Privacy policy.

Effective Date: January 2, 2025

1. Introduction

This Privacy Policy describes how Shona Bell Financial Services ("we," "our," or "us") collects, uses, shares, and safeguards your information when you visit our website https://beyondaccountingtax.com or interact with us in any manner including marketing, events, or service inquiries (collectively, “Services”).

By using our Services, you agree to the collection and use of information in accordance with this Privacy Policy. If you do not agree, please do not use our Services.

2. What Information We Collect

Information You Provide to Us

  • Full name

  • Email address

  • Phone number

  • Contact preferences

  • Financial information (when required)

  • Authentication data (e.g. logins or passwords)

Automatically Collected Data

  • IP address

  • Browser type and device information

  • Operating system and language

  • Referring URL

  • Location (via IP or GPS if enabled)

  • Usage data and analytics

We also collect information through cookies, pixels, and similar tracking technologies.

3. How We Use Your Information

We process your personal information to:

  • Provide, personalize, and improve our Services

  • Respond to your inquiries and provide customer support

  • Communicate service updates and policy changes

  • Send marketing and promotional emails (with your consent)

  • Display targeted advertisements

  • Improve our security, fraud prevention, and legal compliance

  • Post testimonials (with your explicit consent)

  • Analyze usage trends and site effectiveness

4. Disclosure of Your Information

We may share your personal information:

  • With trusted service providers and contractors

  • During mergers, sales, or business transitions

  • With Google Maps and Analytics APIs (if enabled on our website)

  • When required by law or to protect our legal rights

We do not sell or share your personal information for third-party marketing.

5. Use of Cookies and Tracking Technologies

We use cookies, web beacons, and pixels to:

  • Analyze traffic and usage

  • Remember your preferences

  • Provide personalized ads

We may permit third-party advertisers and analytics providers (e.g. Google Analytics) to use these tools. You can manage your cookie preferences in your browser settings or via opt-out links (e.g., Google Ads Settings).

6. Retention of Data

We retain your personal information as long as necessary for business purposes or as required by law. Once no longer needed, we securely delete or anonymize your data.

7. Data Security

We implement appropriate technical and organizational safeguards to protect your information. However, no online platform can be completely secure. We encourage users to access our Services through secure networks and devices.

8. Children's Privacy

Our Services are not intended for children under 18. We do not knowingly collect or process data from minors. If we learn we have done so, we will delete the information promptly.

9. Your Privacy Rights

Depending on your location, you may have rights to:

  • Access, correct, or delete your data

  • Withdraw consent at any time

  • Opt out of marketing communications

  • Request copies of your data

You can exercise these rights by contacting us at: info@beyondaccountingtax.com

10. Do Not Track (DNT) Signals

Our website currently does not respond to DNT browser signals. As the technology evolves, we may update our practices accordingly.

11. U.S. Residents – State-Specific Rights

If you reside in states like California, Colorado, Florida, or others with data protection laws, you may also have the right to:

  • Know what data we collect and why

  • Correct or delete inaccurate information

  • Opt out of targeted ads or automated profiling

  • Appoint an authorized agent for privacy requests

To file a request or appeal, email us at info@beyondaccountingtax.com.

12. Updates to This Policy

We may update this Privacy Policy from time to time to reflect changes in practices or legal requirements. Updates will be noted with a revised "Effective Date" and, where material, notified via email or our website.

13. Contact Us

For questions or concerns, please contact:

Shona Bell Financial Services
Email: info@beyondaccountingtax.com