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Terms of Use and Privacy Policy

UPDATED: 1-24-22

Terms of Use


By visiting or using any Web site, portal, or extranet of Affordable Tax Prep & Bookkeeping Services, LLC or its affiliates (collectively, “Affordable Tax Prep & Bookkeeping Services,” “we,” and “our”) or the services provided on any Affordable Tax Prep & Bookkeeping Services Web site, the user (“User,” “you” and “your”) agrees to these Terms of Use.

Web Site Terms of Use

Security. The User acknowledges that electronic communications, databases, and Web sites are subject to errors, malfunctions, tampering, and break-ins, or that use thereof may result in damage to the User's systems or operations. While Affordable Tax Prep & Bookkeeping Services will implement reasonable precautions to attempt to prevent such occurrences, the User further acknowledges that Affordable Tax Prep & Bookkeeping Services does not guarantee such events will not take place and that Affordable Tax Prep & Bookkeeping Services will not be held liable for any such occurrences. The User shall be solely responsible for ensuring that any information or content downloaded from any Affordable Tax Prep & Bookkeeping Services Web site or any other Web site accessed from any Affordable Tax Prep & Bookkeeping Services Web site does not contain any virus or other computer software code or subroutine designed to disable, erase, impair, or otherwise damage its systems, software, or data, and the User shall indemnify, defend, and hold Affordable Tax Prep & Bookkeeping Services harmless from any liability, claim, cost, or damage arising out of any third-party claim or suit caused by such virus or code or subroutine.

Web Site Use. This Web site and the material on this Web site may not be modified, copied, distributed, republished, downloaded, uploaded, or commercially exploited in any manner without the prior written consent of Affordable Tax Prep & Bookkeeping Services, except that Users are permitted to download a copy of any of the materials on this Web site on a single computer for personal noncommercial use, provided no copyright, trademark, or other proprietary notices are removed. No intellectual property or other rights in or to this Web site or its contents are transferred to Users. The information on this Web site is provided solely for illustrative purposes and does not create any business, contractual, or employment relationship between you and Affordable Tax Prep & Bookkeeping Services

Prohibited Uses. You agree not to:

  • Use the Web site or its contents for any purpose that is unlawful or prohibited by these Terms of Use

  • Bypass or circumvent measures we may use to prevent, interfere, or limit access to the Web site or any Affordable Tax Prep & Bookkeeping Services network

  • Use the Web site to send altered, deceptive, or false source-identifying information

  • Use the Web site to intercept, collect, or store personal information about other users

  • Spam other users or take other actions that may affect the operation or enjoyment of the Web site by other users

  • Access, monitor, or copy any content or information on the Web site using any robot, spider, scraper, or other automated means or any manual process

  • Decompile, disassemble, or reverse engineer any of the software or content used in any part of the Web site or any Affordable Tax Prep & Bookkeeping Services network

  • Send a virus or use any malicious programs or techniques in connection with the Web site

  • Overload or crash the Web site or any Affordable Tax Prep & Bookkeeping Services server or network

  • Engage in an excessively high volume of data transfers or bandwidth use, including without limitation by hosting a Web server, Internet relay chat server, or any other server via any use of the Web site

Submissions. The Web site may have features that let you submit content or communicate with Affordable Tax Prep & Bookkeeping Services, other users, and the general public, such as sending email; posting comments, reviews, or ratings; participating in chats or forums; and uploading files. Any questions, comments, suggestions, ideas, plans, notes, drawings, images, photographs, pictures, information, and other materials you submit via the Web site are referred to here as “Submissions.” You agree to post, upload, or submit only those Submissions that are appropriate and related to the purpose of the Web site. You represent that you own or control all the rights necessary to grant the licenses and sublicenses to your Submission as described in these Terms of Use. By posting Submissions that contain images, photographs or pictures or that may otherwise be graphical in whole or in part (“Images”), you represent that each person depicted in any Image, if any, has provided consent to the distribution, public display, and reproduction of any Image. You are fully responsible for any damage or harm resulting from your Submissions, and Affordable Tax Prep & Bookkeeping Services assumes no liability for Submissions posted or submitted by you or other users. You must not post, upload, submit or request:

  • Any unlawful, threatening, libelous, defamatory, obscene, pornographic, or other material or content that is otherwise objectionable to Affordable Tax Prep & Bookkeeping Services in its sole discretion

  • Any commercial material or content (including, for example, funding solicitations, advertising, or marketing any goods or services)

  • Any information you are prohibited from transmitting by contract or confidential relationship

  • Any material that exploits or harms minors (any person under the age of 18), intentionally or unintentionally, including by exposing minors to content that is inappropriate, providing minors’ personally identifiable information, or seeking to obtain personally identifiable information from minors

  • Any material that could harm the business, reputation, employees, subscribers, or facilities of Affordable Tax Prep & Bookkeeping Services or any person at Affordable Tax Prep & Bookkeeping Services

  • Any material that infringes, misuses, or violates any copyright, trademark, patent right, trade secret, or other proprietary right of anyone, including rights of publicity and privacy

  • Content for which you were compensated or granted any consideration by any third party

  • Content that references other Web sites, addresses, email addresses, contact information, or phone numbers

  • Content that contains computer viruses, worms, or other potentially damaging computer programs or files

Rights in Submissions. For any Submission you post, upload, or submit via the Web site, you grant Affordable Tax Prep & Bookkeeping Services a nonexclusive, royalty-free, perpetual, irrevocable, and fully sub-licensable right to (i) use, reproduce, modify, adapt, publish, translate, transmit, create derivative works from, distribute, disclose, and publicly display and perform your Submission for commercial purposes throughout the world in any media now known or hereafter developed and (ii) publish the name you submit in connection with your Submission, in our sole discretion. You agree that you have no recourse against Affordable Tax Prep & Bookkeeping Services for anyone’s infringement, misuse, or violation of any right you may have in your Submissions, and you irrevocably waive any “moral rights” in your Submissions. You also irrevocably agree that Affordable Tax Prep & Bookkeeping Services can pursue claims against anyone who violates our rights in the Submissions. You also acknowledge that Affordable Tax Prep & Bookkeeping Services assumes no responsibility for the deletion of or failure to store or otherwise provide access to Submissions submitted by you or others. No compensation will be paid with respect to the use of your Submission as provided in these Terms of Use. By submitting your email address in connection with your Submission, you agree that Affordable Tax Prep & Bookkeeping Services and its third-party service providers may use your email address to contact you about the status of your review and other administrative purposes.

Forums, Third-Party Sites, and Content. Posters to and hosts of forums on the Web site (e.g., blogs), even if Affordable Tax Prep & Bookkeeping Services employees, are not authorized Affordable Tax Prep & Bookkeeping Services spokespersons, and their views do not necessarily reflect those of Affordable Tax Prep & Bookkeeping Services. Content, data, services, and products of parties other than Affordable Tax Prep & Bookkeeping Services may be displayed or made available through the Web site. You acknowledge that Affordable Tax Prep & Bookkeeping Services is not a publisher of, does not control or endorse, and is not responsible or liable for, any such third-party content. The Web site may contain links to Web sites operated by parties other than Affordable Tax Prep & Bookkeeping Services. You acknowledge that Affordable Tax Prep & Bookkeeping Services does not control those Web sites and is not responsible for their content, their privacy practices, or any other policies provided on those Web sites. Affordable Tax Prep & Bookkeeping Services does not regularly review materials on Web sites linked to this Web site and does not necessarily endorse the materials appearing on any linked Web sites.



Indemnification. You agree to indemnify, defend, and hold harmless Affordable Tax Prep & Bookkeeping Services and its officers, partners, employees, agents, licensors, and suppliers from and against any claims, causes of action, demands, losses, expenses, damages, penalties, or other costs, including but not limited to reasonable attorneys’ fees, brought by third parties as a result of your violation of these Terms of Use, your use of the Web site, any Submissions you supply, or your violation of any law or the rights of a third party.

Governing Law. These Terms of Use are governed by and will be enforced under applicable federal law and the laws of the state of Idaho as they are applied to agreements entered into and to be performed in Idaho.

Amendment. Affordable Tax Prep & Bookkeeping Services reserves the right to change these Terms of Use at any time by updating this posting. Use of this Web site following any such changes shall constitute acceptance of such changes. Affordable Tax Prep & Bookkeeping Services may update or modify the information contained on the Web site at any time and without notice.

ONLINE PAYMENT REFUND POLICY.  By using this site, you understand that all payments processed by Affordable Tax & Bookkeeping Services are for tax and bookkeeping services performed by our company. Our company provides services which are paid for on a one-time, monthly and/or annual basis. In some cases a payment, retainer or service deposit are required before services are performed. 


Affordable Tax & Bookkeeping Services will issue a requested refund of a payment made with a verifiable debit/credit card or ACH payment for the following reasons:


Customer transaction error, such as a payment being made for more than intended

Duplicate payment

Service was not performed for which a retainer, service deposit, or payment was received

Affordable Tax & Bookkeeping Services recognizes an error was made, after payment was received, in either our work product or billing process and therefore an adjustment needs to be made to a client's account.


Refund requests may be made by contacting our office via email, USPS mail, or calling 208-230-4059. 


Upon receipt of a request for refund, Affordable Tax & Bookkeeping Services will research the issue upon which the refund is requested.  All refunds, when deemed credible will be made via bank check or debit/credit card within 15 days and made to the address we have on file.  


Affordable Tax & Bookkeeping Services reserves the right to modify this Refund Policy at its discretion, or against any client it believes is abusing this policy. Any such revision or change will be binding and effective immediately after posting of the revised Refund Policy on our website. It is the client's obligation to review our refund policy for any such revisions. 


Unless otherwise indicated, this Web site and its contents, including but not limited to all text, HTML code, scripts, graphics, images, site design, and "look and feel," are the property of Affordable Tax Prep & Bookkeeping Services, LLC. and are protected pursuant to US and foreign copyright and trademark laws.


Privacy Policy


Affordable Tax Prep & Bookkeeping Services, LLC believes in protecting your privacy and information. This privacy policy explains the types of personal information gathered and how we collect and use such information and describes your rights with respect to your personal information. By submitting personal information to us, you agree to the use of such information, including any disclosures, processing, and transfers of your information to third parties by Affordable Tax Prep & Bookkeeping Services, LLC, in accordance with this privacy policy.

In this privacy policy, “personal information” means information that relates, directly or indirectly, to an identifiable individual. It may include an identifier, such as a name, an identification or social security number, an online identifier, or factors specific to an individual, such as physical, physiological, genetic, mental, economic, cultural or social identity. It also may include categories of personal information from which we can determine or infer an individual’s

  • Race or ethnicity

  • Political views

  • Religion or philosophical beliefs

  • Genetic information

  • Biometric data

  • Physical or mental health or condition

  • Age

  • Marital status

  • Sex life or sexual orientation

  • Gender expression

  • Criminal offenses

  • Military or veteran status

  • Membership in a trade union

  • Legal history

  • Financial information, such as payment-related information

  • Education

  • Employment background

  • Salary and other benefit details

  • Insurance information

  • Preferences and interests

Please be aware that this site contains links to other sites that are not governed by this privacy policy. We encourage visitors to review the privacy policy of each site before disclosing personal information.

Collection and Use

Affordable Tax Prep & Bookkeeping Services, LLC collects personal information for various business purposes. For example, we collect personal information directly from you if you engage us to provide services to you, if you visit our websites, if you submit contact details to receive our marketing communications, or if you submit a job application. In addition, we may obtain your personal information in the course of providing professional services to a third party, such as your bank or your employer. We also obtain your personal information through publicly available sources such as LinkedIn.

We use the personal information we collect in the course of conducting our business, such as

  • Administering and improving our websites, or customizing our sites for you

  • Understanding how our sites are being used

  • Managing your registration preferences

  • Maintaining and improving security, and enhancing protection against fraud, IP infringement, harassment, crime, and security risks

  • Developing or improving our products and services, and identifying ways to grow our business

  • Conducting quality and risk management reviews

  • Benchmarking and data analysis, for instance, regarding usage of our site features and functions, purchasing tendencies, and demographic analysis of visitors to our sites

  • Identifying the entity that you work for or are associated with

  • Providing you with marketing communications and information about new features and special offers

  • Sending you renewal and service notifications

  • Providing communications about our products, services, and events

  • Conducting surveys and soliciting feedback

  • Running our business operations

  • Monitoring and enforcing compliance with applicable terms of use

  • Complying with legal, regulatory, or professional obligations

  • Communicating with you and responding to your inquiries

  • Fulfilling your requests or any other purpose for which you provided information to us

The following sections provide further information about our practices in collecting and using personal information.

Information you provide:  We and our service providers collect any information that you provide when you use our websites, products or services. For example, when you register for a service, we may collect basic information about you like your name, username, password, email address, phone number, date of birth, physical address and other demographic or contact information.


In connection with providing services, we enter into contracts with our clients that describe our scope of services for which information is collected and used. A client that provides us with third-party personal information is responsible for obtaining from such third parties the consents that may be required by law or regulation to allow such production.

You may also provide us with certain information in connection with an application for employment with Affordable Tax Prep & Bookkeeping Services, LLC. We may use this information to process and evaluate your application, as well as to communicate with you about employment opportunities. If you become an employee of Affordable Tax Prep & Bookkeeping Services, LLC, such information may become part of the employee file and may be used for other work-related purposes, including without limitation to administer benefits to you.

Automatic collection:  Affordable Tax Prep & Bookkeeping Services, LLC may use tracking technologies from marketing partners, third party sites, and social media platforms. We use these technologies to gauge interest in and to measure the efficacy of our communications and marketing efforts, compile statistics about visitors who interact with our content, improve technical performance of our sites, and improve the relevance of the information we offer. If you do not wish us to confirm such actions, you may unsubscribe by following the instructions in the individual email or newsletter communication you receive from us or by contacting us at the information provided below.


The information we collect using tracking technologies may include IP address, device and browser type, access time, click or forward rates, or other technical information, and may be collected, for instance, through embedded links in our email communications. Our sites currently do not recognize browser based "Do Not Track" signals. We or third parties may utilize cookies to enable service and functionality on your device. Cookies are small data files stored on a visitor’s device that assist us in providing you a more customized experience. For instance, a cookie can be used to remember a visitor’s online elections, responses to forms, and content accessed or downloaded. The use of cookies is a common practice for most websites, and visitors have the option to decline cookies. If you decline cookies, you may not be able to experience some of our sites’ functionality. After you finish browsing our sites, it is possible for you to delete cookies from your device if you so choose. BY ACCESSING OUR ONLINE SERVICES, YOU AGREE THAT WE, OR A THIRD PARTY ACTING ON OUR BEHALF, CAN PLACE THESE COOKIES ON YOUR INTERNET-ENABLED DEVICE.

Our website visitors have the capability to share information via third party social media applications, and some sites may allow you to use a social media identity to log in. Such social media applications may collect and use information regarding your interaction with the application. Please note that personal information that you provide via social media applications may be collected and used by other members of that social media application, and those interactions are governed by the privacy policies of the companies that provide the application. After initiating content sharing, your interactions are directly between you and the respective provider or social media platform, and we have no knowledge of your interactions or how such provider uses the data. We encourage you to review each provider’s terms of use and privacy policy before using a social sharing service.

We may use third party web services on our sites to present content within our web pages, for instance, to display videos and social content or to conduct surveys. We cannot prevent these web services from collecting information on your usage of such embedded content, so we recommend you review such third-party terms of use and privacy policies.

Disclosures and Transfers:  Affordable Tax Prep & Bookkeeping Services, LLC does not share personal information with third parties except as set forth in this privacy policy, when you have given permission to make the disclosure, or as necessary for the purpose for which the information was submitted. We may disclose personal information in accordance with applicable law, or in compliance with legal or regulatory process or professional standards.

We may share personal information with our professional advisors, insurers, benefit providers, legal or regulatory authorities, state or national boards of accountancy, or with contractors and various third-party service providers who are engaged to provide support of our internal operations or assistance with the services we provide. For example, we engage service providers to assist with IT administrative support services, such as identity management, security, hosting, back-up, and data analysis, and for support services related to storage and secure disposal of hard copy files.

Affordable Tax Prep & Bookkeeping Services, LLC does not and will not sell personal information to any third parties.

Access: You have the right to opt out of receiving marketing communications and to have your personal information corrected if it is incorrect. In certain circumstances, under applicable law, you may have the right to access or obtain a copy of your personal information, to data portability, to have your personal information deleted, to restrict or object to the processing of your personal information, and to withdraw your consent for processing (where processing is based on your consent). Please note that if you withdraw your consent, we may not be able to provide you the services that necessitated processing your information.

If you become aware that information we maintain is inaccurate, or if you would like to update your information, you may contact us using the contact information below.

Data Security:  The security of your personal information is very important to us. We use reasonable and appropriate safeguards to protect your information, which include physical, technical, and administrative measures. However, no method of transferring data over the internet or storing electronic data is entirely secure, so while we strive to use reasonable means to protect your personal information, we cannot guarantee security against all threats.

COPPA:  We understand the importance of protecting children’s online privacy. Our sites are not directed to children under the age of 13, and Affordable Tax Prep & Bookkeeping Services, LLC will never knowingly collect or maintain personal information from anyone under the age of 13.

Privacy Policy Changes: We may revise our privacy policy from time to time. We will post any changes on this site and will revise the “last updated” date at the top of this privacy policy. By continuing to use any of our sites, you agree that the terms of the privacy policy as of the effective date will apply to the information collected.

Contact Information: If you have questions or comments about this privacy policy, please submit them using the Contact Us page.

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