Privacy policy

PRIVACY POLICY

Effective Date: June 25, 2026

AJ's Accounting & Tax Services ("AJ's," "we," "our," or "us") values your privacy and is committed to protecting the confidentiality and security of your personal and financial information. This Privacy Policy explains what information we collect, how we use it, how we protect it, and your rights regarding your information. By using our website or engaging our services, you agree to the practices described in this Privacy Policy.

INFORMATION WE COLLECT

Depending on the services you request, we may collect the following information.

Personal Information: Name, address, email address, telephone number, date of birth, Social Security Number, Employer Identification Number (EIN), driver's license or other government-issued identification, and dependent information.

Financial Information: Tax returns, Forms W-2, 1099s, K-1s, bank account information, investment information, payroll information, accounting records, business financial statements, and income and expense documentation.

Technical Information: When you visit our website, we may automatically collect your IP address, browser type, device type, operating system, pages visited, time spent on our website, cookies, and similar technologies.

HOW WE USE YOUR INFORMATION

We use your information to prepare tax returns, provide tax planning, bookkeeping, payroll, accounting and consulting services, respond to inquiries, schedule appointments, verify your identity, prevent fraud, comply with legal and regulatory requirements, improve our services, and communicate with you regarding your account.

CONFIDENTIALITY OF TAX RETURN INFORMATION

Federal law requires tax return information to remain confidential. AJ's Accounting & Tax Services will not disclose tax return information except as authorized by the taxpayer, as permitted under Internal Revenue Code Section 7216 and related Treasury Regulations, or as otherwise required by law.

INFORMATION SECURITY

We maintain administrative, physical, and technical safeguards designed to protect your personal and financial information from unauthorized access, disclosure, alteration, or destruction. Our safeguards include secure client portals, encrypted storage and transmission where appropriate, password-protected systems, multi-factor authentication, secure cloud storage, firewalls and antivirus protection, restricted employee access based on business need, employee security training, a Written Information Security Plan (WISP), and secure disposal of confidential records. Although we use commercially reasonable safeguards, no method of electronic transmission or electronic storage is completely secure.

ARTIFICIAL INTELLIGENCE

AJ's Accounting & Tax Services may use artificial intelligence ("AI") technologies to improve efficiency and customer service. AI may assist with appointment scheduling, client intake, call routing, administrative support, drafting communications, and document organization. Professional tax advice and tax return preparation remain subject to review and professional judgment where appropriate.

COOKIES

Our website may use cookies and similar technologies to improve website functionality, security, and user experience. You may disable cookies through your browser settings; however, doing so may affect certain website functionality.

TEXT MESSAGING (SMS)

By voluntarily providing your mobile telephone number and opting in where required, you consent to receive text messages from AJ's Accounting & Tax Services regarding appointment reminders, tax return updates, document requests, secure portal notifications, payroll notifications, payment reminders, account-related communications, and customer service responses. Message frequency varies. Message and data rates may apply. Reply STOP at any time to opt out of future text messages. Reply HELP for assistance. Consent to receive text messages is not required as a condition of purchasing professional services.

MOBILE INFORMATION SHARING

No mobile opt-in data or text message consent will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in information and consent will not be sold or shared with any third parties except as necessary to provide messaging services through our authorized service providers.

SHARING OF INFORMATION

We do not sell your personal information. We may share information only with your authorization, as necessary to provide requested services, with trusted service providers who assist us in operating our business, as required by law, to comply with court orders or governmental requests, or to protect our legal rights. Service providers are contractually required to safeguard your confidential information.

THIRD-PARTY SERVICE PROVIDERS

We may use third-party providers for tax preparation software, accounting software, payroll software, secure client portals, electronic signature services, cloud hosting, payment processing, telephone and SMS communications, appointment scheduling, email communications, and other business operations necessary to provide our services. These providers are selected based on business necessity and appropriate security standards.

DATA RETENTION

We retain client information in accordance with applicable federal and state laws, Internal Revenue Service requirements, professional standards, and legitimate business purposes. Records may be securely destroyed after the applicable retention periods have expired.

YOUR RIGHTS

You may request to update your personal information, correct inaccurate information, request access to your information, or withdraw consent for marketing communications where applicable. Certain records cannot be deleted when retention is required by law or professional standards.

CHILDREN'S PRIVACY

Our website and services are not intended for children under the age of 13. We do not knowingly collect personal information directly from children.

THIRD-PARTY WEBSITES

Our website may contain links to third-party websites for your convenience. AJ's Accounting & Tax Services is not responsible for the privacy practices or content of external websites. We encourage you to review the privacy policies of any third-party websites you visit.

CHANGES TO THIS PRIVACY POLICY

We may update this Privacy Policy periodically to reflect changes in our business practices, legal requirements, or technology. Any revisions become effective immediately upon posting to this website. The Effective Date at the top of this Privacy Policy indicates the date of the most recent revision.

CONTACT US

If you have questions regarding this Privacy Policy or our privacy practices, please contact us.

AJ's Accounting & Tax Services

Email: [email protected]

Website: https://ajsaccountingandtax.com