Privacy Policy

At Excel Accounting & Taxation, we take your privacy seriously and understand the importance of protecting your personal information. We are committed to safeguarding your data while providing you with an efficient service that meets your needs. This Privacy Policy sets out how we collect, store and use any personal information that you provide when using our services. By using our services, you agree to the collection and use of your personal information as outlined in this Privacy Policy.

Information We Collect

To provide our services, we may collect and process the following data about you:
  • Your bank details (if you are receiving payment from us);
  • Your financial information (specifically your tax returns and other related documents);
  • Information about your business that you provide us with.

How We Collect Your Information

We collect personal information from a variety of sources, including: 
  • From you directly when you use our services or contact us; 
  • From third parties who are authorised to provide us with your information; 
  • From public sources and other reliable third parties.

How We Use Your Information

We use the data collected about you for a variety of purposes, including: 
  • To provide our services, such as processing payments; 
  • To respond to your enquiries or complaints; 
  • To keep a record of any services you have received from us; 
  • To detect and prevent fraud or other unlawful activities; 
  • To analyse performance, improve our services and develop new ones.
We may also use your information for marketing purposes, such as sending you emails about offers or promotions that we think may be of interest to you. You can unsubscribe from receiving marketing emails at any time by clicking on the ‘unsubscribe’ link in the email.

How We Store Your Data

We take appropriate measures to ensure that your data is protected and secure. This includes taking technical and organisational steps, such as using encryption and firewalls, to protect your data from unauthorised access.

We will only retain your data for as long as is necessary to provide our services or other lawful purposes. We may keep records of your personal information in order to comply with legal and regulatory requirements. 

Your Rights

You have the right to request a copy of the personal information we hold about you, and to have any inaccuracies corrected. You also have the right to request that your data is erased or restricted from further processing.

If you wish to exercise any of these rights, please contact us using the details provided below.

Changes To This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes either via email or on our website.

Contact Us

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

We are committed to protecting your privacy and will respond promptly to any enquiries that you may have.

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