Privacy Policy

Effective Date: March 16, 2026 Last Updated: March 16, 2026

1. Introduction

Welcome to RizBiz Services LLC ("RizBiz Services," "we," "our," or "us"). We are a professional accounting, tax, bookkeeping, and financial coaching firm headquartered in Spring, TX. We are committed to protecting the privacy and confidentiality of our clients and website visitors.

This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at www.rizbizservices.com, use our services, or communicate with our team. Please read this policy carefully. If you disagree with its terms, please discontinue use of our site.

2. Who We Are

RizBiz Services LLC Spring, TX 77379| shaan@rizbizservices.com | (281) 215-3404 | www.rizbizservices.com

3. Information We Collect

We may collect information about you in the following ways:

3.1 Information You Provide Directly

When you use our website, schedule a consultation, sign up for our newsletter, submit a contact form, or engage our services, you may provide us with:

Personal Identifiers: Full name, email address, phone number, and mailing address
Financial Information: Tax returns, income details, business revenue figures, payroll data, and other financial records you submit as part of our bookkeeping, tax, or advisory services
Business Information: Business name, entity type, EIN, and operational details relevant to accounting and tax planning
Communications: Any messages, questions, or documents you send us via email, contact forms, or our client portal

3.2 Information Collected Automatically

When you visit our website, we may automatically collect certain technical information, including:

IP address and general geographic location
Browser type and version
Pages visited, time spent on pages, and referral URLs
Device type and operating system

This information is collected through cookies and similar tracking technologies (see Section 8 below).

3.3 Information From Third Parties

We may receive information about you from third-party platforms such as:

Scheduling tools (e.g., when you book a consultation through our calendar link)
CRM and practice management software [ACTION NEEDED: If you are using GoHighLevel/Keap as your CRM on the new Webflow site, confirm this here]
Referral partners who recommend our services to you

4. How We Use Your Information

We use the information we collect for the following purposes:

4.1 To Deliver Our Services

Provide bookkeeping, tax preparation and planning, payroll processing, strategic advisory, and financial coaching services
Communicate with you about your account, service deliverables, and deadlines
Process and store financial documents securely on your behalf

4.2 To Communicate With You

Respond to your inquiries, consultation requests, and contact form submissions
Send you our monthly newsletter and financial education content (only if you have opted in)
Notify you of important tax deadlines, compliance updates, or account-related matters

4.3 To Improve Our Website and Services

Analyze how visitors interact with our website to improve usability
Monitor the effectiveness of our marketing and content

4.4 To Comply With Legal Obligations

Meet our obligations as an accounting and tax firm under applicable federal and state laws
Respond to lawful requests from regulatory or government authorities

5. How We Share Your Information

We do not sell, rent, or trade your personal information. We may share your information only in the following limited circumstances:

5.1 Service Providers and Technology Platforms

We may share your information with trusted third-party vendors who help us operate our business, including:

Cloud storage and document management platforms
Scheduling and CRM software [ACTION NEEDED: List specific platforms used on the new Webflow site, such as GoHighLevel, Calendly, etc.]
Email marketing platforms used to send our newsletter
Accounting software platforms (e.g., QuickBooks)

All service providers are required to protect your data and may only use it to perform services on our behalf.

5.2 Tax and Regulatory Authorities

As part of providing tax services, we may submit your information to the IRS, state tax agencies, or other regulatory bodies, strictly as required to fulfill the services you have engaged us for.

5.3 Legal Requirements

We may disclose your information if required to do so by law, court order, or to protect the rights, property, or safety of RizBiz Services, our clients, or others.

5.4 Business Transfers

In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of that transaction. We will notify you of any such change via email and/or a prominent notice on our website.

6. Data Retention

We retain your personal and financial information for as long as necessary to provide our services and comply with our legal obligations. For tax and accounting records, we follow IRS and applicable state retention guidelines, which typically require records to be kept for a minimum of 3 to 7 years depending on the type of record.

You may request deletion of your data at any time (see Section 10), subject to our legal and professional obligations to retain certain records.

7. Data Security

We take the security of your financial and personal information seriously. We implement reasonable administrative, technical, and physical safeguards to protect your data, including:

Secure, encrypted file sharing and document storage
Password-protected client portals (TaxDome)
Restricted access to sensitive financial data

While we take every precaution to protect your data, no method of transmission over the internet is 100% secure. We encourage you to contact us immediately at shaan@rizbizservices.com if you suspect any unauthorized access to your information.

8. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your browsing experience and analyze site traffic. Cookies are small files stored on your device.

Types of cookies we may use:

Essential Cookies: Necessary for the website to function properly
Analytics Cookies: Help us understand how visitors use our site (e.g., Google Analytics, Google Tag Manager)
Marketing Cookies: Used to understand the effectiveness of our advertising efforts (e.g., Meta Pixel

You can control cookie settings through your browser settings. Disabling certain cookies may affect the functionality of our website.

9. Third-Party Links

Our website may contain links to third-party websites, including our client portal, scheduling tools, and social media profiles. This Privacy Policy applies solely to our website. We encourage you to review the privacy policies of any third-party sites you visit, as we have no control over their practices.

10. Your Rights and Choices

Depending on your location, you may have the following rights regarding your personal information:

10.1 Access and Correction

You have the right to request access to the personal information we hold about you and to request corrections if any information is inaccurate or incomplete.

10.2 Deletion

You may request that we delete your personal information. Note that we may be required to retain certain records for legal or professional compliance purposes.

10.3 Opt-Out of Marketing Communications

If you have subscribed to our newsletter or marketing communications, you may unsubscribe at any time by clicking the "unsubscribe" link in any email we send, or by contacting us directly at shaan@rizbizservices.com.

10.4 Do Not Track

Some browsers include a "Do Not Track" feature. At this time, our website does not respond to Do Not Track signals. [ACTION NEEDED: Confirm with your web developer whether this needs to change.]

10.5 California Residents (CCPA)

If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect and how it is used, the right to request deletion, and the right to opt out of the sale of personal information. We do not sell your personal information. To exercise your California privacy rights, contact us at shaan@rizbizservices.com.

11. Children's Privacy

Our website and services are not directed to individuals under the age of 13. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a minor, please contact us immediately and we will take steps to delete it.

12. Changes to This Privacy Policy

We reserve the right to update this Privacy Policy at any time. When we make changes, we will update the "Last Updated" date at the top of this page. We encourage you to review this policy periodically. Your continued use of our website following any changes constitutes your acceptance of the revised policy.

13. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or how we handle your data, please contact us:

RizBiz Services LLC: Spring, TX 77379

Email: shaan@rizbizservices.com | Phone: (281) 215-3404 | Website: www.rizbizservices.com