Privacy Policy

Effective Date: 4/2/25

Advanced Tax Advisors (“we,” “us,” “our”) is committed to protecting the privacy of our clients and website visitors. This Privacy Policy explains how we collect, use, protect, and handle your personal information.

1. Data Collection

We may collect personal information from you in various ways, including but not limited to:

• Contact Information: Name, email address, phone number, and mailing address.
• Financial Information: Details provided to assess your tax situation or offer tax-related services.
• Website Usage Information: IP address, browser type, and pages visited, collected via cookies or similar tracking technologies.
• Communication Records: Information collected through correspondence (e.g., emails, phone calls, or SMS messages).

We do not share your phone number or SMS consent information with third parties or affiliates for marketing purposes.

2. Data Usage

We use the information collected for the following purposes:

• To Provide Services: Process tax filings, deliver consultations, and offer personalized tax strategies.
• To Improve Our Services: Understand user behavior to enhance our website and services.
• To Communicate: Send appointment reminders, updates, newsletters, and other relevant information.
• To Comply with Legal Requirements: Maintain records as required by law.

We will not share your phone number or SMS consent information with third parties or affiliates for marketing purposes.

3. Data Protection

We implement various security measures to protect your personal data:

• Encryption: We use encryption methods to safeguard sensitive data.
• Access Controls: Personal information is accessible only to authorized employees who need it to perform their job duties.
• Regular Security Assessments: Our systems are periodically reviewed to prevent security breaches.

4. User Rights

You have the right to:

• Access Your Data: Request a copy of the personal information we hold about you.
• Correct Your Data: Ask for corrections to any inaccurate information.
• Request Deletion: Ask us to delete your personal data, subject to legal retention requirements.
• Data Portability: Request a transfer of your data to another service provider.

To exercise these rights, please contact us using the information provided below.

5. SMS Communications

Information collected for SMS consent will not be shared with third parties or affiliates for marketing purposes. Please review our Terms of Service page. https://www.advancedtaxadvisors.net/terms-of-use/

6. Opt-Out Options

You may opt out of:

• Marketing Communications: Choose whether to receive newsletters and promotional messages.
• Cookies: Adjust your browser settings to refuse cookies or alert you when cookies are being used.

To opt out of any service or communication, please follow the instructions in the communication or contact us directly.

7. Contact Information

For privacy-related inquiries or to exercise your rights, please contact us at:

Advanced Tax Advisors
777 Brickell Ave #500
Miami, FL 33131
Phone: (954) 888-6941
Email: [email protected]

8. Policy Updates

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. We will notify users of significant changes by posting the updated policy on our website and indicating the effective date.

9. Accessibility

This Privacy Policy is available on our website and can be provided in alternative formats upon request.