Privacy Policy

Pro Balance Tax & Accounting ("Pro Balance", "we", "us") respects your privacy and is committed to protecting non-public personal information (NPI) in accordance with the Gramm-Leach-Bliley Act (GLBA), FTC Safeguards Rule, and Internal Revenue Code Section 7216.

1. Information We Collect

We collect personal and financial information provided by you on tax organizers, applications, worksheets, and other documents necessary to prepare tax returns or perform bookkeeping and advisory services. This includes names, addresses, Social Security numbers (collected exclusively via encrypted portals), income records, and financial statements.

2. Non-Disclosure & Confidentiality

We do not disclose any non-public personal information about our clients or former clients to anyone, except as permitted or required by law, or as authorized in writing by you under IRC Section 7216.

3. Information Security Safeguards

We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your non-public personal information. Client files are stored in 256-bit encrypted environments with strict multi-factor access protocols.