Privacy Policy

Your privacy and the security of your financial information are our highest priorities.

Brown and Barry Bookkeeping LLC (“we,” “us,” or “our”) collects, uses, and protects your personal and financial information only as necessary to provide bookkeeping, payroll, tax-preparation, and related services.

Information We Collect

• Business and personal information you provide (name, address, SSN/EIN, income, expenses, bank/credit-card data, payroll records, etc.)
• Data received from third parties (banks, payment processors, prior accountants) with your consent
• Automatically collected information (IP address, browser type, pages visited) via cookies and Google Analytics

How We Use Your Information

• To perform bookkeeping, payroll, and tax-preparation services
• To file tax returns and comply with federal and state requirements
• To communicate with you and respond to inquiries
• To improve our website and services

How We Protect Your Information

• Access is limited to team members who need it to perform services
• We use bank-level security with reputable U.S.-based cloud providers (QuickBooks Online, Xero, Gusto, Dropbox, SmartVault, etc.)
• We never sell your information to third parties
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Sharing of Information

We disclose information only when:

• You specifically authorize us to (e.g., sharing with your lender or attorney)
• Required by law or IRS/state tax authorities
• Necessary with trusted service providers who are bound by confidentiality (payment processors, cloud hosting, secure client portals)

Your Rights

You may request access to, correction of, or deletion of your personal information at any time. Contact us at info@brownandbarry.com or (510) 876-0952.

IRS § 7216 Disclosure

We will not disclose your tax return information to any third party for marketing or any purpose other than preparation and filing of your returns without your written consent.

Changes to This Policy

We may update this policy from time to time. The current version is always posted at brownandbarry.com/privacy.

Brown and Barry Bookkeeping LLC │ (510) 876-0952  │ info@brownandbarry.com