Privacy Policy

Parallax Financial LLC (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy describes how we collect, use, disclose, and safeguard information you provide when visiting parallaxfinancialllc.com or when engaging our bookkeeping, budgeting, financial guidance, or financial education services.

By using our website or services you agree to the collection and use of information in accordance with this policy. If you do not agree, please discontinue use of our website and services.

We may collect the following categories of information:

• Identifying information you provide voluntarily: your name, email address, phone number, and business name when you submit our contact form or engage our services.
• Financial and business records you share in connection with bookkeeping, budgeting, or financial guidance, including bank statements, expense reports, and related documents.
• Communications between you and Parallax Financial, including emails, messages, and form submissions.
• Service preferences and details about your business that you share during onboarding or ongoing service delivery.
• Website usage data collected automatically, such as pages visited, time on site, referring URLs, and interactions.
• Device and technical data, including IP address, browser type, operating system, and screen resolution.

We use the information we collect to:

• Respond to inquiries and deliver the bookkeeping, budgeting, or financial guidance services you request.
• Communicate with you about your engagement, including status updates, document requests, and deliverables.
• Process and organize your financial records accurately and securely.
• Send periodic updates, invoices, or educational content directly related to your services.
• Improve and maintain our website and service quality.
• Comply with applicable federal, state, and local laws and professional obligations.

We will not use your information for purposes materially different from those described here without your prior consent.

We take the security of your financial and personal information seriously. Protective measures include:

• Encrypted file transfer and storage for financial documents and sensitive records.
• Limited access controls: only Nick Walker and authorized personnel directly involved in your engagement access your records.
• Secure cloud-based bookkeeping platforms with enterprise-grade security.
• Regular review of our data handling practices to identify and address vulnerabilities.

No method of transmission over the internet is 100% secure. While we take commercially reasonable precautions, we cannot guarantee absolute security and encourage you to contact us immediately if you suspect unauthorized access to your information.

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

• With trusted service providers (e.g., accounting software platforms, secure file storage) strictly to the extent necessary to deliver your services; all are contractually required to protect your information.
• With your consent, such as when you authorize us to coordinate with your CPA, tax preparer, or financial advisor.
• When required by law, court order, or government regulation.
• To protect the rights, property, or safety of Parallax Financial LLC, our clients, or the public.

Parallax Financial LLC handles your financial records with strict confidentiality. Documents, reports, and data shared with us in connection with bookkeeping or financial services are used solely to perform the agreed-upon services. We do not share your financial details with any outside party without your explicit authorization, except as required by law.

Upon termination of services, we will return or securely destroy your financial records in accordance with your instructions and applicable retention requirements.

Our website may use cookies and similar technologies to improve functionality and collect anonymous usage analytics. Cookies are small data files stored on your device. You can control or disable cookies through your browser settings; note that disabling cookies may affect certain website features.

We may use third-party analytics tools (such as Google Analytics) to understand how visitors interact with our site. These tools collect anonymized data and are governed by their own privacy policies.

Our website may contain links to third-party sites. We are not responsible for the content, privacy practices, or security of those sites. We encourage you to review the privacy policies of any site you visit before providing personal information.

We retain personal and financial information for as long as necessary to fulfill the purposes described in this policy, including satisfying any legal, regulatory, accounting, or professional retention requirements. When your information is no longer needed, we dispose of it securely.

You have the right to:

• Request access to the personal information we hold about you.
• Request correction of inaccurate or incomplete information.
• Request deletion of your personal information, subject to legal and contractual obligations.
• Withdraw consent for marketing or non-essential communications at any time.
• Request information about how your data is used and with whom it has been shared.

To exercise any of these rights, contact us using the information below. We will respond within a reasonable timeframe.

Our website and services are intended for adults operating or managing a business. We do not knowingly collect personal information from individuals under the age of 13. If we become aware of such collection, we will promptly delete the information.

We may update this Privacy Policy periodically to reflect changes in our practices or applicable law. Significant changes will be indicated by an updated date at the top of this page. Continued use of our website or services following any update constitutes your acceptance of the revised policy.

Questions, concerns, or requests regarding this Privacy Policy should be directed to: