Effective Date: May 1, 2026 · Version 2.1
1. Who We Are
Troy Accounting ("we," "our," or "us") is a professional accounting firm providing bookkeeping, payroll, tax preparation and planning, business advisory, and audit-support services. We are committed to protecting the privacy of our clients, prospective clients, and website visitors.
2. Information We Collect
We collect information in the following categories:
- Information you provide directly: name, business name, email address, phone number, mailing address, financial information, tax information, payroll data, and any other information you submit through our website forms, the instant quote tool, or during the course of an engagement.
- Information collected automatically: IP address, browser type and version, device information, pages visited, time spent on pages, referring URL, and similar analytics data collected through cookies and similar technologies.
- Information from third parties: with your authorization, we may receive information from your bank, credit card processors, payroll provider, accounting software, prior accountant, or other service providers necessary to perform our engagement.
3. How We Use Your Information
We use the information we collect to:
- Provide the accounting, tax, payroll, and advisory services you engage us for
- Respond to inquiries and provide customer support
- Process payments and send invoices
- Generate and deliver tax filings, financial reports, and other deliverables
- Communicate with you about our services, deadlines, and engagement matters
- Comply with legal, regulatory, and professional obligations
- Improve our website, services, and client experience
- Detect, prevent, and respond to fraud or security incidents
4. How We Protect Your Information
We follow industry-standard security practices, including encryption in transit and at rest, multi-factor authentication for all team access, role-based access controls, audit logging, and regular security reviews. We follow guidance from IRS Publication 4557 (Safeguarding Taxpayer Data) and align our security program with widely-recognized frameworks. For more detail, see our Security & Trust Center.
5. When We Share Your Information
We do not sell your information. We share it only in these circumstances:
- With your consent: when you direct us to share information with a third party (such as a lender, investor, or attorney).
- To perform the engagement: with subcontractors, software providers, and CPA partner firms who are bound by confidentiality obligations equivalent to our own.
- To comply with law: in response to subpoenas, court orders, regulatory requests, or other legal obligations.
- To protect rights or safety: when necessary to investigate fraud, enforce our agreements, or protect the rights, property, or safety of Troy Accounting, our clients, or others.
6. Cookies & Analytics
Our website uses cookies and similar technologies for essential site functionality, analytics, and marketing. You can disable non-essential cookies through your browser settings. Disabling cookies may affect site functionality.
7. Your Rights
Depending on your jurisdiction, you may have the right to:
- Request access to the personal information we hold about you
- Request correction of inaccurate information
- Request deletion of your information (subject to our legal and professional obligations to retain certain records)
- Opt out of marketing communications
- Lodge a complaint with a data protection authority
To exercise these rights, contact us at info@troyaccounting.net.
8. Data Retention
We retain client information for the duration of the engagement and for the period required by professional standards, IRS recordkeeping rules, and applicable law. Tax-related records are typically retained for at least seven years after the related return is filed. Marketing inquiries are retained for two years unless you request earlier deletion.
9. Children's Privacy
Our services are not directed to individuals under 18 years of age, and we do not knowingly collect personal information from children.
10. Changes To This Policy
We may update this policy periodically. The version date at the top of the page indicates the most recent revision. Material changes will be communicated by email to active clients.
11. Contact
Questions about this policy or our privacy practices? Contact us at info@troyaccounting.net or through our contact form.