Privacy Policy

 Effective Date: 4/22/25

Redefined Business Advisors (RBA Accounting Services) (“we,” “us,” or “our”) values your privacy. This Privacy Policy explains how we collect, use, disclose, and protect your information when you use our virtual  services through our website redefinedbusiness.com, email, video conferencing, or any other communication platforms we use to provide services.

We collect both personal and non-personal information, including:

• Name, address, email address, and phone number
   
• Social Security number or Tax Identification Number (If we complete your taxes)
   
• Financial data, such as bank account numbers, income, tax documents, and accounting records
   
• Login credentials for accounting platforms (if applicable)
   

• Browser type and device information
   
• IP address and general location data
   
• Usage data through cookies and analytics tools
   

We use your information to:

• Provide CPA and accounting services
   
• Prepare and file tax returns
   
• Communicate with you about your account or services
   
• Maintain internal records and compliance
   
• Enhance our website and improve client experience
   
• Fulfill legal and regulatory requirements
   

We do not sell your personal information. We may share your data only in the following cases:

• With service providers that help us operate (e.g., secure cloud storage, video conferencing software)
   
• With government agencies when legally required (e.g., IRS, state revenue departments)
   
• With your consent or at your direction
   
• To protect our legal rights or in the event of a merger, sale, or reorganization
   

We implement a variety of security measures, including:

• End-to-end encrypted communication
   
• Secure document storage with access controls
   
• Regular audits and compliance checks
   
• Staff training in confidentiality and data security
   

Despite our efforts, no system can guarantee absolute security.

• You may request access to, correction of, or deletion of your personal data
   
• You may opt out of marketing communications at any time
   
• You may decline to provide certain information, but it may limit our ability to provide services
   

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

Our site or communications may contain links to third-party services. We are not responsible for their privacy practices. Please review their policies independently.

We may update this Privacy Policy periodically. Changes will be posted here with a revised effective date. Continued use of our services after changes means you accept the updated policy.

If you have any questions or concerns about this Privacy Policy, please contact us at:

Redefined Business Advisors
hunter.collins@rba-mail.com
615-549-6407