Effective Date: September 10, 2026
Last Updated: September 10, 2026
Sunrise Tax & Accounting (“Sunrise Tax & Accounting,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide to us.
This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, submit an online form, respond to an advertisement, communicate with us, or inquire about or use our tax, accounting, bookkeeping, payroll, consulting, or related professional services.
Information We Collect
We may collect information that you voluntarily provide to us, including:
- Name
- Email address
- Telephone number
- Business name
- Business entity type
- Information about the services you are interested in
- General information about your accounting, bookkeeping, payroll, or tax needs
- Information you provide through contact forms, lead forms, questionnaires, email, telephone calls, or other communications
- Other information you choose to provide to us
If you become a client, we may need to collect additional information necessary to provide professional services. Depending on the services requested, this may include financial, accounting, payroll, tax, identification, and other information.
Sensitive documents and information required to provide professional services should be transmitted only through methods approved by Sunrise Tax & Accounting and should not be submitted through social-media lead forms unless we specifically instruct you to do so.
Information Collected Automatically
When you visit our website, certain information may be collected automatically through cookies and similar technologies. This may include information such as:
- Internet Protocol (IP) address
- Browser and device information
- Pages visited
- Date and time of visits
- Referring website or source
- General website usage information
We may use this information to operate our website, understand how visitors use it, improve our services, and measure the effectiveness of our marketing.
How We Use Your Information
We may use the information we collect to:
- Respond to questions and inquiries
- Contact you regarding services you have requested or expressed an interest in
- Evaluate your tax, accounting, bookkeeping, payroll, or other business-service needs
- Schedule consultations or appointments
- Provide and administer professional services
- Communicate with current and prospective clients
- Maintain business and client records
- Improve our website, services, and customer experience
- Measure and improve our advertising and marketing efforts
- Protect against fraud, misuse, security threats, or unauthorized activity
- Comply with applicable legal, regulatory, tax, professional, and recordkeeping obligations
Submitting an inquiry or lead form does not create a client relationship or obligate Sunrise Tax & Accounting to provide services.
Advertising and Social Media Lead Forms
We may advertise our services through third-party platforms, including Facebook and other Meta platforms.
If you submit information through a lead form on one of these platforms, the platform may provide that information to Sunrise Tax & Accounting so that we can respond to your inquiry, evaluate your service needs, and contact you regarding the services you requested or expressed interest in.
Your use of a third-party platform is also subject to that platform’s own privacy policy and terms.
How We Share Information
We do not sell your personal information.
We may share information with trusted service providers when reasonably necessary to operate our business, maintain our website and technology, communicate with clients and prospective clients, process information, provide requested services, or comply with legal obligations.
These may include technology, website, communications, software, cloud-storage, payment-processing, and other service providers.
We may also disclose information when required by law, legal process, governmental request, or when reasonably necessary to protect our rights, our clients, our business, or others.
Information obtained in connection with tax preparation and other professional services may also be subject to additional confidentiality, privacy, and disclosure requirements under applicable law.
Tax Return Information
When Sunrise Tax & Accounting provides tax preparation or related services, certain information may constitute tax return information protected under federal law.
We handle tax return information in accordance with applicable laws and regulations governing its use and disclosure, including applicable provisions of the Internal Revenue Code and Treasury regulations.
This website Privacy Policy does not replace any additional notices, consents, authorizations, engagement terms, or other documents that may apply when you become a client.
Data Security
We use reasonable administrative, technical, and organizational measures designed to protect personal information in our possession.
However, no website, email system, electronic transmission, or storage system can be guaranteed to be completely secure. You should avoid sending Social Security numbers, tax returns, bank account information, passwords, or other highly sensitive information through ordinary website contact forms, social-media lead forms, or unencrypted email unless specifically instructed to do so.
Cookies and Similar Technologies
Our website and third-party services used in connection with the website may use cookies or similar technologies to operate website features, understand website traffic and usage, and support analytics or advertising.
Your browser may allow you to block or delete certain cookies. Disabling cookies may affect the functionality of some websites or services.
Third-Party Websites and Services
Our website may contain links to third-party websites or use services provided by third parties.
Sunrise Tax & Accounting is not responsible for the privacy practices, security, or content of third-party websites or services. We encourage you to review their privacy policies before providing personal information.
Data Retention
We may retain personal information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, provide services, maintain appropriate business and professional records, resolve disputes, enforce agreements, and comply with applicable legal and regulatory requirements.
Retention periods may vary depending on the type of information and the services provided.
Your Privacy Choices
You may contact us to request that we update or correct certain personal information you have provided to us or to ask questions about how your information is handled.
You may also ask us to stop sending marketing communications. This does not prevent us from sending communications necessary to provide services, administer an existing client relationship, or comply with legal obligations.
Certain privacy rights may vary depending on where you live and applicable law.
Children’s Privacy
Our website and professional services are intended for adults and businesses and are not directed toward children under 13. We do not knowingly use our website to solicit personal information from children under 13.
Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our practices, services, technology, or legal requirements.
When changes are made, we may update the “Last Updated” date at the top of this page. We encourage visitors to review this Privacy Policy periodically.
Contact Us
If you have questions about this Privacy Policy or our privacy practices, please contact:
Sunrise Tax & Accounting
Website: sunrisetaxandaccounting.com
Email: SUPPORT@SUNRISETAXANDACCOUNTING.COM
Phone: (816) 456-4324
Mailing Address: 312 SW GREENWICH DR STE 584, LEES SUMMIT, MO 64082