Last updated: November 2, 2026
1. Overview
BOSS Associates LLC (“BOSS Associates,” “we,” “us,” or “our”) provides tax preparation, bookkeeping, accounting, payroll support, consulting, and financial education services. This Privacy Policy describes how we handle information when you visit our website, contact us, or inquire about or receive our services. Our business is based in Atlanta, Georgia, and may serve clients in other states, subject to applicable requirements.
2. Information we may collect
We may receive your name, business name, email address, telephone number, appointment details, questions, and information you voluntarily provide through calls, email, appointments, or social media. When you become a client, we may need identification and contact information, tax documents, Social Security or taxpayer identification numbers, income and financial records, payroll or business records, and other information necessary to perform the services you request. We may also receive basic technical information when you visit our website, such as browser or device data and information collected by the services that host or deliver the website.
3. How information is collected
Our website contact form prepares an email in your own email application; it does not itself upload or store the message in a website database. Email messages sent from your email application may be stored by your email provider and ours. If you contact us through Facebook, Instagram, WhatsApp, a scheduling service, or another third-party platform, that platform may process the information under its own privacy terms. If we introduce a secure client portal or tax preparation platform, we will provide instructions for its use and update this policy as appropriate.
4. How we use information
We use information to answer inquiries, schedule consultations, evaluate service requests, provide agreed services, communicate about your engagement, prepare and file returns when authorized, maintain records, process or arrange payment, comply with legal and professional obligations, and protect our operations. We will not use tax return information for unrelated purposes or disclose it in ways prohibited by applicable law.
5. Tax return information and confidentiality
Tax return information receives special protection under federal tax law, including Internal Revenue Code Section 7216 and related regulations. Where a disclosure or use requires your specific written consent, this website policy is not that consent; we will seek separate consent as required. We may disclose information when authorized by you or permitted or required by applicable law, including for work necessary to prepare and process a return.
6. Service providers and disclosures
Depending on the service requested, we may use service providers for email, scheduling, website hosting, payments, secure document exchange, tax preparation, electronic filing, or business administration. We disclose only information reasonably needed for the permitted purpose and subject to applicable legal restrictions. We do not sell client tax return information. We may also disclose information to comply with lawful requests or protect rights and security, when legally permitted.
7. Document submission and security
Please do not send Social Security numbers, full tax returns, bank account numbers, or other highly sensitive documents through the public website contact form, ordinary social media messages, or an unsolicited email. Contact us to confirm an appropriate secure method for submitting sensitive records. We recognize the importance of administrative, technical, and physical safeguards, but no method of electronic transmission or storage is guaranteed to be completely secure. Specific client-document procedures will be communicated during onboarding.
8. Record retention
We retain records for periods reasonably necessary to deliver services, meet tax-preparer and other legal obligations, resolve disputes, and maintain appropriate business records. Retention periods vary by document and engagement. Portal availability, if offered, is not a promise of permanent client access. You may contact us to request an available copy of your documents, subject to identity verification, applicable law, and our records-retention practices.
9. Cookies and third-party websites
Our website may rely on hosting and other third-party services that collect standard technical information. Links to external scheduling, social media, payment, or other sites are governed by those providers’ own privacy practices. We do not control their policies. If additional analytics, advertising pixels, or cookies are introduced, we will review and update this notice as appropriate.
10. Your choices and requests
You may contact us to request information about records we hold, ask that inaccurate contact information be corrected, or request deletion when available under applicable law and recordkeeping requirements. We may need to verify your identity before fulfilling a request. You may also ask us to stop nonessential promotional communications; essential service messages may still be sent.
11. Children’s information
Our website is intended for people seeking professional services, not for children to submit personal information independently. If information about a dependent or minor is necessary for an authorized client’s tax engagement, it will be handled as part of that engagement.
12. Changes to this policy
We may revise this policy when our services, systems, or legal obligations change. The date at the top of this page indicates the latest update. Material changes will be reflected on this page.
13. Contact
BOSS Associates LLC
Atlanta, Georgia
Email: malika@bossassociate.com
Phone: (720) 400-1522