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Privacy Policy

 

Effective Date: 08/01/2025

 

Norman’s Financial Services ("we," "our," or "us") is committed to protecting the privacy of our clients and visitors. This Privacy Policy outlines how we collect, use, store, and protect your personal information when you engage with our services, which include bookkeeping, payroll, and tax preparation.

 

1. Information We Collect

We collect personal and business information necessary to provide our services. This may include:

  • Personal Identifiers: Full name, address, email address, phone number, date of birth, Social Security Number (SSN), Tax Identification Number (TIN)

  • Business Information: Company name, EIN, financial records, payroll data, employee records

  • Financial Information: Bank account details, credit/debit card details (if applicable), tax documents

  • Other Data: Communications, documents, or information you provide to us voluntarily

 

2. How We Use Your Information

We use your information to:

  • Provide bookkeeping, payroll, and tax services

  • Communicate with you regarding your account or our services

  • Prepare and file taxes on your behalf

  • Process payments and manage billing

  • Comply with legal and regulatory obligations

  • Improve our website and client experience

 

3. How We Share Your Information

We do not sell your personal information. We may share your information in the following circumstances:

  • With trusted third-party service providers who help us deliver our services (e.g., bookkeeping software, tax software, payroll platforms)

  • As required by law, regulation, or legal process

  • To protect the rights, property, or safety of our clients or our business

  • With your explicit consent

  • All third-party providers are required to maintain the confidentiality and security of your information.

 

4. Data Security

We take reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, or misuse. While we strive to use commercially acceptable means to protect your data, no method of transmission or storage is 100% secure.

 

5. Your Choices and Rights

You may:

  • Request access to the personal information we hold about you

  • Request corrections to inaccurate or incomplete data

  • Request deletion of your information (subject to legal and regulatory requirements)

  • Withdraw your consent at any time (if applicable)

  • To exercise any of these rights, please contact us at lnorman@Normansfs.com

 

6. Cookies and Website Tracking

Our website may use cookies or similar technologies to improve user experience, analyze traffic, and personalize content. You can disable cookies through your browser settings, but doing so may affect the functionality of our website.

If you leave a comment on our site you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.

If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.

When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select "Remember Me", your login will persist for two weeks. If you log out of your account, the login cookies will be removed.

If you edit or publish an article, an additional cookie will be saved in your browser. This cookie includes no personal data and simply indicates the post ID of the article you just edited. It expires after 1 day.

 

7. Comments

When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection.

An anonymized string created from your email address (also called a hash) may be provided to the Gravatar service to see if you are using it. The Gravatar service privacy policy is available here: https://automattic.com/privacy/. After approval of your comment, your profile picture is visible to the public in the context of your comment.

 

8. Media

If you upload images to the website, you should avoid uploading images with embedded location data (EXIF GPS) included. Visitors to the website can download and extract any location data from images on the website.

 

9. Embedded content from other websites

Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

 

10. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for the privacy practices or content of those sites. We encourage you to read their privacy policies.

 

11. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors unless needed for tax or accounting purposes.

 

12. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically.

 

13. Contact Us

 

If you have questions or concerns about this Privacy Policy or how we handle your information, please contact:

Norman’s Financial Services

888-383-9162

contactus@Normansfs.com

Normansfs.com

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