Privacy Policy

1. Data Controller

2. Information We Collect

To provide bookkeeping, tax, payroll, and advisory services, ServiAmigo may collect:

• Contact information (name, phone, email, mailing address)
• Identification information (SSN, ITIN, EIN, government-issued ID)
• Financial and tax information (income, expenses, bank and payroll records, prior returns)
• Business information (entity type, formation documents, ownership details)
• Website usage data collected automatically through cookies and analytics tools

3. How We Use Your Information

We use the information you provide to deliver the services you've engaged us for — including bookkeeping, tax preparation and planning, payroll, business formation, and IRS correspondence support — to comply with applicable legal and regulatory obligations, and to communicate with you about your account and our services.

We do not sell your personal or financial information to third parties.

4. Data Retention

Personal, financial, and tax information is retained for as long as required by applicable federal and state tax and accounting regulations, and as needed to support the services provided to you. Records are securely disposed of once retention requirements have been met.

5. Confidentiality & Security

ServiAmigo maintains reasonable technical, administrative, and organizational safeguards to protect client information. Access to client data is limited exclusively to authorized personnel and to third-party providers necessary for the delivery of our services (such as secure bookkeeping, payroll, and e-filing platforms).

6. Sharing of Information

We may share information with trusted service providers who support our operations (such as software platforms for bookkeeping, payroll, or e-signature), and when required by law, subpoena, or governmental request. Any third party with access to client information is bound by confidentiality obligations consistent with this Policy.

7. Cookies

This website uses technical, analytical, and marketing cookies to improve the browsing experience and understand site performance. You can manage or disable cookies through your browser settings; some site features may be affected as a result.

8. Your Choices & Rights

You may opt out of promotional communications at any time by following the unsubscribe instructions included in those messages, or by contacting us directly. Operational communications necessary to deliver an active service will continue while a client relationship is in effect.

You may request access to, correction of, or deletion of your personal information, subject to our legal and regulatory recordkeeping obligations as a tax and accounting firm.

9. Text Messages & Email

When you give us your phone number or email address and your consent — for example, by checking the consent boxes on our contact form — ServiAmigo may contact you by text message (SMS) and email. Non-marketing messages include appointment confirmations and account updates. Marketing messages, such as offers and news about our services, are sent only if you gave separate consent to receive them. Consent to marketing messages is not a condition of purchasing any service.

Message frequency varies. Message and data rates may apply. You can withdraw your consent at any time: reply STOP to any text message to stop receiving texts, or reply HELP for assistance. To stop marketing emails, use the unsubscribe link included in the email or contact us.

We do not sell, rent, or share your mobile phone number or your text messaging consent with third parties or affiliates for their marketing purposes. This information is shared only with the service providers that help us deliver our messages.

10. Use of Artificial Intelligence

ServiAmigo uses artificial intelligence (AI) tools to support our work. We use them to help draft communications, summarize documents, classify transactions and records, and answer questions through our website chat.

AI tools assist our team; they do not replace professional judgment. Work prepared with AI assistance for your tax, bookkeeping, or advisory services is reviewed by our team before it is delivered or filed. Chat responses may be generated automatically; they are general information and are not tax, legal, or financial advice.

When AI tools process client information, their providers act as service providers under Section 6 and are subject to the confidentiality and security safeguards described in this Policy.

11. Minors

Our services are intended exclusively for individuals 18 years of age or older. If we collect information relating to a minor (for example, as a dependent on a tax return), it is collected with the consent and involvement of the minor's parent or legal guardian.

12. Changes to This Policy

ServiAmigo may update this Privacy Policy from time to time. Changes will be posted on this page with an updated "Last updated" date. Continued use of our website or services after changes are posted constitutes acceptance of the revised Policy.

13. Contact Us

If you have questions about this Privacy Policy or how we handle your information, reach out any time.