Privacy Policy

Effective Date: October 15, 2025

Last Updated: October 15, 2025

Bridged Tax & Bookkeeping LLC (“we,” “us,” or “our”) values your privacy and is committed to protecting the personal information of our clients and visitors. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or communicate with us via phone, email, or SMS/text message.

By using our website or services, you agree to the terms of this Privacy Policy.

1. Information We Collect

We may collect the following types of information:

Personal Information: such as your name, phone number, email address, mailing address, and other identifiers you provide voluntarily.

Financial Information: when you engage us for tax or bookkeeping services, including business and personal financial data, invoices, or QuickBooks account details.

Technical Information: including IP address, browser type, device identifiers, and cookies that help us analyze site usage and performance.

Communication Data: including SMS, email, or phone communications exchanged with our team.

2. How We Collect Information

We collect information when you:

Submit a form on our website or schedule a consultation.

Text or call our business phone number.

Use our services or upload documents via secure portals.

Communicate with us for client support, billing, or inquiries.

3. How We Use Information

We use your information to:

Provide and manage our tax and bookkeeping services.

Communicate with you about appointments, deadlines, and updates.

Send confirmations, invoices, and reminders.

Maintain compliance with applicable laws and professional standards.

Improve our website and client experience.

We do not sell or rent personal information to third parties.

4. Text Messaging (SMS) Disclosure and Consent

By providing your mobile phone number on our website or contact forms and optionally checking the SMS consent box, you consent to receive text messages from Bridged Tax and Bookkeeping LLC related to your inquiry, appointment reminders, scheduling updates, document notifications, or other service-related information.

Checking the consent box is optional and not required to submit the form or receive services. Consent is not a condition of purchase or engagement.

Message frequency varies based on interaction, and message and data rates may apply.

You may opt out at any time by replying STOP to any message. Reply HELP for assistance.

For questions, contact us at 713-424-1120 or visit https://www.bridgedtaxandbookkeeping.com.

We will not sell, rent, or share your mobile number with third parties. For full details, see this Privacy Policy.

5. Sharing and Disclosure

We may share limited information with:

Trusted service providers (e.g., QuickBooks Online, Drake Tax, secure portals) who assist in delivering our services.

Government or regulatory authorities if required by law.

Other parties with your explicit consent.

All third-party providers are contractually required to protect your data in compliance with applicable laws.

6. Data Security

We use reasonable administrative, technical, and physical safeguards to protect your information. However, no electronic system is 100% secure. By using our services, you acknowledge that we cannot guarantee absolute security.

7. Data Retention

We retain personal and tax-related information only as long as necessary to provide services, comply with legal obligations, or resolve disputes.

8. Your Rights and Choices

You may:

Request access to your personal data.

Ask us to correct or delete information where legally permissible.

Withdraw consent for marketing or SMS communications.

To exercise your rights, contact us at nick@bridgedtaxandbookkeeping.com.

9. Third-Party Links

Our website may link to external sites (e.g., QuickBooks, payment processors). We are not responsible for their content or privacy practices. Review their privacy policies before providing personal information.

10. Updates to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated “Effective Date.”

11. Contact Us

If you have questions about this Privacy Policy, please contact us:

Bridged Tax & Bookkeeping LLC

Email: nick@bridgedtaxandbookkeeping.com

Phone: 713-424-1120

Website: https://www.bridgedtaxandbookkeeping.com

Mailing Address: 3120 Southwest Fwy ste 101, Houston, TX 77098, USA