DBR Bookkeeping

Privacy Policy

Effective Date: June 16, 2026

1. Introduction

DBR Bookkeeping ("DBR Bookkeeping," "we," "us," or "our") is committed to protecting the privacy and confidentiality of our clients' personal and financial information. This Privacy Policy explains how we collect, use, share, and safeguard information obtained through our website, bookkeeping services, and other business interactions.

By using our website or engaging our services, you agree to the practices described in this Privacy Policy. If you do not agree, please refrain from using our website or services.

2. Information We Collect

We collect several categories of information in order to provide our bookkeeping and financial services:

a. Personal Identifiable Information (PII)

Full legal name
Mailing and business address
Social Security Number (SSN) or Employer Identification Number (EIN)
Email address and phone number
Date of birth (where required for tax or compliance purposes)

b. Financial & Business Information

Bank account and financial institution records
Income, expense, and transaction records
Business tax documents (W-2s, 1099s, profit/loss statements, etc.)
Invoices, receipts, and other financial documentation

c. Payroll Data

Employee names, addresses, and SSNs
Wage, salary, and compensation records
Payroll tax withholding information
Direct deposit and banking details

d. Website & Contact Form Information

Name, email address, and phone number submitted via contact forms
IP address, browser type, and device information collected automatically
Pages visited, time on site, and referral source (via cookies and analytics tools)

3. How We Use Your Information

We use the information we collect for the following purposes:

To provide bookkeeping, payroll, and financial management services
To prepare and file tax documents and financial reports
To communicate with you about your account, services, and updates
To respond to inquiries submitted through our website
To comply with federal, state, and local laws and regulations
To detect, prevent, or investigate fraud or unauthorized activity
To improve our website, services, and client experience
To send service-related communications, appointment reminders, or updates (you may opt out at any time)

4. How We Share Your Information

DBR Bookkeeping does not sell, rent, or trade your personal information. We may share your information only in the following circumstances:

Service Providers

We may share information with trusted third-party vendors who assist in delivering our services (e.g., cloud storage, accounting software platforms, payroll processors). These parties are contractually required to protect your information and may not use it for their own purposes.

Legal & Regulatory Compliance

We may disclose information when required by law, subpoena, court order, or government authority, or to protect the rights, property, or safety of DBR Bookkeeping, our clients, or others.

Government & Tax Agencies

As part of our bookkeeping and tax services, we may submit information on your behalf to the IRS, state tax authorities, or other government agencies, as authorized by you.

Business Transfers

In the event of a merger, acquisition, or sale of assets, client information may be transferred as part of that transaction. We will notify affected clients in such circumstances.

5. Data Retention

We retain client records for a minimum of seven (7) years in accordance with IRS recordkeeping requirements and applicable state regulations. Financial and tax documents may be retained longer if required by law or ongoing client relationship. When information is no longer needed, it is securely deleted or destroyed.

6. Data Security

We implement administrative, technical, and physical safeguards to protect your information, including:

Encrypted file storage and secure cloud-based accounting platforms
Password-protected systems with role-based access controls
Secure methods for document exchange (encrypted email or client portals)
Confidentiality agreements with all staff and contractors

While we take reasonable precautions, no method of transmission or storage is 100% secure. We encourage clients to use strong passwords and to contact us immediately if they suspect unauthorized access to their information.

7. Cookies & Website Tracking

Our website may use cookies and similar technologies to improve your browsing experience and analyze site traffic. Cookies are small data files stored on your device. You may disable cookies through your browser settings; however, some website features may not function properly as a result.

We may use third-party analytics tools (such as Google Analytics) to understand how visitors interact with our website. These tools collect anonymous, aggregated data and are subject to their own privacy policies.

8. California Privacy Rights

If you are a California resident, you have the following rights under the California Consumer Privacy Act (CCPA):

Right to Know: Request disclosure of the categories and specific pieces of personal information we have collected about you.
Right to Delete: Request deletion of your personal information, subject to certain legal exceptions.
Right to Opt-Out: We do not sell personal information, so this right does not apply.
Right to Non-Discrimination: We will not discriminate against you for exercising any of your privacy rights.

To submit a California privacy rights request, contact us using the information in Section 11.

9. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If we become aware that we have inadvertently collected information from a child under 18, we will promptly delete it.

10. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party sites you visit.

11. Changes to This Privacy Policy

We reserve the right to update this Privacy Policy at any time. Material changes will be communicated by posting the updated policy on our website with a revised effective date. Your continued use of our services following any update constitutes your acceptance of the revised policy.

12. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or your personal information, please contact us:

DBR Bookkeeping

Website: www.dbrbookkeeping.com

Email: bryan@dbrbookkeeping.com

Phone: 479-396-5143

Mailing Address: 210 S. Thompson St. Ste 6 #555 Springdale, AR 72764