Privacy Policy
Last Updated: March 1, 2026
Caeteris Paribus LLC d/b/a Caeteris (“Caeteris,” “we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of our clients, website visitors, and service users. This Privacy Policy describes how we collect, use, safeguard, and disclose information obtained through our professional services, website, client communications, and related technologies. If you have any additional privacy or security questions after reading this Privacy Policy, please contact us.
By using our services or website, you acknowledge and agree to the practices described in this Privacy Policy.
Information We Collect
In the course of providing tax preparation, tax advisory, bookkeeping, payroll, and related financial services, we may collect personal, financial, and business information, including but not limited to:
Names, addresses, phone numbers, and email addresses
Social Security numbers, taxpayer identification numbers, and dates of birth
Tax returns and supporting tax documents
Financial account and banking information
Payroll and employment information
Business financial records and accounting data
Payment and billing information
Information provided through questionnaires, interviews, emails, portals, or other communications
We collect information directly from you, from documents you provide, from communications with you, and, when authorized, from third parties or financial institutions.
How We Use Information
We use collected information to:
Prepare and file tax returns
Provide tax planning and advisory services
Process payments and maintain billing records
Communicate regarding services, deadlines, and regulatory matters
Maintain client records and comply with legal and professional obligations
Improve our website, client experience, and service offerings
Send administrative or marketing communications, where permitted by law
You may opt out of promotional or marketing emails at any time by using the unsubscribe link included in those communications.
Disclosure of Information
We do not sell your personal information.
We may disclose your information only in the following circumstances:
To employees, contractors, or service providers who require access to perform services on our behalf
To third-party software providers, cloud hosting providers, payment processors, e-signature platforms, or secure client portal providers used in the normal course of business
When required by law, court order, subpoena, IRS regulation, or other governmental authority
With your authorization or consent
All third-party service providers are expected to maintain appropriate confidentiality and security standards.
Data Security
We maintain physical, electronic, and procedural safeguards designed to protect your confidential information from unauthorized access, use, or disclosure. Access to client information is limited to authorized personnel who require the information to provide professional services.
While we use commercially reasonable security measures, no method of electronic transmission or storage can be guaranteed to be completely secure.
Retention of Records
We retain client records and related information for as long as necessary to comply with legal, regulatory, tax, accounting, and business requirements. Records may be securely destroyed when no longer required.
Website Usage and Cookies
Our website may collect limited technical information such as IP address, browser type, device information, and website usage activity through cookies or analytics tools. This information is used to improve website functionality, security, and user experience.
You may adjust your browser settings to refuse cookies; however, some portions of the website may not function properly.
Electronic Communications
By providing your email address or phone number, you consent to receive communications from us regarding your account, services, appointments, tax filings, deadlines, and related matters. Standard message and data rates may apply for text communications.
Clients are responsible for notifying us of any changes to their contact information.
Your Rights and Choices
You may request access to or correction of your personal information by contacting us directly. We will respond to requests in accordance with applicable laws and professional obligations.
Changes to This Privacy Policy
We reserve the right to update or modify this Privacy Policy at any time. Any changes will become effective upon posting the revised version on our website.
Contact Information
If you have questions regarding this Privacy Policy or our privacy practices, please Contact us
Copyright © 2026 Caeteris, LLC, All rights reserved.