Privacy Policy

Last Updated: September 21, 2026

This Privacy Policy describes how Alan Balmer, PC ("we," "us," or "our") collects, uses, and discloses information when you use our website alanbalmerpc.com (the "Website") or engage our services. By using the Website or our services, you consent to the practices described in this policy.

1. Information We Collect

We collect information that you voluntarily provide to us, including but not limited to:

• Name, contact information, and demographic data
• Financial information, tax records, and business data
• Social Security numbers, taxpayer identification numbers, and other sensitive information
• Employment information and income details
• Bank account information and payment details
• Any other information you choose to provide

We also automatically collect certain technical information when you visit our Website, including IP addresses, browser types, device information, and usage data. We reserve the right to collect any information we deem necessary to provide our services or protect our interests.

2. How We Use Your Information

We may use your information for any purpose we deem appropriate, including but not limited to:

• Providing tax preparation, accounting, and advisory services
• Communicating with you about our services
• Processing payments and maintaining financial records
• Complying with legal and regulatory requirements
• Protecting against fraud and illegal activity
• Improving our services and developing new offerings
• Marketing our services to you and others
• Enforcing our terms and policies
• Any other purpose with your consent

We reserve the right to use your information in any way that is not prohibited by law. You acknowledge that we may use your information for business purposes including but not limited to marketing, research, and service improvement.

3. Disclosure of Information

We may disclose your information to third parties in any of the following circumstances:

• To service providers and contractors who assist us in providing services
• To comply with legal obligations, court orders, or government requests
• To protect our rights, property, or safety
• To detect and prevent fraud or security issues
• In connection with a business transaction (merger, acquisition, sale of assets)
• To collect unpaid fees
• With your consent or at your direction
• As otherwise required or permitted by law

We are not responsible for the privacy practices of third parties to whom we disclose your information. Once information is disclosed to a third party, we cannot guarantee its protection or confidentiality.

4. Data Retention

We retain your information for as long as we deem necessary to provide services, comply with legal obligations, protect against liability, and pursue our legitimate business interests. This retention period may extend indefinitely, even after our professional relationship ends.

We reserve the right to retain copies of all documents, work product, and communications related to your engagement. You acknowledge that we may maintain records of our work for our protection and for compliance with professional standards.

5. Data Security

We implement security measures to protect your information, but no method of transmission or storage is completely secure. You acknowledge and agree that:

• We cannot guarantee absolute security of your information
• You provide information at your own risk
• We are not liable for unauthorized access, data breaches, or loss of information
• You are responsible for maintaining the confidentiality of any login credentials
• We are not responsible for security failures beyond our reasonable control

In the event of a data breach, we will notify affected individuals as required by law, but we are not liable for any damages resulting from such breach.

6. Your Rights and Choices

Depending on your jurisdiction, you may have certain rights regarding your personal information. However, these rights are subject to significant limitations:

Access and Correction

You may request access to or correction of your information by contacting us. However, we reserve the right to:

• Charge a reasonable fee for providing copies
• Deny requests that are frivolous, burdensome, or unlawful
• Retain information as required by law or professional standards
• Limit access to information that contains our proprietary work product

Deletion Requests

You may request deletion of your information, but we reserve the right to deny such requests when:

• Retention is required by law or professional standards
• Information is necessary to establish, exercise, or defend legal claims
• Deletion would impair our ability to provide services
• We have a legitimate business interest in retaining the information
• Information has been aggregated or anonymized

We may retain backup copies of your information even after deletion requests, and we are not obligated to delete information from third parties to whom we have previously disclosed it.

Marketing Communications

You may opt out of marketing communications by following the unsubscribe instructions in our emails or by contacting us. However, we reserve the right to continue sending you:

• Administrative communications about your account or services
• Important notices about changes to our policies or terms
• Information about services you have previously engaged

7. Cookies and Tracking Technologies

We use cookies, web beacons, and other tracking technologies to collect information about your use of our Website. These technologies help us:

• Analyze website usage and improve our services
• Remember your preferences and settings
• Track marketing campaign effectiveness
• Provide personalized content and advertising

You may disable cookies through your browser settings, but this may limit your ability to use certain features of our Website. We are not responsible for any limitations or issues resulting from disabling cookies.

8. Third-Party Links and Services

Our Website may contain links to third-party websites or integrate with third-party services. We are not responsible for the privacy practices of these third parties. Your use of third-party websites and services is at your own risk, and you should review their privacy policies before providing any information.

9. Children's Privacy

Our Website and services are not directed to children under 18 years of age. We do not knowingly collect personal information from children. If we learn that we have collected information from a child, we will delete it. If you believe we have collected information from a child, please contact us immediately.

10. International Users

Our Website and services are operated in the United States. If you are accessing our Website from outside the United States, please be aware that your information may be transferred to, stored, and processed in the United States where data protection laws may be different from those in your country.

By using our Website or services, you consent to the transfer of your information to the United States and acknowledge that the data protection laws in the United States may not provide the same level of protection as those in your country.

11. Changes to This Policy

We reserve the right to modify this Privacy Policy at any time. Changes will be effective immediately upon posting to the Website. Your continued use of the Website or services after posting constitutes acceptance of the modified policy.

We are not obligated to notify you of changes to this policy. It is your responsibility to review this policy periodically for changes.

12. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE ARE NOT LIABLE FOR:

• Any unauthorized access to or disclosure of your information
• Any data loss, corruption, or breach
• Any damages arising from your use of our Website or services
• Any actions taken by third parties to whom we disclose your information
• Any failure to comply with this policy due to circumstances beyond our control

YOU ACKNOWLEDGE THAT THESE LIMITATIONS ARE AN ESSENTIAL BASIS OF OUR AGREEMENT AND THAT WE WOULD NOT PROVIDE SERVICES WITHOUT THESE LIMITATIONS.

13. Contact Information

If you have questions about this Privacy Policy or wish to exercise any rights you may have, please contact us:

Alan Balmer, PC
Email: alan@alanbalmerpc.com
Phone: 641.233.1036

We will respond to legitimate inquiries within a reasonable time frame, but we reserve the right to charge reasonable fees for providing information or to deny requests that are frivolous, burdensome, or unlawful.