Privacy Policy
Privacy Policy
Effective Date: September 9, 2025
Last Updated: September 9, 2025 at 12:00 PM EST
Patriot Bookkeeping & Tax (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you provide when using our website and services. This Privacy Policy explains how we collect, use, disclose, and safeguard your information.
1. Information We Collect
We may collect the following types of information when you interact with our website or services:
Personal Information: Name, email address, phone number, mailing address, and other details you provide through forms, scheduling, or contact requests.
Financial Information: Payment details if you make online payments for services.
Technical Information: IP address, browser type, device information, and pages visited, collected automatically through cookies or analytics tools.
Communications: Records of your inquiries, emails, or chat messages with us.
2. How We Use Your Information
We use the information we collect to:
Provide, operate, and improve our services.
Process payments and manage billing.
Respond to inquiries and provide customer support.
Send important updates, reminders, and service communications.
Share marketing and promotional content (only if you have opted in).
Comply with legal obligations and regulatory requirements.
3. Sharing of Information
We do not sell, rent, or trade your personal information. We may share information in the following circumstances:
With trusted third-party service providers who help us operate our business (e.g., payment processors, hosting providers, CRM platforms).
To comply with applicable laws, regulations, legal processes, or enforceable governmental requests.
To protect against fraud, security risks, or technical issues.
In the event of a business transfer, such as a merger, acquisition, or asset sale.
4. Cookies and Tracking Technologies
Our website uses cookies and similar technologies to improve your browsing experience, analyze traffic, and personalize content. You can choose to accept or decline cookies through your browser settings. Please note that disabling cookies may affect website functionality.
5. Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your information. However, no method of transmission or storage is 100% secure, and we cannot guarantee absolute security of your data.
6. Age Restrictions
Our website and services are intended for individuals 18 years of age or older. We do not knowingly collect personal information from anyone under the age of 18. If we learn that we have inadvertently collected information from a minor, we will delete it promptly.
7. Your Privacy Rights
Depending on your location, you may have the right to:
Access, update, or delete the personal information we hold about you.
Restrict or object to certain data processing activities.
Withdraw consent for marketing communications.
Request a copy of the personal information we store.
To exercise these rights, please contact us using the details below.
8. Third-Party Links
Our website may contain links to external websites. We are not responsible for the privacy practices or content of those third parties.
9. Children’s Privacy
We do not provide services to individuals under 18. If you are under 18, please do not use this website or provide any personal information.
10. Changes to This Policy
We may update this Privacy Policy from time to time. The updated version will be posted on this page with the new effective date.
11. Contact Us
If you have any questions about this Privacy Policy or our data practices, please contact us:
Patriot Bookkeeping & Tax
Email: nick@patriottaxus.com
Phone: +1 207-383-2600
Office: Windham, ME 04062
