Privacy Policy

1. Introduction

consider-itdone ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy describes how we collect, use, disclose, and safeguard your personal information when you use our website, client portals, and virtual business or home services (including tax preparation, virtual bookkeeping, solar systems sourcing, small business management, and procurement).

2. Information We Collect

We collect information that identifies, relates to, describes, or is reasonably capable of being associated with you. This includes:

• Identifiers: Name, postal address, email address, telephone number, Social Security Number (for tax preparation), and taxpayer ID.
• Financial Information: Bank account numbers, credit card numbers, billing details, balance sheets, and transaction histories (for bookkeeping services).
• Professional or Employment Information: Business records, employer details, and business structures.
• Technical Data: IP address, browser type, device information, and interaction history.

3. How We Use Your Information

We utilize your personal information for lawful business operations, including:

• Providing and managing tax preparation, bookkeeping, solar consultation, and procurement services.
• Processing transactions and sending billing notices.
• Complying with Internal Revenue Service (IRS) regulations and federal/state tax filing compliance rules.
• Preventing fraud and enhancing system security.

4. GLBA & Financial Privacy Compliance

Because we provide virtual bookkeeping and tax preparation services, we strictly adhere to the Federal Trade Commission (FTC) Safeguards Rule and the Gramm-Leach-Bliley Act (GLBA). We do not disclose non-public personal financial information to third parties, except as permitted or required by law to process transactions on your behalf (e.g., submitting documents directly to the IRS).

5. California Privacy Rights (CCPA/CPRA)

If you are a California resident, you have specific rights under the California Consumer Privacy Act. These include the right to request access to the categories and specific pieces of personal information we collect, the right to request deletion of your information, and the right to opt-out of any sales of personal information. consider-itdone does not sell personal information.

6. Information Security & Encryption

We implement robust, multi-layered security measures to protect your sensitive financial and personal details. This includes end-to-end SSL/TLS 256-bit encryption for all document transfers, secure session management for portal logins, and restricted physical and digital access controls on our databases in compliance with industry best practices.

7. SMS, MMS & Telephone Communications (TCPA Compliance)

By providing your telephone number on our online contact forms, service booking portals, or account registration screens, you provide express written consent authorizing consider-itdone LLC to contact you via voice calls, SMS text messages, and MMS notifications regarding your inquiries, service coordination, appointment schedules, and billing status.

8. Stripe Secure Payment Gateway & Credit Card Tokenization

When you settle invoices or pay for retainer deposits online, consider-itdone LLC utilizes Stripe Inc., a global Level 1 PCI-DSS certified payment gateway, to process credit card, debit card, and ACH transactions. We do not store, process, transmit, or retain raw credit card numbers, CVV codes, or banking PINs on our own servers. All financial transactions are directly tokenized, encrypted, and processed within Stripe’s secure infrastructure in strict accordance with Payment Card Industry Data Security Standards (PCI-DSS).