The Accounting Agency
Privacy Policy
Effective Date: January 1, 2022
Last Updated: January 1, 2026
Overview
The Accounting Agency LLC (“Company,” “we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, protect, and disclose information when you visit theaccountingagencyllc.com (the “Site”) or engage our accounting and tax services.
By using our Site or services, you agree to the terms of this Privacy Policy.
Information We Collect
We collect personal information that you voluntarily provide to us, including:
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Name
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Email address
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Phone number
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Mailing address
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Business information
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Financial and tax-related information
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Information submitted through contact forms or client portals
Information Collected Automatically
When you visit our Site, we may automatically collect certain technical information, including:
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IP address
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Browser type
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Device type
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Pages visited
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Date and time of visit
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Referring website
Cookies and Tracking Technologies
Our Site may use cookies and similar technologies to enhance your experience and analyze website traffic. You may disable cookies in your browser settings; however, certain features of the Site may not function properly.
How We Use Your Information
How We Use Your Information
We use collected information to:
- Provide accounting, tax preparation, and advisory services
- Respond to inquiries and communicate with you
- Process onboarding documentation
- Maintain client records
- Improve website functionality and user experience
- Comply with federal and state laws
- Protect against fraud and unauthorized access
We do not sell or rent personal information.
Confidentiality of Client Information
We handle all information you provide with strict confidentiality. Your personal and business information will only be shared internally with personnel who need access to perform services you have engaged us to provide.
We will not disclose your information to third parties without your express written authorization, unless required by law. For example, if a financial institution requests a copy of your tax return or confirmation of information, we will require written authorization before responding.
Advisor-Client Privilege Disclosure
Communications made in connection with tax return preparation are confidential but are generally not protected by attorney-client privilege.
Federally authorized tax practitioner privilege applies only to non-criminal tax advice in matters before the IRS or in federal court proceedings and does not apply to tax return preparation services.
If you believe a matter requires privileged legal advice, you should consult with an attorney.
Data Security
We retain records in accordance with IRS regulations, professional standards, and applicable law. Client records may be maintained for the period required by regulatory and compliance obligations, even after the conclusion of an engagement.
Data Retention
We retain records in accordance with IRS regulations, professional standards, and applicable law. Client records may be maintained for the period required by regulatory and compliance obligations, even after the conclusion of an engagement.
Your Privacy Rights
Depending on your state of residence, you may have the right to request access to personal information we hold about you, request correction of inaccurate information, request deletion of certain personal information, or request disclosure of categories of data collected.
To exercise any applicable privacy rights, please contact us using the information provided below.
Third-Party Services
We may use trusted third-party service providers, such as secure client portals, accounting software, payment processors, and email platforms, to operate our business. These providers are expected to maintain appropriate security measures and confidentiality standards.
We are not responsible for the privacy practices of third-party websites linked from our Site.
Childrenโs Privacy
Our services are not directed toward individuals under the age of 18, and we do not knowingly collect personal information from children.
Updates to This Policy
We may update this Privacy Policy periodically. Any updates will be posted on this page with a revised effective date. Continued use of the Site after changes are posted constitutes acceptance of those changes.
Contact Information
If you have questions about this Privacy Policy or your personal information, please contact:
The Accounting Agency LLC
Kingwood, Texas
Email: hello@theaccountingagencyllc.com
Website: https://theaccountingagencyllc.com
Follow Along
Our monthly bookkeeping services help you stay organized, keep track of your finances, and gain a clearer picture of how your business is performing.
Ready to simplify your bookkeeping? Contact our team to learn more about our services.
๐
Book a consult: link in bio
โ๏ธ 832-226-8479
๐ง hello@theaccountingagencyllc.com
๐ www.theaccountingagencyllc.com
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#bookkeepingforsmallbusinesses #bookkeepingsolutions #bookkeepingservices #theaccountingagencyllc #kingwoodtx
Did you know that retirement contributions may offer tax benefits?
โ Traditional IRA: Eligible contributions may be tax-deductible, depending on your income and circumstances.
โ 401(k): Traditional contributions through your employer can reduce your current taxable income.
โ Know Your Deadlines: IRA and workplace retirement plan contributions deadlines can differ.
โ Watch Your Limits: Annual contribution limits and eligibility requirements apply.
Don't wait until tax season to review your options!
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#taxtips #retirementplanning #accountingandbookkeeping #kingwoodtx #theaccountingagencyllc
Think your return needs a second look?
Let's review the details and help you understand where you stand.
๐
Book a consult: link in bio
โ๏ธ 832-226-8479
๐ง hello@theaccountingagencyllc.com
๐ www.theaccountingagencyllc.com
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#taxreturn #taxpreparer #taxprofessional #kingwoodtx #theaccountingagencyllc
Self-employed or own a business? The IRS expects tax to be paid as you earn, not all at once in April.
Our new guide covers who needs to make quarterly estimated payments, the 2026 due dates, and the safe harbor rules that help you avoid an underpayment penalty. Next payment due: January 15, 2027.
https://theaccountingagencyllc.com/2026/10/09/estimated-tax-payments-guide/
Getting clarity early can make tax season a whole lot less stressful.
Have a question? Let's talk before filing season gets here.
๐
Book a consult: link in bio
โ๏ธ 832-226-8479
๐ง hello@theaccountingagencyllc.com
๐ www.theaccountingagencyllc.com
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#taxseason #taxquestions #taxpreparer #kingwoodtx #theaccountingagencyllc
โจ NEW addition to our website, check it out! โจ
How much will you owe for 2026? Find out in about a minute โฑ๏ธ
Our FREE Estimated Tax Calculator shows your estimated federal tax and quarterly payment. No sign-up, NO personal details ๐
Link in bio ๐ (or theaccountingagencyllc.com, under Resources)
Last 2026 payment is due January 15, 2027!
#KingwoodTX #SmallBusinessTax #SelfEmployed #EstimatedTaxes #TaxTips
How long do you actually need to keep receipts, bank statements and payroll records? For most records the IRS answer is 3 years, but employment tax records need 4, and property and equipment records need longer.
Our new plain-English guide covers what to keep, how long to keep it, and a 15-minute monthly habit that keeps your books tax-ready.
https://theaccountingagencyllc.com/2026/10/07/how-long-to-keep-business-records/
The key takeaway: Revenue on your P&L doesn't pay the bills. Cash does.
Regularly reviewing your A/R aging can help you spot collection issues early, improve cash flow, and make better business decisions.
Save this post for your next month-end review. ๐
Need bookkeeping help? We're here for you!
๐
Book a consult: link in bio
โ๏ธ 832-226-8479
๐ง hello@theaccountingagencyllc.com
๐ www.theaccountingagencyllc.com
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#bookkeepingandaccounting #bookkeepingsolutions #bookkeepingservices #kingwoodtx #theaccountingagencyllc
Did you have debt canceled, forgiven, or settled for less than what you owed?
In some situations, canceled debt can be treated as taxable income, which means you may receive a Form 1099-C and need to report the cancelled amount on your tax return.
โ ๏ธ This can apply to things like:
โข Credit card debt
โข Personal loans
โข Business debt
โข Certain mortgage or other secured debts
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#taxtips #taxprep #accountingandbookkeeping #kingwoodtx #theaccountingagencyllc
When the tax paperwork starts looking like a foreign language ๐ฅฒ
If you're having trouble with your taxes, we can help you decipher them!
๐
Book a consult: link in bio
โ๏ธ 832-226-8479
๐ง hello@theaccountingagencyllc.com
๐ www.theaccountingagencyllc.com
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#accountingmeme #taxmeme #taxseason #kingwoodtx #theaccountingagencyllc
Now is the perfect time for making sure you have everything you need for tax season, so make sure you save this tax prep checklist for later! ๐
And if you want to make sure your tax season goes smoothly, we're here to help.
๐
Book a consult: link in bio
โ๏ธ 832-226-8479
๐ง hello@theaccountingagencyllc.com
๐ www.theaccountingagencyllc.com
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#taxprepchecklist #taxprep #taxpreparer #kingwoodtx #theaccountingagencyllc
Small discrepancies can be easy to overlook. A bank reconciliation helps bring them to light. ๐ก
Here are 5 things your reconciliation can catch ๐
1. Payments posted to the wrong account.
2. Transactions with the wrong date
3. Unexpected Automatic Payments
4. Deposits recorded for the wrong account
5. Old outstanding transactions.
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#bookkeepingandaccounting #bookkeepingforsmallbusinesses #bookkeepingtips #kingwoodtx #theaccountingagencyllc