Privacy Notice

Last updated: 24 August 2026

1. About this notice

The Calm Accountant is the trading name of Jessica Tjeng, a sole trader providing accountancy and tax services.

Our correspondence address is:

4th Floor, 18 St. Cross Street
London, EC1N 8UN

This privacy notice explains how we collect, use and protect your personal data, together with your rights under applicable data protection legislation.

For data protection purposes, The Calm Accountant is the data controller, which means we are responsible for deciding how your personal data is held and used.

2. Information we may hold about you

Depending on the services you enquire about or receive, we may hold information including:

  • your name, address, date of birth and contact details;

  • National Insurance number, Unique Taxpayer Reference and tax codes;

  • financial information, including income, expenses, bank details, assets and liabilities;

  • payroll, salary and pension information where relevant;

  • identification and verification documents required for anti-money laundering and client due diligence;

  • details of services requested or provided;

  • correspondence and communications with you; and

  • information relating to complaints or enquiries.

These categories are taken directly from your fuller notice.

3. How we collect your personal data

We may collect personal data directly from you when:

  • you make an enquiry or request a proposal;

  • you engage us to provide services;

  • you provide accounting records, tax information, payroll information, identification documents or other information required for our work; or

  • you contact us by email, telephone, post, through this website or by other electronic means.

We may also receive personal data from third parties or public sources where relevant, including HM Revenue & Customs, Companies House, employers or organisations connected with the work, banks, pension or payroll providers, professional advisers and other authorised sources.

4. How we use your personal data

We may process your personal data where this is necessary:

  • to perform a contract with you or take steps before entering into one;

  • to comply with legal and regulatory obligations; or

  • for our legitimate interests, provided those interests do not override your rights and freedoms.

Our legitimate interests include operating and managing the practice, maintaining appropriate business and client records, communicating with clients, protecting our systems and information, preventing fraud, improving our services and establishing or defending legal claims.

We may use personal data to:

  • provide accountancy and tax services;

  • communicate with you about those services;

  • prepare and submit accounts, tax returns and other filings;

  • deal with HMRC, Companies House and other authorities where authorised;

  • carry out identity, anti-money laundering and regulatory checks;

  • maintain business and client records; and

  • comply with our legal, regulatory and professional obligations.

Where we provide services to a business or organisation, this may also involve processing personal data relating to its directors, employees, subcontractors, suppliers, customers or other connected individuals.

Data retention

We keep personal data only for as long as necessary for the purposes for which it was collected, including satisfying legal, regulatory, accounting, tax and reporting requirements.

The appropriate retention period will depend on the type of information, the services provided and any applicable statutory or professional obligations.

5. Sharing your personal data

We may share personal data where required by law, where necessary to provide or administer our services, or where we have another legitimate reason to do so.

This may include:

  • HMRC, Companies House and other government or regulatory authorities;

  • our professional body, regulators, insurers and professional advisers;

  • software, IT, cloud-storage and other technology providers;

  • payroll, accounting, tax and document-management providers; and

  • other third parties where you have authorised us or where disclosure is required or permitted by law.

Third-party service providers may only process personal data for specified purposes and in accordance with applicable requirements.

6. International transfers

Some software and service providers we use, including cloud-based, technology and artificial intelligence providers, may process or access personal data outside the UK.

Where this involves an international transfer, we will take appropriate steps to ensure that the transfer complies with applicable UK data protection legislation, including relying on UK adequacy regulations or appropriate safeguards where required.

You can contact us if you would like further information about international transfers or the safeguards used.

7. Data security

We use reasonable and appropriate security measures designed to protect personal data against accidental loss, unauthorised access, alteration or disclosure.

Access to personal data is limited to those who have a legitimate need to process it. We also maintain procedures for dealing with suspected personal-data breaches and will notify affected individuals and regulators where legally required.

8. Your rights

Depending on the circumstances, you may have the right to:

  • request access to the personal data we hold about you;

  • request correction of inaccurate or incomplete data;

  • request erasure of personal data in certain circumstances;

  • request restriction of processing;

  • request transfer of certain personal data where applicable; and

  • object to processing where we rely on legitimate interests.

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

We may need to ask for information to confirm your identity before responding to a request.

9. Withdrawing consent

Where we rely on your consent for a particular use of personal data, you may withdraw that consent at any time.

Withdrawal of consent will not affect processing carried out before the withdrawal, and we may continue to process the information where another lawful basis applies.

10. Changes to this notice

We may update this privacy notice from time to time. The latest version will be published on this website and, where appropriate, we will notify you directly.

11. Contact us

If you have any questions about this notice or how we handle your personal data, please contact:

Jessica Tjeng
The Calm Accountant
Email: jessica@thecalmaccountant.co.uk
Telephone: 07593 563 488

You also have the right to complain to the Information Commissioner's Office (ICO) about the way your personal data has been handled. Your existing notice already includes the ICO telephone contact and complaint route.