Your privacy, our priority

Our commitment to your security

The most important thing for our customers to know is that we treat your personal and financial information with the utmost confidentiality and security. We are committed to protecting your data and adhering to all applicable privacy laws. Our processes are designed to safeguard your sensitive information, ensuring it is used only for its intended purpose: providing you with accurate, reliable, and accessible financial reporting.

Information we collect

We collect various types of information to provide our bookkeeping and tax services effectively. This includes:

Personal Identification: Details such as names, physical addresses, and contact information.

Financial Data: Income, expenses, bank account details, and historical tax records.

Business Operations: Operational information for our small business clients to ensure accurate compliance and growth planning.

Website Usage: For website visitors, we may collect non-personally identifiable information such as IP addresses, browser types, and usage patterns through cookies to optimize your browsing experience.

Why we collect your data

We use your information exclusively to deliver our professional financial services, including full-cycle bookkeeping, payroll processing, bank reconciliations, and the preparation of tax returns and strategic filings. This data also allows us to provide ongoing advisory services, manage accounts payable and receivable, and ensure your business remains compliant with federal and state regulations. 

Disclosure & Confidentiality (IRC Section 7216)

At Books by Moonlight Bookkeeping & Tax Services, we prioritize your privacy and strictly adhere to Federal law and Internal Revenue Code Section 7216. We do not sell, rent, or trade your personal or financial information to third parties for any purpose. 

Your data is shared only with trusted partners—such as secure payroll processors, tax authorities, and software providers like QuickBooks Online—when essential to provide our services. These partners are bound by strict confidentiality agreements and may only use your information for the specific tasks they perform on our behalf. Beyond tax preparation and filing, we will not disclose your information to any outside party without your express, written consent, unless required by law.

Data Security

To ensure the highest level of protection, we utilize enterprise-grade security measures, including industry-leading encrypted cloud-based accounting platforms and mandatory multi-factor authentication (MFA). These protocols, combined with strict internal access controls, are designed to safeguard your sensitive information from unauthorized access, loss, or disclosure. 

Data Retention

To maintain compliance with Internal Revenue Service (IRS) regulatory standards, we preserve all tax-related records and supporting documentation for a minimum period of three years. Once this mandatory retention period has concluded, your data is systematically and securely purged or destroyed to ensure it cannot be recovered or accessed.

Your Rights