Privacy Policy

Information We May Collect

Information you choose to provide to us, such as your name, email address, phone number, company name, and the contents of a message or inquiry.

Basic technical information that our website host and service providers may collect automatically, such as IP address, browser type, device information, referring page, pages visited, and timestamps.

Information submitted through third-party services you choose to use, such as our scheduling provider or secure client portal. Those services operate under their own privacy policies and terms.

How We Use Information

To respond to inquiries, schedule conversations, communicate with clients and prospective clients, and provide requested information.

To operate, maintain, secure, and improve our website and services.

To comply with applicable legal, regulatory, tax, accounting, recordkeeping, and professional obligations.

To protect the rights, safety, and security of Bayfront Tax and Accounting, our clients, and others.

How We Share Information

We may share information with service providers that help us operate our website, communications, scheduling, secure client systems, and professional services.

We may disclose information when required by law, regulation, subpoena, court order, or other lawful process, or when reasonably necessary to protect rights, safety, or security.

We do not sell personal information for money.

Sensitive Tax and Financial Information

Please do not send Social Security numbers, tax returns, bank statements, passwords, or other highly sensitive tax or financial documents through ordinary email or a general website message. Existing clients should use the secure client portal or another secure method we provide.

Cookies and Third-Party Services

Our website or hosting providers may use cookies or similar technologies that are necessary for website functionality, security, or performance. Links on this site may take you to third-party services, including Calendly and our client portal. Bayfront Tax and Accounting does not control the privacy practices of those third parties.

Data Retention and Security

We retain information for as long as reasonably necessary for the purposes described in this policy and to satisfy applicable legal, regulatory, professional, and business requirements.

We use reasonable administrative, technical, and organizational safeguards, but no method of transmission or storage is completely secure.

Your Choices and Rights

Depending on where you live, applicable law may provide rights concerning your personal information. You may contact us to ask about access, correction, or deletion of information we maintain, subject to legal and professional record-retention obligations.

You may also choose not to provide optional information, although doing so may limit our ability to respond to a request.

Children’s Privacy

This website is not directed to children under 13, and we do not knowingly collect personal information from children under 13 through the website.

Changes to This Policy

We may update this Privacy Policy from time to time. The effective date above will be revised when changes are made.

Contact Us

Questions about this Privacy Policy may be sent to support@bayfronttax.com or mailed to Bayfront Tax and Accounting, LLC, 8429 Lockwood Ridge Rd., Sarasota, FL 34243.