Privacy Policy

Effective Date: Feb 1, 2022

Steel Tax & Advisory LLC, doing business as The Steel Bookkeeper (“Company,” “we,” “our,” or “us”) formerly The Steel Bookkeeping LLC, is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and protect information obtained through our website.

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

Information We Collect

We may collect personal and non-personal information, including:

Information You Provide Voluntarily

When you submit a form, request information, schedule a consultation, or communicate with us, we may collect:

Name
Email address
Phone number
Business name
Any information you choose to provide

Information Collected Automatically

When you visit our website, certain information may be collected automatically, including:

IP address
Browser type
Device type
Pages visited
Time spent on the website
General location information (approximate)
Referring website or source

How We Use Your Information

We use the information collected to:

Respond to inquiries and requests
Provide bookkeeping and tax filing services
Maintain accurate records
Improve website performance and user experience
Communicate service updates and relevant business information
Comply with legal and regulatory requirements

We do not sell your personal information.

Sharing of Information

We may share your information with third-party service providers that assist in operating our business, including:

Website hosting and platform providers (such as Wix)
Scheduling and communication tools
Payment processing platforms
Analytics services

These providers are authorized to use your information only as necessary to provide services to us.

We may also disclose information when required by law or to protect our legal rights.

Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance user experience and analyze website traffic. You may choose to disable cookies through your browser settings; however, doing so may affect website functionality.

Data Security

We take reasonable steps to protect your information through administrative, technical, and physical safeguards. However, no method of data transmission or storage is completely secure, and we cannot guarantee absolute security.

Website Use & Disclaimer

The information provided on this website is for general informational purposes only and does not constitute financial, legal, or tax advice. Accessing this website or submitting information through contact forms does not establish a client relationship with Steel Tax & Advisory LLC dba The Steel Bookkeeper.

A formal client relationship is established only through a signed engagement agreement outlining the scope of services.

While we strive to provide accurate and up-to-date information, we make no representations or warranties regarding the completeness, reliability, or accuracy of the information presented on this website.

Third-Party Links

This website may contain links to third-party websites. We are not responsible for the privacy practices or content of those external sites.

Children’s Privacy

Our website and services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children.

Your Rights and Choices

You may request to access, update, or delete your personal information by contacting us at the email address listed below. You may also opt out of marketing emails (if applicable) at any time by using the unsubscribe link in our emails.

SMS Disclosure

If you consent to receive SMS from Steel Tax & Advisory LLC dba The Steel Bookkeeper, you agree to receive written, and visual text messaging and/or SMS from us. SMS disclosures like Reply STOP to cancel; HELP for help. Message & data rates may apply. Messaging frequency may vary. Provide Privacy Policy and Please state No mobile information will be shared with third parties or affiliate in Privacy Policy.

Updates to This Privacy Policy

We may update this Privacy Policy at any time. Updates will be posted on this page with a revised effective date.

Contact Information

If you have questions regarding this Privacy Policy, please contact:

Steel Tax & Advisory LLC
dba The Steel Bookkeeper
Email: admin@thesteelbookkeeper.com