At Xanpher Biz Solutions LLC, protecting the confidentiality and security of our clients’ information has always been a top priority. We are committed to safeguarding your privacy while helping you achieve your financial goals.

Compliance and Commitment

As a bookkeeping and tax preparation firm, we comply with the Federal Trade Commission (FTC) professional standards of confidentiality. We inform our clients of our policies regarding privacy of client information. Your right to privacy has always been protected.

Types of Information We Collect

We collect information that you provide or authorize us to obtain. This includes:

• Personal and business income tax data

• Payroll and payroll tax information

• Data needed for consulting services

This information helps us provide accurate and professional bookkeeping, payroll, tax, and consulting services.

Parties to Whom We Disclose Information

We do not disclose any non-public personal information about our clients except as required by law or in these circumstances:

• A validly issued subpoena or summons

• Professional review by AICPA or Texas State Board of Accountancy

• Prospective purchase, sale, or merger of all or part of our practice

• Legal proceedings or dispute resolution

• Nonaffiliated third parties performing services for us, only as needed

Upon your written request, we may also share information with parties you specify.

Restrictions on Disclosure of Personal Information

When we disclose personal information, we take precautions to ensure it is used only for the intended purpose. We do not share personal information with marketing companies.

Protecting Confidentiality and Security

We retain records related to professional services performed for you. All records are safeguarded in accordance with IRS regulations.

We do not disclose non-public personal information, except as specified above. We continue to protect your privacy and provide services with the highest level of integrity.

Contact Us

If you have questions about this policy, please contact us directly. You can also review more information regarding FTC regulations under the Gramm-Leach-Bliley Act section.