Effective Date: January 1, 2025

Introduction At AT CPAs, your privacy is a priority. We are committed to safeguarding your personal and financial information. This Privacy Policy outlines how we collect, use, protect, and disclose your information in compliance with applicable laws and regulations.

 

  1. Information We Collect
    We may collect the following types of information:
  • Personal Information: Name, address, email, phone number, Social Security Number, and other identifiers.
  • Financial Information: Income details, tax records, banking information, and other data necessary for accounting and tax services.
  • Business Information: Financial statements, payroll records, and other business-related data.
  • Online Information: IP address, browser type, and website usage when you interact with our website.
  1. How We Collect Information
    We collect information in the following ways:
  • Directly From You: Through forms, emails, phone calls, and in-person meetings.
  • Third Parties: Banks, financial institutions, or other authorized sources with your consent.
  • Online: Through cookies and analytics tools on our website.
  1. How We Use Your Information
    We use your information to:
  • Provide accounting, tax, and advisory services.
  • Prepare and file tax returns.
  • Respond to inquiries and provide customer support.
  • Comply with legal and regulatory obligations.
  • Improve our services and website functionality.
  1. How We Protect Your Information
    We implement strict security measures to protect your information, including:
  • Encryption and secure storage of sensitive data.
  • Regular security audits and updates.
  • Restricting access to authorized personnel only.
  1. Disclosure of Information
    We do not sell or rent your personal information. We may disclose your information in the following circumstances:
  • To comply with legal requirements or respond to lawful requests by authorities.
  • To service providers who assist us in delivering our services (e.g., IT providers, payment processors), subject to confidentiality agreements.
  • With your explicit consent.
  1. Text Messaging Opt-In Data
    Text messaging originator opt-in data and consent will not be shared with any third parties. We are committed to maintaining the confidentiality of your text message data and ensuring it is used solely for the purposes for which you have provided consent.
  1. Your Rights
    You have the right to:
  • Access the personal information we hold about you.
  • Request corrections to inaccurate or incomplete information.
  • Request deletion of your personal information, subject to legal or regulatory requirements.
  • Opt out of certain communications or data uses.
  1. Retention of Information
    We retain your information only as long as necessary to fulfill our services and comply with legal obligations. Once no longer required, your data will be securely disposed of.
  1. Cookies and Online Tracking
    Our website may use cookies to enhance your user experience. You can adjust your browser settings to manage cookies. Note that disabling cookies may affect website functionality.
  1. Changes to This Privacy Policy
    We may update this Privacy Policy periodically. Changes will be posted on our website with the updated effective date. Please review the policy regularly.
  1. Contact Us
    If you have questions or concerns about this Privacy Policy or how we handle your information, please contact us:
    AT CPAs
    7918 Jones Branch Dr, Ste. 400
    McLean, VA 22102
    info@at-cpas.com

SMS Terms & Conditions:

By using our services, you acknowledge that you have read and understood this Privacy Policy and agree to its terms.