Privacy Policy

Effective Date: 8/25/2025

Roots & Reckoning, LLC (“Company,” “we,” “our,” or “us”) values your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website https://www.rootsreckoning.com or engage our bookkeeping and tax preparation services.

Roots & Reckoning, LLC is a limited liability company organized in Wisconsin and registered as a foreign entity in Maryland.

By using our website or services, you agree to the terms outlined in this policy.

Information We Collect

We may collect the following types of information:

• Personal Information: Name, email address, phone number, mailing address, and payment information when you request services or contact us.
   
• Business Information: Company name, financial records, tax documents, and other data required to provide bookkeeping and tax preparation services.
   
• Technical Information: IP address, browser type, operating system, and usage data through cookies or analytics tools.
   

How We Use Your Information

We use your information to:

• Provide bookkeeping and tax preparation services.
   
• Respond to inquiries and customer support requests.
   
• Send invoices, payment confirmations, and service updates.
   
• Maintain accurate records for compliance and legal obligations.
   
• Improve our website and services.
   

Sharing of Information

We do not sell or rent your information. We may share information only in the following circumstances:

• With service providers (e.g., QuickBooks Online, Microsoft, secure file storage) who assist us in delivering services.
   
• For legal compliance: If required by law, regulation, or valid legal process.
   
• With your consent: If you authorize us to share information for specific purposes.
   

Data Security

We take reasonable measures to protect your information, including encryption, secure storage, and access controls. However, no online transmission or storage system is 100% secure.

Data Retention

We retain your information only as long as necessary to provide services and comply with legal, regulatory, and tax obligations.

Your Rights

Depending on your location, you may have rights to:

• Access the personal information we hold about you.
   
• Request corrections or updates.
   
• Request deletion of your personal information, subject to legal and contractual requirements.
   

Cookies & Analytics

Our website may use cookies or analytics tools to improve user experience. You can adjust cookie settings in your browser.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices.

Children’s Privacy

Our services are not directed to children under 13. We do not knowingly collect personal information from children.

Updates to This Policy

We may update this Privacy Policy from time to time. The “Effective Date” at the top indicates the latest version.

Contact Us

If you have questions about this Privacy Policy, contact us at:

Roots & Reckoning, LLC
714 E State Street
Mauston, WI 53948
Email: RootsReckoning@gmail.com
Phone: 410-220-1650