Last Updated: April 28, 2026

Privacy Policy

Name: Accounting Freedom, Ltd.
Price range: $$$

Accounting Freedom, Ltd. (“Accounting Freedom,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit our website, communicate with us, or use our accounting, tax, advisory, retirement planning, and related professional services.

By using our website or services, you agree to the practices described in this policy.

1. Who This Policy Applies To

This policy covers personal information collected from:

Visitors to accountingfreedom.com
Prospective clients who fill out forms, request consultations, use our pricing tools, or otherwise contact us
Clients of Accounting Freedom and their authorized representatives

If your employer or business engages us for services, your employer is the party that controls the personal information they share with us. We process that information on their instructions.

2. Information We Collect

Information You Provide to Us

We collect personal information you submit directly through our website, by phone, by email, or in the course of doing business with us. This may include:

Name, business name, job title
Email address, phone number, mailing address
Business details (industry, size, revenue, structure)
Information you submit through our contact forms, schedule-an-appointment forms, package quiz, pricing calculator, and other website tools
Communications you send to us
Payment and billing information

Information We Collect to Provide Professional Services

In the course of providing accounting, tax, advisory, payroll, HR, and retirement planning services, we collect and process personal and business information necessary to deliver those services. Depending on the engagement, this may include:

Names, addresses, phone numbers, and email addresses of clients, owners, and authorized representatives
Social Security numbers and tax identification numbers
Financial records, bank statements, and accounting data
Tax returns and supporting documentation
Wage, salary, and compensation information
Investment, retirement, and estate planning information
Business records, contracts, and other documents needed for the engagement

This information is provided by clients (or their representatives) and is used solely to deliver the services we have been engaged to perform.

Information Collected Automatically

When you visit our website, we and our service providers may automatically collect:

IP address and approximate location
Browser type, operating system, and device information
Pages visited, time spent on pages, and referring URLs
Cookies and similar tracking technologies (see Section 7)

3. How We Use Your Information

We use personal information for the following purposes:

To provide our services — preparing tax returns, performing accounting and bookkeeping, providing advisory guidance, administering retirement plans, and supporting related professional needs
To respond to inquiries and communicate with prospective and existing clients
To send service-related communications (engagement updates, deadline reminders, important notices)
To send marketing communications about our services, where permitted (you can opt out at any time)
To improve our website and services through analytics and user feedback
To comply with legal and professional obligations, including tax law, accounting standards, and recordkeeping requirements
To prevent fraud and protect our business and clients
To enforce our agreements and protect our legal rights

We share personal information only as needed to provide our services and as required by law. As licensed professionals, we are also bound by confidentiality obligations under applicable accounting, tax, and professional standards.

We may share information with:

Government Agencies

The IRS, state and local tax authorities (for required filings on your behalf)
The Department of Labor and other agencies in connection with retirement plan and benefits administration
Other government agencies as required by law

Financial Institutions

Banks, brokerages, and payment processors when needed to complete transactions or filings on your behalf

Service Providers

We share information with trusted third-party service providers who help us operate our business, including:

HubSpot — our customer relationship management (CRM) and marketing automation system
QuickBooks Online and other accounting and tax preparation software platforms
Cloud hosting, IT, and security providers
Payroll, benefits, and retirement plan platforms (when applicable to a client engagement)
E-signature, document storage, and secure file-sharing services
Email and communication service providers
Professional advisors (attorneys, auditors, other CPAs we may engage on your behalf)

These providers are contractually required to use personal information only for the purposes for which we engaged them, and to protect it appropriately.

Business Transfers

If we are involved in a merger, acquisition, financing, or sale of assets, personal information may be transferred as part of that transaction.

Legal Requirements

We may disclose information when required by law, subpoena, court order, or to protect our rights, property, or safety, or that of our clients or others.

We may share information for any other purpose with your consent.

We do not sell personal information.

5. How We Protect Your Information

We use commercially reasonable administrative, technical, and physical safeguards to protect personal information against unauthorized access, disclosure, alteration, and destruction. These include encryption of sensitive data, access controls, secure document portals, employee training, and contractual safeguards with service providers. We also follow professional standards applicable to CPA firms regarding client confidentiality.

No method of transmission over the internet or electronic storage is 100% secure. While we work to protect your information, we cannot guarantee absolute security.

6. How Long We Keep Information

We retain personal information for as long as needed to:

Provide our services
Comply with legal, tax, regulatory, and professional recordkeeping requirements (typically a minimum of seven years for client and tax records)
Resolve disputes and enforce agreements

Marketing and prospect information is retained on an ongoing basis unless you request deletion or opt out.

When information is no longer needed, we securely delete or anonymize it.

7. Cookies and Tracking Technologies

Our website uses cookies and similar technologies for the following purposes:

Strictly Necessary — required for the site to function (e.g., WordPress session and security cookies)
Functional — to support certain site features
Analytics — primarily through HubSpot, our CRM and marketing automation platform, to understand how visitors use our forms and content
Security — Google reCAPTCHA is used on our forms to protect against spam and automated abuse

We do not currently run advertising or third-party marketing pixels. If that changes, we will update this policy and provide appropriate disclosures.

You can manage your cookie preferences at any time using the cookie settings link in the footer of our website. You may also control cookies through your browser settings, though disabling cookies may affect site functionality.

8. Your Rights and Choices

Depending on where you live, you may have rights regarding your personal information, including:

Access — request a copy of personal information we hold about you
Correction — request correction of inaccurate information
Deletion — request deletion of your information (subject to legal and professional retention requirements)
Opt out of marketing — unsubscribe from marketing emails using the link in any email or by contacting us
Restriction or objection — request that we limit or stop certain processing

To exercise these rights, contact us using the information in Section 11.

Important note about professional records: As a licensed CPA firm, we are required to retain client records for specific periods under federal and state law and applicable professional standards. We may not be able to delete records that we are legally required to maintain. We will work with you to honor your request to the fullest extent permitted by law.

9. State-Specific Disclosures

California Residents

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), including the right to know, delete, correct, and opt out of certain data practices. We do not sell or share personal information for cross-context behavioral advertising. To exercise your rights, contact us at info@accountingfreedom.com.

Illinois Residents

We comply with applicable Illinois privacy laws. We do not collect biometric identifiers (such as fingerprints, voiceprints, or facial geometry) covered by the Illinois Biometric Information Privacy Act (BIPA) through our website or in the course of providing standard accounting services.

Other States

We monitor and comply with applicable state privacy laws as they apply to our business.

10. Children’s Privacy

Our website and services are intended for businesses and adults. We do not knowingly collect personal information from children under 13. If we learn we have collected such information, we will delete it.

11. Contact Us

If you have questions about this Privacy Policy or our privacy practices, or if you’d like to exercise any of your rights, please contact us:

Accounting Freedom, Ltd.
469 N. Lake Street
Mundelein, IL 60060
Phone: (847) 949-8373
info@accountingfreedom.com

12. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Last Updated” date at the top of the policy. Material changes will be communicated through our website or by direct notice where appropriate. Your continued use of our website or services after changes are posted constitutes your acceptance of the updated policy.