Effective Date: January 13, 2026
This Privacy Policy outlines how Candour Tax & Bookkeeping Services (“Candour,” “we,” “us,”
or “our”) collects, uses, discloses, and protects the personal information of clients, prospective
clients, and visitors to our website. We are committed to ensuring the privacy and security of
your personal information in compliance with all applicable domestic (state and federal,
including CCPA/CPRA), cross-state, and international (such as GDPR) privacy laws and
regulations.
We collect various categories of personal information (“PI”) necessary to provide our tax and
bookkeeping services and operate our business. This includes, but is not limited to:
| Category of Personal Information | Examples of Data Collected |
|---|---|
| Identifiers | Name, contact information (address, phone, email), IP address, SSN, Tax Identification Numbers (TINs). |
| Financial Information | Bank account details, income/revenue data, expense records, investment information, credit/debit card numbers. |
| Business Details | Business name, structure (e.g., LLC, Corporation), industry, employee information (for payroll services). |
| Protected Classification | Marital status, dependent information (as required for tax filings). |
| Professional/Employment | Job title, employer, employment history (as required for tax filings). |
| Website Usage | Browsing history, search terms, device information, cookies (see Section 8). |
We use your PI for the following business purposes:
We may disclose or share your PI with the following categories of recipients, subject to strict
confidentiality agreements:
We are committed to safeguarding your PI and have implemented comprehensive technical,
physical, and organizational measures to prevent unauthorized access, disclosure, alteration, or
destruction of data, including:
Disclaimer: While we strive to maintain the security of client information, it is important to note
that no method of data transmission over the Internet or storage is 100% secure. Therefore, we
cannot guarantee absolute security.
In the event of a data breach that compromises the security of your non-public personal
information, we will take prompt action to mitigate the breach. We will notify you and relevant
regulatory authorities as required by applicable laws and regulations, including state-specific
breach notification laws. We will make reasonable efforts to provide you with information about
the breach and any steps you can take to protect yourself.
As we utilize cloud-based solutions and serve clients who may reside outside of our primary
jurisdiction, your PI may be transferred to, stored in, and processed in a country other than where
you reside, including the United States.
| Right | Description |
|---|---|
| Right to Know/Access | The right to confirm whether we are processing your PI and to obtain a copy of the specific pieces of PI we hold about you. |
| Right to Correction | The right to correct any inaccuracies in your personal information. |
| Right to Deletion | The right to request the deletion of your PI, subject to legal obligations (e.g., tax record retention). |
| Right to Opt-Out (Sale/Sharing) | The right to direct us not to “sell” or “share” your personal information for cross-context behavioral advertising, as defined by the CCPA/CPRA. Note: Candour does not sell your PI. |
| Right to Object/Restrict | The right to object to the processing of your PI or request a restriction of processing under certain circumstances (e.g., if you contest the accuracy of the data). |
| Right to Data Portability | The right to receive your PI in a structured, commonly used, and machine-readable format. |
| Right to Withdraw Consent | Where processing is based on consent, the right to withdraw that consent at any time. |
To Exercise Your Rights: Please contact us using the contact information in Section 13. We
may require you to verify your identity before processing a request.
Our website uses cookies, web beacons, and similar tracking technologies to enhance your
browsing experience, analyze site usage, and support the functionality of our website.
Our website may contain links to third-party websites. We are not responsible for the content or
privacy practices of these external sites. We recommend reviewing their respective privacy
policies before submitting any personal information.
We retain client records for the legally mandated period for tax and accounting records, which is
typically seven (7) years, unless a longer retention period is required by law or necessary for
legal defense. Once the information is no longer needed, we will take reasonable measures to
dispose of it securely (e.g., shredding physical records, permanent erasure of digital files).
This Privacy Policy is governed by and construed in accordance with the laws of the State of
New York, without regard to its conflict of laws principles. Any dispute arising out of or relating
to this policy or our handling of PI shall be subject to the exclusive jurisdiction of the state and
federal courts located in the State of New York.
We reserve the right to modify or update this Privacy Policy at our discretion to reflect changes
in our practices or applicable laws. Any changes will be effective immediately upon posting the
revised policy on our website. The revised policy will indicate the date it becomes effective. We
encourage you to review the policy periodically. Your continued use of our services after the
posting of any modifications indicates your acceptance of the updated policy.
If you have any questions, concerns, or requests related to your personal information or this
Privacy Policy, please contact us:
Email: info@candourtax.com
This Privacy Policy is designed to outline Candour Tax & Bookkeeping Services’ practices
regarding the collection, use, and protection of personal information.
Thank you for choosing Candour Tax & Bookkeeping Services. We value your trust and are
committed to safeguarding your privacy.