Privacy Policy
Effective Date: May, 2026
Root & Balance, LLC
Your Privacy Matters
At Root & Balance, LLC, we value the trust our clients place in us. We are committed to maintaining the privacy and confidentiality of the personal and financial information you share with us.
This Privacy Policy outlines how we collect, use, protect, and disclose information in accordance with professional ethics and IRS requirements.
Information We Collect
We may collect nonpublic personal information from you in the course of providing professional services.
This may include:
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Name, address, phone number, and email address
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Social Security numbers, Tax ID numbers
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Financial account details and income information
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Tax return and employment data
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Information from applications, forms, or communications with you
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Information received from third parties such as financial institutions
How We Use Your Information
Your information is used solely to:
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Deliver professional accounting, tax, and advisory services
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Communicate with you about your account or our services
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Meet legal, regulatory, and professional obligations
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Maintain internal records
We do not sell your personal information to anyone.
Information Sharing and Disclosure
We do not disclose your personal information to anyone without your consent, except as allowed or required by law, such as:
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To comply with legal requirements (e.g., subpoena, audit, or investigation).
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To process transactions you request or authorize.
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As part of a peer review or professional oversight process.
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When working with authorized third-party service providers under confidentiality agreements.
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No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Safeguarding Your Information
We take your privacy seriously and use physical, electronic, and procedural safeguards to protect your data, including:
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Secure client portals
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Encrypted communications where appropriate
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Restricted access to data based on need-to-know
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Staff training on confidentiality and data security
Please be aware that no method of internet transmission is 100% secure. While we strive to protect your information, we cannot guarantee absolute security for data transmitted online.
Client Portals and Communication Tools
If you use our secure client portal or send electronic communications (email, chat, etc.), you accept the risks associated with internet-based communication. We recommend using our encrypted systems whenever possible.
Data Retention
We retain your personal data only as long as necessary to fulfill our professional obligations and comply with recordkeeping requirements under federal and state law.
Your Rights
As a client, you have the right to:
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Request access to or correction of your personal information
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Withdraw consent where applicable
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Ask questions about our privacy practices at any time
To exercise any of these rights, please contact us directly.
Changes to This Policy
We may update this Privacy Policy periodically. Revisions will be posted on our website with an updated effective date. Your continued use of our site and services after such updates constitutes your acceptance of the revised policy.
Contact Us
If you have questions about this Privacy Policy or our data protection practices, contact:
Root & Balance, LLC
Georgetown, TX
(512)966-2290
hello@rootandbalancellc.com
https://www.rootandbalancellc.com/