Who We Are

Our website address is: https://www.aotax.com/

AOTAX (Advantage One Tax Consulting) (“us”, “we”, or “our”) is a tax preparation and consulting service provider. This privacy policy outlines how we collect, use, disclose, and protect your personal information when you use our services.  

Information We Collect

We may collect personal information from you when you:  

  • Visit our website
  • Contact us for services
  • Use our mobile app
  • Interact with us through social media

The information we collect may include:

  • Personal Information: Name, address, email address, phone number, Social Security number, date of birth, financial information (income, deductions, tax returns), and other personal identifiers.
  • Device Information: Information about your computer, mobile device, or other device used to access our services, including IP address, browser type, and operating system.
  • Usage Information: Information about how you use our services, including pages visited, features used, and links clicked.

How We Use Information

  • Advantage One Tax Consulting may also use your personal information to contact you about our services we think you would be particular interest to you.
  • Provide tax preparation and consulting services
  • Communicate with you about your account and services
  • Respond to your inquiries and requests
  • Improve our services and website
  • Protect against fraud and abuse
  • Comply with legal and regulatory requirements
  • We will always give you the opportunity to opt-out of receiving the such direct communications. You may exercise this right to opt-out at any time. We never use or share your personal information you provided to us online in ways unrelated to the once described above without also providing you an opportunity to opt-out or otherwise prohibit such unrelated uses.

Sharing Your Information

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

    Data Security

    We take reasonable measures to protect your personal information from unauthorized access, use, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is completely secure.  

    Your Rights

    You have the right to:

    • Access and review your personal information  
    • Correct inaccuracies in your personal information
    • Request deletion of your personal information  
    • Opt-out of marketing communications
    • Restrict processing of your personal information

    Children’s Privacy

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

    Changes to This Privacy Policy

    We may update this privacy policy from time to time. We will notify you of any material changes by posting the updated policy on our website.  

    Contact Us

    By providing a telephone number and submitting this form you are giving consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging. For more information on how we handle your data please refer to our Privacy Policy located at https://www.aotax.com/privacy-policy/

    If you have any questions or concerns about this privacy policy, please contact us at:

    Please note: This is a basic privacy policy template and may not cover all aspects of your business. It is recommended to consult with an attorney to ensure compliance with applicable laws and regulations.

    Additional considerations:

    • Data retention: Specify how long you retain personal information.
    • Data breaches: Outline your procedures for handling data breaches.
    • Cross-border data transfers: If you transfer data to other countries, explain the safeguards in place.
    • Cookie policy: If you use cookies, provide details about their use.
    • California Consumer Privacy Act (CCPA) and other state-specific privacy laws: If applicable, include provisions to comply with these laws.