Privacy Policy

1. About BEE Integrity Consultants

BEE Integrity Consultants provides business consulting and financial services to small businesses, including:

• Entity formation and business services
• Business planning and consultations
• Office operations support
• Tax preparation, tax planning, and tax resolution services
• Assistance with tax notices
• Bookkeeping and record-keeping services
• Payroll, forecasting, budgeting, and risk mitigation services
• Brand development, including logo, website, and branding services
• Notary services
• Coaching and related advisory services

The Website and our services are intended for business owners and other individuals who are at least 18 years old. We do not knowingly collect personal information from children under 13.

2. Personal Information We Collect

A. Information You Provide Directly

• Name, business name, job title, and professional information
• Mailing address, billing address, email address, and telephone number
• Account login information, if accounts or client portals are made available
• Information submitted through contact forms, consultation requests, inquiry forms, surveys, or appointment requests
• Information included in communications with us, including emails, text messages, telephone calls, and other correspondence
• Tax, accounting, payroll, financial, business, and operational information provided for the purpose of delivering requested services
• Information needed to prepare documents, complete transactions, provide notary services, or verify identity
• Payment, billing, and transaction information
• Information submitted for coaching, consultations, workshops, or other programs
• Information relating to your business structure, owners, employees, contractors, customers, revenue, expenses, and operations
• Information you provide when applying for employment, contracting, or other business opportunities
• Any other information you choose to provide

You should provide only information that is reasonably necessary for the requested service. Please do not submit passwords, Social Security numbers, bank account information, credit card numbers, or other highly sensitive information through an unsecured Website form unless specifically instructed to do so through an approved secure process.

B. Information Collected Automatically

• IP address
• Browser type and version
• Device type and operating system
• Approximate location derived from your IP address
• Pages viewed, links clicked, and features used
• Date, time, and duration of Website visits
• Referring website or search terms
• Website performance and error information
• Information collected through cookies, pixels, tags, or similar technologies

C. Information from Other Sources

• Service providers that support our business operations
• Referral partners
• Publicly available sources
• Social media platforms
• Business partners or authorized representatives
• Professional advisors
• Government agencies, taxing authorities, or other parties when permitted or required by law

3. How We Use Personal Information

• Providing, administering, and improving our services
• Responding to inquiries and communicating with you
• Scheduling consultations, appointments, meetings, and services
• Preparing tax, accounting, financial, business, operational, branding, or other requested materials
• Processing payments and managing billing
• Verifying identity and preventing fraud or unauthorized activity
• Providing client support and maintaining client records
• Delivering secure document exchange and client portal services
• Sending service-related notices, administrative messages, and updates
• Sending newsletters, educational materials, offers, or marketing communications where permitted by law
• Managing our Website, systems, and business operations
• Analyzing Website use and improving functionality, content, and user experience
• Complying with legal, regulatory, tax, accounting, professional, and contractual obligations
• Responding to subpoenas, court orders, governmental requests, or legal processes
• Establishing, exercising, or defending legal claims
• Protecting the rights, safety, property, and security of BEE Integrity Consultants, our clients, Website users, and others
• Fulfilling any other purpose disclosed at the time information is collected or otherwise permitted by law

We will not use personal information for materially different purposes without providing appropriate notice or obtaining consent when required.

4. Sensitive Personal Information

Some information provided in connection with tax, accounting, payroll, financial management, identity verification, or business services may be sensitive personal information. We collect and use sensitive information only as reasonably necessary to provide requested services, comply with legal obligations, protect against fraud, maintain business records, or for another lawful purpose. We ask that you use secure methods designated by us when submitting sensitive information. We do not intentionally collect medical information, biometric information, precise geolocation information, or information concerning personal health or reproductive matters through the Website.

5. How We Share Personal Information

A. Service Providers

• Website hosting and maintenance
• Secure document storage and exchange
• Client portals
• Email, telephone, text messaging, and communications
• Scheduling and appointment management
• Payment processing and billing
• Tax, accounting, bookkeeping, payroll, and financial software
• Information technology, cybersecurity, and technical support
• Data analytics
• Marketing and communications
• Customer relationship management
• Professional, administrative, and operational support
• Legal, accounting, insurance, and other professional services

B. Professional Advisors

Attorneys, accountants, auditors, insurers, consultants, financial institutions, and other professional advisors when reasonably necessary.

C. Government Authorities and Legal Disclosures

• Subpoenas, warrants, court orders, or other legal processes
• Requests from tax authorities, regulators, law enforcement, or governmental agencies
• Audits, investigations, examinations, or compliance obligations
• Situations involving suspected fraud, unlawful activity, threats to safety, or violations of our agreements

D. Business Transfers

Merger, acquisition, reorganization, sale of assets, financing, bankruptcy, or similar transaction.

E. With Your Direction or Consent

F. No Sale of Personal Information

BEE Integrity Consultants does not sell personal information for monetary consideration and does not knowingly sell or share personal information belonging to individuals under 16 years of age.

6. Cookies and Similar Technologies

We use cookies, pixels, tags, web beacons, local storage, and similar technologies. Cookies are small text files stored on your device. They may be used to:

• Operate and secure the Website
• Remember preferences
• Understand Website traffic and usage
• Improve Website performance
• Analyze the effectiveness of content or communications
• Support marketing or advertising activities, if applicable

Your browser may allow you to block, delete, or restrict cookies. The Website may not respond to all "Do Not Track" signals. Where required by applicable law, we will honor legally recognized browser-based privacy preference signals, such as the Global Privacy Control.

7. Third-Party Websites and Services

The Website may contain links to third-party websites, applications, social media platforms, payment services, client portals, or other resources. We are not responsible for the privacy, security, content, or practices of third-party websites or services.

8. Data Security

We maintain administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, misuse, or destruction. No method of electronic transmission, storage, or security is completely secure. If we determine that a security incident affects personal information, we will provide notices as required by applicable law.

9. Data Retention

We retain personal information for as long as reasonably necessary to provide requested services; maintain business, tax, accounting, and professional records; satisfy legal, regulatory, contractual, insurance, and professional obligations; resolve disputes; enforce agreements; and protect our rights and interests.

10. Your Privacy Choices

A. Marketing Communications

You may opt out via the unsubscribe link or by contacting us; transactional communications may continue.

B. Cookies

Adjust your browser settings to block or delete cookies.

C. Updating Information

Contact us to request an update; we may verify your identity.

11. Privacy Rights Under Applicable State Laws

Subject to applicable law and exceptions, you may have the right to:

• Confirm whether we process your personal information
• Access or obtain a copy of certain personal information
• Request correction of inaccurate personal information
• Request deletion of personal information
• Obtain personal information in a portable format
• Opt out of the sale or sharing of personal information
• Opt out of targeted advertising or certain profiling activities
• Limit certain uses or disclosures of sensitive personal information
• Withdraw consent where processing is based on consent
• Appeal a decision concerning a privacy request

A. California Residents

The CCPA, as amended, may provide additional rights, subject to applicable exceptions. We do not sell personal information for monetary consideration.

B. How to Submit a Privacy Request

• Email info@beeintegrityconsultants.com
• Telephone 919-299-0069
• Mailing address 600 Parks Offices Dr Ste 300, Durham, NC 27713

We generally respond to verifiable privacy requests within the time period required by applicable law.

12. Business and Client Information

When we provide services, we may process information about a client's business, owners, employees, contractors, customers, or other individuals. Clients are responsible for providing legally sufficient notices and obtaining any consents required before providing another individual's personal information to us.

13. Children's Privacy

The Website and our services are not directed to children under 13. We do not knowingly collect personal information from children under 13. Contact info@beeintegrityconsultants.com if you believe a child has provided personal information.

14. Accessibility

If you need this Privacy Policy in an alternative format or require assistance reviewing it, contact us at info@beeintegrityconsultants.com or 919-299-0069.

15. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we make changes, we will update the "Last Updated" date at the top.