Privacy Policy

National Bookkeeping Company® (“NBC,” “we,” “our,” or “us”) is committed to protecting the privacy 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 nationalboco.com or engage our professional services.

NBC provides bookkeeping, payroll processing, tax preparation, business consultation, and new corporation/LLC formation services to small businesses in the Rio Grande Valley and throughout Texas. We handle financial records and tax compliance on behalf of our clients — we do not handle, hold, or manage our clients' actual funds.

Information You Provide Directly: When you contact us through our website contact form, call our office, or engage our services, we may collect your name, email address, phone number, business name, mailing address, and details about the services you are requesting.

Client Service Information: When you become a client of NBC, we collect financial records, tax documents, payroll data, business formation documents, and other information necessary to perform the bookkeeping, payroll, tax preparation, business consultation, or entity formation services you have engaged us to provide.

Information Collected Automatically: When you visit our website, we may automatically collect certain information through Google Analytics 4 (GA4), including your IP address, browser type, device information, pages visited, time spent on pages, and referring website. This data is collected in aggregate to help us understand how visitors use our website and improve our services.

We use the information we collect for the following purposes:

• To provide and manage our bookkeeping, payroll, tax preparation, business consultation, and entity formation services
• To respond to your inquiries submitted through our contact form or by phone
• To communicate with you about your account, services, or upcoming tax deadlines
• To improve our website, services, and client experience
• To comply with legal and regulatory obligations

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

• Service Providers: We use trusted third-party services to operate our business, including email delivery (Resend for contact form submissions), website hosting (Vercel), and analytics (Google Analytics 4). These providers only receive the minimum information necessary to perform their functions.
• Legal Compliance: We may disclose your information if required by law, regulation, legal process, or governmental request, including tax filings made on your behalf with your authorization.
• Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

We take the security of your information seriously. We implement appropriate technical and organizational measures to protect your personal and financial data against unauthorized access, alteration, disclosure, or destruction. This includes secure storage of client records, access controls, and encrypted communications.

Our website uses cookies and similar tracking technologies through Google Analytics 4 to collect usage data. These cookies help us understand visitor behavior and improve our website. You can control cookie preferences through your browser settings. Disabling cookies may affect certain features of our website.

Depending on your location, you may have certain rights regarding your personal information, including the right to access the personal data we hold about you, request correction of inaccurate information, request deletion of your data (subject to legal retention requirements), and opt out of analytics tracking. To exercise any of these rights, please contact us using the information below.

We retain client financial records and tax documents in accordance with IRS guidelines and applicable state and federal regulations. Contact form submissions and general inquiries are retained for a reasonable period to ensure quality service. You may request deletion of non-essential data at any time.

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices of these external sites. We encourage you to review the privacy policies of any third-party site you visit.

Our services are intended for businesses and individuals of legal age. We do not knowingly collect personal information from children under 13. If we learn that we have collected information from a child under 13, we will delete it promptly.

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 protect your information.