At Beiner Financial Group, we are committed to protecting your privacy and ensuring the security of your personal and financial information. This privacy policy outlines how we collect, use, and protect the data you share with us.

Updates to This Policy

We may update this privacy policy from time to time to reflect changes in our services or legal requirements. We encourage you to review this page periodically.

Information We Collect

We collect personal and financial information necessary to provide our services, including:

Full name, contact details, and identification documents.

Financial data related to tax filings, bookkeeping, payroll processing, and financial planning.

How We Use Your Information

We use your information to:

Prepare and file tax returns.

Maintain accurate financial records.

Provide tailored financial advice and payroll processing.

Communicate with you regarding updates or changes in financial regulations.

Data Protection

Your privacy is a priority. We take appropriate security measures, including encryption and access controls, to ensure that your data remains confidential and protected from unauthorized access.

Sharing of Information

We do not share your personal data with third parties unless it is necessary to fulfill our services, such as working with real estate agents or mortgage lenders, or as required by law.

Your Rights

You have the right to access, correct, or request the deletion of your personal information at any time. Please contact us for any requests regarding your data.