Effective Date: August 18, 2026
 

iAccountant LLC (“iAccountant,” “we,” “us,” or “our”) is a New York limited liability company that operates iaccountant.com (the “Site”) and provides virtual bookkeeping, accounting, payroll support, tax preparation, and financial advisory services. This Privacy Policy explains how we collect, use, disclose, and protect personal, business, and financial information when you visit our Site, contact us, request a consultation, or engage us for services.
 

1. Information We Collect

We may collect information that you provide directly to us or authorize us to access in connection with our services.
 

Contact and Inquiry Information
When you contact us, complete a form, or request a consultation, we may collect your name, email address, telephone number, company name, services you are interested in, and information included in your message.
 

Client Accounting, Financial and Tax Information
If you engage iAccountant for services, we may collect information necessary to perform those services. Depending on the engagement, this may include accounting records, bank and credit card statements, general ledgers, payroll records, tax returns, tax identification information, and other financial or business records.
 

Information from Accounting and Financial Platforms
When authorized by you, we may access information through accounting, payroll, banking, tax, payment, or other third-party platforms used in providing services.
 

Website and Device Information
When you visit our Site, certain information may be collected automatically through cookies and similar technologies, including IP address, browser and device information, referring source, pages viewed, and information about how visitors interact with the Site.
 

2. How We Use Information

We may use information for purposes including:

• Responding to inquiries and consultation requests.

• Providing bookkeeping, accounting, payroll support, tax preparation, and financial advisory services.

• Communicating with prospective and existing clients.

• Managing client engagements and service requests.

• Processing payments and maintaining business records.

• Preparing and filing tax returns and related documents when engaged to do so.

• Operating, maintaining, securing, and improving our Site and services.

• Analyzing website traffic and service performance.

• Measuring the effectiveness of advertising and marketing campaigns.

• Complying with applicable legal, tax, regulatory, and professional requirements.
   

3. Federal Tax Return Information

As a provider of tax preparation services, iAccountant is subject to applicable federal requirements governing the use and disclosure of tax return information, including Internal Revenue Code Section 7216 and related regulations.

Tax return information will not be used or disclosed for purposes other than those permitted by applicable law or authorized through appropriate taxpayer consent.

We do not sell tax return information or use tax return information for unrelated third-party marketing.
 

4. How We Share Information

We do not sell or rent your personal, financial, or tax information.

Information may be disclosed in limited circumstances, including:
 

Service Providers
We may use third-party technology and service providers to support our website and deliver services, including accounting, payroll, tax, payment processing, document management, communications, cloud-based, and other business platforms. Information is shared only as reasonably necessary for the applicable service and subject to applicable contractual, privacy, and legal requirements.
 

Legal and Regulatory Requirements
We may disclose information when required or permitted by applicable law, regulation, subpoena, court order, or lawful governmental request, including requests from federal, state, or local tax authorities.
 

At Your Direction
We may disclose information to third parties when you request or authorize us to do so.
 

Business Transactions
Information may be transferred as permitted by law in connection with a merger, acquisition, financing, reorganization, sale of assets, or similar business transaction.
 

5. Third-Party Platforms and Client Information

iAccountant may use or interact with third-party accounting, payroll, tax, banking, payment, document-sharing, and other technology platforms when providing services.

These third parties maintain their own terms, privacy policies, and security practices.

When appropriate, clients may be asked to establish or authorize access to these platforms directly rather than providing passwords or other credentials to iAccountant.

Please do not submit Social Security numbers, tax identification numbers, bank account credentials, tax documents, or other sensitive financial information through our general website contact form or ordinary unencrypted email.

Sensitive documents and information should be provided only through secure methods designated by iAccountant.
 

6. Data Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect personal, financial, and tax information against unauthorized access, disclosure, alteration, loss, or misuse.

Where applicable to our operations, we maintain information-security practices designed to address applicable requirements of the Gramm-Leach-Bliley Act and FTC Safeguards Rule, including appropriate measures relating to access, authentication, secure handling of information, service providers, and risk management.

While we take reasonable measures to protect information, no electronic transmission, website, or storage system can be guaranteed to be completely secure.

7. Cookies, Analytics and Advertising

Our Site may use cookies and similar technologies for website functionality, security, performance measurement, analytics, and advertising.

We may use third-party analytics and advertising technologies to understand how visitors interact with our Site and to measure the effectiveness of advertising campaigns, including campaigns conducted through platforms such as Meta/Facebook and other advertising services.

Depending on the technologies enabled, these providers may collect information such as IP address, browser and device information, pages visited, referring sources, and interactions with the Site.

Where available, visitors may manage non-essential cookies through our cookie consent settings. You may also manage certain cookies through your browser settings and privacy controls provided by third-party platforms.

8. Data Retention

We retain personal, financial, accounting, and tax information for as long as reasonably necessary to provide services, administer client engagements, maintain appropriate business records, comply with applicable legal and regulatory requirements, resolve disputes, and fulfill other legitimate business purposes.

Retention periods may vary depending on the type of information and services provided.

9. Your Privacy Choices and Rights

Depending on your jurisdiction and applicable law, you may have certain rights regarding your personal information, including the right to request access to, correction of, or deletion of certain information we maintain about you.

You may also request that we stop certain communications or withdraw consent where processing is based on consent.

To submit a privacy-related request, contact us at info@iaccountant.com.

We may need to verify your identity before processing certain requests. We may also retain information where required or permitted by applicable law, regulatory requirements, contractual obligations, or legitimate business needs.

10. Third-Party Websites

Our Site may contain links to websites or services operated by third parties.

iAccountant is not responsible for the privacy, security, or content practices of third-party websites or services. We encourage you to review their privacy policies before providing personal information.

11. Children's Privacy

Our Site and professional services are intended for businesses and adults and are not directed toward children.

We do not knowingly use the Site to solicit personal information from children.

12. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our services, technologies, legal requirements, or business practices.

When changes are made, the Effective Date at the top of this Privacy Policy will be updated.

13. Contact Us

If you have questions about this Privacy Policy, our privacy practices, or would like to make a privacy-related request, please contact:
 

iAccountant LLC
New York, NY
Email: info@iaccountant.com
Website: iaccountant.com