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Privacy Policy

Protecting your private information is our priority. This Statement of Privacy applies to www.streamtaxes.com (“Site”) and Stream Bookkeeping and Taxes LLC (“Company”) and governs data collection and usage. For the purposes of this Privacy Policy, unless otherwise noted, all references to Company include www.streamtaxes.com and Stream Bookkeeping and Taxes LLC. Site is an accounting services site. By using Site, you consent to the data practices described in this statement.

Collection of your Personal Information

In order to better provide you with products and services offered, Company may collect personally identifiable information, such as your:

  • First and Last Name
  • Mailing Address
  • E-mail Address
  • Phone Number
  • Job Title

Company may also collect anonymous demographic information, which is not unique to you, such as your:

  • Age
  • Gender
  • Household Income

Please keep in mind that if you directly disclose personally identifiable information or personally sensitive data through Company’s public message boards, this information may be collected and used by others.

We do not collect any personal information about you unless you voluntarily provide it to us. However, you may be required to provide certain personal information to us when you elect to use certain products or services. These may include: (a) registering for an account; (b) entering a sweepstakes or contest sponsored by us or one of our partners; (c) signing up for special offers from selected third parties; (d) sending us an email message; (e) submitting your credit card or other payment information when ordering and purchasing products and services. We may use your information for purposes including communicating with you regarding services and/or products you have requested from us. We also may gather additional personal or non-personal information in the future.

Use of your Personal Information

Company collects and uses your personal information to operate and deliver the services you have requested.

Company may also use your personally identifiable information to inform you of other products or services available from Company and its affiliates. Text messaging is an exception: we send only transactional, service-related text messages and do not use your mobile number to send marketing or promotional texts. Our text messaging practices are described in the “SMS / Text Message Communications” section below.

Sharing Information with Third Parties

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties.

Company may, from time to time, contact you on behalf of external business partners about a particular offering that may be of interest to you. In those cases, your unique personally identifiable information (e-mail, name, address, telephone number) is not transferred to the third party. Company may share data with trusted partners to help perform statistical analysis, send you email or postal mail, provide customer support, or arrange for deliveries. All such third parties are prohibited from using your personal information except to provide these services to Company, and they are required to maintain the confidentiality of your information.

Company may disclose your personal information, without notice, if required to do so by law or in the good faith belief that such action is necessary to: (a) conform to the edicts of the law or comply with legal process served on Company or the Site; (b) protect and defend the rights or property of Company; and/or (c) act under exigent circumstances to protect the personal safety of users of Company, or the public.

SMS / Text Message Communications

This section describes how Stream Bookkeeping and Taxes LLC (“Company,” “we,” “us”) collects and uses information in connection with our text messaging (SMS/MMS) program.

Mobile information we collect. When you enroll in or interact with our text messaging program, we collect your mobile phone number and information about your messages with us, such as the date and time of messages and your opt-in and opt-out requests.

How we obtain your consent. We obtain your consent to send you text messages in one or more of the following ways: when you provide your mobile number on our client engagement or intake form; when you, as an existing client, have provided your mobile number to us in the course of our services; when you provide your number to us verbally or by request; or when you initiate a text message to us. By providing your mobile number to us through any of these methods, you expressly consent to receive service-related text messages from Stream Bookkeeping and Taxes LLC regarding your account, services, requests, deadlines, and deliverables, as described in this section. Consent to receive text messages is not a condition of purchasing any goods or services.

How we use your mobile information. We use your mobile phone number solely to send and receive text messages related to our services — for example, reminders to provide information or documents we need from you, secure links to your financial reports and other deliverables, tax and filing deadline notices, and replies to messages you send us. If you send a text message to us, we may use your mobile number to respond to your inquiry and continue the conversation regarding our services. We do not send marketing or promotional text messages. We do not include sensitive personal or financial information (such as Social Security numbers or account numbers) in the text of our messages.

No sharing of mobile information. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties. We use trusted service providers (such as our messaging platform provider) solely to deliver messages on our behalf, and these providers are not permitted to use your mobile information for any other purpose.

Opting out. You may opt out of our text messaging program at any time by replying STOP to any message you receive from us. After you opt out, we will not send you further text messages except to confirm your opt-out. Opting out of texts will not affect your ability to receive communications from us by other means, such as email or phone.

Message frequency, rates, and help. Message frequency varies. Message and data rates may apply. For help, reply HELP to any message, or contact us at (972) 445-9440 or legal@streamtaxes.com.

Tracking User Behavior

Company may keep track of the websites and pages our users visit within Company, in order to determine what Company services are the most popular. This data is used to deliver customized content and advertising within Company to customers whose behavior indicates that they are interested in a particular subject area.

Automatically Collected Information

Information about your computer hardware and software may be automatically collected by Company. This information can include: your IP address, browser type, domain names, access times, and referring website addresses. This information is used for the operation of the service, to maintain the quality of the service, and to provide general statistics regarding use of Site.

Use of Cookies

Site may use “cookies” to help you personalize your online experience. A cookie is a text file that is placed on your hard disk by a web page server. Cookies cannot be used to run programs or deliver viruses to your computer. Cookies are uniquely assigned to you, and can only be read by a web server in the domain that issued the cookie to you.

One of the primary purposes of cookies is to provide a convenience feature to save you time. The purpose of a cookie is to tell the Web server that you have returned to a specific page. For example, if you personalize Company pages, or register with Site or services, a cookie helps Company to recall your specific information on subsequent visits. This simplifies the process of recording your personal information, such as billing addresses, shipping addresses, and so on. When you return to the same Site, the information you previously provided can be retrieved, so you can easily use the Company features that you customized.

You have the ability to accept or decline cookies. Most Web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. If you choose to decline cookies, you may not be able to fully experience the interactive features of the Company services or websites you visit.

Links

This website contains links to other sites. Please be aware that we are not responsible for the content or privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information.

Security of your Personal Information

Company secures your personal information from unauthorized access, use, or disclosure. Company uses the following methods for this purpose:

  • SSL Protocol

When personal information (such as a credit card number) is transmitted to other websites, it is protected through the use of encryption, such as the Secure Sockets Layer (SSL) protocol.

We strive to take appropriate security measures to protect against unauthorized access to or alteration of your personal information. Unfortunately, no data transmission over the Internet or any wireless network can be guaranteed to be 100% secure. As a result, while we strive to protect your personal information, you acknowledge that: (a) there are security and privacy limitations inherent to the Internet which are beyond our control; and (b) security, integrity, and privacy of any and all information and data exchanged between you and us through this Site cannot be guaranteed.

Right to Deletion

Subject to certain exceptions set out below, on receipt of a verifiable request from you, we will:

  • Delete your personal information from our records; and
  • Direct any service providers to delete your personal information from their records.

Please note that we may not be able to comply with requests to delete your personal information if it is necessary to:

  • Complete the transaction for which the personal information was collected, fulfill the terms of a written warranty or product recall conducted in accordance with federal law, provide a good or service requested by you, or reasonably anticipated within the context of our ongoing business relationship with you, or otherwise perform a contract between you and us;
  • Detect security incidents, protect against malicious, deceptive, fraudulent, or illegal activity, or prosecute those responsible for that activity;
  • Debug to identify and repair errors that impair existing intended functionality;
  • Exercise free speech, ensure the right of another consumer to exercise his or her right of free speech, or exercise another right provided for by law;
  • Comply with the California Electronic Communications Privacy Act;
  • Engage in public or peer-reviewed scientific, historical, or statistical research in the public interest that adheres to all other applicable ethics and privacy laws, when our deletion of the information is likely to render impossible or seriously impair the achievement of such research, provided we have obtained your informed consent;
  • Enable solely internal uses that are reasonably aligned with your expectations based on your relationship with us;
  • Comply with an existing legal obligation; or
  • Otherwise use your personal information, internally, in a lawful manner that is compatible with the context in which you provided the information.

Children Under Thirteen

Company does not knowingly collect personally identifiable information from children under the age of thirteen. If you are under the age of thirteen, you must ask your parent or guardian for permission to use this website.

E-mail Communications

From time to time, Company may contact you via email for the purpose of providing announcements, promotional offers, alerts, confirmations, surveys, and/or other general communication. In order to improve our Services, we may receive a notification when you open an email from Company or click on a link therein.

If you would like to stop receiving marketing or promotional communications via email from Company, you may unsubscribe by clicking the “unsubscribe” link contained in any such email.

External Data Storage Sites

We may store your data on servers provided by third-party hosting vendors with whom we have contracted.

Changes to this Statement

Company reserves the right to change this Privacy Policy from time to time. We will notify you about significant changes in the way we treat personal information by sending a notice to the primary email address specified in your account, by placing a prominent notice on our website, and/or by updating any privacy information. Your continued use of the website and/or Services available after such modifications will constitute your: (a) acknowledgment of the modified Privacy Policy; and (b) agreement to abide and be bound by that Policy.

Contact Information

Company welcomes your questions or comments regarding this Statement of Privacy. If you believe that Company has not adhered to this Statement, please contact Company at:

Email Address: legal@streamtaxes.com

Telephone Number: (972) 445-9440

Effective as of 05/31/2026