Privacy Policy

Effective November 1, 2026

This policy explains what information the Skyline Bookkeeping, LLC website collects, how that information is used, and how client documents are handled. Skyline Bookkeeping, LLC ("Skyline," "we," "us") operates this website at skylinebookkeeping.net.

Information this website collects

This website collects information only when you submit one of its forms:

Quote-request form — when you ask for a written quote, the form collects your name, your email address, the service you select, and the message you write describing what you need.
Checklist-download form — when you request the free 1099 Readiness Checklist, the form collects your name and your email address.

If you contact us directly by email or phone instead of using a form, we receive the information you choose to include in that message.

How we use your information

Information submitted through this website is used only to respond to your request and to provide our services — for example, to send your written quote, deliver the checklist you requested, or communicate with you about an engagement. We never sell your information, and we do not share it with third parties for their marketing. We may share information only as needed to provide our services (for example, with the form-processing and email providers that deliver your submission to us) or when required by law.

Client documents and sensitive information

Never email tax documents

Client documents are exchanged only through the firm's secure encrypted client portal. Please never send Social Security numbers, tax documents, or full bank details by email or text.

Once you become a client, your tax and financial documents move through our secure client portal at skylinebookkeeping.SecureFilePro.com — not through this website and not through ordinary email. The forms on this website are for initial inquiries only; please do not include Social Security numbers or tax documents in a form message.

Cookies and analytics

This website may use standard cookies and basic analytics tools to understand how visitors find and use the site and to keep the site working properly. Cookies are small files stored in your browser; you can disable or delete them in your browser settings at any time. Analytics information is aggregated and is not used to sell or market your personal information.

How long we keep information

We keep form submissions and correspondence for as long as needed to respond to your request, provide services, and meet our professional record-keeping and legal obligations. Client records are retained in accordance with applicable tax and accounting requirements.

Your choices

You may ask us at any time what information we hold about you from a website submission, ask us to correct it, or ask us to delete it, subject to record-keeping obligations that apply to client engagements. Contact us using the details below.

Changes to this policy

If this policy changes, the updated version will be posted on this page with a new effective date.

Contact us about privacy

Questions about this policy or your information:
Skyline Bookkeeping, LLC
39 Chippewa Drive, Buzzards Bay, MA 02532
john@skylinebookkeeping.net · (774) 327-0188