Richard Evans Bookkeeping LLC Effective Date: January 1, 2026

At Richard Evans Bookkeeping LLC, we are committed to protecting the confidentiality and security of the financial information you entrust to us. This policy outlines how we collect, use, and safeguard your data.

1. Information We Collect

To provide accurate bookkeeping and consulting services, we collect nonpublic personal and financial information (NPI) from the following sources:

  • Information you provide on applications, onboarding forms, and W-9s (e.g., Name, SSN/EIN, Address).

  • Financial data provided for processing (e.g., Bank statements, credit card statements, payroll records, and prior-year tax returns).

  • Information about your transactions with us or others (e.g., payment history, account balances).

2. How We Use Your Information

We use your information strictly for the purpose of providing professional bookkeeping services, including:

  • Reconciling accounts and preparing financial statements.

  • Assisting with tax preparation and 1099 compliance.

  • Communicating with you regarding your business’s financial health.

  • Complying with legal and regulatory requirements.

3. Disclosure of Information

We do not sell, rent, or trade your personal or business information to third parties. We only share your information in the following limited circumstances:

  • With your express consent: For example, sharing data with your CPA for tax filing.

  • To Service Providers: Only those necessary to perform our services (e.g., QuickBooks Online, secure document portals), provided they are contractually bound to maintain confidentiality.

  • Required by Law: To comply with a validly issued subpoena or IRS inquiry.

4. Data Security & Protection

We implement industry-standard administrative, technical, and physical safeguards to protect your data, including:

  • Encryption: All digital data is stored and transmitted using 256-bit SSL encryption.

  • Multi-Factor Authentication (MFA): Mandatory on all financial software and email accounts.

  • Secure Delivery: We use secure portals for document exchange rather than unencrypted email attachments.

5. Your Access & Control

You may request to review or update the information we have on file for you at any time. Upon termination of our services, your data will be retained only for the period required by law and professional standards, after which it will be securely destroyed.

6. Contact Information

If you have any questions regarding this policy, please contact: Richard Evans | quilcoinbookkeeping@gmail.com | 907-360-3228

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