Last updated: August 30, 2026
YMS Bookkeeping Services, Inc. (“YMS Bookkeeping,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, submit a form, communicate with us, or use services available through the website.
By using this website, you acknowledge the practices described in this Privacy Policy.
Information We Collect
We may collect information that you voluntarily provide when you:
- Submit a contact or inquiry form
- Request information about our services
- Subscribe to communications or download a resource
- Upload documents through an authorized client or file-submission system
- Communicate with us by email, telephone, or another method
- Become or apply to become a client
This information may include your name, business name, email address, telephone number, mailing address, information about your business, and any other information you choose to provide.
Please do not submit passwords, banking credentials, Social Security numbers, tax identification numbers, or other highly sensitive information through a general website contact form. Existing clients should use the secure communication or file-sharing method provided by YMS Bookkeeping.
Information Collected Automatically
When you visit the website, certain information may be collected automatically, including:
- Internet Protocol address
- Browser and device type
- Operating system
- Referring website
- Pages viewed
- Time spent on the website
- Approximate geographic location
- Date and time of access
- Website interaction and performance information
This information may be collected through cookies, analytics tools, server logs, and similar technologies.
How We Use Information
We may use collected information to:
- Respond to inquiries and service requests
- Communicate with prospective and current clients
- Provide, administer, and improve our services
- Process resource or information requests
- Maintain and improve website functionality
- Understand how visitors use the website
- Protect the website and our business from fraud, spam, misuse, or security threats
- Maintain business and administrative records
- Comply with legal, regulatory, accounting, or professional obligations
- Enforce our agreements and protect our legal rights
We will not use personal information for purposes that are materially different from those described here without providing appropriate notice.
Cookies and Similar Technologies
The website may use cookies and similar technologies to operate correctly, remember preferences, measure website traffic, improve performance, and help prevent spam or abuse.
You may adjust your browser settings to block or delete cookies. Disabling certain cookies may affect the way some website features function. Where available, you may also use the website’s cookie-consent controls to manage nonessential cookies.
Analytics and Third-Party Services
We may use third-party service providers to host, secure, operate, analyze, or improve the website. These services may collect information through cookies or similar technologies according to their own privacy policies.
Third-party services used by or connected to the website may include:
- Website hosting and security providers
- Google Analytics or similar traffic-measurement tools
- Google reCAPTCHA or comparable spam-prevention services
- Email, form-processing, scheduling, or customer-management providers
- Secure document-sharing or client-portal providers
- Accessibility tools
- Website performance and maintenance services
These providers are permitted to process information only as necessary to perform services for us or as otherwise allowed by law and their applicable agreements.
How We Share Information
We may disclose information:
- To service providers that help operate our website or business
- To professional advisers, such as attorneys, accountants, insurers, or technology consultants
- When reasonably necessary to respond to legal process, comply with law, or cooperate with government authorities
- To protect the rights, safety, property, or security of YMS Bookkeeping, our clients, website users, or others
- In connection with a merger, sale, reorganization, financing, or transfer of all or part of the business
- With your direction or consent
YMS Bookkeeping doesnot sell personal information for monetary compensation. We also do not knowingly share personal information for cross-context behavioral advertising.
Client Information and Bookkeeping Records
Information provided in connection with an actual client engagement may also be governed by a separate service agreement, engagement letter, confidentiality provision, or secure-platform policy.
This website Privacy Policy does not replace the terms of an executed client agreement. If there is a conflict concerning information handled as part of professional bookkeeping services, the applicable client agreement will control to the extent permitted by law.
Data Retention
We retain personal information only for as long as reasonably necessary to fulfill the purposes described in this policy, provide requested services, maintain appropriate business records, comply with legal or professional obligations, resolve disputes, and enforce agreements.
Retention periods may vary depending on the type of information, the nature of the relationship, and applicable legal or accounting requirements.
Data Security
We use reasonable administrative, technical, and organizational measures intended to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.
However, no website, electronic transmission, or storage system can be guaranteed to be completely secure. You should use caution when transmitting information online and avoid sending sensitive credentials through unsecured channels.
Your Privacy Choices
Depending on your location and applicable law, you may have the right to request:
- Access to personal information we maintain about you
- Correction of inaccurate information
- Deletion of certain information
- Information about how your personal information is used or disclosed
- Withdrawal of consent where processing is based on consent
- An end to certain communications
To make a privacy-related request, contact us using the information below. We may need to verify your identity before completing a request. Certain information may be retained when required or permitted by law.
California Privacy Information
California residents may have additional privacy rights under applicable California law. These rights may include requesting information about collected personal information, requesting correction or deletion, and obtaining information about certain disclosures.
YMS Bookkeeping doesnot discriminate against individuals for exercising applicable privacy rights.
Not every California privacy law applies to every business. YMS Bookkeeping will evaluate and respond to verified requests as required by the laws applicable to our business and the information involved.
Do Not Track and Browser Privacy Signals
Some browsers offer a “Do Not Track” setting. Because there is not currently a uniform standard for interpreting every Do Not Track signal, this website may not respond to all such signals.
Where legally required and technically supported, we will honor recognized browser-based privacy preference signals applicable to the processing performed by this website.
Children’s Privacy
This website and our services are intended for businesses and adults. They are not directed to children under 13, and we do not knowingly collect personal information from children under 13 through the website.
If you believe a child has submitted personal information to us, please contact us so we can review and, when appropriate, delete it.
External Links
The website may contain links to third-party websites or services. We are not responsible for the privacy, security, content, or practices of those third parties. Please review their policies before submitting information to them.
Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our website, services, technology, or legal obligations. The updated version will be posted on this page with a revised “Last updated” date.
Your continued use of the website after an update constitutes acknowledgment of the revised policy.
Contact Us
If you have questions about this Privacy Policy or wish to make a privacy-related request, contact:
YMS Bookkeeping Services, Inc.
712 Bancroft Road, Suite 144
Walnut Creek, CA 94598
Contact: Submit an inquiry through our website contact form
Phone: 925-858-7560