a) comply with a legal obligation; (b) protect and defend the rights or property of Integer Tax & Accounting; (c) act in urgent circumstances to protect the personal safety of users of the website or the public; or (d) protect against legal liability.
Note: Client financial data, tax, and payment information are governed by professional confidentiality standards and separate engagement agreements, not solely by this website policy.
4. Data Security
We take reasonable measures, including administrative, technical, and physical safeguards, to protect the information collected through our website from loss, theft, misuse, unauthorized access, disclosure, alteration, and destruction. However, no internet transmission is 100% secure, and we cannot guarantee absolute security.
5. Your Choices & Rights
You have certain rights regarding the personal information we collect:
-
Opt-Out: You can typically set your browser to remove or reject cookies. You may also reject cookies via our cookie consent banner. Please note that doing so may affect the availability and functionality of the website. You can provide further consent direction by clicking the “Do Not Sell My Personal Information” link (though we are prohibited legally as a California Registered Tax Preparer)
-
Access, Correction, and Deletion: As a site visitor and/or client, you have the right to access and correct the personal information we hold about you, subject to professional regulations. You may contact us at any time to request access to the data we have about or to delete it. Please email us at integerbusinessadvisory@gmail.com to make such a request.
6. Third-Party Websites
Our website may contain links to third-party websites (e.g., links to government tax sites). We are not responsible for the privacy practices or the content of these third-party sites. We encourage you to review the privacy policies of any site you visit.
7. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. The "Effective Date" at the top of this policy indicates when it was last revised. We encourage you to review this policy periodically to stay informed about how we are protecting your information.
8. Contact Us
If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:
Integer Tax & Accounting
(408) 372-8632
integerbusinessadvisory@gmail.com