Privacy Policy

**Privacy Notice for Allied Tax Advisors**

**Effective Date: February 1, 2024**

**Introduction**

At Allied Tax Advisors, we are committed to protecting the privacy and security of our clients’ information. This Privacy Notice outlines the types of personal information we collect, how we use it, the measures we take to keep your information secure, and your rights regarding your personal information.

**Information We Collect**

We collect information to provide better services to all our clients. This includes:

– **Personal Identifiers:** such as your name, address, email address, and Social Security number.
– **Financial Information:** including income, deductions, credits, and other tax-related information.
– **Usage Data:** information on how you use our website and services.

**How We Use Your Information**

We use the information we collect to:

– Provide, maintain, and improve our services.
– Process your tax returns and other accounting services you request.
– Communicate with you about our services, including updates and customer support.
– Comply with legal obligations.

**How We Share Your Information**

We do not share your personal information with companies, organizations, or individuals outside of Allied Tax Advisors except in the following cases:

– With your consent.
– For external processing by our trusted service providers based on our instructions and in compliance with our Privacy Notice and any other appropriate confidentiality and security measures.
– For legal reasons, including to meet any applicable law, regulation, legal process, or enforceable governmental request.

**Your Rights and Choices**

You have the right to:

– Access the personal information we hold about you.
– Request correction of any inaccurate or incomplete data.
– Request deletion of your personal information, subject to certain exceptions.
– Object to or restrict our processing of your information.
– Request the transfer of your personal information to another service provider.

**Data Security**

We implement a variety of security measures to maintain the safety of your personal information. Despite our efforts, please note that no method of transmission over the Internet or method of electronic storage is 100% secure.

Changes to This Privacy Notice

We may update our Privacy Notice from time to time. We will notify you of any changes by posting the new Privacy Notice on this page. We will let you know via email and/or a prominent notice on our website, prior to the change becoming effective.

Contact Us

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

info@alliedtax.com

Ensure that the contact details are accurate and remember to review this notice with a legal professional to ensure full compliance with all applicable laws and regulations.