Privacy Policy

Effective July 31, 2026 | Last updated October 15, 2026 (contact form added)

Bergland & Gao, LLC ("B&G", "we", "us") provides CPA-led accounting, tax and compliance services to Chinese companies entering and operating in the United States, and operates an internal-only operations application called Belle Ops. This policy explains what information this website and our services handle, how we protect it, and who it is shared with.

1. This website (bgusatax.com)

Guide download forms. The three guide pages include a form that asks for your email (required) and, optionally, your company name and business stage. Submissions are received by Netlify Forms, operated by our hosting provider Netlify, and emailed to us. We use the address only to send the guide and for one related follow-up. You are not added to a marketing list by default, and we do not sell the address or share it with third parties for their own purposes. Submissions are deleted no later than 24 months after our last contact with you; if you become a client, the client record rules in Section 8 apply instead. You may ask us to delete your submission at any time.

Contact form (English pages). The English contact page and some English solution pages include a short form asking for your company, work email and a one-line description of what you need. Submissions are received by Netlify Forms and emailed to us; we use them only to reply to you. You are not added to a marketing list, and nothing is sold or shared with third parties. Email jenny@bgusatax.com to have a submission deleted.

Site analytics. We use Google Analytics 4 (Google LLC) to collect aggregate data such as visits, traffic sources, page views and button clicks, so we can improve the content and understand which channels bring visitors. GA4 uses cookies and a random identifier to recognize a browser; it does not give us your name or email, and we never send form entries or any tax information into analytics events. Google may process this data in the United States. You can opt out with the Google Analytics opt-out add-on or by disabling cookies in your browser.

WeChat QR code. The WeChat QR code on this site is scanned inside Tencent's WeChat app; the scan and any conversation that follows happen in WeChat under Tencent's privacy policy. This website collects nothing when you scan it.

Hosting and logs. The site is hosted by Netlify, Inc. (United States), whose servers keep short-term technical logs (IP address, time, page requested) for security and troubleshooting, as is standard. The site carries no advertising and no ad-tracking or remarketing pixels.

2. Information we handle in the course of our services

To deliver the professional services our clients engage us for, we handle client business records, which may include:

• Bank and credit card statements, invoices, receipts, and e-commerce or delivery platform settlement reports
• Accounting records, trial balances, journal entries and financial statements
• Payroll and employee benefits information
• Employer Identification Numbers (EIN), Forms W-9 and W-8, and related tax documents
• Business contact information for client staff, their customers and vendors
• Accounting data read from, and written to, QuickBooks Online companies that have authorized the connection

3. How we use it

This information is used solely to deliver the services the client has engaged us to perform: bookkeeping, reconciliation, financial reporting, tax compliance and related advisory work. We do not sell client information, we do not use it for advertising, and we do not use one client's information for the benefit of another client.

4. QuickBooks Online data

• We access a QuickBooks Online company only after an authorized administrator of that company connects it through Intuit's OAuth 2.0 authorization flow.
• Access tokens are stored encrypted on our own server and are never shared with third parties.
• Data retrieved from one company is used only for that company's engagement and is kept logically separated from other clients' data.
• Any write to QuickBooks Online requires explicit approval by one of our licensed professionals and is recorded in an audit log.
• A client may disconnect the application at any time from within QuickBooks Online (Settings → Apps → Disconnect), or by contacting us. Upon disconnection we cease API access and delete stored authorization tokens.

5. Use of artificial intelligence

We use the Anthropic Claude API for two narrowly scoped tasks: translating Chinese journal entry descriptions provided by clients' overseas finance teams into English, and classifying uploaded source documents by client, period and document type. Amount calculations, debit and credit balancing, and reconciliation are performed by deterministic code, not by AI. All AI output is reviewed by a licensed professional before use. Under Anthropic's commercial terms, data submitted through the API is not used to train models.

6. Service providers

We share information with these providers only to the extent necessary to deliver our services, and with government authorities where required by law or where the client has authorized a filing.

7. Security

We maintain a written information security program (WISP) consistent with the FTC Safeguards Rule applicable to tax professionals. Measures include:

• Data processed on a single-purpose private server located in the United States; client data is not processed on personal devices
• Encryption in transit (TLS); credentials and authorization tokens stored encrypted
• Multi-factor authentication on administrative accounts; key-based server access only
• Least-privilege access; separate accounts for staff and automated processes
• Append-only audit logging; regular encrypted backups
• Original client documents retained unaltered; processed copies stored separately

8. Retention

Client records are retained for the period required by professional standards, engagement terms and applicable tax law — generally seven years — after which they are securely destroyed. Authorization tokens are deleted upon disconnection or termination of the engagement. Website guide-download submissions are kept for at most 24 months as described in Section 1.

9. Your choices

Clients may request access to, correction of, or deletion of information we hold, subject to our legal and professional record-retention obligations. Requests may be sent to the address below.

10. Changes

Any material change to this policy will be posted on this page with a revised effective date.

11. Contact

Bergland & Gao, LLC | Florida, United States

jenny@bgusatax.com | Documents: docs@bgusatax.com