Privacy Policy

Welcome to The Tax Minded Bookkeeper® Privacy Policy Client Information, Privacy Policies and Notice Regarding Advisor-Client Privileged Communications

Last Updated: May 6, 2026

Tax Clients

The Federal Trade Commission has issued regulations that require tax preparation firms to provide an annual statement of firm privacy policies. Here is our policy:

At Brown Business Solutions, LLC, we handle all information you provide us with the utmost confidentiality. Your personal information will only be shared with members of our firm who need to know this information in order to complete the work you have hired our firm to do. We will not disclose your personal information to anyone outside our firm without your express written permission to do so, or unless we are legally required to do so. For example, if a mortgage lender contacts our office for a copy of your return or information about it, we will ask that you provide written permission prior to our responding to that request.

You should also be aware that anything you tell us during the interview for the preparation of your tax return is confidential, but not protected from the IRS. Privileged communications (those that are protected from IRS authority to compel our testimony) are limited to non-criminal tax advice on matters before the IRS or non-criminal tax proceedings in federal courts. Although we consider any information you provide us as confidential, return preparation engagements are not covered by advisor-client privilege.

If you feel the nature of any subject matter to be discussed requires protected communications, please raise that issue so that we can discuss your possible need to consult with an attorney for legal advice.

Email Subscribers & Website Visitors

When you sign up to receive emails, download a free resource, or submit a form on our website, we collect your email address and any other information you voluntarily provide. Here is how we use and protect that information:

What we collect: We collect your email address and, where provided, your name when you opt in through a form on our website or landing page.

How we use it: Your email address is used to deliver the resource you requested and to send you occasional financial clarity tips, tax awareness content, and updates from The Tax Minded Bookkeeper®. We do not send spam. Every email we send includes an unsubscribe link and you may opt out at any time.

Who we share it with: We use MailerLite as our email marketing platform. Your information is stored securely within MailerLite's systems in accordance with their privacy policy. We do not sell, rent, or share your email address with any other third parties for marketing purposes.

How to unsubscribe: You may unsubscribe from our email list at any time by clicking the unsubscribe link at the bottom of any email we send, or by contacting us directly at connect@bbizsolution.com. Upon request, we will remove your information from our active mailing list promptly.

Data retention: We retain your email address for as long as you remain subscribed to our list. If you unsubscribe, your information is removed from our active campaigns. You may request complete deletion of your data at any time by emailing us at connect@bbizsolution.com.