Privacy Policy
Effective Date: February 13, 2026
Firm Name: Platinum Accountants
Website: Platinum Bookkeeping, Payroll & Taxes
At Platinum Accountants, we are committed to safeguarding the confidentiality of our clients’ financial and personal information. This Privacy Policy explains how we collect, use, protect, and disclose your information.
1. Information We Collect
We may collect the following types of personal and financial information:
Full name
Phone number
Email address
Mailing address
Date of birth
Social Security Number or Tax ID (when required for tax preparation)
Financial records and income documentation
Banking information (when necessary for tax filing or payment processing)
Business financial information
Information submitted through contact forms
SMS consent and communication preferences
2. Purpose of Information Collection
We collect your information to:
Prepare and file tax returns
Provide bookkeeping and accounting services
Prepare financial statements
Respond to inquiries
Schedule consultations
Send appointment reminders
Communicate about tax deadlines or required documents
Process payments
Comply with federal and state regulatory requirements
Improve our services
3. How We Share Your Information
We do not sell, rent, or trade your personal information.
We may share your information only when necessary to:
File tax returns with the IRS or state tax authorities
Work with trusted third-party service providers (such as secure tax software providers or payment processors)
Comply with legal obligations
SMS opt-in or phone numbers for the purpose of SMS are not being shared with any third party or affiliate company for marketing purposes.
All third-party providers are required to maintain strict confidentiality and data protection standards.
4. Your Rights and Choices
You have the right to:
Request access to your personal information
Request corrections to inaccurate information
Request deletion of information where legally permissible
Withdraw consent for marketing communications
Opt out of SMS messaging at any time by replying “STOP”
To exercise your rights, contact us at:
831-975-5573
reception@gobusinessbooks.com
5. Security of Your Information
We maintain physical, electronic, and procedural safeguards to protect your sensitive financial information. These measures include:
Secure document storage
Encrypted digital systems
Restricted access to client data
Secure tax preparation software
While we take reasonable precautions, no system can guarantee absolute security.
6. Third-Party Links and Services
Our website may contain links to third-party websites (such as tax resources or financial tools). We are not responsible for the privacy practices of those websites.
7. Data Retention
We retain client tax and financial records in accordance with IRS regulations and applicable state laws. Records are retained only as long as necessary to:
Meet legal and regulatory requirements
Provide ongoing services
Resolve disputes
Enforce agreements
8. Children’s Privacy
Our services are not directed to individuals under 13. We do not knowingly collect information from children without parental consent.
9. Changes to This Privacy Policy
We may update this Privacy Policy periodically. Changes will be posted on this page with an updated effective date.
10. Contact Us
If you have questions regarding this Privacy Policy, please contact:
Platinum Accountants
1760 Fremont Blvd, Suite B-200
Seaside, CA 93955
831-975-5573
reception@gobusinessbooks.com
Platinum Bookkeeping, Payroll & Taxes
Terms and Conditions
Effective Date: February 13, 2026
Firm Name: Platinum Accountants
By using our website and services, you agree to the following Terms and Conditions.
Professional Services Disclaimer
Our accounting and tax services are provided based on information supplied by the client. Clients are responsible for providing accurate and complete financial information.
We are not liable for errors resulting from incomplete or inaccurate information provided by the client.
Limitation of Liability
Platinum Accountants shall not be held liable for indirect, incidental, or consequential damages arising from the use of our website or services.
SMS TERMS & CONDITIONS
SMS Consent Communication
Phone numbers collected as part of the SMS consent process will not be shared with third parties or affiliate companies for marketing purposes.
Types of SMS Communications
If you consent to receive SMS messages from [Firm Name], you may receive:
Appointment reminders
Requests for tax documents
Deadline reminders (e.g., tax filing deadlines)
Follow-up messages
Billing notifications
Example:
“Reminder: Your tax appointment with Platinum Accountants is scheduled for March 15 at 2:00 PM. Reply STOP to opt out of SMS messaging at any time.”
Message Frequency
Message frequency may vary depending on tax season and your service needs.
Example:
“Message frequency may vary. You may receive up to 2 SMS messages per week regarding your appointments or tax preparation status.”
Potential Fees for SMS Messaging
Standard message and data rates may apply based on your mobile carrier’s pricing plan.
Opt-In Method
You may opt-in to receive SMS messages from Platinum Accountants:
Verbally during a consultation
By submitting an online client intake form
By completing a paper consent form
Opt-Out Method
You may opt out at any time by replying “STOP” to any SMS message.
You may also contact us directly at:
831-975-5573
reception@gobusinessbooks.com
Help
For assistance, reply “HELP” to any message.
You may also contact us directly or visit our Privacy Policy and Terms and Conditions pages on our website.
Standard Messaging Disclosures
Message and data rates may apply.
You can opt out at any time by texting “STOP.”
For assistance, text “HELP.”
Message frequency may vary.