BUSINESS NAVIGATORS LLC
Tailored Solutions for Your Business
Strategies for Success
Privacy Policy
Introduction
At Business Navigators LLC (“we,” “us,” “our”), we value your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your information when you interact with our firm—whether through our website, client portal, email, phone, SMS/text messages, or in person.
Information We Collect
We collect personal and business information necessary to provide professional accounting, tax, and advisory services. This may include:
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Personal Identifiers: Name, address, email, phone number, date of birth, and Social Security Number.
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Business Information: Company name, tax ID number, financial statements, payroll data, invoices, and other accounting records.
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Tax and Financial Data: Income, deductions, investment details, bank account numbers, and other tax-related information.
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Communication Data: Information you provide via email, SMS/text, phone, or our client portal.
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Technical Information: IP address, browser type, device type, and usage data when visiting our website or using online tools.
How We Use Your Information
We use the information we collect to:
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Provide accounting, bookkeeping, tax preparation, and advisory services.
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Communicate with you about appointments, projects, and deliverables.
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Send important updates, billing notices, and service information.
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Maintain internal records and comply with legal or regulatory requirements.
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Improve our services, systems, and client experience.
SMS/Text Message Consent
If you opt in to receive SMS or text message updates from us:
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Your consent is voluntary and may be withdrawn at any time.
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SMS consent is not shared with third parties or affiliates.
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We use your mobile number only to communicate important business information, appointment reminders, or updates about your account or services.
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Message frequency may vary. Standard message and data rates may apply.
Who We Share Information With
We do not sell or rent your personal and/or business information to any third party.
We may share limited information only when necessary and with your consent to:
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Service Providers: Such as tax software vendors, secure file transfer services, or cloud hosting providers that support our operations.
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Regulatory Authorities: When required by law, regulation, or court order.
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Professional Partners: Only when you authorize us in writing to collaborate with another professional (e.g., attorney, financial advisor, lender).
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All third-party service providers are bound by confidentiality and data protection obligations consistent with this Privacy Policy.
Data Security
We use administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, or misuse. These include secure file transfer systems, encryption, access controls, and regular staff confidentiality training.
Data Retention
We retain personal information only as long as necessary to provide our services, comply with legal obligations, or resolve disputes.
Your Rights
You may request to access, correct, or delete your personal information by contacting us at the details below. You may also opt out of marketing communications at any time.