Privacy Policy

Effective Date: 08/27/25

At Horizon Accounting Services (“we,” “our,” or “us”), we value and respect the privacy of our clients. This Privacy Policy explains how we collect, use, and protect your personal and financial information when you engage with our accounting, bookkeeping, payroll, and related services.

1. Information We Collect

In the course of providing professional accounting services, we may collect:

  • Personal Information: such as your name, business name, mailing address, email address, phone number, and other identifying details.

  • Financial Information: including bank account details, payroll records, tax identification numbers, invoices, receipts, and other financial data necessary to perform accounting services.

  • Business Records: such as contracts, employee information (for payroll processing), and tax-related documents.

2. How We Use Your Information

We use the information we collect to:

  • Provide bookkeeping, payroll, and accounting services.

  • Prepare and organize financial records for your tax professional.

  • Communicate with you regarding your account and services.

  • Maintain accurate business and financial records on your behalf.

  • Comply with legal, regulatory, and professional obligations.

3. Sharing of Information

We do not sell or rent your personal information to third parties. Mobile phone contact information will not be shared or sold to third parties for marketing purposes. We may share your information only in the following situations:

  • Service Providers: with trusted partners (such as payroll platforms, tax software providers, or IT support) strictly for the purpose of delivering services.

  • Legal Obligations: if required by law, regulation, or court order.

  • With Your Consent: if you authorize us to share information with other professionals (e.g., your CPA or tax preparer).

4. Data Security

We use reasonable administrative, technical, and physical safeguards to protect sensitive client data against unauthorized access, disclosure, or misuse. While we take precautions, no system is 100% secure, and we cannot guarantee absolute protection.

5. Data Retention

We retain your personal and financial information only for as long as necessary to provide services, comply with legal requirements, and maintain business records in accordance with professional accounting standards.

6. Your Rights

You may have rights regarding your information, including the ability to request access, corrections, or deletion of your personal data (subject to legal and regulatory requirements). To exercise these rights, please contact us directly.

7. Cookies and Website Use

Our website may use cookies or similar technologies to enhance your browsing experience and analyze usage. You can manage cookie settings through your browser.

8. Disclaimer Regarding Tax Preparation

While Horizon Accounting Services provides bookkeeping, accounting, and payroll support, we are not a tax preparation or tax advisory firm. We organize and prepare financial records to make tax filing easier for your chosen tax professional. All tax returns, filings, and related legal responsibilities remain with you and your designated tax preparer.

9. Updates to This Policy

We reserve the right to update this Privacy Policy periodically. Any updates will be posted on our website with the revised effective date.

10. Contact Us

If you have questions about this Privacy Policy or how we handle your information, please contact us:

Horizon Accounting Services
info@horizonaccountingservices.com
904-600-3533