Privacy Policy

Effective Date: April 21, 2026

KB2 Bookkeeping & Tax values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website, communicate with us, or use our services.

Information We Collect

We may collect personal information including:

Name
Email address
Phone number
Mailing address
Business information
Tax and financial documents you voluntarily provide
Information submitted through contact forms, scheduling tools, or client portals

How We Use Your Information

We may use your information to:

Provide bookkeeping and tax preparation services
Communicate regarding appointments, deadlines, reminders, and account updates
Respond to inquiries
Send requested documents or service information
Improve our website and customer experience
Maintain legal and regulatory compliance

Text Messaging and SMS Communication

If you provide your mobile phone number and consent to receive text messages, we may send messages related to:

Appointment reminders
Document requests
Filing updates
Service notifications
Account communication

Message frequency may vary. Message and data rates may apply.

You may opt out at any time by replying STOP.

For help, reply HELP or contact us directly.

SMS consent is not shared with third parties or affiliates for marketing purposes.

Sharing of Information

We do not sell your personal information. We may share information only when necessary with trusted service providers who assist in operating our business, complying with the law, or delivering requested services.

Data Security

We take reasonable measures to protect your information. However, no method of internet transmission or storage is completely secure.

Third Party Services

Our website may use third party tools such as scheduling software, payment processors, secure document portals, analytics tools, or communication platforms.

Your Choices

You may contact us at any time to update your information or request removal from non-essential communications.

Contact Us

KB2 Bookkeeping & Tax
Georgetown, Texas

Email: info@kb2bookkeeping.com
Website: www.kb2bookkeeping.com