Privacy policy

Sparta Bookkeeping & Tax Services
Last Updated: December 2025

 
1. Introduction
Sparta Bookkeeping & Tax Services (“we,” “our,” or “us”) is committed to protecting your personal information and your right to privacy. This Privacy Policy explains what information we collect, how we use it, how we protect it, and the rights you have regarding your data.

By using our website, scheduling services, or engaging with us for bookkeeping or tax preparation, you agree to the terms of this Privacy Policy.

 
2. Information We Collect
We collect personal and financial information in order to deliver professional services, including:

2.1 Personal Information
Name
Email address
Phone number
Mailing and billing address
2.2 Tax & Financial Information
Tax documents (e.g., W-2s, 1099s, 1040s)
Income and expense details
Business financial records
Bank and payment information
Government IDs such as SSN or EIN (when needed for filings)
2.3 Automatically Collected Data
When you visit our website:

IP address
Device type, browser, and operating system
Website usage data (through Google Analytics)
Cookies and similar tracking technologies
We do not collect sensitive information unless voluntarily provided for service purposes.

 
3. How We Use Your Information
We use your information to:

Provide bookkeeping, payroll, and tax preparation services
File federal and state tax returns in compliance with the IRS
Manage billing and secure payments via Square
Schedule appointments via Calendly
Maintain required compliance records
Improve our website and service offerings
We do not sell or rent your information.

 
4. Sharing Your Information
We only share your data when necessary for the delivery of paid-for services or required by law.

Your information may be shared with:

QuickBooks Online (accounting and bookkeeping)
IRS and state tax agencies (as required for filings)
Payment processors (e.g., Square)
Scheduling providers (e.g., Calendly)
Other professional service partners with your authorization
Law enforcement or regulators if legally compelled
All third-party service providers are required to protect your data.

 
5. Data Security
We use industry-standard security measures including:

Data encryption and secure access controls
Multi-factor authentication where applicable
Role-restricted access to client records
Secure transmission protocols (HTTPS)
Compliance with IRS data protection guidelines
While we strive for strong security, no system is fully guaranteed against unauthorized access.

 
6. Data Retention
We retain tax and financial records for at least seven (7) years, or longer if legally required for audits, regulatory needs, or engaged client services.

If a relationship ends, we may retain limited information necessary to comply with legal obligations.

 
7. Your Privacy Rights
You may have the right to:

Request a copy of your personal information
Request corrections to inaccurate data
Request deletion of data, where legally allowed
Withdraw consent for non-essential communications
To make a request, email us at:
📧 [email protected]

We may require identity verification for security purposes.

 
8. Cookies & Analytics
We use cookies to:

Improve website speed and user experience
Analyze traffic patterns and service performance
You can control or disable cookies in your browser settings.
Some website features may not function properly if disabled.

For analytics, we use Google Analytics in accordance with its privacy rules.

 
9. Children’s Privacy
We do not knowingly collect information from children under the age of 13.
If a parent/guardian believes such data has been provided, contact us to request removal.

 
10. International Users
Our services are intended for users within the United States.
If you access our site internationally, you do so at your own initiative and risk.

 
11. Updates to This Policy
We may update this Privacy Policy periodically.
Changes will be posted on this page and the “Last Updated” date will be revised.

We encourage you to review this Policy regularly.

 
12. Contact Information
If you have questions or concerns regarding this Privacy Policy or our privacy practices, contact us:

Sparta Bookkeeping & Tax Services
📧 Email: [email protected]
📍 Largo, Florida — United States