Privacy Policy

Effective July 30th, 2022

At Level and True Accounting Services LLC we understand the importance of maintaining the privacy and security of personal information that is provided to us in the course of doing business. This privacy policy (“Privacy Policy”) describes the types of personal information we collect from our Clients as well as from visitors to our website, and how we use, disclose and store this information.

For purposes of this Agreement, “Site” refers to the Level and True Accounting Services’ website, which can be accessed at The terms “we,” “us,” and “our” refer to Level and True Accounting Services LLC. “Client(s)” “Visitor(s)” or “You” refers to you, as a user of our Site or our Service.

This policy applies only to information that we collect on our Site or through email, text and other communications sent by us through our Site. This policy DOES NOT apply to information that we collect offline or that you provide to us or that is collected by any third parties. Third parties may have their own privacy policies, which we encourage you to read before providing information on or through them.

Basic information regarding visitor activity on our website is collected by industry standard software. By using cookies, Google Analytics collects and stores data regarding the browsing sessions of visitors to our website. This information is used by us to improve the quality and content of our website. We do not sell your browsing data to third parties.

Our website contains links to other sites that are not operated by us. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third party sites or services. We encourage you to read the privacy policies and terms and conditions of any and all third-party software and sites.

We collect, use, and disclose personal information from our Clients only for purposes for which we have authorization or as required by law. This information is collected by fair and lawful means and is only retained for as long as considered necessary by generally accepted professional accounting standards and/or as required by law.
It is the Client’s responsibility to ensure that they are authorized to disclose information to us regarding third parties such as employees, subcontractors, and customers. We expect our Clients to manage personal information in their control in a responsible and safe manner, and in accordance with Federal, state, and local privacy laws.

Such personal information could include:

  • home addresses
  • home telephone numbers
  • personal identification numbers (e.g., social security and credit card numbers)
  • financial information (credit ratings, payroll information, personal indebtedness)
  • personnel information (e.g., employment history, references to criminal records)

We have established and put into effect policies and procedures aimed at properly protecting personal information. We provide ongoing education to our staff regarding their role and responsibilities in keeping personal information private and secure.

The personal information collected from a Client during the course of a professional service engagement is shared with staff members and subcontractors participating in such engagements on a “need to know” basis. Personal information may also be disclosed as permitted by applicable law(s) and/or in order to comply with applicable law(s) (for example, to comply with a search warrant, subpoena or court order).

We protect the privacy of personal information in our possession or control by using security safeguards appropriate to the sensitivity of the information. Physical security (e.g., restricted access) is maintained over personal information stored in hard copy form. Commercially reasonable authentication methods are used to prevent unauthorized access to personal information stored electronically.

Third party service providers, that in general use accepted industry standards regarding privacy and security, also have access to Client files or other materials containing personal information.

This includes providers of electronic file storage (e.g., Google Drive, QBox) and online applications utilized to process information (e.g., Xero, Harvest, Gusto, AutoEntry).

We take security seriously and maintain industry standard safeguards for purposes of confidentiality. However, these measures do not guarantee that Client personal information will not be accessed, disclosed, altered, or destroyed by breach of such firewalls and secure server software. By using our Service, Clients acknowledge that they understand and agree to assume these risks.

As the owner of Level and True Accounting Services LLC and its Chief Privacy Officer, Gina Palacio oversees privacy issues related to the business. If you have any questions about our privacy policies and practices, feel free to contact her directly by email at, by phone at (203) 803-0579 or by letter at PO Box 352, Ansonia, CT 06401.

Individual Clients have the right to contact the staff member in charge of providing service to them and obtain access to their personal information. Similarly, authorized officers or employees of organizations that are our Clients have the right to contact the staff member in charge of providing service to them and obtain access to personal information provided by that Client. If we are unable to give Clients access to all their personal information, we will explain the reasons why access must be denied and any recourse the Client may have, except where prohibited by law.

We have policies and procedures to receive, investigate and respond to Clients’ complaints and questions relating to privacy. To challenge our compliance with our privacy policy, Clients are asked to provide an email message or letter to the Chief Privacy Officer, who will take steps to conduct an investigation of the Client complaint and will report the results of this investigation to the Client, within a reasonable timeframe.

We have procedures in place to deal with suspected data security breaches. We will notify Clients and any applicable regulator of a suspected data security breach where we are legally required to do so.

We reserve the right to change this policy and our Terms of Service at any time. We will notify Clients of significant changes to our Privacy Policy by sending a notice to the primary email address specified in Client accounts or by placing a notice on our site. Significant changes will go into effect 30 days following such notification. Non-material changes or clarifications will take effect immediately. Clients should periodically check the Site and this privacy page for updates.

Last Updated: This Privacy Policy was last updated on July 30, 2022.