Privacy Policy

Effective Date: June 24, 2026

Bowman Tax Group, CPA (“we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, bowmantax.cpa, use our online services, or interact with us (collectively, the “Services”).

By accessing or using our Services, you agree to the terms of this Privacy Policy. If you do not agree, please do not use our Services.

1. Information We Collect

We may collect the following categories of information:

Personal Information
  • Contact Information: Name, email address, phone number, mailing address, and business contact details.
  • Tax and Financial Information: Social Security Number (SSN), Employer Identification Number (EIN), income details, tax return data, bank account information, payroll records, and other financial documents you provide for tax preparation, planning, accounting, payroll, or consulting services.
  • Account Information: Login credentials if you create an account on our secure client portal.
  • Professional Information: Business details, employment history, or other data relevant to our services.
Automatically Collected Information
  • Usage Data: IP address, browser type, device information, operating system, referring URLs, and pages visited.
  • Cookies and Tracking Technologies: We use cookies, web beacons, and similar technologies to enhance user experience, analyze site traffic, and deliver relevant content. See our Cookie Policy section below for details.
Information from Third Parties

We may receive information from tax software providers, payroll processors, financial institutions, or other service providers you authorize.

2. How We Use Your Information

We use the collected information for the following purposes:

  • Providing tax preparation, planning, accounting, payroll, and consulting services.
  • Processing and filing tax returns, managing payroll, and delivering financial reports.
  • Communicating with you about our services, appointments, updates, and important notices.
  • Improving our website, services, and client experience through analytics.
  • Complying with legal and regulatory obligations (e.g., IRS requirements, state tax authorities in Indiana and Michigan).
  • Detecting and preventing fraud, security incidents, or misuse of our Services.
  • Internal business purposes such as auditing, data analysis, and service enhancement.
3. How We Share Your Information

We do not sell your personal information. We may share information in these limited circumstances:

  • Service Providers: With trusted third parties (e.g., tax preparation software, secure file sharing tools, cloud storage, or payment processors) who assist in delivering our services and are contractually obligated to protect your data.
  • Legal and Regulatory Compliance: When required by law, subpoena, court order, or government request (including IRS, Indiana Department of Revenue, or Michigan Department of Treasury).
  • Business Transfers: In connection with a merger, acquisition, or sale of assets.
  • Professional Advisors: With accountants, attorneys, or auditors as needed to provide services or protect our interests.
  • With Your Consent: In any other case with your explicit permission.
4. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal and financial information, including encryption, secure client portals, access controls, and regular security reviews. However, no system is completely secure, and we cannot guarantee absolute security.

5. Your Rights and Choices

Depending on your location, you may have rights regarding your personal information, including:

  • Accessing, correcting, or deleting your information.
  • Opting out of certain data processing (where applicable).
  • Withdrawing consent where we rely on it.

To exercise these rights, contact us using the details below. We will respond within a reasonable timeframe and may verify your identity before processing requests.

Note for Indiana and Michigan Residents: We comply with applicable state privacy laws. If you have questions about your specific rights, please contact us.

6. Cookies and Tracking Technologies

We use essential cookies for site functionality and analytics cookies (e.g., Google Analytics) to understand traffic patterns. You can manage cookie preferences through your browser settings. We do not use tracking for cross-site advertising.

7. Children’s Privacy

Our Services are not directed to children under 18. We do not knowingly collect personal information from children. If we become aware of such data, we will delete it.

8. International Users

Our Services are primarily for clients in the United States (Indiana and Michigan). If you access from outside the U.S., your information may be transferred to and processed in the United States.

9. Changes to This Privacy Policy

We may update this Privacy Policy periodically. We will notify you of material changes by posting the new policy on our website and updating the Effective Date. Your continued use of the Services constitutes acceptance of the updated policy.

10. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us:

Bowman Tax Group, CPA

2935 Thorne Dr, Elkhart, IN 46514
(574) 293-6175
info@bowmantax.cpa
https://bowmantax.cpa/