
Privacy Policy | Belshaw Accounting Tax and Advisory Services
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At Belshaw Accounting, your privacy matters. We are committed to implementing fair information practices and maintaining the confidentiality and security of your personal and business information. As a trusted provider of tax preparation, bookkeeping, and advisory services for service-based businesses across industries such as auto repair, real estate investing, HVAC, lawn care, electricians, plumbers, and contractors, we take data protection seriously.
Our Commitment to Your Privacy
We understand the importance of keeping your financial and tax-related information confidential. Our policies are designed to comply with federal and state privacy laws, including regulations issued by the Federal Trade Commission (FTC) for accounting and tax firms.
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How We Use and Protect Your Information
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All information you provide to Belshaw Accounting will be treated with the utmost confidentiality.
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Access to your information is limited to internal team members who need it to complete your tax returns, financial reports, or advisory services.
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We do not share your personal data with third parties without your express written consent, unless legally required to do so.
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Example: If a mortgage lender requests a copy of your tax return, we will obtain your written authorization before providing any documents or data.
Advisor-Client Communications & Limitations of Privilege
While your conversations with us are confidential, not all communications are protected under the law:
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General tax preparation engagements are not covered by advisor-client privilege.
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Privileged communications are limited to non-criminal tax advice in matters before the IRS or in federal court.
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If your situation involves potentially sensitive or privileged topics, we recommend discussing this with us beforehand. We may advise you to consult with a qualified attorney.
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We Serve Proactive, Growth-Oriented Business Owners
Belshaw Accounting specializes in accounting and advisory services for:
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Tech-savvy entrepreneurs who use cloud-based accounting tools.
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Proactive business owners who value strategic tax planning and compliance.
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Service-based businesses ready to grow and scale with the right financial guidance.
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Whether you're a contractor, mechanic, IT consultant, real estate investor, or trades professional, our goal is to help you gain clarity, control, and confidence in your business finances.
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Belshaw Accounting Tax and Advisory Services
Confidential. Reliable. Tailored for Service Businesses.
Let’s build your financial future together.