Legal
Privacy Policy
This website does not use cookies, analytics trackers or advertising pixels. This policy explains what information we do collect and how we use it.
Effective date: November 9, 2026
Who we are
The Ledger Accountancy (“we”, “us”) provides bookkeeping, tax preparation and related services. Contact: mross@ledgeraccountancy.com, (949) 464-7449.
Information we collect
Information you give us. When you use our contact form, email or call us, we receive the details you provide, such as your name, email address, phone number, city, the service you are interested in and your message. If you subscribe to new articles, we receive your email address and use it only to send you new articles. You can unsubscribe at any time.
Client information. If you become a client, we receive financial records and tax documents needed to do the work. This information is handled under your engagement agreement and the confidentiality rules that apply to tax return preparers, including Internal Revenue Code section 7216.
Technical information. Our hosting provider records basic server logs (such as IP address, browser type and the pages requested) to deliver the site and protect it from abuse.
Cookies and tracking
We do not set cookies and we do not use analytics, advertising, social media pixels or session-recording tools.
Web fonts are loaded from Google Fonts. When your browser loads them, Google receives your IP address and browser information. See Google’s privacy policy.
Do Not Track and Global Privacy Control. Because we do not track visitors across websites or over time, there is nothing for these signals to turn off. If we add any tracking in the future, we will honor Global Privacy Control signals and update this policy first.
How we use information
We use your information to answer your inquiry, schedule appointments, provide and bill for services, keep required business and tax records, and protect our website. We do not use it for automated decision-making or profiling.
How we share information
We do not sell or share your personal information for cross-context behavioral advertising, and we do not disclose it to third parties for their direct marketing.
We use service providers who process information on our behalf: Netlify (website hosting and contact form) and Google Workspace (email). We may also disclose information when required by law, such as to respond to a subpoena, or with your consent, for example to file a tax return with the IRS or the California Franchise Tax Board.
How long we keep information
We delete inquiries that do not lead to an engagement once they are no longer needed. Client records are kept for as long as needed to provide services and to meet legal and professional record-keeping requirements.
Security
The site is served only over encrypted HTTPS. We limit access to client information to the people who need it and use secure tools to exchange documents. No method of transmission or storage is 100% secure, so please do not send Social Security numbers or full account numbers through the contact form.
Your choices and rights
You can ask us to access, correct or delete the personal information we hold about you by emailing mross@ledgeraccountancy.com. We will respond within 45 days. Some records may need to be kept to meet legal obligations, and we will tell you if that applies.
California residents. Under the California Online Privacy Protection Act and California’s “Shine the Light” law, you may ask what personal information we have disclosed to third parties for their direct marketing. We do not make such disclosures.
Visitors from the European Union, including Poland. We process your information to respond to your request and take steps before entering into a contract (GDPR Art. 6(1)(b)), to meet legal obligations (Art. 6(1)(c)) and for our legitimate interest in securing the website (Art. 6(1)(f)). Your information is processed in the United States. You may access, correct, delete, restrict or object to processing, and you may lodge a complaint with your local data protection authority (in Poland, the Prezes Urzędu Ochrony Danych Osobowych).
Children
This website is not directed to children under 13, and we do not knowingly collect their personal information online.
Changes to this policy
If we change this policy, we will post the new version here and update the effective date.
Contact
Questions about privacy: mross@ledgeraccountancy.com or (949) 464-7449.
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