Privacy Policy
A legal disclaimer
Heart Bookkeeping and Tax Solutions LLC provides professional bookkeeping, financial reporting, QuickBooks Online support, tax preparation, and tax compliance assistance for individuals and small businesses.
I maintain an active IRS Preparer Tax Identification Number (PTIN) and am currently pursuing the Enrolled Agent (EA) credential and Certified Public Accountant (CPA) licensure. When additional expertise or professional consultation is appropriate, Heart Bookkeeping and Tax Solutions LLC works with an experienced CPA and Enrolled Agent consultant.
The information provided on this website is for general informational purposes only and should not be considered legal, investment, or individualized tax or accounting advice. Each client's circumstances are unique, and recommendations are based on the specific facts and information provided by the client.
While every effort is made to provide accurate, reliable, and current information, no guarantee is made regarding the completeness or applicability of information presented on this website.
Use of this website does not create a client relationship. A client relationship is established only through an accepted engagement agreement.
Heart Bookkeeping and Tax Solutions LLC is committed to providing professional service with integrity, accuracy, confidentiality, 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:
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Name
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Email address
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Phone number
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Business information
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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:
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Respond to inquiries and consultation requests
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Provide bookkeeping and financial support services
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Communicate regarding services and appointments
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Improve website functionality and user experience
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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:
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Provide requested services
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Comply with legal obligations
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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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