Last updated: January 30, 2026
This Privacy Policy explains how United Success Business Advisors, LLC and their affiliates (“we,” “us,” or “our”) collect, use, share, and protect information when you visit our website or use our services.
By using our website or providing information to us, you agree to the terms of this Privacy Policy.

1. Information We Collect

We may collect the following types of information:
Contact details: Name, mailing address, email address, phone number, company name, and job title.
Identification and tax information (from clients): Social Security numbers, tax identification numbers, dates of birth, and other information necessary for tax and accounting services.
Financial information (from clients): Income and expense details, bank and brokerage information, account numbers, and other financial records needed to perform accounting and tax services.
Website usage data: IP address, browser type, device type, pages visited, time and date of visits, and other analytics information collected through cookies or similar technologies.
Communication information: Information you provide when you contact us by email, phone, or web forms, including inquiries, service requests, and documents you upload.
We generally obtain this information directly from you, from documents you provide, from your other advisors with your authorization, and from public records where appropriate.

2. How We Use Your Information

We use the information we collect to:
Provide accounting, tax preparation, advisory, and related professional services.
Prepare and file tax returns and other filings as authorized by you.
Communicate with you about your engagements, appointments, and questions.
Maintain our internal records and manage our client relationships.
Operate, maintain, and improve our website and services, including security and performance.
Comply with legal, regulatory, and professional obligations, including recordkeeping and reporting requirements.
Send administrative or informational communications (such as engagement letters, notices, or policy updates).
We do not sell your personal information.

3. How We Share Information

We may share information in the following limited circumstances:
With service providers: Third-party vendors who support our operations (for example, IT providers, secure file-sharing platforms, tax software providers, or document storage services). They are permitted to use information only to provide services to us and must protect it appropriately.
With your consent: Other professionals you work with (such as attorneys, financial advisors, or bankers) when you authorize us to do so.
As required by law or regulation: Government authorities, regulators, courts, or law enforcement when required by law, subpoena, or regulatory request.
In connection with business changes: As part of a merger, sale, or reorganization, subject to confidentiality obligations and applicable law.
We do not share your information with unrelated third parties for their own marketing purposes.

4. Confidentiality and Professional Standards

As a provider of tax and accounting services, we are subject to strict professional standards of confidentiality and to federal and state privacy and tax laws, including IRS Circular 230 requirements.
We do not disclose client information except as permitted or required by law, by professional standards, or with your written consent.

5. Cookies and Website Tracking

Our website may use cookies and similar technologies to:
Understand how visitors use the site.
Improve site performance, security, and user experience.
Remember certain preferences (where applicable).
You can adjust your browser settings to refuse cookies or to alert you when cookies are being sent. If you disable cookies, some features of the website may not function properly.

6. Data Security

We use commercially reasonable physical, technical, and administrative safeguards designed to protect personal information from unauthorized access, disclosure, alteration, or destruction.
Despite our efforts, no method of transmission or storage is completely secure, and we cannot guarantee absolute security. We encourage you not to send sensitive information via unencrypted email; instead, we offer secure methods for document exchange.

7. Data Retention

We retain personal information for as long as necessary to:
Provide services to you.
Meet legal, regulatory, and professional recordkeeping requirements.
Resolve disputes and enforce our agreements.
When information is no longer needed, we will securely destroy or de-identify it in accordance with our policies and applicable law.

8. Your Choices and Rights

Depending on your location and applicable law, you may have rights to:
Request access to the personal information we hold about you.
Request correction or update of inaccurate or incomplete information.
Request deletion of certain information, subject to legal and professional obligations.
Object to or restrict certain types of processing.
Withdraw consent where processing is based on consent (without affecting prior processing).
To exercise these rights, please contact us using the details below. We may need to verify your identity before responding to your request, and some requests may be limited by our legal and professional obligations.

9. Third-Party Websites

Our website may contain links to third-party websites or services that are not controlled by us. We are not responsible for the privacy practices or content of those third-party sites, and we encourage you to review their privacy policies before providing any information.

10. Children’s Privacy

Our website and services are not directed to children under the age of 13, and we do not knowingly collect personal information from children under 13. If you believe a child has provided us with personal information, please contact us so we can take appropriate steps.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we make changes, we will revise the “Last updated” date at the top of this page and may provide additional notice where required by law.
Your continued use of our website or services after any changes become effective means you accept the updated Privacy Policy.

12. How to Contact Us

If you have any questions about this Privacy Policy or our privacy practices, or if you wish to exercise your rights, please contact us at:
United Success Business Advisors, LLC23 Spring Hill DrWest Orange, NJ 07052(201) 240-9816Email: beata@usballc.com

13. Additional Notices for California and International Clients

Some of our clients are residents of California or are located outside the United States for extended periods. Even where specific data protection laws (such as the California Consumer Privacy Act or the EU General Data Protection Regulation) may not formally apply to our firm, we strive to respect similar privacy principles for all clients where practical.
If you are a California resident or an international client, you may have, or we may voluntarily honor, the ability to:
Request confirmation that we are processing your personal information and request access to that information.
Request that we correct inaccurate or incomplete personal information.
Request that we delete certain personal information, subject to our legal, regulatory, and professional recordkeeping obligations.
Request information about how we collect, use, and share your personal information.
Object to or request restrictions on certain processing of your personal information, where allowed by law.
We do not sell your personal information or share it with third parties for their own independent marketing purposes.
To exercise any of these rights, or to ask whether a particular right applies to you, please contact us using the information in the “How to contact us” section above. We will review and respond to your request in accordance with applicable law and our professional obligations, and we may need to verify your identity before acting on your request.