Privacy
Policy
Last updated: 16 June 2026. This policy explains how PTB Business Services collects, uses, and protects your personal information.
Who we are
PTB Business Services ("we", "us", or "our") provides personal income tax preparation, bookkeeping, payroll services, and notary services to individuals and businesses. We operate the website ptbbusinessservices.com (the "Site").
We are the data controller for the personal information collected through this Site. If you have any questions about this policy, please see Section 12.
What information we collect
We may collect the following categories of personal information when you use our Site or engage with our services:
Information you give us directly
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Full name, email address, phone number
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Business name and address
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Message content submitted via our contact or consultation form
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Financial and tax information provided during service delivery (e.g. income figures, employer details, payroll records)
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Government-issued identification where required for tax or notary purposes
Information collected automatically
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IP address and browser type
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Pages visited and time spent on the Site
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Referring website or search term
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Device type and operating system
We do not collect payment card details directly. Any payments made through the Site are processed by a third-party provider and are subject to their privacy policy.
How we use your information
We use the personal information we collect for the following purposes:
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To respond to your enquiries and schedule consultations
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To provide tax preparation, bookkeeping, payroll, and notary services
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To prepare, file, and manage tax returns on your behalf
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To communicate with you about your account or service status
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To comply with IRS, federal, and Pennsylvania state legal obligations
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To improve and maintain the performance of our Site
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To send service-related updates (we do not send marketing emails without your consent)
Legal basis for processing
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We process your personal information on the following legal grounds:
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Contract performance — to deliver the services you have engaged us for
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Legal obligation — to comply with tax law, and applicable state regulations
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Legitimate interests — to operate and improve our Site and business operations
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Consent — where you have opted in to communications or specific data processing
Legal basis for processing
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We process your personal information on the following legal grounds:
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Contract performance — to deliver the services you have engaged us for
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Legal obligation — to comply with tax law, and applicable state regulations
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Legitimate interests — to operate and improve our Site and business operations
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Consent — where you have opted in to communications or specific data processing
How we share your information
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We do not sell, rent, or trade your personal information. We may share it in the following limited circumstances:
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HMRC and government agencies — when filing tax returns or responding to legal requirements on your behalf
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Service providers — trusted third parties who help us operate our Site (e.g. Wix for hosting, email platforms), who are contractually bound to protect your data
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Professional advisors — such as legal counsel, where necessary
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Law enforcement or courts — where required by law or to protect our legal rights
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As an Enrolled Agent of the IRS, Paul T. Buse and PTB Business Services are bound by professional confidentiality obligations in addition to this policy.
Data retention
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We retain your personal information for as long as necessary to provide our services and meet our legal obligations. In practice:
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Tax records are retained for a minimum of 7 years in line with IRS guidelines
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Payroll records are retained for a minimum of 4 years as required by federal law
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Contact form submissions are retained for up to 2 years unless a service relationship develops
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When retention periods expire, data is securely deleted or anonymised
Cookies & Tracking
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Our Site is built on Wix and may use cookies and similar technologies to:
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Keep the Site functioning correctly (essential cookies)
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Analyse how visitors use the Site (analytics cookies, e.g. Google Analytics)
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Remember your preferences
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You can control cookies through your browser settings. Disabling certain cookies may affect how the Site functions. Wix's own cookie and data practices are covered by Wix's Privacy Policy.
Your rights
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Depending on your location, you may have the following rights regarding your personal information:
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Access — request a copy of the data we hold about you
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Correction — ask us to correct inaccurate or incomplete data
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Deletion — request that we delete your data, subject to our legal retention obligations
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Objection — object to certain types of processing, such as direct marketing
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Withdrawal of consent — where processing is based on consent, you may withdraw it at any time
Data security
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We take the security of your personal information seriously. Measures we take include:
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Secure HTTPS connections on our Site
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Restricting access to your data to authorised personnel only
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Using reputable, security-audited platforms for hosting and communication
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Not storing sensitive financial documents beyond what is required
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No method of transmission over the internet is 100% secure. If you have concerns about sending sensitive information, please contact us to arrange a secure alternative.
Children's privacy
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Our Site and services are intended for adults and businesses. We do not knowingly collect personal information from children under the age of 13. If you believe we have inadvertently collected such information, please contact us and we will delete it promptly.
Changes to this policy
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We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. When we do, we will update the "Last updated" date at the top of this page. We encourage you to review this policy periodically.
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Continued use of the Site after any changes constitutes your acceptance of the updated policy.
Contact us
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If you have any questions, requests, or concerns about this Privacy Policy or how we handle your data, please contact us: info@ptbbusinessservices.com