Privacy Policy

Effective Date: January 1, 2024  |  Last Updated: January 1, 2026

1. Introduction

BKS Accounting Group Inc. ("we," "our," or "us") is committed to protecting the privacy and confidentiality of our clients' personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website (bkstax.com) or engage our services.

By using our website or services, you consent to the practices described in this policy.

2. Information We Collect

Information you provide directly: When you contact us, submit a form, or engage our services, we may collect your name, email address, phone number, mailing address, Social Security number or EIN (for tax preparation), financial records, and any other information necessary to provide accounting and tax services.

Information collected automatically: When you visit our website, we may collect your IP address, browser type, pages visited, and referring URL through standard web analytics tools.

3. How We Use Your Information

We use the information we collect to provide tax preparation, accounting, bookkeeping, payroll, business formation, and trucking compliance services; respond to your inquiries and communications; send service-related communications; comply with legal and regulatory obligations; and improve our website and service quality.

4. Confidentiality of Client Information

As a professional accounting and tax firm, we treat all client financial information with the strictest confidentiality. We do not sell, rent, or trade your personal or financial information to third parties for marketing purposes. We may share information with government agencies (IRS, state tax authorities) as required in the course of providing your requested services, or as required by law.

5. Data Security

We implement appropriate technical and organizational measures to protect your personal and financial information against unauthorized access, alteration, disclosure, or destruction. Our secure client portal uses encryption for all document transfers. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

6. Document Retention

We retain client records in accordance with applicable professional and legal standards. Tax records and supporting documents are generally retained for a minimum of 7 years. You may request the return or destruction of your documents by contacting us directly.

7. Third-Party Services

Our website may use third-party services including Google Analytics (website analytics), Google Maps (location services), Formspree (contact form), and Calendly (appointment scheduling). These services have their own privacy policies and we encourage you to review them.

8. Cookies

Our website uses cookies to improve your browsing experience. You may disable cookies through your browser settings; however, doing so may affect certain website functionality.

9. Your Rights

You have the right to access the personal information we hold about you, request correction of inaccurate information, request deletion of your information (subject to legal retention requirements), and opt out of marketing communications at any time.

10. Children's Privacy

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

11. Changes to This Policy

We may update this Privacy Policy from time to time. We will post the updated policy on this page with a revised effective date. Continued use of our services after any changes constitutes your acceptance of the updated policy.

12. Contact Us

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

BKS Accounting Group Inc.
225 Avenel St, Avenel, NJ 07001
📞 732-634-9800 | 866-PICK-BKS
✉ TEAM@BKSTAX.COM