Privacy Policy

Effective Date: September 17, 2026

Zero Fluff Books, LLC ("Zero Fluff Books," "we," "us," or "our") provides bookkeeping, federal tax preparation, IRS representation, and related advisory services. This Privacy Policy explains how we collect, use, disclose, and safeguard information we receive from clients and website visitors.

Information We Collect

We may collect personal and financial information you provide directly, including name, contact information, Social Security or Employer Identification Number, financial account information, tax documents, and other records necessary to perform bookkeeping, tax preparation, or representation services. We may also collect limited technical information (such as browser type and IP address) when you visit our website.

How We Use Information

We use client information solely to provide the services you engage us for, including bookkeeping, tax return preparation and filing, IRS representation, and related advisory work; to communicate with you about your engagement; to comply with applicable federal and state law, including IRS recordkeeping and due diligence requirements; and to maintain the security and integrity of our systems.

Confidentiality and Circular 230

As an Enrolled Agent, our founder is subject to Treasury Department Circular 230 and applicable confidentiality obligations. We do not sell client information. We do not disclose client tax return information except as permitted or required by law, including under Internal Revenue Code Section 7216, or with your written consent.

How We Protect Information

We use commercially reasonable administrative, technical, and physical safeguards to protect client information, including secure client portals (TaxDome), encrypted file-sharing tools, and restricted access to client records. No method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.

Third-Party Service Providers

We may share information with trusted service providers who support our operations, such as secure document management, e-signature, and tax preparation software platforms, solely for the purpose of performing services on our behalf. These providers are bound by confidentiality obligations.

Retention of Records

We retain client records for the period required by IRS recordkeeping rules and our firm's document retention policy, after which records are securely destroyed or deleted.

Your Choices

You may request access to, correction of, or deletion of personal information we hold, subject to our professional recordkeeping obligations. To make a request, contact us using the information below.

Changes to This Policy

We may update this Privacy Policy from time to time. The effective date above reflects the most recent revision.

Zero Fluff Books, LLC

PO Box 822, Sorrento, FL 32776

Phone: 407-279-0381

Email: Lauren@zerofluffbooks.com