Privacy Policy

Simple Books Now, LLC ("Simple Books Now," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard information when you visit our website (simplebooksnow.com) or engage us for professional services. By using our website or services, you agree to the terms of this policy.

We may collect the following types of information: Information you provide directly: When you book a consultation, fill out a contact form, or engage our services, we collect your name, email address, phone number, business name, and any financial or tax information you share as part of our professional engagement. Information collected automatically: Our website may collect standard web data including your IP address, browser type, pages visited, and time spent on the site. This information is collected through cookies and similar technologies. Information from third-party tools: We use scheduling tools (such as Calendly), cloud accounting platforms (such as QuickBooks Online or Xero), and secure document sharing services as part of our service delivery. These platforms have their own privacy policies governing data they collect.

We use the information we collect to: • Provide bookkeeping, tax, payroll, and related professional services • Communicate with you about your engagement, respond to inquiries, and schedule consultations • Prepare and file tax returns and financial reports on your behalf • Comply with legal obligations, including IRS requirements and applicable federal and state laws • Improve our website and service delivery We do not sell, rent, or share your personal information with third parties for marketing purposes.

Information shared with Simple Books Now in the context of a professional services engagement — including financial records, tax returns, and business data — is treated as strictly confidential. As a Federally authorized Enrolled Agent, Luisa is subject to IRS Circular 230, which governs the professional conduct and confidentiality obligations of federally authorized tax practitioners. Your financial information will not be disclosed to third parties except as required by law, with your explicit consent, or as necessary to provide the services you have engaged us for (e.g., filing returns with the IRS or state tax authorities).

We take reasonable technical and organizational measures to protect the information in our care. Client financial data is stored in secure, encrypted cloud platforms. We do not store sensitive financial information in unencrypted formats. While no method of electronic storage is 100% secure, we follow industry best practices to protect your data.

Our website and service delivery may involve the following third-party platforms, each of which maintains its own privacy practices:\n\n• Calendly — used for scheduling consultations\n• QuickBooks Online / Xero — used for cloud bookkeeping\n• Google Drive / Dropbox — used for secure document sharing\n• WordPress — our website platform\n\nWe encourage you to review the privacy policies of any third-party platforms you interact with.

Our website uses cookies to enhance your browsing experience and collect anonymous usage analytics. You can configure your browser to refuse cookies, though some features of the website may not function properly without them. We do not use cookies to collect personal financial information.

You have the right to request access to the personal information we hold about you, request corrections to inaccurate information, or request deletion of your information where we are not legally required to retain it. To make any such request, please contact us at the information below.

We may update this Privacy Policy from time to time. When we do, we will update the "Last Updated" date at the top of this page. We encourage you to review this policy periodically. Continued use of our website or services after changes are posted constitutes your acceptance of the updated policy.

If you have questions about this Privacy Policy or how we handle your information, please contact us:\n\nSimple Books Now, LLC\nPalm Coast, FL\nContact Us →