Privacy Policy

Last updated: January 24, 2023

This Privacy Policy explains how Action Tax Advisors (“Company,” “we,” “us,” or “our”) collects, uses, discloses, and protects your information when you visit our website https://actiontaxadvisors.com
, use our services, or interact with us in any way.

By using our website or submitting information to us, you agree to the practices described in this Privacy Policy.

1. Information We Collect

We may collect several types of information, including:

Personal Information

Information you willingly provide, such as:

  • Name
  • Email address
  • Phone number
  • Address
  • Business information
  • Any details submitted through forms on our website
  • Usage Data

We automatically collect certain data from your device when you visit our website, such as:

IP address

Browser type and version

Pages visited

Date/time of visit

Time spent on each page

Device type and operating system

Cookies & Tracking Technologies

We use cookies, beacons, tags, and similar technologies to:

Improve your browsing experience

Analyze website performance

Remember preferences

You may disable cookies in your browser, but certain website features may not function correctly.

2. How We Use Your Information

We may use the information we collect to:

Provide and maintain our services

Respond to inquiries or service requests

Send appointment reminders and service updates

Improve website functionality and user experience

Communicate regarding tax-related services or documentation

Analyze site performance and usage trends

Prevent fraud or security threats

Comply with legal and regulatory obligations

We do not sell your personal information.

3. SMS Communications & Consent

When you submit your phone number on our website, you may choose to receive informational SMS messages from Action Tax Advisors. These messages may include:

Appointment reminders

Service-related updates

Account or document notifications

Responses to inquiries

Your Consent

By checking the SMS opt-in checkbox on our contact or scheduling forms, you give explicit consent to receive SMS communications.

Your SMS consent is optional. You may still use our forms and services without agreeing to receive text messages.

Your Rights

Message frequency varies.

Standard message and data rates may apply.

You may opt out at any time by replying STOP.

Reply HELP for additional assistance.

Data Sharing Restrictions

We do not share, sell, or disclose phone numbers or SMS consent information with third parties for marketing or promotional purposes.
We may share your information only with subcontractors or service providers who help deliver our services.

4. How We Share Your Information

We may share personal information only in the following circumstances:

  • Service Providers
  • Trusted third-party vendors who assist with:
  • Website hosting
  • Customer support
  • Appointment systems
  • Communication tools
  • Data analytics
  • Business Transfers

If Action Tax Advisors is involved in a merger, acquisition, or asset sale, your information may be transferred as part of the transaction.

Legal Requirements

We may disclose your information when required to:

  • Comply with a legal obligation
  • Protect our rights or property
  • Investigate possible misconduct
  • Protect users’ safety
  • Respond to government requests

With Your Consent

We may share your information if you explicitly authorize us to do so.

5. Data Retention

We retain personal information only as long as needed for:

  • Legal or regulatory compliance
  • Providing contracted services
  • Record-keeping requirements
  • Business purposes
  • Usage data may be retained for internal analytics and security purposes.

6. Data Security

We use commercially acceptable methods to protect your data.
However, no online transmission or electronic storage is completely secure.
We cannot guarantee absolute security, but we take reasonable steps to safeguard information.

7. Children’s Privacy

Our services are not intended for individuals under age 13.
We do not knowingly collect information from children.
If we learn that a child has submitted personal data, we will delete it promptly.

8. External Links

Our website may contain links to third-party sites.
We are not responsible for the content, privacy practices, or policies of those sites.
We recommend reviewing the privacy policies of any external websites you visit.

9. Changes to This Privacy Policy

We may update this Privacy Policy periodically.
When updates occur:

The revised version will be posted on this page

The “Last Updated” date will change

By continuing to use our website or services, you accept the updated policy.

10. Contact Us

If you have questions about this Privacy Policy or wish to exercise your data rights, you may contact us:

Email: support@actiontaxadvisors.com

Contact Page: https://actiontaxadvisors.com/contactus