Next filing deadline Tax deadlines do not wait. Books that are behind take weeks to fix, not days. Start now →

Privacy Policy

How My Maryland Bookkeeper collects, uses, and protects information from visitors to marylandbookkeeper.com and from clients.

Effective date: September 22, 2026

My Maryland Bookkeeper ("My Maryland Bookkeeper," "we," "us," or "our") values your privacy. This Privacy Policy ("Policy") explains how we collect and use personal information from people who visit marylandbookkeeper.com or use our online forms and services, and what we will and will not do with that information.

This Policy applies to marylandbookkeeper.com and governs the data we collect through it. By using marylandbookkeeper.com, you consent to the data practices described in this Policy.

This Policy does not cover information collected by companies we do not control, or by people we do not employ or manage. If you visit a website we mention or link to, please review that site's privacy policy before providing it with any information.

This Policy explains:

  • What personally identifiable information we collect through our website;
  • Why we collect it and how long we keep it;
  • How we use it and with whom it may be shared;
  • What choices you have regarding your information; and
  • The security measures we use to protect it.

Information We Collect

Providing personal information is always your choice. If you choose not to, we may be unable to respond to your inquiry or provide the services you request. We collect:

  • Information you provide. When you complete our contact or intake form, request a consultation, or email us, we may collect your name, business name, email address, phone number, and details about your business and bookkeeping needs.
  • Information you provide as a client. If you become a client, you may share financial records, account access, and other business information needed to perform the work. That information is handled under our engagement agreement and the confidentiality commitments described below.
  • Information collected automatically. Like most websites, ours may collect your IP address, browser type, device and operating system, pages visited, and referring site through cookies, analytics tools, and server logs. This helps us understand how the site is used and keep it working well.

We only collect personal information that you knowingly and willingly provide, such as through our forms or by email. We use it for the purpose it was requested and for the additional purposes described in this Policy.

Why We Collect Information and For How Long

We collect your information to:

  • Respond to your inquiry and provide the services you request;
  • Improve our website and services;
  • Send you occasional updates or helpful information, when you have agreed to receive them;
  • Ask for feedback about our services, when you have agreed to be contacted; and
  • Meet our legal, tax, and professional recordkeeping obligations.

We keep personal information only as long as necessary. How long depends on how long the information stays relevant, how long we need records to show we met our obligations to you, any period in which claims might be made, retention periods required by law or recommended by professional bodies, the terms of any engagement with you, and whether you have consented to our keeping it.

Use of Information Collected

My Maryland Bookkeeper does not sell, rent, or lease personal information or customer lists to anyone.

We use personal information to operate our website, respond to you, and deliver the services you request. From time to time we may use it to let you know about other services from My Maryland Bookkeeper that may be useful to you. We may also contact you about surveys or questions related to your opinion of our current or future services.

We rely on trusted third-party service providers to run our business, such as website hosting, form and email delivery, website analytics, and accounting software used to perform client work. These providers may process information on our behalf only as needed to provide their services. Our website may also link to social media platforms, which may collect your IP address and use cookies. Those services are governed by their own privacy policies and are outside our control.

Disclosure of Information

My Maryland Bookkeeper will not use or disclose the information you provide except:

  • As necessary to provide the services you have requested;
  • In other ways described in this Policy or that you have consented to;
  • In aggregate form, combined with other information so your identity cannot reasonably be determined;
  • As required by law, or in response to a subpoena, court order, or other legal process;
  • To outside auditors or professional advisors who have agreed to keep the information confidential; or
  • As necessary to protect the rights and property of My Maryland Bookkeeper.

Confidentiality of Client Financial Information

Bookkeeping work requires access to sensitive financial information. We treat all client financial records, account credentials, and business information as confidential. We use this information only to perform the services you engage us for, share it only with people you authorize (such as your CPA or tax preparer) or as required by law, and return or securely dispose of it according to the terms of your engagement.

Non-Marketing Communications

We reserve the right to contact you when needed for non-marketing purposes, such as account or engagement matters, security notices, or changes to our services or this Policy. In certain circumstances, we may post a notice on our website instead.

Children Under the Age of 13

Our website is intended for business owners and is not directed to children under 13. We do not knowingly collect personal information from children under 13. If we learn that we have inadvertently collected such information, we will promptly delete it.

Unsubscribe or Opt-Out

You may stop receiving emails or newsletters from us at any time by using the unsubscribe link in the message or by emailing info@marylandbookkeeper.com with your request. To opt out of communications from a third-party website, contact that website directly. We will continue to handle any information we previously collected in line with this Policy.

Links to Other Websites

Our website includes links to other websites, including resource links to government agencies and software providers. We are not responsible for the privacy practices of those sites. We encourage you to read the privacy statement of any website that collects personal information. This Policy applies only to information collected by marylandbookkeeper.com.

Visitors Outside the United States

My Maryland Bookkeeper operates in the United States and serves U.S. businesses. If you access our website from outside the United States, information you provide will be transferred to, stored, and processed in the United States. By providing personal information to us, you consent to this transfer and to its use as described in this Policy.

Your Rights Regarding Your Information

Depending on where you live, you may have some or all of the rights below, including under the European Union's General Data Protection Regulation (GDPR). To exercise any of them, email info@marylandbookkeeper.com. We will respond within one month.

  • Right to be informed: we tell you how we use your personal information, which we do through this Policy.
  • Right of access: you may request a copy of the personal information we hold about you.
  • Right to correction: you may ask us to correct information you believe is inaccurate.
  • Right to deletion: you may ask us to delete your information. We will comply unless we have a legal or professional obligation to keep it, in which case we will tell you.
  • Right to restrict processing: you may change your communication preferences or opt out of certain communications.
  • Right to data portability: you may request a copy of your information in a usable format.
  • Right to object: you may object to our use of your information where we rely on our legitimate business interest.

We will not discriminate against you for exercising any of these rights. We also have procedures in place to respond to a data breach and will notify you if your personal information is at risk, as required by law.

Security

We take reasonable precautions to protect your information online and offline. Our website uses SSL/TLS encryption, so information you submit through our forms is encrypted in transit. You can confirm this by looking for the lock icon and "https" at the start of the web address.

Offline, access to personal information is limited to people who need it to perform a specific task, such as providing services or billing. The computers and systems where we store personal information are kept in a secure environment and protected against loss, misuse, and unauthorized access, disclosure, or modification. No method of transmission or storage is completely secure, but we work to protect your information using commercially reasonable safeguards.

Changes to This Policy

We may update this Policy from time to time. The effective date at the top of this page shows when it was last revised. If we decide to use personal information in a way that is materially different from what was stated when it was collected, we will notify affected users by email and give them a choice about whether their information may be used in the new way.

Acceptance of Terms

By using marylandbookkeeper.com, you accept the terms of this Privacy Policy. If you do not agree, please do not use our website. Your continued use of the website after we post changes to this Policy means you accept those changes.

How to Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us:

My Maryland Bookkeeper
Email: info@marylandbookkeeper.com
Website: marylandbookkeeper.com
Frederick, Maryland

For purposes of the GDPR, the data controller responsible for your personal information is Todd Miller, My Maryland Bookkeeper, info@marylandbookkeeper.com.

Free Consultation Call