At Plus Minus LLC, we understand that financial data is deeply personal. Whether we are managing your business payroll or filing your individual income taxes, we are committed to the highest standards of digital and physical security.
Income Tax (Personal & Business)
Payroll & Employment Taxes
Sales Tax Compliance
Full-Cycle Bookkeeping
1. Information We Collect
In the course of providing bookkeeping and tax services, we collect non-public personal information including:
- Social Security and Federal ID numbers.
- Employee payroll records and bank account information.
- Business income, expense receipts, and sales tax data.
- Financial statements and tax history.
2. How We Disclose Information
We do not share your information with marketers. We only disclose information as required by law or to facilitate our services:
- Government Agencies: Reporting to the IRS or State Departments of Revenue (for Sales Tax and Payroll).
- Professional Oversight: Audits by the AICPA or State Boards of Accountancy.
- Authorized Third Parties: Cloud software providers (e.g., QuickBooks, tax software) used strictly for your file management.
3. Security Standards
We safeguard your records in accordance with IRS Publication 4557 and FTC regulations. Our team uses encrypted portals and secure servers to ensure your sales and payroll data never falls into the wrong hands.
