Privacy Policy

Effective date: August 12, 2026. This policy describes how Small Business Accounting Tax & Bookkeeping Service ("SBA Tax," "we," "us") handles information collected through this website.

Information we collect

When you use the contact or consultation forms on this site, we collect the information you choose to provide — typically your name, email address, phone number, and a general description of the help you need. If you call or email the office, we receive the information you share in that conversation.

Like most websites, this site may also collect basic technical information automatically, such as browser type, device type, pages visited and referring pages, through cookies or similar technologies used by our website platform.

What we do not collect on this website

Please do not submit Social Security numbers, tax returns, financial account numbers or other sensitive documents through this website's forms. Sensitive client documents are exchanged only through our secure client portal (SmartVault). If sensitive information is submitted through a form in error, contact the office so we can remove it.

How we use your information

• To respond to your inquiry and schedule consultations.
• To provide, coordinate and improve our accounting, bookkeeping and tax services.
• To communicate with you about your engagement, appointments and deadlines.
• To meet our legal and professional obligations.

How your information is shared

We do not sell your personal information. We share information only with service providers who help operate this website and our practice (for example, our website and forms platform, appointment scheduling and secure document storage providers), with your consent, or where required by law or professional standards. Tax return information is handled in accordance with applicable federal law, including the confidentiality requirements that apply to tax return preparers.

Forms and third-party services

Consultation forms on this site are provided through our website platform (LeadConnector/HighLevel) and are subject to that provider's technical processing. Links to third-party sites — such as IRS.gov, the Arizona Department of Revenue, and our SmartVault client portal — are provided for convenience; those sites have their own privacy practices, which we do not control.

Data retention and security

We retain inquiry information as long as reasonably needed to respond, provide services and meet legal and professional record-keeping requirements. We use reasonable administrative and technical safeguards appropriate to a professional accounting practice, and we direct sensitive documents to secure, access-controlled channels.

Children

This website is intended for adults and is not directed to children. We do not knowingly collect personal information from children through this site.

Your choices

You may contact us at any time to ask what contact information we hold about you from this website, to correct it, or to ask us to delete inquiry information that we are not required to keep. Marketing communications, if any, include an opt-out.

Changes to this policy

We may update this policy from time to time. The current version, with its effective date, will always be posted on this page.

Contact

Small Business Accounting Tax & Bookkeeping Service
1819 E Morten Ave, Suite 210, Phoenix, AZ 85020
Phone: (602) 368-3588 · Email: [email protected]