Privacy Policy

At Serenity Bookkeeping and Tax, we value your privacy and are committed to protecting the personal information you share with us. This Privacy Policy outlines how we collect, use, and safeguard your information. You agree to the terms outlined in this policy by using our services or visiting our website.

1. Information We Collect

We may collect the following types of information:

  • Personal Information: Name, address, phone number, email address, Social Security number, and other details you provide.

  • Financial Information: Bank account details, tax documents, income statements, and other required financial data for bookkeeping and tax services.

  • Usage Data: Information about how you interact with our website, including IP address, browser type, and cookies.

2. How We Use Your Information

We use your information to:

  • Provide bookkeeping and tax services tailored to your needs.

  • Communicate with you about your account, updates, or promotions.

  • Ensure compliance with legal and regulatory requirements.

  • Improve our services and website functionality.

3. Sharing Your Information

We do not sell or rent your personal information to third parties. However, we may share your information in the following cases:

  • Service Providers: With trusted third-party vendors who assist in delivering our services (e.g., payment processors).

  • Legal Compliance: To comply with legal obligations, such as subpoenas or government requests.

  • Business Transactions: In the event of a merger, acquisition, or sale of assets.

4. Data Security

We implement appropriate technical and organizational measures to safeguard your personal information against unauthorized access, loss, or misuse. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

5. Your Rights

You have the right to:

  • Access and review the personal information we hold about you.

  • Request corrections to any inaccurate or incomplete information.

  • Withdraw consent for data processing where applicable.

  • Request the deletion of your data, subject to legal and contractual obligations.

To exercise these rights, contact us at 1-888-807-4570 or email us at support@serenityfinancials.com.

6. Cookies and Tracking Technologies

Our website uses cookies to enhance your experience. Cookies are small files stored on your device that help us analyze website traffic and improve our services. You can manage or disable cookies through your browser settings.

7. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these websites and encourage you to review their policies.

8. Updates to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with the updated effective date. We encourage you to review this policy periodically.

9. Contact Us

If you have any questions or concerns about this Privacy Policy or how your information is handled, please get in touch with us:

Thank you for trusting Serenity Bookkeeping and Tax with your financial and personal information.