Last Updated: November 2025
All Around Tax Pros (“we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard the information you provide to us when using our tax preparation services, website, or communicating with us by phone, email, or other methods.
We may collect personal and financial information necessary to provide accurate and compliant tax services, including:
Full name, address, phone number, and email address
Social Security numbers and dependent information
Employer, income, and wage information (W-2s, 1099s, etc.)
Bank account details for direct deposit of refunds
Tax-related documents and prior-year returns
Any other information voluntarily provided for tax preparation or business purposes
We may also collect non-personal information such as website usage data to help improve our online experience.
Your information is used strictly for:
Preparing and filing your federal and state tax returns
Communicating with you about your tax matters
Providing customer support and responding to inquiries
Verifying your identity to prevent fraud
Maintaining records as required by law
Sending updates or information related to our services (if you opt in)
We do not sell, trade, or rent your personal information to anyone.
We maintain administrative, technical, and physical safeguards to protect your data, including:
Secure computer systems and encrypted storage
Access restricted to authorized personnel only
Secure document disposal
Compliance with IRS Publication 4557 and FTC privacy guidelines
While no system is 100% secure, we are committed to maintaining the highest level of confidentiality and data protection for all client information.
We may share your information only in the following limited circumstances:
With the IRS or state tax authorities when filing returns
With trusted third-party vendors who assist in providing services (e.g., e-file providers, banking partners)
When required by law, court order, or government request
With your written consent
All third parties must maintain strict confidentiality and data protection standards.
We retain your tax and account records for as long as required by law or as needed to provide ongoing services. When no longer needed, records are securely deleted or destroyed.
You have the right to:
Access and review your personal information
Request corrections or updates
Withdraw consent (where applicable)
Request deletion of information when legally permissible
To exercise these rights, please contact us using the information below.
All Around Tax Pros
📞 1 404-980-4723
📧 [email protected]
We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. Updated versions will be posted with a new “Last Updated” date.
Would you like me to also give you a short version (1-paragraph summary) you can paste into a GHL form footer or website disclaimer box that links to this full policy?
That version is perfect for your “Book a Call,” “Client Data Sheet,” or “Get Started Now” funnels.