Anchor Bookkeeping & Tax Solutions Privacy Policy

Effective date: June 5, 2026

Anchor Bookkeeping & Tax Solutions (“Anchor Bookkeeping,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect, how we use it, how we protect it, and the choices you have. It applies to our website at anchorbookkeepingnc.com, our online forms, and any advertising or lead-generation forms we run on third-party platforms such as Facebook, Instagram, and LinkedIn.

By using our website, submitting a form, or responding to one of our ads, you agree to the practices described in this Privacy Policy. If you do not agree, please do not use our website or submit your information to us.

1. Who We Are

Anchor Bookkeeping & Tax Solutions is a virtual bookkeeping and tax preparation firm based in Charlotte, North Carolina, serving clients nationwide. You can reach us at:

• Email: info@anchorbookkeepingnc.com
• Website: anchorbookkeepingnc.com
• Location: Charlotte, North Carolina (services delivered virtually)

2. Information We Collect

We collect information in the following ways:

Information you give us directly.

When you contact us, request a consultation, sign up for our newsletter, or become a client, you may provide:

• Name, email address, and phone number
• Business name, business type, and industry (for example, construction or real estate)
• Information about your bookkeeping needs, such as whether your books are current or need catch-up
• Financial and tax documents you choose to share with us as part of our services

Information collected through advertising and lead forms.

We advertise on platforms including Facebook, Instagram, and LinkedIn. When you respond to one of our ads and complete a lead form on those platforms, the platform shares the information you submit with us. This typically includes your name, email address, phone number, job title, company name, and your answers to a few short qualifying questions. We use this information only to follow up with you about our services. The platforms’ own privacy policies also apply to data they collect:

• Meta (Facebook and Instagram): see Meta’s Privacy Policy at facebook.com/privacy/policy
• LinkedIn: see LinkedIn’s Privacy Policy at linkedin.com/legal/privacy-policy

Information collected automatically.

When you visit our website, we and our advertising partners may automatically collect certain technical information using cookies, pixels, and similar technologies, including:

• IP address, browser type, device type, and operating system
• Pages you view, links you click, and how you arrived at our site
• Advertising identifiers used to measure ad performance and show relevant ads

We use the Meta Pixel and the LinkedIn Insight Tag on our website. These tools help us understand how visitors interact with our site, measure the results of our ad campaigns, and show ads to people who have visited our site (a practice known as retargeting).

3. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and schedule consultations
• Provide bookkeeping, tax preparation, and related services
• Follow up on leads submitted through our website or through ads on Facebook, Instagram, and LinkedIn
• Send you newsletters, updates, and marketing communications (only where permitted, and you may opt out at any time)
• Measure and improve the performance of our advertising campaigns
• Show relevant ads to website visitors through retargeting
• Maintain the security of our website and comply with our legal and professional obligations

4. How We Share Your Information

We do not sell your personal information. We share it only in limited circumstances:

• Service providers: We use trusted third-party tools to run our business, such as accounting software (including QuickBooks), secure file-sharing services, email and CRM platforms, and website hosting. These providers may process your information on our behalf and are required to protect it.
• Advertising platforms: When we run ads, platforms such as Meta and LinkedIn process lead-form and website data to deliver and measure our campaigns, as described in Section 2.
• Legal requirements: We may disclose information if required by law, regulation, legal process, or governmental request, or to protect our rights, safety, or property.
• Business transfers: If our business is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

5. Cookies and Tracking Technologies

Our website uses cookies and similar technologies to function properly, remember your preferences, analyze traffic, and support our advertising. You can control cookies through your browser settings and can usually set your browser to refuse cookies or alert you when cookies are being sent. Some features of our website may not work properly if you disable cookies.

You can also manage how ads are shown to you:

• Meta ad preferences: facebook.com/ads/preferences
• LinkedIn ad settings: linkedin.com/psettings/advertising
• Digital Advertising Alliance opt-out: optout.aboutads.info

6. Your Choices and Rights

You have choices about how your information is used:

• Marketing emails: You can unsubscribe at any time using the link in any marketing email, or by contacting us at info@anchorbookkeepingnc.com.
• Access and correction: You may request a copy of the personal information we hold about you, or ask us to correct or delete it, by contacting us.
• Lead form data: If you submitted a lead form through one of our ads and no longer wish to be contacted, let us know and we will remove your information from our follow-up lists.

Depending on where you live, you may have additional rights under laws such as the California Consumer Privacy Act (CCPA) or other state privacy laws, including the right to know what personal information we collect and the right to request deletion. To exercise any of these rights, contact us at info@anchorbookkeepingnc.com.

7. How We Protect Your Information

We take the security of your information seriously. We use encrypted tools, secure file-sharing, access controls, and industry best practices to protect the personal and financial information you share with us. While no method of transmission or storage is completely secure, we work to safeguard your information and limit access to those who need it to serve you.

8. Data Retention

We keep your personal information only as long as necessary to provide our services, communicate with you, comply with our legal and professional obligations (including tax and accounting record-keeping requirements), resolve disputes, and enforce our agreements. When information is no longer needed, we securely delete or anonymize it.

9. Third-Party Links

Our website and ads may contain links to third-party websites and platforms that we do not control. This Privacy Policy does not apply to those sites. We encourage you to review the privacy policies of any third-party site you visit.

10. Children’s Privacy

Our services are intended for business owners and adults. We do not knowingly collect personal information from children under the age of 13. If you believe a child has provided us with personal information, please contact us and we will delete it.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. When we make changes, we will update the “Last updated” date at the top of this page. We encourage you to review this policy periodically.

12. Contact Us

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

• Anchor Bookkeeping & Tax Solutions
• Email: info@anchorbookkeepingnc.com
• Charlotte, North Carolina