Privacy Policy

Last Updated: January 2026

1. Information We Collect

We collect information necessary to provide tax preparation and related services, including:

  • Personal identification information (name, email, phone, SSN, EIN)
  • Business information (entity type, revenue, expenses)
  • Financial documents (tax forms, bank statements, receipts)
  • Communication records

2. How We Use Your Information

Your information is used solely for:

  • Preparing and filing tax returns
  • Providing bookkeeping and tax planning services
  • Communicating with you about your account and services
  • Complying with legal and regulatory requirements

3. Data Security

We implement industry-standard security measures to protect your information:

  • Bank-level encryption for all data transmission
  • Secure cloud storage with access controls
  • Regular security audits and updates
  • Limited employee access on a need-to-know basis

4. Information Sharing

We do not sell, rent, or share your personal information with third parties except:

  • When required by law (IRS, FTB, court orders)
  • With your explicit consent
  • With service providers who assist in our operations (cloud storage, software tools) under strict confidentiality agreements

5. Secure Document Upload

All documents uploaded through our portal are:

  • Encrypted during transmission using SSL/TLS
  • Stored in private, encrypted cloud storage
  • Accessible only to you and your assigned preparer
  • Retained in accordance with professional standards and IRS requirements

6. Data Retention

We retain client records for a minimum of 7 years as required by professional standards and IRS regulations. After this period, records are securely destroyed unless you request otherwise.

7. Your Rights

You have the right to:

  • Access your information
  • Request corrections to your information
  • Request deletion of your information (subject to legal retention requirements)
  • Opt out of non-essential communications

8. Cookies and Analytics

Our website uses essential cookies for functionality and may use analytics tools to improve user experience. No tracking cookies are used for advertising purposes.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date. Continued use of our services constitutes acceptance of the updated policy.

10. Contact Us

For questions about this Privacy Policy or to exercise your rights, please contact us through our Contact page or email us at contact@alaccountingtax.com (placeholder).