Introduction

Your privacy is important to us at Bayshore Accounting. Maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. As an accounting and bookkeeping firm, we are required by federal law, including the Gramm-Leach-Bliley Act (GLBA), to inform you of our policies regarding the privacy of your information. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit our website at www.bayshoreaccounting.com, contact us via phone or email, or engage our services.

Bayshore Accounting is owned and operated by Caryn Rominger. We are committed to safeguarding the confidentiality of your information in accordance with applicable laws, professional standards, and our ethical obligations.

Types of Information We Collect

We collect certain personal information about you only when provided by you or obtained with your authorization. This information is used to provide accounting, bookkeeping, tax preparation, and related financial services. Examples of the types of information we may collect include:

• Personal Identifiers: Name, address, email address, phone number, Social Security number, or other identifiers.
• Financial Information: Income details, bank account numbers, investment records, tax-related documents, and other financial history.
• Professional or Employment Information: Job title, employer details, or business financials if applicable.
• Sensitive Information: In the course of providing services, we may collect sensitive data such as financial account details or tax information, but only as necessary and with your consent.

We may also collect non-personal information automatically through our website, such as IP addresses, browser types, and usage data, to improve our site and services.

How We Collect Information

We collect information from the following sources:

• Directly from you through interviews, phone calls, emails, website forms, tax organizers, financial questionnaires, or other communications.
• With your authorization, from third parties such as banks, employers, or government agencies.
• Automatically via our website, including through cookies or similar technologies (see “Cookies and Tracking Technologies” below).

How We Use Your Information

We use the information we collect to:

• Provide the accounting, bookkeeping, tax preparation, and financial planning services you request.
• Communicate with you about your accounts, services, or updates.
• Comply with legal and regulatory requirements.
• Improve our website and services.
• Prevent fraud or unauthorized access.

We do not use your information for marketing purposes without your explicit consent.

Disclosure of Information

As a general rule, we do not disclose your personal information to anyone outside of Bayshore Accounting. However, we may disclose information in limited circumstances as permitted by law:

• To comply with valid subpoenas, court orders, or regulatory inquiries.
• To affiliates or third-party service providers (e.g., software vendors for tax processing or records storage) who assist us in providing services, provided they are bound by confidentiality agreements and use the information only for the intended purpose.
• In connection with a potential sale, merger, or acquisition of our practice, with appropriate safeguards.
• To protect our rights or respond to legal proceedings.

We do not sell your personal information to third parties.

Data Security

We maintain physical, electronic, and procedural safeguards to protect your nonpublic personal information from unauthorized access, alteration, or destruction. Access is restricted to employees and authorized parties who need the information to provide services. We comply with applicable federal standards to guard your data.

Despite our efforts, no system is completely secure. We cannot guarantee absolute security, but we take reasonable steps to protect your information.

Cookies and Tracking Technologies

Our website may use cookies and similar technologies to enhance user experience, analyze site traffic, and remember preferences. You can manage cookie preferences through your browser settings. For more details, please refer to our Cookie Policy (if applicable) or contact us.

Your Rights

You have the right to:

• Access, review, and request corrections to your personal information.
• Request deletion of your information, subject to legal retention requirements.
• Opt out of any marketing communications (though we do not engage in such without consent).

To exercise these rights, contact us using the details below. We will respond in accordance with applicable laws.

Children’s Privacy

Our services are not directed to children under 13 years of age, and we do not knowingly collect information from them. If we become aware of such collection, we will take steps to delete it.

International Transfers

If you are located outside the United States, note that your information will be processed and stored in the U.S. By using our services, you consent to this transfer.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The updated policy will be posted on our website with the effective date. We encourage you to review it periodically.

Contact Us

If you have questions about this Privacy Policy or our practices, please contact:

Bayshore Accounting
Attn: Caryn Rominger
PO Box 5021
Niceville, FL 32588
Phone: 850-217-8006
Email: caryn@bayshoreaccounting.com

Effective Date: July 18, 2025