Privacy Policy

We value the trust you place in our woman owned and operated agency. This policy outlines how we handle the personal and financial information of the small businesses and individuals we serve in Moab and beyond. Our goal is to provide a warm, professional, and secure experience while helping you navigate your accounting and tax needs.

To provide high level accounting and tax services, we may collect various types of information. This includes:

• Contact details such as your name, email address, and phone number provided through our website or when you book a call.

   

• Financial records and documents necessary for reconciliations, bill pay, payroll, and tax planning.

   

• Information regarding your business structure for new business set up consulting.

We use your data strictly to deliver the services you request and to maintain a consistent, personal relationship. Specifically, we use it for:

• Processing tax returns and providing tax planning advice.

   

• Managing daily accounting tasks like payroll and collections.

   

• Sending reminders about upcoming tax deadlines and software updates.

   

• Improving our website and online payment systems.

Your privacy is our priority. We do not sell your personal information to third parties. We only share data with trusted partners necessary for our operations, such as WIX for website hosting or secure payment processors. We implement security best practices to protect your records from unauthorized access, ensuring you receive the reliable consistency you deserve.

You have the right to review, update, or request the deletion of your personal information at any time. If you have any questions about this policy or how your data is handled, please reach out to us directly.

Balanced Rock CPA Email: kimra@balancedrockcpa.com Phone: 435.210.2968 Website: https://balancedrockcpa.com