Legal
Privacy Policy
Last updated: September 2026
1. Introduction
Bournemouth Tax Return (“we”, “us”, or “the practice”) is operated by Donatas Mendelis, an AAT Licensed Accountant (FMAAT AATQB), based at Flat 8, 13-15 Southbourne Lane East, Southbourne, Bournemouth, BH6 3DN. We are committed to protecting and respecting your privacy. This policy explains how we collect, use, and protect your personal information when you use our website or engage our services.
2. Information We Collect
We collect information you provide directly to us, including your full name, email address, telephone number, and details of the service you require when you submit an enquiry through our contact form. We also collect information necessary to prepare your tax returns and accounts, such as your National Insurance number, UTR, employment income, rental income, and relevant financial records.
3. How We Use Your Information
We use your personal information to respond to your enquiries, prepare and file your tax returns and accounts, communicate with HMRC and Companies House on your behalf as your authorised agent, and fulfil our professional and legal obligations as a regulated accounting practice. We do not sell your data to third parties.
4. Legal Basis for Processing
We process your personal data under the lawful bases of contract (to provide the services you have requested), legal obligation (to comply with HMRC, AAT, and other regulatory requirements), and legitimate interest (to respond to your enquiry and provide a professional service).
5. Data Sharing
We may share your information with HMRC, Companies House, and other regulatory bodies where necessary to provide our services or meet our legal obligations. We use secure third-party tools for document collection and accounting software, which act as data processors under our control.
6. Data Retention
We retain your personal and financial information for as long as necessary to provide our services and to meet our legal and regulatory obligations, typically a minimum of six years in line with HMRC requirements.
7. Your Rights
Under the UK GDPR and Data Protection Act 2018, you have the right to access your personal data, request corrections, request deletion, and object to certain types of processing. To exercise these rights, contact us at donatas@accountantbookkeeping.co.uk.
8. Security
We take appropriate technical and organisational measures to protect your personal data, including secure document collection through our client portal and encrypted communication channels.
9. Contact
If you have any questions about this Privacy Policy or how we handle your data, please contact Donatas Mendelis at donatas@accountantbookkeeping.co.uk or call 07840 240153.