Welcome to ADTAX Advisor (“Company,” “we,” “our,” or “us”). We value your privacy and are committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website https://adtaxadvisor.com, use our services, complete online forms or questionnaires, communicate with us, or access our client portal.
1. Information We Collect
1.1 Personal & Tax-Related Information
We may collect personal and sensitive information that you voluntarily provide, including but not limited to:
- Name, email address, phone number
- Mailing address and country of residence
- Tax identification numbers (SSN, ITIN, EIN)
- Business information
- Financial and tax-related data
- Uploaded documents (W-2s, 1099s, IDs, tax returns, financial statements)
This information may be collected when you:
- Submit contact forms or questionnaires
- Request consultations or services
- Sign engagement letters or agreements
- Upload documents through our client portal
1.2 Usage & Technical Data
We may automatically collect certain technical information, including:
- IP address
- Browser type and version
- Device information
- Pages visited and time spent on the Site
2. How We Use Your Information
We use your information to:
- Provide tax, accounting, and advisory services
- Communicate with you regarding your requests, services, or account
- Process engagement agreements and client onboarding
- Improve our website, services, and user experience
- Comply with legal, regulatory, and IRS requirements
We do not use your information for purposes unrelated to providing professional services.
3. Messaging & Communications
3.1 Consent
By providing your phone number or email address, you consent to receive communications related to your inquiry or services, including appointment reminders, service updates, and administrative messages. Standard messaging rates may apply.
3.2 Opt-Out
You may opt out of marketing or SMS communications at any time by:
- Replying “STOP” to SMS messages
- Clicking unsubscribe links in emails
- Contacting us at help@adtaxadvisor.com
3.3 Access and Updates
You may request access to or correction of your personal information by contacting us at help@adtaxadvisor.com.
4. How We Share Your Information
We do not sell or rent your personal information. We may share information only with:
- Trusted service providers (e.g., secure portal, e-signature, messaging providers)
- Legal or regulatory authorities when required by law
- Successor entities in the event of a business transfer or merger
All third parties are required to maintain confidentiality and data protection standards.
5. Client Portal & Document Security
When using our client portal, documents and data are transmitted and stored using secure, encrypted systems. Clients are responsible for maintaining the confidentiality of their login credentials.
6. Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your information. However, no electronic transmission or storage system is 100% secure, and absolute security cannot be guaranteed.
7. Data Retention
We retain personal and tax-related information only for as long as necessary to provide services, comply with IRS and legal obligations, resolve disputes, and enforce agreements.
8. Children’s Privacy
Our website and services are not intended for individuals under the age of 13. We do not knowingly collect information from children.
9. International Data Transfers
Your information may be processed or stored in the United States or other jurisdictions where data protection laws may differ from those in your country of residence.
10. Changes to This Privacy Policy
We may update this Privacy Policy periodically. The most current version will be posted on this page with the effective date.
10. Contact Us
If you have any questions about this Privacy Policy, please contact us at:
ADTAX Advisor
Phone: +1 (407) 684-2173
Email: help@adtaxadvisor.com
Ready to Get Started?
Schedule a free consultation and let us guide you through the next steps based on your specific needs.