Effective Date: June 19, 2026
At Capital Ledger Advisors, we are committed to protecting the privacy and confidentiality of our clients' personal and financial information. This Privacy Policy outlines how we collect, use, safeguard, and disclose your information when you interact with our website, [capitalledgeradvisors.com](http://capitalledgeradvisors.com), or use our professional accounting, bookkeeping, payroll, tax, and advisory services.
1. Information We Collect
We may collect personal and financial information from you when you submit forms, register for a portal, or engage our services. This information includes:
- Contact Information: Your name, business name, physical address, email address, and phone number.
- Financial Information: Bank statements, general ledger files, tax records, payroll registers, credit card statements, and other documents necessary to perform services.
- Operational Information: Details regarding employee pay rates, benefits structures, business licenses, and inventory records.
2. How We Use Your Information
Capital Ledger Advisors uses the information we collect to deliver professional, accurate services, including:
- Preparing financial statements, bank reconciliations, and general ledger reports.
- Filing federal, state, and local business tax returns.
- Processing employee payroll distributions and filing payroll tax returns.
- Communicating with you regarding accounting reviews, tax deadlines, and consultation schedules.
- Improving our website performance and analyzing aggregate traffic indicators.
3. Data Security and Safeguards
Protecting your financial data is our highest priority. We implement top-tier physical, administrative, and technological security safeguards, including:
- SSL encryption on all web pages to protect communication channels.
- Multi-factor authentication (MFA) and encrypted client portal transfers to prevent unauthorized folder access.
- Restricting information access exclusively to authorized accountants and senior advisors managing your accounts.
4. Disclosure of Information
We do not sell, rent, or trade your personal or financial information to third parties. We only disclose information under the following circumstances:
- To third-party software platforms (like QuickBooks Online, Gusto, or Xero) that you authorize us to use.
- To external Certified Public Accountants (CPAs) or tax attorneys whom you authorize us to share information with.
- To government agencies (such as the IRS or Missouri Department of Revenue) as required by law to file taxes on your behalf.
5. Contact Information
If you have any questions regarding this Privacy Policy, our data safeguards, or wish to update your records, please contact us at:
Capital Ledger Advisors
4385 Austin Pass Dr
Saint Charles, MO 63304
Email: info@capitalledgeradvisors.com