Privacy Policy

United Success Business Advisors LLC ("USBA," "we," "us," "our") respects your privacy. This Privacy Policy explains what information we collect, how we use it, and the choices you have when you visit www.usballc.com or engage us for tax, accounting, bookkeeping, payroll, or advisory services.

1. Information We Collect

Information you give us directly through our website, intake form, email, phone, ShareFile portal, or in-person meetings, including: name, business name, email, phone number, mailing address, tax-relevant financial information, identifying documents, and the substance of your communications with us.

Information we collect automatically when you visit our website, including: IP address, browser type, pages viewed, referring URL, and aggregated analytics. We do not use this for marketing without consent.

Information from third parties may include: IRS transcripts and notices (with your authorization), payroll-processor data, accounting-software exports, and information from advisors you ask us to coordinate with.

2. How We Use Your Information

• To provide the tax, accounting, bookkeeping, payroll, IRS-representation, and advisory services you have engaged us for.
• To communicate with you about your engagement, deadlines, deliverables, and follow-ups.
• To meet our legal, regulatory, and professional obligations (including IRS, state tax authority, and AICPA / NJCPA requirements).
• To improve our website and service operations.

3. How We Share Your Information

We do not sell your personal information. We may share it only:

• With government agencies (IRS, state taxing authorities) when required to fulfill the engagement you have authorized.
• With vetted service providers we use to operate the practice (cloud storage, secure document portal, e-signature, payment processing). Each is bound by confidentiality.
• When required by law, valid subpoena, court order, or regulatory request.
• With your express written consent, when you ask us to coordinate with another advisor (attorney, financial planner, banker).

4. Data Security

We use industry-standard administrative, technical, and physical safeguards to protect your information. Sensitive document exchange happens through our encrypted ShareFile portal, never through unsecured email. No method of transmission is 100% secure, but we treat your data with the care a regulated tax practice is required to provide.

5. Data Retention

We retain client records for the periods required by IRS, state, and professional standards, generally seven years from the relevant tax year. After that period, records are securely destroyed unless a longer retention is required by law.

6. Your Choices

• You may request access to, correction of, or deletion of your personal information by emailing beata@usballc.com. Some records cannot be deleted before the legal retention period ends.
• You may opt out of any non-essential marketing communications by replying "unsubscribe" to the email, or by emailing us directly.
• You may decline cookies in your browser, though some site features may not function as intended.

7. Children

Our services are intended for adults and business entities. We do not knowingly collect information from children under 13.

8. Changes to This Policy

We may update this Privacy Policy from time to time. Material changes will be posted on this page with an updated effective date.

9. Contact Us

United Success Business Advisors LLC
528 Main Street, Chatham, NJ 07928
📞 (201) 240-9816
✉️ beata@usballc.com

Pursuant to IRS Circular 230: This content is for informational purposes only and does not constitute tax, legal, or financial advice. Results vary based on individual circumstances. Any tax advice contained herein is not intended or written to be used, and cannot be used, to avoid penalties under the Internal Revenue Code.