Privacy Policy

Cross Bookkeeping and Tax LLC ("we," "us," or "our") respects your privacy. This policy explains what information we collect through our website, how we use it, and the choices you have. This policy applies to our website at cross-bookkeeping.com. It does not cover the separate client portal, which is governed by its own provider terms.

Information We Collect

We collect information you provide directly to us, including:

• Contact details you submit through our contact form, such as your name, email address, phone number, company name, and industry.
• The content of any message you send us describing your situation or request.
• Information you provide when you schedule a consultation through our scheduling provider.

We may also collect limited technical information automatically when you visit, such as your browser type and pages viewed, through standard web hosting logs.

How We Use Your Information

• To respond to your inquiries and provide the services you request.
• To schedule and conduct consultations.
• To communicate with you about your account or our services.
• To improve our website and services.
• To comply with legal and regulatory obligations.

How We Share Your Information

We do not sell your personal information. We share information only as needed to operate our business, including with service providers who help us deliver our services (such as our scheduling and client portal providers), and when required by law.

How We Protect Your Information

We use reasonable administrative, technical, and physical safeguards to protect the information we hold. Sensitive financial documents are exchanged through our secure client portal rather than email. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain your information for as long as needed to provide our services and to meet our legal, tax, and regulatory obligations.

Your Choices

You may request that we update or delete the personal information we hold about you by contacting us using the details below. Certain records may need to be retained to meet legal and regulatory requirements.

Third-Party Links

Our website links to third-party resources, such as government and software provider websites. We are not responsible for the privacy practices of those sites.

Children's Privacy

Our website and services are intended for businesses and adults. We do not knowingly collect information from children.

Changes to This Policy

We may update this policy from time to time. The effective date below indicates when it was last revised.

Contact Us

If you have questions about this privacy policy, please contact us:

• Email: Info@cross-bookkeeping.com
• Phone: (904) 943-CBKT (2258)

Effective date: FILL_IN (e.g., May 30, 2026).