Privacy Policy

Infinity Bookkeeping Solutions Inc. ("we," "us," or "our") is committed to protecting the privacy and security of the personal and financial information entrusted to us by our clients. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website (infinitybks.com), engage our services, or otherwise communicate with us.

By using our website or engaging our services, you acknowledge that you have read, understood, and agree to the practices described in this Privacy Policy.

1. Information We Collect

In the course of providing professional bookkeeping, tax preparation, payroll, and consulting services, we may collect the following categories of information:

Personal Information

• Full name, mailing address, email address, and phone number
• Social Security Number (SSN) or Employer Identification Number (EIN)
• Date of birth and government-issued identification documents
• Business name, entity structure, and registration details

Financial Information

• Bank account and routing numbers
• Income and expense records
• Tax returns, W-2s, 1099s, and other tax documents
• QuickBooks data and financial statements
• Payroll records and employee information (when providing payroll services)
• Credit card or payment information used for billing purposes

Website Usage Information

• IP address, browser type, and device information
• Pages visited, time spent on site, and referring URLs
• Cookies and similar tracking technologies

2. How We Use Your Information

We use the information we collect to:

• Provide bookkeeping, tax preparation, payroll, and consulting services
• Prepare and file tax returns with the IRS and state tax agencies
• Process payroll and comply with employment tax requirements
• Communicate with you about your account, engagement, and services
• Send invoices and process payments
• Comply with legal, regulatory, and professional obligations
• Improve our website, services, and client experience
• Respond to inquiries submitted through our website or other channels

3. How We Protect Your Information

We take the security of your personal and financial information seriously. Our safeguards include:

• Secure cloud-based platforms — We use QuickBooks Online and Intuit ProConnect, which employ bank-level encryption (256-bit SSL) and multi-factor authentication.
• Access controls — Your data is accessible only to authorized personnel directly involved in providing your services.
• Secure communications — Sensitive documents are transmitted via encrypted email or secure client portals only.
• Data retention — We retain client records for a minimum of seven (7) years in accordance with IRS requirements and professional standards, after which they are securely destroyed.
• Physical security — Any physical documents containing sensitive information are stored in locked, secure locations.

4. Information Sharing & Disclosure

We do not sell, rent, or trade your personal or financial information to third parties. We may share your information only in the following circumstances:

• With your authorization — When you instruct us to share information with third parties (e.g., banks, attorneys, other professionals).
• For service delivery — With trusted software platforms (QuickBooks, Intuit ProConnect) necessary to provide our services, subject to their own privacy policies.
• Legal compliance — When required by law, regulation, subpoena, or court order, or when filing tax returns and other documents with government agencies on your behalf.
• Professional obligations — To comply with applicable professional accounting standards and regulations.

5. Cookies & Website Tracking

Our website may use cookies and similar technologies to improve your browsing experience. These may include:

• Essential cookies — Required for basic website functionality.
• Analytics cookies — Help us understand how visitors use our site (e.g., Google Analytics).

You can control cookie preferences through your browser settings. Disabling cookies may limit certain website features.

6. Your Rights

You have the right to:

• Access the personal and financial information we hold about you
• Correct any inaccurate information in our records
• Request deletion of your information, subject to our legal and professional retention obligations
• Opt out of any marketing communications
• Request a copy of your financial records at any time during or after your engagement

To exercise any of these rights, contact us at [email protected].

7. Third-Party Links

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices or content of these third-party sites. We encourage you to review the privacy policies of any third-party sites you visit.

8. Minors & Information Collected From Individuals Under 18

Our services are not directed to individuals under 18 years of age, and our website is not intended for use by minors. In the limited circumstances where we receive information concerning an individual under 18, the following terms apply:

• Tax preparation purposes only — Information collected from individuals under 18 is collected and used solely and exclusively for tax preparation purposes (for example, the preparation of an individual return where the minor is a dependent or filer).
• No retention, transfer, or secondary use — Under no circumstances will information collected from individuals under 18 be saved, transferred, shared, sold, or used for any purpose other than the tax preparation engagement for which it was provided. Upon completion of the engagement, this information is handled in accordance with our standard retention and secure-destruction practices for tax records.
• Parent or guardian uploads only — All information concerning an individual under 18 must be uploaded to our secure, encrypted server by the minor's parent or legal guardian. We do not knowingly accept submissions directly from individuals under 18.
• Secure, encrypted handling — All such information is transmitted, stored, and accessed exclusively through our secure, encrypted systems and is restricted to authorized personnel directly involved in preparing the applicable return.
• No marketing or analytics use — Information concerning individuals under 18 is never used for marketing, profiling, analytics, advertising, or any non-tax-preparation purpose.

If you believe a minor has submitted information directly to us, or that we hold information about a minor that is not necessary for tax preparation, please contact us immediately at [email protected] and we will promptly review and securely delete the information.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated "Last Updated" date. We encourage you to review this policy periodically. Continued use of our website or services after changes are posted constitutes acceptance of the revised Privacy Policy.

10. Contact Us

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

Infinity Bookkeeping Solutions Inc.
Email: [email protected]
Website: infinitybks.com

This Privacy Policy is intended to be read alongside our Terms & Conditions, which govern the use of our website and professional services.