Privacy Policy
B4 Ledger Group LLC
Effective November 10, 2026
Who we are
B4 Ledger Group LLC provides bookkeeping, payroll, and tax preparation services to individuals and small businesses. We are located in Plymouth, Indiana, and serve clients in Marshall County and the surrounding area.
Questions about this policy? Contact Michelle Bachtel at michelle@b4ledgergroup.com or 574-780-7833.
Information we collect
From visitors to this website. When you complete our contact form, we collect your name, email address, phone number if you provide one, and whatever you write in your message. We collect this only when you choose to submit the form.
This website is hosted on Squarespace, which collects standard analytics such as pages visited, approximate location, browser type, and referring site. Squarespace uses cookies for this. You can disable cookies in your browser settings and the site will still work.
From clients. Once you engage us, we collect the information needed to do the work: financial records, bank and credit card statements, payroll data, tax documents, Social Security or Employer Identification Numbers, and similar records.
How we use your information
Website inquiries are used to respond to you and discuss whether we are a fit. Nothing more.
Client information is used to perform the services you have engaged us for, including preparing your books, running payroll, and preparing and filing returns, and to meet our own legal and professional recordkeeping obligations.
We do not sell your information. We do not share it for marketing or advertising. We do not send marketing email to people who contact us through this website unless they ask to hear from us.
Tax return information
If we prepare your tax return, your tax return information is protected under Internal Revenue Code Section 7216. That law prohibits us from using or disclosing it for any purpose other than preparing your return, except where the law specifically permits it or where you give written consent in advance.
In practice: we will not use your tax information to market other services to you, share it with third parties, or disclose it to anyone, including family members, without your written authorization, unless compelled by law or valid legal process.
Who we share information with
We share information only where it is necessary to deliver the service.
Software and service providers we use to do the work, including QuickBooks (Intuit), tax preparation software, payroll platforms, and secure document delivery tools. These providers are bound by their own confidentiality obligations.
Government agencies, when filing returns and reports on your behalf at your direction.
As required by law, including valid subpoenas, court orders, or lawful requests from taxing authorities.
That is the complete list.
How we protect your information
We maintain physical, electronic, and procedural safeguards consistent with our obligations under the Gramm-Leach-Bliley Act and the FTC Safeguards Rule, which apply to tax preparers and accounting firms. These include access controls, encrypted transmission of sensitive documents, and limiting access to client data to those who need it.
Please do not send Social Security numbers, account numbers, or other sensitive information through the website contact form or ordinary email. We will provide a secure method for sharing documents once we are working together.
How long we keep information
We retain client records for the period required by professional standards and applicable tax law, which is generally a minimum of three years after a return is filed and often longer. Inquiries from the website that do not become engagements are kept only as long as needed to respond.
Your choices
You may request a copy of the information we hold about you, ask us to correct it, or ask us to delete information we are not required to retain. Contact us at michelle@b4ledgergroup.com.
If you would prefer we not keep your inquiry on file, say so and we will remove it.
Changes to this policy
If we update this policy we will change the effective date above. Material changes affecting existing clients will be communicated directly.