CUSTOMER 1ST SERVICE, LLC
dba 1st Bookkeeping then Taxes
PRIVACY POLICY
Last Updated: June 30, 2026
Effective Date: June 30, 2026
Thank you for choosing Customer 1st Service, LLC dba 1st Bookkeeping then Taxes ("Company," "we," "us," or "our"). We are committed to protecting your personal information and your right to privacy. If you have any questions or concerns about this Privacy Policy or our practices regarding your personal information, please contact us at datainfo@1stbookkeeping.com.
This Privacy Policy applies to all information collected through the following websites and any related services, sales, marketing, or events (collectively, the "Services"):
• 1stbookkeeping.com
• 1stbookkeepingthentaxes.com
• 1stbookkeepingthentaxes.net
• customer1stservicellc.com
When you use any of the above websites, we appreciate that you are trusting us with your personal information. We take your privacy very seriously. Please read this Privacy Policy carefully, as it will help you understand what we do with the information we collect. If you do not agree with any terms of this Privacy Policy, please discontinue use of our Services immediately.
TABLE OF CONTENTS
1. What Information Do We Collect?
2. How Do We Use Your Information?
3. Will Your Information Be Shared With Anyone?
4. Do We Use Cookies and Other Tracking Technologies?
5. How Long Do We Keep Your Information?
6. How Do We Keep Your Information Safe?
7. Do We Collect Information From Minors?
8. What Are Your Privacy Rights?
9. Controls for Do-Not-Track Features
10. Do California Residents Have Specific Privacy Rights?
11. Do We Make Updates to This Policy?
12. How Can You Contact Us?
13. How Can You Review, Update, or Delete Your Data?
1. WHAT INFORMATION DO WE COLLECT?
Personal Information You Provide to Us
We collect personal information that you voluntarily provide when you contact us, request services, complete intake forms, or otherwise interact with our Services. This may include:
• Full name and business name
• Phone number and email address
• Mailing and billing addresses
• Business entity type and tax identification information
• Financial account information necessary to perform bookkeeping or tax services
• Payment information (processed securely through third-party payment processors)
• Contact preferences and communication history
All personal information you provide must be true, complete, and accurate. You are responsible for notifying us of any changes.
Information Automatically Collected
When you visit our websites, certain information is collected automatically, including:
• Internet Protocol (IP) address
• Browser type, version, and settings
• Device type and operating system
• Pages viewed, time spent, and navigation paths
• Referring URLs and general location data based on IP address
This information is used for website security, operational purposes, and internal analytics. It does not, on its own, identify you personally.
2. HOW DO WE USE YOUR INFORMATION?
We use the information we collect to:
• Deliver bookkeeping, tax preparation, and related professional services
• Process payments and manage billing
• Communicate with you regarding your engagement, account, or services
• Send service-related administrative notices
• Respond to inquiries and provide client support
• Post client testimonials with prior written consent
• Maintain the security and integrity of our websites and client data
• Comply with legal, regulatory, and professional obligations
• Improve our services through internal analysis and quality review
We do not use your personal information for third-party targeted advertising. We do not sell your personal information.
3. WILL YOUR INFORMATION BE SHARED WITH ANYONE?
We do not sell, rent, or trade your personal information. We may share information only in the following limited circumstances:
• With your explicit consent for a specific purpose
• With third-party service providers who assist in operating our business (e.g., secure document portals, payment processors, scheduling platforms), each bound by confidentiality obligations
• As required by law, court order, subpoena, or governmental authority
• To protect the rights, property, or safety of our firm, our clients, or the public
• In connection with a merger, acquisition, or sale of business assets, with appropriate notice to you
Customer 1st Service, LLC has not sold or disclosed personal information to any third party for commercial purposes. We will not do so in the future.
4. DO WE USE COOKIES AND OTHER TRACKING TECHNOLOGIES?
Our websites may use cookies and similar tracking technologies (such as web beacons and pixels) to maintain website functionality, remember your preferences, and gather aggregate usage analytics. You may configure your browser to refuse cookies; however, doing so may limit certain features of our websites.
5. HOW LONG DO WE KEEP YOUR INFORMATION?
We retain your personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, subject to the following:
• Client financial records, engagement letters, tax returns, and related documentation are retained for a minimum of seven (7) years in compliance with IRS requirements and applicable professional standards for Enrolled Agents.
• Business records required by North Carolina state law are retained for applicable statutory periods.
• Marketing and general contact data is retained until you request removal or we determine it is no longer necessary.
When data is no longer required and not subject to legal retention obligations, we will securely delete or anonymize it.
6. HOW DO WE KEEP YOUR INFORMATION SAFE?
We implement appropriate technical and organizational security measures to protect your personal information, including encrypted client portals, secure file transfer protocols, and access controls limited to authorized personnel. However, no electronic transmission or storage technology can be guaranteed to be 100% secure. We cannot warrant against unauthorized access by third parties. Transmission of personal information to and from our websites is at your own risk. Please access our Services only through secure environments.
7. DO WE COLLECT INFORMATION FROM MINORS?
We do not knowingly solicit, collect, or market to individuals under the age of 18. Our Services are intended for adult business owners and their authorized representatives. If you become aware that we have inadvertently received information from a minor, please contact us immediately at datainfo@1stbookkeeping.com and we will promptly delete such information.
8. WHAT ARE YOUR PRIVACY RIGHTS?
Depending on your location and applicable law, you may have the right to:
• Request access to the personal information we hold about you
• Request correction of inaccurate or incomplete personal information
• Request deletion of your personal information, subject to legal retention obligations
• Object to or restrict certain processing of your personal information
• Withdraw consent where processing is based on consent
To exercise any of these rights, please contact us at datainfo@1stbookkeeping.com. We will respond within 30 days. Please note that certain information may be retained as required by law regardless of your request.
You may also opt out of marketing communications at any time by replying to any marketing email with "unsubscribe" or by contacting us directly. Opting out of marketing will not affect service-related communications necessary to administer your account.
9. CONTROLS FOR DO-NOT-TRACK FEATURES
Some web browsers include a Do-Not-Track ("DNT") signal. No uniform technology standard for recognizing and responding to DNT signals has been finalized. We do not currently respond to DNT signals. If a binding standard is adopted in the future, we will update this Policy accordingly.
10. DO CALIFORNIA RESIDENTS HAVE SPECIFIC PRIVACY RIGHTS?
Yes. Under the California Consumer Privacy Act (CCPA) and the California "Shine the Light" law, California residents have specific rights regarding their personal information, including:
• The right to know what personal information we collect, use, disclose, and sell
• The right to request deletion of personal information, subject to legal exceptions
• The right to opt out of the sale of personal information (we do not sell personal information)
• The right to non-discrimination for exercising your privacy rights
Categories of Personal Information Collected (Past 12 Months)
• Identifiers: name, email, phone number, postal address, IP address
• Personal information under California Customer Records statute: name, contact information, financial information
• Protected classification characteristics: not collected
• Commercial information: billing and payment history
• Biometric, geolocation, audio/visual, professional/employment, or education data: not collected
To submit a California privacy rights request, contact us at datainfo@1stbookkeeping.com. We will verify your identity before processing the request. We will respond within 45 days and may extend by an additional 45 days with notice.
Customer 1st Service, LLC has not sold or disclosed personal information to any third party for business or commercial purposes in the preceding 12 months and does not intend to do so in the future.
11. DO WE MAKE UPDATES TO THIS POLICY?
We may update this Privacy Policy periodically to reflect changes in our practices, services, or applicable law. The "Last Updated" date at the top of this Policy indicates when it was most recently revised. Material changes will be communicated by posting a notice on our websites or by direct notification. We encourage you to review this Policy regularly.
12. HOW CAN YOU CONTACT US?
If you have questions, concerns, or requests related to this Privacy Policy, please contact us:
Customer 1st Service, LLC
dba 1st Bookkeeping then Taxes
PO Box 12
Icard, NC 28666
Email: datainfo@1stbookkeeping.com
Website: 1stbookkeeping.com
Phone: (828) 201-7307
13. HOW CAN YOU REVIEW, UPDATE, OR DELETE YOUR DATA?
To request access to, correction of, or deletion of the personal information we hold about you, please submit a written request to datainfo@1stbookkeeping.com. Include your full name, the email address associated with your account or inquiry, and a description of your request. We will respond within 30 days. Please note that certain information may be retained as required by applicable law or professional standards regardless of your request.
This Privacy Policy was prepared by Customer 1st Service, LLC dba 1st Bookkeeping then Taxes and is effective as of the date listed above. All rights reserved.
