PRIVACY AND SECURITY
Protecting Your Financial Information
Financial information deserves careful handling, clear expectations, and secure communication.
How to Contact Us Safely
Use the general contact form only for basic contact information and a short description of the service you need.
Do not submit Social Security numbers, tax returns, bank statements, account credentials, or other sensitive financial documents through the general contact form or ordinary email.
After initial contact, you will receive instructions for any secure document exchange required for your engagement.
Confidentiality and Access
Client information is treated as confidential and used only to provide requested professional services, meet legal obligations, and maintain accurate engagement records. Access should be limited to people and service providers who need it to perform authorized work.
Questions About Your Information
Contact us at bbs@bertrandbookkeeper.com or 347-538-8517 with privacy or document-handling questions.
