Privacy Policy

Client Information, Privacy Policies and Notice Regarding Advisor-Client Privileged Communications

Last Updated: September 5, 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 may collect your email address and other information you voluntarily provide. If you choose to opt in to marketing communications when scheduling an appointment, your email address may also be added to our mailing list. You may unsubscribe from marketing emails at any time.

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 or rent your email address or share it with third parties for their own marketing purposes. We may use trusted service providers, such as MailerLite, to help us operate our email communications and related services.

How to unsubscribe: You may unsubscribe from our mailing list at any time by clicking the unsubscribe link included at the bottom of our marketing emails. Once unsubscribed, you will no longer receive marketing emails from us.

Data retention: We retain your information for as long as you remain subscribed to our mailing list or as otherwise necessary to manage your subscription. You may unsubscribe at any time using the unsubscribe link included in our marketing emails.

Website Forms & Service Inquiries

When you submit an inquiry, questionnaire, or service application through our website, we may collect the information you voluntarily provide to evaluate your request, communicate with you, determine whether our services may be a good fit, and respond to your inquiry. Please do not submit sensitive financial information through a general website contact form unless specifically requested through a secure method provided by our firm.

BROWN BUSINESS SOLUTIONS, LLC THE TAX MINDED BOOKKEEPER™

Privacy Policy

Client Information, Privacy Policies and Notice Regarding Advisor-Client Privileged Communications