Privacy Policy

Effective date: October 2, 2026

Chesser Consulting, LLC does business as Taxes by Deb Cee, Bookkeeping by Deb Cee, and Notary by Deb Cee ("we," "us"). This policy explains what information we collect through taxesbydebcee.com (the "Website"), and through email, phone, and text messages with us, what we do with it, and who else receives it.

The short version:

• We don't use cookies, analytics, or advertising trackers on this Website.
• We don't sell your information, and we don't share it for advertising.
• Tax documents belong in our secure client portal, never in a website form or email.

1. What we collect, and why

Contact form

• What: your name, email, phone (optional), the service you're asking about, and your message.
• Why: to answer you.
• Where it goes: submissions are stored in Google Forms. Our web host (Cloudflare) usually passes them along on the way, without keeping a copy.
• Please don't include Social Security numbers, bank information, or tax documents in the form. Once we connect, we'll send you a link to our secure client portal.

Louisiana Family Legacy Readiness Check (Notary by Deb Cee)

• What: your first name, email, phone (optional), your answers to 13 questions about your family's planning documents, and your score.
• Why: to show and email you your result, and so we can follow up about notary services and the Family Information & Legacy Organizer.
• Where it goes: your submission is stored in a Google Sheet and sent by Gmail, both run by Google. We get a copy of the result email you receive.
• Follow-up emails: after you take the check, we may send you up to six follow-up emails over about two weeks. Every one includes a way to opt out. Reply "unsubscribe" and we'll stop.
• Heads up: your answers can touch on personal topics, like whether you have a will, a power of attorney, or a medical directive. We use them only to explain your result and suggest next steps. We never ask about your health, account numbers, or passwords.

Appointment booking

• Our "Book" buttons take you to Cal.com, a scheduling service. Cal.com collects the information on its booking form (such as your name and email) under its own privacy policy and shares it with us so we can meet with you.

Clients (tax, bookkeeping, and notary work)

• If you become a client, we collect what we need to do the work, which can include your Social Security number, income, bank details, and tax documents. For notary work, we verify your identity with a photo ID and, when appropriate, keep a copy or record of it. See section 4.

Email, phone, and text

• If you email, call, or text us, we keep the message and your contact details so we can reply and keep a record of our work together.
• Texts: we use your number only to reply to you or about your appointment. We don't send marketing texts, and we never share or sell phone numbers for marketing. If we ever offer text updates, we'll ask for your permission first, separately, and every text will tell you how to stop them.

Information collected automatically

• Our web host, Cloudflare, processes every visit and keeps standard technical logs (such as IP address, browser type, and pages requested) to deliver the site and protect it from attacks.
• Domain forwarding: if you type the address without "www," our domain registrar, Porkbun, forwards you to the site and may log that request.
• What we don't use: no cookies, no Google Analytics, no Facebook/Meta Pixel, no advertising or tracking pixels, no session recording. If we ever add any of these, we'll update this policy first.

2. How we use information

• To answer questions and schedule appointments
• To provide the services you hire us for
• To send results and follow-up emails you can opt out of anytime
• To keep required business and tax records
• To protect the Website and our accounts from misuse

We don't use your information to build advertising profiles. Other than the Legacy Check's automatic score, which only sorts your answers into a color, we don't make automated decisions about you.

3. Who receives information

We don't sell, rent, or trade your personal information. We share it only with the services that help us run the business, and only as needed:

We may also share information when the law requires it, to protect our legal rights, or as part of a sale or transfer of the business.

4. Tax and financial clients

• As a tax preparer and bookkeeper, we're a "financial institution" under the Gramm-Leach-Bliley Act (a federal privacy law that covers tax preparers). We protect your nonpublic personal information and don't share it with outside companies except to provide your services or as the law allows.
• Tax return information: we don't use or disclose your tax return information except as permitted by Internal Revenue Code section 7216 (the federal law that limits how tax preparers can use your return information) and its regulations, or with your written consent.
• Documents: we collect tax documents only through our secure client portal (TaxDome), never through this Website.
• Safeguards: we protect client information with a secure client portal, encrypted connections, two-step verification on our business accounts, and a written information security plan.

5. How long we keep information

• Contact form and Legacy Check entries from people who don't become clients: deleted within 24 months.
• Client records: kept as long as the law and professional standards require. For example, tax preparers must keep a copy or list of returns they prepare for at least three years (Internal Revenue Code section 6107(b)).
• Email opt-outs: kept so we can honor them.

6. Your choices

• Stop emails: reply "unsubscribe" to any email, or email debbie@taxesbydebcee.com. We'll stop within 10 business days, usually the same day.
• See, correct, or delete your information: email us and we'll respond as soon as we can. Some client records have to be kept by law.
• Cookies: there's nothing to opt out of, because the Website doesn't set any.

7. Security

No website or email system is perfectly secure. Please never send Social Security numbers, bank details, or tax documents through the contact form, the Legacy Check, or regular email. If we learn of a breach affecting your information, we'll notify you as required by law.

8. Children

The Website isn't meant for children under 13, and we don't knowingly collect their information. If you think a child has given us information, email us and we'll delete it.

9. Links to other sites

Our Website links to services like Cal.com, TaxDome, Facebook, and Instagram. Those sites have their own privacy policies, and they may use cookies on their own pages.

10. Changes to this policy

When we change this policy, we'll update the effective date at the top. If a change affects how we use information you've already given us, we'll post a notice on the Website.

11. Contact us

Chesser Consulting, LLC
711 E. Ascension St. #527
Gonzales, LA 70737
Email: debbie@taxesbydebcee.com
Phone: 504-708-3018