Privacy Policy

Effective Date: 4/7/2025

Introduction

Welcome to Balance Sheet Insights, LLC DBA Ron Ortiz, The Tax CPA (“we,” “our,” or “us”). Your privacy is important to us, and we are committed to protecting your personal information. This Privacy Policy outlines how we collect, use, store, and protect your data when you visit our website or use our services.

Types of Information Collected

We may collect the following types of personal information from you:

1. Name
2. Email address
3. Phone number
4. Billing and shipping address
5. Payment information (processed securely through third-party payment processors)
6. IP address
7. Browsing behavior and preferences

Methods of Information Collection

We collect personal information through various means, including:

1. When you provide information by filling out forms on our website
2. When you communicate with us via email, phone, or chat
3. When you make a purchase or request a service
4. Through automated tracking technologies such as cookies and analytics tools

Purpose of Data Collection

We collect your personal information for the following purposes:

1. To process and fulfill orders
2. To communicate with you regarding your purchases, inquiries, or support requests
3. To improve our website, products, and services
4. To send promotional emails and special offers (with your consent)
5. To comply with legal and regulatory requirements

Data Security Measures

We take appropriate security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. These measures include:

1. Secure servers and encryption protocols
2. Access controls and authentication mechanisms
3. Regular security audits and updates

Data Sharing

We do not sell, rent, or share your personal information with third parties except in the following circumstances:

1. When required by law or legal processes
2. With trusted third-party service providers who assist in business operations (e.g., payment processing, shipping, marketing analytics), subject to strict confidentiality agreements

SMS Consent and Marketing Data Sharing

If you provide your phone number and consent to receive SMS communications, we assure you that your number will not be shared with third parties or affiliates for marketing purposes under any circumstances.

User Rights

You have the right to:

1. Access and review the personal information we have collected about you
2. Request corrections or updates to your information
3. Request deletion of your data, subject to legal and operational retention requirements
4. Opt-out of receiving marketing communications at any time

To exercise any of these rights, please contact us using the details below.

Contact Information

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

Balance Sheet Insights, LLC DBA Ron Ortiz, The Tax CPA

Email: ron@ronortizcpa.com

Phone: 702-505-8900

Address: 10845 Griffith Peak Drive, Suite 200, Las Vegas, NV 89135

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically to stay informed about how we are protecting your information.

By using our website, you acknowledge that you have read and understood this Privacy Policy and agree to its terms.