BETI LEGACY ACCOUNTING CO
Effective Date: [04/17/2006]
Last Updated: [04/17/2006]

BETI LEGACY ACCOUNTING CO (“BETI Legacy Accounting Co,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide through our website, client intake forms, communications, and services.

This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information when you visit our website, contact us, request information, engage us for bookkeeping, tax-related support, tax strategy, financial planning, retirement planning, Medicare-related support, or related consulting services, or otherwise interact with us online or offline.

By using our website or providing information to us, you agree to the terms of this Privacy Policy, to the extent permitted by law.

BETI LEGACY ACCOUNTING CO
12800 Garden Grove Blvd F
Garden Grove, CA 92843
Phone: 714-873-2004
Email: Btlegacyacct@gmail.com
Website: BETILEGACYACCT.BIZ

If you have privacy questions or would like to exercise privacy rights described in this Policy, please contact us using the information in Section 20 below.

This Privacy Policy applies to personal information collected:

• through our website; 
• through contact forms, scheduling tools, newsletters, and intake forms; 
• through email, text, phone, and other direct communications; 
• in connection with bookkeeping, tax-related support, tax strategy, retirement, Medicare, financial planning, and related consulting services; 
• from current, former, and prospective clients; 
• from business owners, representatives, leads, and website visitors. 

This Privacy Policy does not apply to third-party websites, portals, payment processors, social media platforms, or service providers that maintain their own privacy policies. If you click a third-party link or use a third-party tool, that third party’s terms and privacy policy govern.

We may collect the following categories of personal information, depending on how you interact with us:

• Name 
• Mailing address 
• Email address 
• Telephone number 
• Business name 
• Job title 
• Username or account identifier 
• Internet Protocol (IP) address 

• Income and expense information 
• Bank or financial account information 
• Payment information 
• Transaction history 
• Business bookkeeping records 
• Tax-related financial data 
• Insurance, retirement, or financial planning information 
• Information provided for quotes, proposals, or planning 

Where necessary for services and as permitted by law:

• Taxpayer identification information 
• Social Security number or other government-issued identifiers 
• Tax forms and supporting documents 
• Employer identification information 
• Residency and filing-status information 

Depending on the service requested, we may receive information that is considered sensitive under certain laws, such as:

• Financial account details 
• Government identification numbers 
• Health-insurance or Medicare-related information you provide in connection with requested services 
• Login credentials for portals, when voluntarily provided 
• Information contained in tax records or supporting documents 

We only request sensitive information that is reasonably necessary for the services requested, legal compliance, security, fraud prevention, recordkeeping, or other disclosed business purposes.

• Browser type 
• Device type 
• Operating system 
• Referring URLs 
• Pages viewed 
• Dates and times of access 
• Clickstream data 
• Cookie or similar technology data 

• Emails, messages, call notes, support inquiries 
• Appointment requests 
• Documents or files you send us 
• Survey or feedback responses 

• Employer 
• Business entity details 
• Occupation 
• Role within a business 
• Information relevant to business setup, bookkeeping, payroll, or related services 

We may draw limited inferences from the information above, such as likely service needs, preferred communication method, or likely interest in bookkeeping, tax strategy, financial planning, retirement planning, or Medicare-related services.

We collect personal information:

• directly from you; 
• from forms you complete on our website; 
• from documents you upload or send to us; 
• from phone calls, text messages, and emails; 
• from appointment schedulers, CRM tools, secure portals, and payment processors; 
• from cookies, analytics tools, and similar technologies; 
• from your authorized representatives; 
• from service providers, referral partners, or professional advisors you authorize; 
• from public sources or government records, where lawfully permitted. 

We may use personal information for the following business and commercial purposes:

• to respond to inquiries and provide requested information; 
• to evaluate whether we can provide services; 
• to provide bookkeeping, tax-related support, tax strategy, retirement, Medicare, financial planning, and related consulting services; 
• to prepare proposals, engagement materials, onboarding documents, and service recommendations; 
• to communicate with you about appointments, services, billing, deadlines, and document requests; 
• to maintain client files and records; 
• to process payments and manage accounts receivable; 
• to improve our website, operations, and service offerings; 
• to personalize user experience and website functionality; 
• to detect, investigate, and prevent fraud, unauthorized access, misuse, or other security incidents; 
• to comply with legal, regulatory, tax, insurance, accounting, and record-retention obligations; 
• to enforce contracts, terms, and internal policies; 
• to establish, exercise, or defend legal claims; 
• to conduct internal analytics, audits, and business administration; 
• to send marketing or informational communications where permitted by law and subject to your opt-out rights. 

We will not collect, use, retain, or share personal information beyond what is reasonably necessary and proportionate for disclosed purposes or as otherwise permitted by law.

Our website may use cookies, pixels, analytics tools, embedded content, or similar technologies to:

• keep the site functioning; 
• remember user preferences; 
• measure traffic and engagement; 
• improve site performance; 
• support marketing and advertising efforts; 
• detect security issues. 

These technologies may collect device and browsing data such as IP address, browser type, pages visited, and interaction data.

You may be able to control cookies through your browser settings. Disabling some cookies may affect website functionality.

Some browsers transmit “Do Not Track” (“DNT”) signals. Because there is no uniform industry standard for how to respond to DNT signals, our website currently does not respond to them.

We may use third-party analytics or advertising vendors, such as Google Analytics, Meta Pixel, or other vendors, which may collect information about your use of the website. If and when such tools are used, our website practices will be updated to remain consistent with this Privacy Policy and applicable law.

We do not sell personal information for monetary consideration.

We may disclose personal information to the following categories of recipients, as necessary for the purposes described in this Policy:

• hosting providers; 
• website developers and IT support vendors; 
• secure file-sharing, portal, and document-management vendors; 
• CRM, email, scheduling, and communications vendors; 
• bookkeeping, payroll, payment-processing, and accounting software providers; 
• analytics providers; 
• legal, tax, compliance, insurance, and professional advisors; 
• affiliated service providers or contractors working on our behalf; 
• government agencies, regulators, law enforcement, or courts when required by law; 
• successor entities in connection with a merger, acquisition, financing, sale, or restructuring. 

We may also share personal information:

• with your consent or at your direction; 
• to perform services you request; 
• to comply with subpoenas, court orders, or other legal process; 
• to protect our rights, safety, property, systems, clients, and users; 
• to investigate fraud, security incidents, or violations of law or contract. 

If California law applies to us as a covered business under the CCPA/CPRA, we will honor applicable rights relating to disclosure, deletion, correction, and opt-out of sale or sharing.

We do not sell personal information for monetary consideration.

We also do not knowingly share personal information for cross-context behavioral advertising except as expressly disclosed in this Policy. If our website later uses advertising cookies, pixels, or other technologies in a way that constitutes “sharing” under California law, we will update this Privacy Policy and provide any legally required notice and opt-out mechanism.

To provide bookkeeping, tax-related, financial, Medicare, retirement, or consulting services, we may collect sensitive personal information, including financial account information, tax documents, government identifiers, and other information you choose to provide.

We use sensitive personal information only as reasonably necessary to:

• provide requested services; 
• verify identity; 
• process or support transactions; 
• maintain records; 
• comply with legal obligations; 
• detect and prevent fraud and security incidents; 
• ensure secure access to systems and documents. 

We do not use sensitive personal information to infer characteristics about you beyond what is necessary to provide services and operate our business.

We maintain administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, acquisition, destruction, use, modification, or disclosure.

Depending on our systems and operations, these safeguards may include:

• encrypted transmission where appropriate; 
• password controls and authentication measures; 
• restricted access on a need-to-know basis; 
• document-retention and disposal controls; 
• vendor due diligence; 
• workforce training; 
• monitoring for suspicious activity; 
• backup and incident-response procedures. 

No method of transmission over the internet or method of storage is completely secure, so we cannot guarantee absolute security.

We retain personal information for as long as reasonably necessary to:

• provide services; 
• maintain business and tax records; 
• comply with legal, regulatory, insurance, contractual, accounting, and reporting obligations; 
• resolve disputes; 
• enforce agreements; 
• protect against fraud or misuse. 

Retention periods vary depending on the nature of the information, the service provided, legal requirements, and operational needs. When information is no longer reasonably necessary, we will delete, de-identify, aggregate, or securely dispose of it, subject to backups and legal retention requirements.

Subject to applicable law, you may have the right to:

• request access to personal information we hold about you; 
• request correction of inaccurate information; 
• request deletion of personal information, subject to exceptions; 
• opt out of marketing emails; 
• limit certain uses of personal information, where required by law; 
• appeal a denied request, where applicable. 

If the CCPA/CPRA applies to our business and to your information, California residents may have the right to:

• know what categories of personal information we collect; 
• know the sources of that information; 
• know the business purposes for collection, use, disclosure, sale, or sharing; 
• know the categories of third parties to whom information is disclosed; 
• access specific pieces of personal information, subject to legal limits; 
• request deletion of personal information, subject to exceptions; 
• request correction of inaccurate personal information; 
• opt out of the sale or sharing of personal information; 
• limit certain uses of sensitive personal information, where applicable; 
• not be discriminated against for exercising privacy rights. 

To submit a privacy request, contact us at:

Email: Btlegacyacct@gmail.com
Phone: 714-873-2004
Mail: 12800 Garden Grove Blvd F, Garden Grove, CA 92843

Please describe your request with enough detail for us to understand, evaluate, and respond.

To protect personal information, we may need to verify your identity before processing a request. Verification may require matching information you provide with information in our records or requesting additional documentation.

If you are an authorized agent submitting a request on behalf of another person, we may require proof of your written authorization and may also verify the individual’s identity directly, as permitted by law.

We will not unlawfully discriminate against you for exercising applicable privacy rights.

California Civil Code Section 1798.83 may permit California residents to request certain information regarding disclosure of personal information to third parties for their direct marketing purposes. We do not disclose personal information to third parties for their own direct marketing purposes unless permitted by law or with appropriate consent.

Requests may be submitted using the contact information in Section 20.

Our website and services are not directed to children under 13, and we do not knowingly collect personal information online from children under 13 without legally valid authorization.

If you believe a child has provided personal information through our website without proper consent, contact us and we will take appropriate action.

We do not knowingly sell or share the personal information of minors under 16.

If we experience a data breach involving personal information, we will investigate and provide any notices required by applicable law.

Where required, we will notify affected individuals and any applicable regulatory bodies within the time required by law.

Our website may contain links to third-party websites, client portals, scheduling platforms, payment pages, social media pages, or embedded services. We are not responsible for the privacy, content, or security practices of those third parties. You should review their privacy policies before submitting information.

We may send newsletters, updates, service announcements, event invitations, or marketing communications if permitted by law. You may opt out of marketing emails at any time by using the unsubscribe link or contacting us directly.

Even if you opt out of marketing messages, we may still send service-related or transactional communications, such as responses to inquiries, appointment reminders, invoices, engagement documents, policy updates, or requests related to ongoing services.

If you need this Privacy Policy in an alternative format because of a disability, please contact us and we will make reasonable efforts to provide it in an accessible format.

We may update this Privacy Policy from time to time to reflect changes in law, technology, vendors, business practices, or services. When we do, we will revise the “Last Updated” date above. If required by law, we will provide additional notice or obtain consent.

Your continued use of the website after an updated Privacy Policy is posted means you acknowledge the updated terms, to the extent permitted by law.

If you have questions about this Privacy Policy or want to submit a privacy request, contact:

BETI LEGACY ACCOUNTING CO
12800 Garden Grove Blvd F
Garden Grove, CA 92843
Phone: 714-873-2004
Email: Btlegacyacct@gmail.com
Website: BETILEGACYACCT.BIZ