Privacy Policy | RLC Business Services

RLC Business Services LLC
Effective Date: October 31, 2026
Last Updated: October 31, 2026

1. Introduction
RLC Business Services LLC (“RLC Business Services,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal and financial information you share with us.
This Privacy Policy explains how we collect, use, store, and disclose information when you visit our website, contact us, submit information through our website forms, or use our bookkeeping, payroll, tax preparation, and business consulting services.
By using our website or communicating with us, you acknowledge this Privacy Policy.

2. Information We Collect
Depending on how you interact with us, we may collect the following categories of information:

Personal and Contact Information
• Name
• Mailing address
• Email address
• Telephone number
• Business name and business contact information

Tax and Financial Information
• Tax identification information
• Income and expense information
• Financial statements and accounting records
• Banking and payment information
• Payroll and employee-related information
• Tax returns and supporting documentation
• Other information necessary to provide requested professional services

Website and Technical Information
When you visit our website, certain information may be collected automatically through website technologies, cookies, or analytics tools. This information may include your IP address, browser type, device information, pages visited, and general website usage activity.
The information collected depends on the website features, settings, and third-party integrations in use.

3. How We Collect Information
We may collect information through:
• Contact forms and consultation requests submitted through our website.
• Emails, telephone calls, and other communications.
• Documents and information you provide when engaging our services.
• Secure client portals and document-sharing platforms.
• Accounting, tax preparation, payroll, and electronic signature platforms.
• Cookies, website analytics, and similar technologies used on our website.

4. How We Use Your Information
RLC Business Services LLC may use collected information to:
• Respond to inquiries and consultation requests.
• Provide tax preparation, bookkeeping, payroll, and business consulting services.
• Prepare tax returns, financial statements, and other requested documents.
• Communicate with clients regarding services, deadlines, and account matters.
• Process payments and manage client engagements.
• Maintain business and professional records.
• Improve our website, services, and client experience.
• Send business updates, newsletters, or marketing communications when permitted.
• Comply with applicable legal, regulatory, and professional obligations.
We use personal and financial information only for legitimate business purposes related to our services, our operations, or applicable legal requirements.

5. Marketing Communications
If you provide your contact information or subscribe to our communications, we may send occasional business updates, educational information, newsletters, or marketing messages.
You may opt out of marketing emails at any time by using the unsubscribe link included in the email or by contacting us at accounting@rlcbizservices.com.
Opting out of marketing communications will not prevent us from sending service-related or other necessary communications regarding an existing client relationship.

6. How We Share Information
RLC Business Services LLC does not sell your personal or financial information.
We may share information when necessary to provide our services, operate our business, or comply with legal obligations.
This may include trusted service providers and technology platforms that assist with:
• Tax preparation
• Bookkeeping and accounting
• Payroll processing
• Client communication and document management
• Electronic signatures
• Cloud storage and business email
• Website hosting and website functionality
Our business may use service providers such as TaxProLink, QuickBooks Online, Gusto, ADP, Financial Cents, DocuSign, Google Workspace, Microsoft OneDrive, and Wix.
These providers may process information on our behalf in accordance with their own privacy and security practices.
We may also disclose information when required by law, legal process, or a valid governmental request, or when necessary to protect our rights, clients, or business.

7. Protection of Personal and Financial Information
We take reasonable administrative, technical, and physical measures designed to protect the personal and financial information entrusted to us.
Depending on the information and systems involved, safeguards may include:
• Password-protected devices and accounts.
• Multi-factor authentication where available.
• Security software and device encryption.
• Restricted access to client information.
• Secure client portals and document-sharing methods.
• Use of established technology providers for business operations.
Although we take reasonable steps to protect information, no method of electronic storage or transmission is completely secure. We cannot guarantee absolute security.

8. Data Retention
We retain personal, tax, and financial information for as long as reasonably necessary to provide services, maintain business records, meet legal and professional obligations, resolve disputes, and enforce agreements.
Retention periods may vary depending on the type of information and applicable requirements.
When information is no longer needed, we may securely delete or dispose of it, subject to applicable recordkeeping requirements.

9. Cookies and Website Analytics
Our website is hosted through Wix. Wix and certain website features or third-party integrations may use cookies and similar technologies to support website functionality, understand website traffic, and improve the visitor experience.
Cookies are small data files stored on your device when you visit a website.
You may be able to manage or disable cookies through your browser settings. Disabling certain cookies may affect website functionality.
The specific cookies and analytics technologies in use may depend on our active Wix settings and integrations.

10. Electronic Communications
We may communicate with clients and prospective clients through email, telephone, secure portals, and other electronic methods.
Please do not send Social Security numbers, tax identification numbers, or sensitive financial documents through ordinary email unless we have specifically instructed you to do so.
When submitting sensitive tax or financial documents, use the secure document-sharing or client portal method provided by RLC Business Services LLC whenever available.

11. California Privacy Rights
California residents may have certain privacy rights under applicable California privacy laws. Depending on the law and whether it applies to our business and the information involved, these rights may include the ability to request information about personal information collected, request correction or deletion, or opt out of certain uses or disclosures.
Certain information may be exempt from these rights, including information subject to applicable federal or state financial privacy laws, tax preparation confidentiality requirements, or other legal exceptions.
To submit a privacy-related request, contact us using the information below. We may need to verify your identity before responding.

12. Children's Privacy
Our website and services are intended for adults and business clients. We do not knowingly collect personal information directly from children under the age of 13 through our website.
If we become aware that a child has submitted personal information through our website without appropriate authorization, we will take reasonable steps to address the information.

13. Third-Party Websites and Services
Our website may contain links to third-party websites, applications, or services. These websites and services are operated independently and have their own privacy policies and practices.
RLC Business Services LLC is not responsible for the privacy practices, content, or security of third-party websites.
We encourage visitors to review the privacy policies of any third-party websites they access.

14. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our business practices, website functionality, technology, or applicable legal requirements.
Any updates will be posted on this page with a revised “Last Updated” date.

15. Contact Information
If you have questions about this Privacy Policy or how RLC Business Services LLC handles your information, please contact us:
RLC Business Services LLC
Livermore, California
Email: accounting@rlcbizservices.com
Website: https://www.rlcbizservices.com