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Privacy Policy

A legal disclaimer

Heart Bookkeeping and Tax Solutions LLC provides professional bookkeeping, financial reporting, QuickBooks Online support, and tax compliance assistance for individuals and small businesses.

The information provided on this website is for general informational purposes only and should not be interpreted as legal, tax, investment, or certified public accounting advice. Heart Bookkeeping and Tax Solutions LLC provides bookkeeping and tax-related support services. We maintain professional certifications and ongoing education in accounting and bookkeeping, and we are currently pursuing CPA certification and licensure. However, we are not currently licensed Certified Public Accountants (CPAs). Each client's situation is unique, and at this time I recommend other qualified professional for advice specific depending to your circumstances.

While I strive to provide accurate and reliable information, no guarantees are made regarding the completeness or applicability of information presented on this website.

Use of this website does not establish a client relationship. A client relationship is formed only through a signed engagement agreement.

Heart Bookkeeping and Tax Solutions LLC is committed to maintaining high professional standards and providing personalized service with integrity, accuracy, and transparency.

Privacy Policy 

Effective Date: June 2026

Heart Bookkeeping and Tax Solutions LLC ("I," "my," or "the Company") is committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains how information is collected, used, and protected when you visit this website or use my services.

Information I Collect

I may collect personal information that you voluntarily provide, including:

  • Name

  • Email address

  • Phone number

  • Business information

  • Information submitted through contact forms or consultation requests

I may also collect non-personal information such as browser type, device information, and website usage statistics.

How Information Is Used

Information collected may be used to:

  • Respond to inquiries and consultation requests

  • Provide bookkeeping and financial support services

  • Communicate regarding services and appointments

  • Improve website functionality and user experience

  • Comply with legal and regulatory requirements

Information Sharing

I do not sell, rent, or trade personal information to third parties.

Information may be shared only when necessary to:

  • Provide requested services

  • Comply with legal obligations

  • Protect the rights, safety, and security of my business and clients

Data Security

Reasonable administrative, technical, and physical safeguards are maintained to help protect personal information from unauthorized access, disclosure, or misuse.

Third-Party Services

This website may contain links to third-party websites or services, including QuickBooks, Google, Wix, or other service providers. I am not responsible for the privacy practices of those third parties.

Cookies

This website may use cookies and similar technologies to improve user experience and analyze website traffic. You may adjust your browser settings to disable cookies if desired.

Your Rights

You may request access to, correction of, or deletion of your personal information by contacting me using the information below.

Contact Information

Heart Bookkeeping and Tax Solutions LLC

Email: hearttaxsolutions@gmail.com

Phone: 734-450-8675

Changes to This Privacy Policy

This Privacy Policy may be updated from time to time. Any changes will be posted on this page with an updated effective date.

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