Legal & Policies
Last Updated: September 2026
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Privacy Policy
Cook Solutions, LLC is committed to protecting the privacy and confidentiality of the personal, financial, tax, and business information entrusted to us. This Privacy Policy explains the types of information we may collect, how that information may be used, and how information is handled in connection with our services.
Information We May Collect
Depending on your inquiry and the services requested, Cook Solutions LLC may collect:
- Contact information, such as your name, email address, and phone number
- General information about your business, tax situation, and requested services
- Information submitted through website contact or inquiry forms
- Financial, bookkeeping, tax, and business records provided for review or in connection with requested services
- Information contained within QuickBooks Online, CRM platforms, payment processing systems, cloud-based business applications, or other systems when access is authorized by you
- Communications, documents, and supporting information related to prospective, current, or completed services
The specific information collected depends on the services requested and the information reasonably necessary to evaluate or perform those services.
Sensitive Financial & Tax Information
Cook Solutions LLC takes the privacy of financial and tax information seriously.
Please do not submit highly sensitive personal, financial, or tax information through public website forms. Website inquiry forms are intended only for general information about your situation and the services you may need.
Do not submit Social Security numbers (SSNs), Employer Identification Numbers (EINs), complete tax returns, bank account or routing numbers, banking credentials, passwords, credit or debit card information, government identification documents, or other highly sensitive information through a public website form.
When sensitive information or documentation is required, Cook Solutions LLC will provide instructions for securely submitting the necessary records.
Information collected or provided may be used to:
- Respond to inquiries and prospective client requests
- Evaluate requested services and determine an appropriate scope of work
- Prepare quotes or project estimates
- Provide and manage requested bookkeeping, tax, financial record, CRM, and business organization services
- Communicate regarding prospective, current, or completed services
- Maintain appropriate business and service records
- Comply with applicable legal, tax, regulatory, and professional obligations
Confidentiality & Data Protection
Cook Solutions LLC does not sell or rent your personal, financial, tax, or business information.
Reasonable administrative and technical measures are used to protect information against unauthorized access, disclosure, alteration, or loss. However, no method of electronic transmission or storage can be guaranteed to be completely secure.
Information may be processed or stored through third-party service providers reasonably necessary to operate the business and provide requested services, including bookkeeping, tax preparation, document storage, communication, payment processing, CRM, and other business technology providers.
Information may also be disclosed when required by law or with your authorization.
Access to Third-Party Accounts & Business Systems
Certain services may require authorized access to third-party platforms such as QuickBooks Online, CRM systems, cloud storage platforms, or other business applications.
When available, clients should use the platform's designated user-access, accountant-access, or invitation features rather than providing personal passwords or login credentials.
Access to client systems is used only as reasonably necessary to evaluate or perform requested and authorized services.
Tax Information
Information obtained in connection with tax preparation or tax-related services may be subject to additional federal or state privacy and disclosure requirements. Tax return information will be used or disclosed only as permitted by applicable law or with appropriate authorization when required.
Information Retention
Information may be retained for as long as reasonably necessary to provide services, maintain appropriate business and tax records, comply with applicable legal or regulatory requirements, resolve disputes, and fulfill other legitimate business purposes.
Information that is no longer reasonably necessary may be securely deleted or disposed of in accordance with applicable record-retention requirements.
Third-Party Websites & Services
This website may contain links to or integrate with third-party websites, platforms, or services. Cook Solutions LLC is not responsible for the privacy practices, security, or content of independently operated third-party services.
Users should review the applicable privacy policies of third-party providers before submitting information directly through those platforms.
Terms & Conditions
By accessing or using the Cook Solutions LLC website, you agree to these Terms & Conditions.
Services
Cook Solutions LLC provides information regarding bookkeeping, QuickBooks Online services, bookkeeping cleanup and reconstruction, customized financial workbooks, tax preparation and amendments, certain IRS notice assistance, business systems and CRM organization, data organization and migration, and related financial and administrative support services.
Specific services, deliverables, pricing, responsibilities, and terms of engagement are established separately for each client through applicable proposals, estimates, service agreements, or other engagement documentation.
No Client Relationship From Website Use
Visiting this website, submitting an inquiry or contact form, requesting a quote, scheduling a consultation, or communicating with Cook Solutions LLC does not by itself establish a client relationship or authorize work to begin.
A client relationship is established only after Cook Solutions LLC accepts the engagement and applicable service agreement, authorization, retainer, or payment requirements have been completed.
Quotes & Estimates
Quotes and project estimates are based on the information available at the time they are prepared. The actual scope of work may change if additional records, transactions, accounts, errors, missing information, or other circumstances are identified after work begins.
Any changes to pricing, scope, or additional services will be handled in accordance with the applicable service agreement or engagement terms.
Client Responsibility
Clients are responsible for providing complete, accurate, and timely information, documentation, records, and system access necessary to perform agreed-upon services.
Cook Solutions LLC relies on information supplied by clients and authorized third-party records when performing services and is not responsible for errors, omissions, penalties, interest, delays, or other consequences resulting from inaccurate, incomplete, withheld, or untimely information provided by the client.
Clients remain responsible for reviewing documents, reports, tax returns, and other deliverables provided for their review and notifying Cook Solutions LLC of any known inaccuracies or missing information.
Deadlines
Cook Solutions LLC does not guarantee that a tax filing, response, amendment, bookkeeping project, reconstruction, or other submission will be completed by a particular deadline unless that deadline has specifically been accepted as part of the engagement.
Clients are responsible for promptly providing notices, records, requested information, and applicable deadlines.
Third-Party Platforms
Certain services may involve third-party software, platforms, or service providers, including accounting software, CRM platforms, tax software, cloud storage, payment processors, and other business applications.
Cook Solutions LLC does not control and is not responsible for outages, security incidents, data loss, service changes, errors, or other issues originating from independently operated third-party platforms.
No Guarantee of Results
Cook Solutions LLC strives to provide accurate and professional services; however, no specific financial, tax, business, bookkeeping, or other outcome is guaranteed.
Results may depend on the accuracy and completeness of client-provided information, applicable laws and regulations, third-party records, government agency determinations, and other circumstances outside the control of Cook Solutions LLC.
Intellectual Property
Unless otherwise agreed in writing, website content—including the Cook Solutions LLC name and branding, original text, graphics, service descriptions, and other original website materials—is owned by Cook Solutions LLC and may not be copied, reproduced, distributed, or used for commercial purposes without permission.
User Conduct
Users agree not to use this website for unlawful purposes, attempt to gain unauthorized access to website systems, or transmit malicious, harmful, or disruptive content.
Changes to These Terms
Cook Solutions LLC may update these Terms & Conditions periodically. Updated terms will be posted on this page.
Website & Professional Services Disclaimer
General Information Disclaimer
Information provided on this website is for general informational purposes only and should not be considered individualized legal, tax, accounting, financial, or other professional advice.
Information presented on this website may not apply to every individual, business, bookkeeping, or tax situation. Decisions should not be made solely on the basis of general information presented on this website.
Professional Credentials & Scope
Cook Solutions LLC is not a CPA firm or law firm, and its owner is not a Certified Public Accountant, attorney, or Enrolled Agent.
Tax preparation services are provided by a tax return preparer holding an active IRS Preparer Tax Identification Number (PTIN). Cook Solutions LLC provides bookkeeping, QuickBooks Online services, bookkeeping cleanup and reconstruction, customized financial workbooks, tax preparation and amendments, certain IRS notice assistance, and business organization services.
Services do not include legal advice, audit or attestation services, or unrestricted representation before the IRS.
IRS Matters
Cook Solutions LLC may assist with certain IRS notices and tax matters by reviewing notices and tax information, organizing or reconstructing financial records, preparing supporting documentation, and assisting with written responses when appropriate.
Representation rights before the IRS depend on the credentials of the tax professional and the circumstances involved. Matters requiring representation or services outside the scope of Cook Solutions LLC may require assistance from a CPA, attorney, Enrolled Agent, or another appropriately authorized professional.
No Client Relationship
Use of this website, submission of an inquiry, scheduling of a consultation, request for a quote, or communication with Cook Solutions LLC does not by itself establish a client relationship.
A client relationship is established only after an engagement has been accepted and applicable service agreement, authorization, retainer, or payment requirements have been completed.
Scope of Services
Cook Solutions LLC provides only the services specifically identified and agreed upon for each engagement.
Services not expressly included in an engagement, proposal, estimate, or service agreement are outside the scope of work. Cook Solutions LLC is not responsible for identifying or performing services outside the agreed-upon scope unless additional services are requested and accepted.
No Guarantee of Results
No specific financial, tax, business, bookkeeping, or other outcome is guaranteed. Tax liabilities, refunds, government agency decisions, financial results, and business outcomes depend on individual circumstances and factors that may be outside the control of Cook Solutions LLC.
Clients should consult an appropriately licensed or credentialed professional when their circumstances require legal advice, audit or attestation services, unrestricted IRS representation, or other services outside the scope of Cook Solutions LLC's engagement.
Questions About These Policies?
If you have questions about this Privacy Policy, Terms & Conditions, or Website & Professional Services Disclaimer, please contact:
Cook Solutions, LLC
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