Ledger Tax & Advisory, LLC (“Ledger,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal and business information you share with us through our website at ledger.example.com (the “Site”) and our tax, accounting, and advisory services (the “Services”).

By using the Site or engaging our Services, you agree to the collection and use of information in accordance with this policy. This policy was last updated on August 1, 2026. We will notify you of material changes by email, where you’ve provided one, or by posting a notice on this page.

Information We Collect

We collect information in three ways: information you provide directly, information collected automatically, and information received from third parties in the course of delivering our Services.

Information you provide directly:

  • Contact form, newsletter, and consultation booking details (name, business name, email, phone, and message content).
  • Financial and business records you share with us as part of an active engagement, such as tax documents, bank statements, and payroll data.
  • Account details if you access our secure client portal.

Information collected automatically:

  • Standard log data such as IP address, browser type, device information, and pages visited on the Site.
  • Cookie and analytics data, described further in our Cookie Policy.

How We Use Your Information

We use the information we collect to:

  • Respond to consultation requests, contact form submissions, and general inquiries.
  • Deliver and administer tax, accounting, payroll, and advisory Services under an active engagement.
  • Send administrative communications, such as engagement updates or filing deadline reminders.
  • Send newsletters and other marketing communications, where you have opted in, which you may unsubscribe from at any time.
  • Maintain the security, performance, and legal compliance of the Site and our Services.

Sharing of Information

We do not sell your personal or business information. We may share information with:

  • Licensed subcontractors or staff bound by confidentiality obligations who assist in delivering Services.
  • Software providers we integrate with on your behalf, such as QuickBooks Online, Xero, or Gusto, where necessary to perform the Services.
  • Government or regulatory authorities, where required by law or in connection with a filing made on your behalf.
  • A successor entity in the event of a merger, acquisition, or sale of some or all of our assets.

Data Security

We maintain administrative, technical, and physical safeguards designed to protect client information consistent with applicable accounting standards and licensing rules. No method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain client financial and engagement records for the period required by applicable tax and professional record-keeping regulations, and delete or anonymize other personal information once it is no longer needed for the purposes described in this policy.

Your Rights and Choices

Depending on your location, you may have rights to access, correct, or request deletion of your personal information, or to opt out of marketing communications. To exercise any of these rights, contact us using the details below; note that we may need to retain certain records to comply with legal or professional obligations.

Children’s Privacy

The Site and our Services are directed at businesses and individuals over the age of 18. We do not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. We will post the updated policy on this page with a revised “Last updated” date.

Contact Us

If you have questions about this Privacy Policy or how we handle your information, please contact us: