Privacy Policy
Effective Date: January 1, 2026
Falconer’s Financial Services (“we,” “our,” or “us”) respects your privacy and is
committed to protecting your personal and financial information. This Privacy
Policy explains how we collect, use, and safeguard your information.
Information We Collect
We collect information you voluntarily provide, including your name, contact
details, financial and tax information, and government-issued identification
when required for tax preparation or notary services.
We may also collect limited technical information when you visit our website,
such as IP address and browser type.
How We Use Information
We use your information to:
Provide bookkeeping, payroll, tax preparation, notary, and document
translation services
Communication regarding services or inquiries
Comply with federal, state, and professional requirements
Maintain accurate records and improve our services
Sharing of Information
We do not sell your personal information. Information may be shared only:
With secure service providers used to operate our business (including
QuickBooks Online and Smartsheet)
When required by law, IRS regulations, or court order
Data Security
We use administrative, technical, and physical safeguards consistent with IRS
Publication 4557 and Massachusetts data protection standards to protect your
information.
Effective Date: January 1, 2026
Falconer’s Financial Services (“we,” “our,” or “us”) respects your privacy and is
committed to protecting your personal and financial information. This Privacy
Policy explains how we collect, use, and safeguard your information.
Information We Collect
We collect information you voluntarily provide, including your name, contact
details, financial and tax information, and government-issued identification
when required for tax preparation or notary services.
We may also collect limited technical information when you visit our website,
such as IP address and browser type.
How We Use Information
We use your information to:
Provide bookkeeping, payroll, tax preparation, notary, and document
translation services
Communication regarding services or inquiries
Comply with federal, state, and professional requirements
Maintain accurate records and improve our services
Sharing of Information
We do not sell your personal information. Information may be shared only:
With secure service providers used to operate our business (including
QuickBooks Online and Smartsheet)
When required by law, IRS regulations, or court order
Data Security
We use administrative, technical, and physical safeguards consistent with IRS
Publication 4557 and Massachusetts data protection standards to protect your
information.
Data Retention
Information is retained only as long as required by IRS regulations,
Massachusetts law, and professional obligations.
Your Rights
You may request access to or correction of your information, subject to legal
retention requirements.
Updates
This policy may be updated periodically. Changes will be posted on this page.
Contact
Falconer’s Financial Services
Email: info@falconerfinancials.com
Phone: 508-901-3036
Massachusetts, USA
Massachusetts law, and professional obligations.
Your Rights
You may request access to or correction of your information, subject to legal
retention requirements.
Updates
This policy may be updated periodically. Changes will be posted on this page.
Contact
Falconer’s Financial Services
Email: info@falconerfinancials.com
Phone: 508-901-3036
Massachusetts, USA