Privacy Policy

AllTax Associates, LLC 

Last Updated: May 21, 2025
 
Introduction
At AllTax Associates, LLC (“AllTax,” “we,” “us,” or “our”), your privacy is our priority. We are a full-service accounting firm dedicated to maintaining the highest standards of confidentiality and integrity in handling your personal and financial information. This Privacy Policy describes the types of information we collect, how we use it, how it may be shared, and the steps we take to safeguard it. 

We adhere to applicable federal and state laws and professional ethical standards, including the Gramm-Leach-Bliley Act (GLBA) and Internal Revenue Code §7216, which govern how tax professionals handle taxpayer data. 
 
1. Information We Collect
We collect personal and financial information from you directly, from third-party sources with your authorization, or automatically via our website or client portals. 

Information we may collect includes, but is not limited to: 
a. Personally Identifiable Information (PII): 
– Full legal name 
– Social Security Number (SSN) or Tax Identification Number (TIN) 
– Date of birth 
– Driver’s license or state ID number 
– Spouse and dependent information 

b. Contact Information: 
– Mailing and billing address 
– Email address 
– Phone numbers 

c. Financial and Tax Information: 
– Tax return documentation (W-2s, 1099s, K-1s, etc.) 
– Bank account and routing numbers 
– Investment portfolios 
– Retirement account details 
– Business income and expense records 
– Payroll and bookkeeping data 
I- RS and state tax correspondence 

d. Online and Technical Data: 
– IP address 
– Device type and operating system 
– Browser type and version
– Pages visited, and actions taken on our website 
– Cookies and similar tracking technologies (see Section 8) 
 
2. How We Use Your Information 
We use your information for purposes that are legally permitted and aligned with your expectations, including: 

Tax Preparation & Filing: To prepare and file your federal, state, or local tax returns. 
Accounting & Bookkeeping: To deliver professional services such as payroll processing, financial statement preparation, or audits. 
Advisory Services: To provide guidance on tax planning, budgeting, retirement planning, and financial decision-making. 
Compliance: To meet regulatory requirements, including maintaining records for IRS and state audits. 
Client Communications: To respond to inquiries, send updates about your case, deliver documents securely, and provide appointment reminders. 
Internal Operations: To monitor performance, improve our services, and maintain the integrity of our systems. 

We do not use your data for advertising or marketing purposes unless you have explicitly opted in. 
 
3. Legal Basis for Processing (for GDPR-Related Clients) 
While we are a U.S.-based firm, if you are located in the European Economic Area (EEA), we will process your personal data under one or more of the following legal bases: 
– Your consent 
– Performance of a contract 
– Legal obligation 
– Legitimate interest (e.g., fraud prevention, internal record-keeping) 
 
4. Disclosure and Sharing of Information 
We limit disclosure of your information to only those who need it to provide services or as required by law. 

We may share your information with: 

Authorized Service Providers (e.g., tax software platforms, cloud storage providers) 
Government Agencies, such as the IRS or state tax departments (as required by law) 
Banks and Financial Institutions, for direct deposit, payment processing, or verification 
Third-Party Professionals such as attorneys or financial advisors at your request 
Affiliates and Contractors under strict confidentiality agreements 

We will never sell your information to third parties. 
 
5. Data Security and Confidentiality 
We implement strong administrative, physical, and technical safeguards to protect your data. 
These include: 

– Secure client portals with two-factor authentication (2FA) 
– Encrypted data transmission and storage 
– Limited access controls based on job roles 
– Regular staff training on data privacy and cybersecurity 
– Routine vulnerability assessments and system audits 

Despite our efforts, no system can guarantee 100% security. We encourage clients to also take steps to protect their personal information (e.g., using strong passwords and avoiding public Wi-Fi when accessing sensitive data). 
 
6. Data Retention 
We retain personal and financial information for the period necessary to:
 
– Provide services 
– Comply with legal, regulatory, and IRS record-keeping obligations (typically 7 years) 
– Resolve disputes and enforce agreements 

You may request deletion of your information in accordance with applicable laws, although we may retain some data for compliance purposes. 
 
7. Your Rights 
Depending on your location, you may have certain rights, including: 

Right to access: Request a copy of your personal data 
Right to correct: Update inaccurate or incomplete data 
Right to delete: Request deletion of your data, with some legal exceptions 
Right to restrict processing: Limit how we use your data 
Right to portability: Request transfer of your data to another service provider 
 
8. Cookies and Tracking Technologies 
Our website may use cookies, web beacons, and similar technologies to: 
– Monitor website performance 
– Analyze visitor behavior 
– Enhance user experience 

You can adjust your browser settings to refuse cookies or alert you when cookies are being sent. However, some parts of our site may not function properly without them. 
 
9. Third-Party Links 
Our website may include links to third-party websites (e.g., IRS.gov, payment processors, or business resources). This policy does not apply to those sites. We encourage you to review their privacy practices before submitting personal information. 
 
10. Contact Information 
If you have any questions about this Privacy Policy, or if you wish to exercise your rights, please contact us at: 

AllTax Associates, LLC 
Address: 2107 Sherry St., Arlington, TX 76010, USA
Phone: +1 (817) 459-0771
Email: info@alltaxllc.com
Website: www.alltaxllc.com
 
11. Changes to This Policy 
We reserve the right to update this Privacy Policy at any time. Updates will be posted to our website with a revised effective date. If changes significantly affect how we handle your personal data, we will notify you via email or through our client portal. 
 
12. Your Consent 
By using our services or providing your personal information, you consent to the terms outlined in this Privacy Policy.