Privacy Policy
Last updated: October 23, 2026
Balmoral Accounting & Tax, LLC (“I” or “my”) respects your privacy. This policy explains what information this website collects and how it’s used.
What I collect
Information you send me. When you use the contact or email form, book a call through Calendly, or complete my client intake form, I receive what you type: your name, email, phone number, and details about your business.
Basic website data. This site uses Squarespace analytics, which records anonymous information such as the pages visited, the type of device and browser, and the general location of visitors. It uses cookies to do this.
How I use it
I use your information to reply to your inquiry, schedule consultations, prepare quotes, and provide my services. I don’t use it for anything else. This site has no advertising, and I don’t send marketing emails or add anyone to a mailing list.
Who sees it
I will never sell or share your information. The services that host this site and handle your submissions work on my behalf, and they are Squarespace, Calendly, Jotform, and Microsoft 365 (for email). I may also disclose information if the law requires it. My client intake form is encrypted and can be read only with an access code that I hold.
How long I keep it
If you don’t become a client, I keep your inquiry or intake information for about six months and then delete it. Information from clients is handled under my engagement letter and records retention policy.
Sensitive information
Please don’t send account numbers, Social Security numbers, tax IDs, or other sensitive financial details through this website or by email. Clients share documents through a secure client portal, which is not part of this website.
Cookies
You can turn off cookies in your browser settings. The site will still work, though some features may not.
Your choices
To ask me to correct or delete information you’ve sent, email alex@balmoralaccounting.com.
Contact
Balmoral Accounting & Tax, LLC
4610 N Clark St #1332, Chicago, IL 60640
alex@balmoralaccounting.com