> Privacy Policy

Privacy Policy

PBM Consulting Company

Last updated: May 2026

1. Introduction

PBM Consulting Company (“PBM,” “we,” “us,” or “our”) is a CPA and accounting firm located at 100 Village Green S, Suite 220, Lincolnshire, IL 60069. We are committed to protecting the privacy and confidentiality of our clients and website visitors. This Privacy Policy explains how we collect, use, and protect your information when you visit our website at pbm-consulting.com or engage our services.

2. Information We Collect

We may collect the following types of information:

Personal Information

  • Name, email address, phone number
  • Business name and address
  • Social Security Number or Employer Identification Number (collected only as required to provide tax and accounting services)
  • Financial records, tax documents, and other information necessary to perform our services

Website Usage Information

  • IP address and browser type
  • Pages visited and time spent on our website
  • Referring website or search terms used to find us

3. How We Use Your Information

We use your information to:

  • Provide accounting, tax preparation, bookkeeping, payroll, and IRS representation services
  • Communicate with you about your account, appointments, or inquiries
  • Send relevant updates, reminders, or educational content (you may opt out at any time)
  • Comply with applicable federal and Illinois state laws and regulations
  • Improve our website and services

4. How We Protect Your Information

We take the security of your financial and personal information seriously. We use reasonable administrative, technical, and physical safeguards to protect your data from unauthorized access, disclosure, or misuse. All sensitive documents shared with our firm are handled in accordance with professional CPA confidentiality standards and applicable IRS regulations.

5. Sharing of Information

We do not sell, rent, or trade your personal information. We may share your information only in the following circumstances:

  • With your explicit consent
  • With third-party service providers who assist in delivering our services (e.g., payroll processors, tax software providers), who are bound by confidentiality obligations
  • When required by law, court order, or government authority
  • With the IRS or relevant tax authorities as necessary to perform IRS representation services on your behalf

6. Cookies

Our website may use cookies to improve your browsing experience and analyze website traffic. You may disable cookies through your browser settings, though some features of the website may not function properly as a result.

7. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites and encourage you to review their privacy policies independently.

8. Children’s Privacy

Our services are intended for adults. We do not knowingly collect personal information from individuals under the age of 18.

9. Your Rights

You have the right to:

  • Request access to the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of your information, subject to our legal and professional record-keeping obligations
  • Opt out of any marketing communications at any time by contacting us at info@pbm-consulting.com

10. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date. Continued use of our website or services after changes are posted constitutes your acceptance of the updated policy.

11. Contact Us

If you have questions about this Privacy Policy, please contact us:

PBM Consulting Company 100 Village Green S, Suite 220 Lincolnshire, IL 60069 Phone: (630) 440-4975 Email: info@pbm-consulting.com