Skip to main content
ACTAX

Privacy Policy    

AC Tax focuses on implementing fair information practices that are designed to protect your privacy.


You may have some concern about the confidentiality of the information you provide to this office. It is our policy to keep your personal and business matters confidential to the extent permitted by law.


Client Information, Privacy Policies and Notice Regarding Advisor-Client Privileged Communications
 
The Federal Trade Commission has issued regulations that require tax preparation firms to provide an annual statement of firm privacy policies. Here is our policy:
 
We handle all information you provide us with the utmost confidentiality. Your personal information will only be shared with members of our firm who need to know this information in order to complete the work you have hired our firm to do. We will not disclose your personal information to anyone outside our firm without your express written permission to do so, or unless we are legally required to do so. For example, if a mortgage lender contacts our office for a copy of your return or information about it, we will ask that you provide written permission prior to our responding to that request.
 
You should also be aware that anything you tell us during the interview for the preparation of your tax return is confidential, but not protected from the IRS. Privileged communications (those that are protected from IRS authority to compel our testimony) are limited to non-criminal tax advice on matters before the IRS or non-criminal tax proceedings in federal courts. Although we consider any information you provide us as confidential, return preparation engagements are not covered by advisor-client privilege.
 

If you feel the nature of any subject matter to be discussed requires protected communications, please raise that issue so that we can discuss your possible need to consult with an attorney for legal advice.

SMS Terms & Conditions

1- SMS Consent Communication:

The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

2- Types of SMS Communications:

If you have consented to receive text messages from Actax, you may receive messages related to the following:

  • Appointment reminders
  • Follow-up messages
  • Billing inquiries

Example: "Hello, this is a friendly reminder of your upcoming appointment with Mr. [Name] at [Location] on [Date] at [Time]. You can reply STOP to opt out of SMS messaging from Actax at any time."

3- Message Frequency:
Message frequency may vary depending on the type of communication. For example, you may receive up to two SMS messages per week related to your appointments, billing, or follow up meetings.

Example:
"Message frequency may vary. You may receive up to 2 SMS messages per week regarding your appointments or account status."

4- Potential Fees for SMS Messaging:

Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

5- Opt-In Method:

You may opt-in to receive SMS messages from Actax in the following ways

  • Verbally, during a conversation
  • By submitting an online form
  • By filling out a paper form

6- Opt-Out Method:

You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

7- Help:

If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at (insert the link)

8- Standard Messaging Disclosures:

  • Message and data rates may apply.
  • You can opt out at any time by texting "STOP."
  • For assistance, text "HELP" or visit our [Privacy Policy] and [Terms and Conditions] pages.
  • Message frequency may vary
 
SMS opt-in and phone numbers collected for SMS communication purposes will not be shared with any third party and affiliates for marketing purposes


ACTAX

Advisory, Consulting & Tax Relief Services