Legal
Privacy Policy
How Farris Fair Bookkeeping & Tax, Inc. handles your information, including the specific protections that apply to tax return information.
Last updated: October 2, 2026 · Effective date: October 2, 2026
This Privacy Policy describes how Farris Fair Bookkeeping & Tax, Inc. (“the Company”, “We”, “Us” or “Our”) collects, uses and protects Your personal information when You visit this website (the “Website”), request a consultation, communicate with Us or use Our services. By using the Website, You agree to the collection and use of information in accordance with this Privacy Policy and Our Terms and Conditions.
Information We Collect
Information You provide to Us
We collect information You choose to give Us, including when You request a consultation, fill out a form, call, text or email Us. This may include:
Your name, email address and phone number
Your business name and details about your business
Appointment details and any notes or messages You send Us
Your consent to receive SMS text messages, if You provide it
Financial records, payroll information, tax documents and other records You share with Us when You become a client
Information collected automatically
When You visit the Website, Our hosting and security providers may automatically collect limited technical information, such as Your IP address, browser type, device type, pages visited and the date and time of Your visit. The Website uses cookies and similar technologies that are needed for it to work properly and securely. You can set Your browser to refuse cookies, but some parts of the Website may not function as intended.
How We Use Your Information
We use the information We collect to:
Schedule, confirm and manage appointments, including the free consultation
Respond to Your questions and requests
Provide, manage and improve Our bookkeeping, cleanup, tax preparation, tax planning, payroll and sales tax, and CFO advisory services
Prepare and file returns and related filings where You have engaged Us to do so
Send appointment reminders, account information and service updates by email, phone or SMS
Send marketing messages, only where You have agreed to receive them
Maintain the security of the Website and prevent fraud or misuse
Comply with legal, tax and regulatory obligations
SMS Messaging and Mobile Information
If You opt in to receive text messages from Us, We will use Your mobile number to send the types of messages described in Our Terms and Conditions, such as appointment confirmations, account information and, if You agreed, marketing messages. Message frequency varies. Message and data rates may apply. You can reply STOP at any time to opt out, or HELP for assistance.
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, except service providers that deliver the messages on Our behalf.
Confidentiality of Tax Return Information
Where We prepare returns for You, the information You give Us for that purpose is tax return information and is protected by federal law. Under Internal Revenue Code section 7216 and the rules that apply to practitioners, We may not disclose or use Your tax return information for any purpose other than preparing Your return without Your prior written consent, except where disclosure is permitted or required by law.
The practice is run by an Enrolled Agent and is also subject to the duties set out in Treasury Department Circular 230.
Confidentiality of Client Financial Information
Financial records, payroll data and business information You share with Us as a client are treated as confidential. We use them only to provide the services You have engaged Us for and do not disclose them to anyone outside the Company without Your permission, except to Our service providers as needed to deliver those services or as required by law.
How We Share Your Information
We do not sell Your personal information. We share it only as described below:
Service providers. Companies that help Us operate, such as Our scheduling and customer communication platform, website hosting and security providers, email providers, payroll platforms, tax software providers and accounting software providers. They may use Your information only to perform services for Us.
Tax authorities. Where You have engaged Us to prepare and file returns, with the Internal Revenue Service, the Illinois Department of Revenue and any other authority the filing requires.
Professional advisors. With Your permission, other professionals who support Your business, such as Your attorney or financial adviser.
Legal requirements. When required by law, court order or government request, or to protect the rights, property or safety of the Company, Our clients or others.
Business transfers. In connection with a merger, sale or transfer of all or part of Our business, subject to this Privacy Policy.
Data Retention
We keep personal information for as long as needed to provide Our services, maintain business records and meet legal, tax and accounting requirements. Records relating to prepared returns are retained for the period required of practitioners. When information is no longer needed, We delete it or store it securely until it can be deleted.
Data Security
We use reasonable administrative, technical and physical safeguards to protect Your information, including restricted access and secure transfer of documents. No method of transmission over the internet or electronic storage is completely secure, so We cannot guarantee absolute security. We encourage You to send sensitive documents through the secure channels We provide rather than ordinary email.
Your Privacy Rights
You may ask what personal information We hold about You, ask Us to correct it, or ask Us to delete information We are not required to retain. Depending on where You live, You may have additional statutory rights over Your personal information.
To make a request, email Us at clientcare@farrisfairinc.com. We may need to verify Your identity before responding. You can unsubscribe from marketing emails using the link in the email, and You can stop text messages at any time by replying STOP.
Children’s Privacy
The Website and Our services are not intended for anyone under the age of 18. We do not knowingly collect personal information from children. If You believe a child has provided Us with personal information, please contact Us and We will delete it.
Links to Other Websites
The Website may link to third-party websites and services, such as Our scheduling tool, the Intuit ProAdvisor directory and social media pages. We are not responsible for the privacy practices of those websites, and We encourage You to review their privacy policies.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. When We do, We will post the updated version on this page and change the effective date above. Your continued use of the Website after changes are posted means You accept the updated Privacy Policy.
Contact Us
If You have any questions about this Privacy Policy or how We handle Your information, contact Us:
By email: clientcare@farrisfairinc.com
By phone: (872) 316-6494
By post: Farris Fair Bookkeeping & Tax, Inc., 18W140 Butterfield Rd, Suite 1500, Oakbrook Terrace, IL 60181
This policy follows a standard template completed with this practice’s details. It has not been reviewed by an attorney. Have it checked against Illinois requirements and your Circular 230 obligations before relying on it.
Get in touch
Questions about this policy?
Email the office and we will come back to you.
Phone
Office
18W140 Butterfield Rd, Suite 1500
Oakbrook Terrace, IL 60181
Hours
Mon to Fri, 8am to 6pm Central
Sat, 9am to 2pm Central