Refined Tax and Accounting LLC ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains what information we collect, how we use it, and your rights regarding that information. It applies to information collected through our website at refinedtax.com, including our contact form and scheduling tools.
By using our website you agree to the practices described in this policy. If you have any questions, please reach out to us at contact@refinedtax.com.
Information We Collect
We only collect information you voluntarily provide to us. We do not track you, sell your data, or collect anything beyond what is needed to respond to your inquiry and provide our services.
Through our contact form we may collect:
First and last name
Business name (if applicable)
Email address
Phone number
Preferred contact method (phone, text, or email)
Services you are interested in
Details about your financial situation that you choose to share
Through our scheduling tool we may collect:
Name and email address
Preferred appointment date and time
Any notes you include when booking
We do not collect payment information through our website. Any payment processing is handled through secure third-party platforms.
How We Use Your Information
The information you provide is used solely to:
Respond to your inquiry and follow up about our services
Contact you through your preferred method (phone, text, or email)
Provide the accounting, bookkeeping, tax, payroll, or financial coaching services you request
Communicate with you about your account or project
We do not use your information for marketing purposes without your consent and we do not sell, rent, or share your personal information with third parties for their own use.
How We Protect Your Information
We take the protection of your personal and financial information seriously. We use reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, or misuse.
However, no method of transmission over the internet is 100% secure. While we do our best to protect your information, we cannot guarantee absolute security.
Financial Information
We use reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, use, or disclosure. Financial information shared in the course of our services is handled with strict confidentiality.
No method of transmission over the internet is 100% secure. While we take data protection seriously and do everything we can to protect your information, we cannot guarantee absolute security.
Third-Party Services
Our website uses a small number of trusted third-party tools to operate, including scheduling software and contact form processors. These tools have their own privacy policies and handle data according to their own terms. We encourage you to review those policies separately.
We do not permit these third parties to use your information for any purpose other than providing services to us.
Cookies and Analytics
Our website may use basic analytics tools to understand how visitors interact with the site (such as which pages are visited most often). This data is aggregated and does not identify you personally.
We do not use advertising cookies or track you across other websites.We do not permit these third parties to use your information for any purpose other than providing services to us.
California Privacy Rights (CCPA)
If you are a California resident, you have specific rights under the California Consumer Privacy Act (CCPA). These include:
The right to know what personal information we collect, use, and disclose about you
The right to request deletion of your personal information, subject to certain exceptions
The right to opt out of the sale of your personal information (note: we do not sell personal information)
The right not to be discriminated against for exercising any of these rights
To exercise your California privacy rights, please contact us at contact@refinedtax.com or call or text (406) 224-1596. We will respond to verified requests within 45 days as required by law.
We do not sell personal information and have not done so in the preceding 12 months.
Your Rights
Regardless of where you are located, you have the right to:
Request access to the personal information we hold about you
Request that we correct or update inaccurate information
Request that we delete your personal information, subject to any legal or regulatory obligations we may have to retain it
Withdraw consent for us to contact you at any time by emailing contact@refinedtax.com
Data Retention
We retain your information only for as long as necessary to fulfill the purpose it was collected for, including providing services, maintaining required records, and complying with legal obligations. Financial records may be retained for a longer period as required by applicable tax and accounting regulations.
Children's Privacy
Our website and services are not directed at children under the age of 13. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child please contact us immediately at contact@refinedtax.com and we will delete it promptly.
Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. Any updates will be posted on this page with a revised effective date at the top. We encourage you to review this page periodically.
Contact Us
If you have any questions, concerns, or requests related to this Privacy Policy please contact us:
Refined Tax and Accounting LLC Email: contact@refinedtax.com Phone: Call or Text (406) 224-1596 Website: refinedtax.com