I. Information We Collect

At CPA Tax Advisors, LLC, we collect personal and technical information to provide you with the highest level of service. The types of information we collect include:

Personal Information:

We gather personal data directly from our clients to facilitate the preparation and filing of taxes and to offer Tax Planning incidental to finances and/or investments, ensuring compliance with regulations. This includes, but is not limited to:

• Name

• Address

• Email address

• Social Security Number (SSN)

• Income details

• Bank account information

• Tax-related documents

We collect this information when you provide it to us during consultations, form submissions, or interactions with our services.

Technical Information:

We also collect technical data such as IP addresses, browser types, device information, and usage data when you visit our website.

SMS Messaging

As part of our services, we may communicate with you via SMS (text messages) to send important updates, reminders, or confirmations. By providing us with your phone number, you consent to receive these messages.

Consent for SMS Communication

By providing your phone number and opting into our services, you consent to receive SMS messages from CPA Tax Advisors, LLC, related to the services you have requested. These messages may include:

• Service reminders and updates

• Appointment confirmations and reminders

• Important account or tax filing updates

• Notices of document submission requirements

You may opt-out of receiving SMS messages at any time by replying with the word “STOP” or by contacting us directly at 770-969-1255. Please note that opting out of SMS messages may affect our ability to communicate important information regarding your account or services.

Data Collection and Usage

We collect your phone number when you provide it to us during your interactions or account setup. We may use this information solely for the purpose of sending SMS messages related to your service needs. We do not share your phone number with third parties for marketing purposes.

II. How We Use Your Information

To Provide Services:

We use your personal information to prepare and file taxes, provide Tax planning advice, and offer other related services.

Communication:

We may use your information to communicate with you about your account, updates on tax laws, or changes to our services.

Legal Compliance:

We may use or disclose your information to comply with legal obligations or respond to legal requests, such as subpoenas or tax authority inquiries.

III. How We Protect Your Information

We implement a variety of security measures to ensure the protection of your personal information, including:

• Encryption protocols for sensitive data

• Secure storage systems

 • Access controls limiting who can view your data

We strive to ensure that your information is safeguarded against unauthorized access, loss, or misuse.

IV. How We Share Your Information

With Third-Party Service Providers:

We may share your personal information with trusted third parties, such as software providers or other contractors, to facilitate our services. These third parties are bound by confidentiality agreements.

For Legal Purposes:

We may disclose your information to regulatory bodies, law enforcement, or courts when required by law.

Business Transfers:

In the event of a merger, acquisition, or sale of assets, your information may be transferred to the new owner.

V. Your Rights and Choices

You have the right to:

• Access and update your personal information

• Request the deletion of your personal information (subject to legal requirements)

• Opt out of certain communications, such as marketing emails

To exercise these rights, please contact us at 770-969-1255

 VI. Changes to This Privacy Policy

 

We reserve the right to update or modify this Privacy Policy at any time. Any changes will be reflected on this page with an updated effective date. We encourage you to review this policy periodically.

Data Sharing with Third Parties

 We do not sell or rent your personal information to third parties for marketing purposes. We may, however, share your information with trusted service providers who assist us in delivering services such as tax preparation, software management, and secure communications. These providers are contractually obligated to protect your information.

Cookies and Tracking Technologies

Our website may use cookies to enhance your user experience, track site usage, and analyze website traffic. Cookies help us remember your preferences and provide a more personalized service. You can adjust your browser settings to refuse cookies, but doing so may limit certain features of the website.

Security Measures

To safeguard your personal information, we employ industry-standard security measures, including firewalls, encryption, and access controls. However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute protection of your information.

Marketing and Promotional Emails

We may send you periodic emails regarding tax updates, services, or promotions that may be of interest to you. If you prefer not to receive such emails, you may opt-out by clicking the 'unsubscribe' link included in every marketing email.

Children’s Privacy

 We do not knowingly collect personal information from individuals under the age of 18. If we become aware that a child has provided us with personal information, we will take steps to delete such data from our records.

International Transfers of Information

By using our services, you acknowledge and consent to the transfer of your personal information to countries outside your jurisdiction, which may have different data protection laws. We will take appropriate measures to ensure that your information is handled securely in accordance with this policy.

Contact Us

If you have any questions about this Privacy Policy or how we handle your personal information, please contact us:

Phone: 770-969-1255

Fax: 770-234-6361

Address: 2870 Peachtree RD NW, #281 Atlanta, GA 30305