Privacy Policy

🏠 1. Who We Are

Golden Flow Accounting and Tax is operated by Golden Flow LLC, a limited liability company registered in the State of Texas. We provide professional accounting, tax preparation, bookkeeping, payroll, and business advisory services to small businesses and individuals throughout Texas.

This Privacy Policy explains how Golden Flow LLC ("Golden Flow," "we," "us," or "our") collects, uses, shares, and protects information you provide when you visit our website at goldenflowaccountingtax.com or use our services. It applies to all data collected through our website, onboarding forms, email communications, and service engagements.

📄 2. Information We Collect

We collect information you provide directly to us and limited data automatically when you visit our website.

Information You Provide

When you complete our onboarding form or contact us, we may collect:

• Identity information: Full name, business name
• Contact information: Email address, phone number, mailing address
• Business information: Business type, industry, number of employees, years in operation
• Financial information: Annual revenue range, types of transactions, current accounting software
• Service interests: Which services you are inquiring about (tax preparation, bookkeeping, payroll, etc.)
• Communication preferences: Preferred contact method and time
• Additional context: Any notes or messages you include in your inquiry

Information Collected Automatically

When you visit our website, we may automatically collect limited technical data, including:

• Browser type and version, operating system
• Pages visited and time spent on pages
• Referring website or search terms
• General geographic region (city/state level, not precise location)

Information We Do NOT Collect Online

Our website forms do not collect Social Security numbers, Tax Identification Numbers, bank account numbers, or complete financial records. Sensitive tax documents are only handled through our secure client engagement process after an initial consultation.

🔧 3. How We Use Your Information

We use the information you provide for the following purposes:

Service Delivery

• Respond to your consultation request and contact you to schedule an appointment
• Generate a personalized service recommendation based on your business profile
• Prepare a tailored proposal with relevant pricing and service details
• Deliver the accounting, tax, bookkeeping, or payroll services you engage us for

Business Communications

• Send confirmation emails regarding your inquiry or upcoming appointments
• Share relevant tax deadlines, regulatory updates, or service announcements
• Respond to questions or follow-up requests you submit

Business Operations

• Improve our service recommendations and intake process
• Maintain internal records required for professional accounting standards
• Comply with applicable legal and regulatory obligations

👥 4. Information Sharing

We share your information only in limited, necessary circumstances:

Service Providers

We may share data with trusted third-party vendors who help us operate our website and deliver services. These include:

• Form and email processing: Services that receive and transmit your inquiry form data to our team
• Accounting and practice management software used to deliver client services
• Secure document exchange platforms used during the service engagement

All service providers are bound by confidentiality obligations and are prohibited from using your data for any purpose other than providing services to us.

Legal Requirements

We may disclose your information if required by law, court order, or government regulation, or if we believe disclosure is necessary to protect our rights, your safety, or the safety of others.

Business Transfers

In the event Golden Flow LLC undergoes a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will provide notice before your information is transferred and becomes subject to a different privacy policy.

Professional Obligations

As accounting professionals, we are subject to confidentiality obligations under applicable professional standards. Client financial information is held in strict confidence in accordance with those standards.

🔒 5. Data Security

Protecting your financial and personal information is a core responsibility of our firm. We implement the following measures:

• Encrypted transmission: Our website uses HTTPS/TLS encryption for all data in transit between your browser and our servers
• Access controls: Access to client data is restricted to staff members who need it to deliver services
• Secure storage: Client files and financial records are stored in systems with industry-standard security controls
• Confidentiality training: Our team follows professional confidentiality standards required for accounting practice
• Vendor screening: Third-party tools we use are evaluated for appropriate security practices

📅 6. Data Retention

We retain your information for as long as necessary to deliver our services and meet our legal obligations:

• Inquiry-only contacts (no engagement): We retain your inquiry information for up to 24 months to allow for follow-up, then delete or anonymize it unless you request earlier deletion.
• Active clients: Client records are retained for the duration of the engagement and for a minimum of 7 years after the last service date, consistent with IRS record-keeping recommendations and Texas statutory requirements.
• Tax records: Records related to tax filings may be retained longer where required by applicable law or professional standards.

When your data is no longer needed, we dispose of it securely.

⚖️ 7. Your Rights

You have the following rights regarding your personal information. To exercise any of these rights, contact us using the information in the Contact section below.

Access

You may request a copy of the personal information we hold about you. We will respond within 30 days.

Correction

If any information we hold about you is inaccurate or incomplete, you may request that we correct it.

Deletion

You may request that we delete your personal information. We will honor deletion requests to the extent permitted by law. Note that we may be required to retain certain records for legal, tax, or professional compliance reasons and cannot delete those on request.

Opt-Out of Marketing Communications

You can unsubscribe from our marketing emails at any time by clicking the "unsubscribe" link in any email or by contacting us directly. You will continue to receive transactional communications related to any active service engagement.

Portability

Upon request, we can provide your information in a commonly used, machine-readable format where technically feasible.

📧 8. Email Communications

Golden Flow LLC complies with the federal CAN-SPAM Act. For all commercial email communications, we will:

• Clearly identify the message as coming from Golden Flow Accounting and Tax
• Include our physical mailing address in every email
• Honor opt-out requests promptly (within 10 business days)
• Not use deceptive subject lines or misleading sender information

By submitting an inquiry through our website, you consent to receiving a confirmation email and follow-up communications about your request. You may opt out of future marketing communications at any time without affecting your ability to receive service-related communications.

🏭 9. Texas Privacy Notice

Golden Flow LLC is a Texas-based business subject to Texas law. The Texas Data Privacy and Security Act (TDPSA), effective July 1, 2024, provides certain rights to Texas residents regarding their personal data.

Texas residents have the right to:

• Know whether we process their personal data
• Access their personal data
• Correct inaccuracies in their personal data
• Delete personal data provided by or obtained about them
• Obtain a portable copy of their personal data
• Opt out of the sale of personal data (we do not sell personal data)
• Opt out of targeted advertising (we do not engage in targeted behavioral advertising)

To exercise your rights under TDPSA, submit a request to info@goldenflowaccountingtax.com. We will respond within 45 days (extendable by an additional 45 days with notice). If we deny your request, you may appeal by emailing us with "Privacy Appeal" in the subject line.

As an accounting and tax firm, we also comply with applicable provisions of the Gramm-Leach-Bliley Act (GLBA), which requires financial institutions to protect the privacy of client financial information.

🍪 10. Cookies & Website Data

Our website may use cookies and similar technologies to improve your experience. Cookies are small text files stored on your device.

Types of cookies we may use

• Essential cookies: Required for basic website functionality (e.g., form session state)
• Analytics cookies: Help us understand how visitors use our site (e.g., which pages are visited most). We use this data in aggregate form only.

We do not use advertising cookies or sell cookie data to third parties. You can disable cookies in your browser settings, but some website features may not function as intended if you do.

👤 11. Children's Privacy

Our services are designed for business owners and adults. We do not knowingly collect personal information from individuals under the age of 18. If you believe a child has submitted information to us, please contact us at info@goldenflowaccountingtax.com and we will delete it promptly.

🔄 12. Policy Changes

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or services. When we make material changes, we will:

• Update the "Last Updated" date at the top of this page
• Post the revised policy on this page
• For significant changes, notify active clients by email with reasonable advance notice

Your continued use of our website or services after a policy update constitutes your acceptance of the revised policy. We encourage you to review this page periodically.

📞 13. Contact Us

If you have questions about this Privacy Policy, want to exercise your data rights, or have concerns about how your information is handled, please contact us: