Privacy Policy

At AB Accounting Group, PLLC, we are committed to protecting the privacy and confidentiality of our clients’ information. This Privacy Policy explains how we collect, use, store, and safeguard personal and financial information in the course of providing accounting, tax, and advisory services.

 

Information We Collect

We may collect personal and business information including, but not limited to:

  • Names, addresses, phone numbers, and email addresses

  • Social Security numbers, EINs, and taxpayer identification numbers

  • Financial records, tax documents, and supporting documentation

  • Information submitted through intake forms, questionnaires, or client communications

Information may be collected through our website, secure client portal, email, phone communications, or during the course of our professional engagement.

 

How We Use Your Information

We use client information solely to:

  • Provide accounting, tax preparation, tax planning, and advisory services

  • Prepare and file federal, state, and local tax returns

  • Respond to inquiries from tax authorities when authorized

  • Communicate with clients regarding their accounts and services

  • Comply with legal, regulatory, and professional obligations

We do not sell or rent client information.

 

Information Security & Safeguards

We take reasonable and appropriate measures to safeguard client information, including administrative, technical, and physical security controls designed to protect against unauthorized access, disclosure, or misuse.

 

We utilize secure third-party technology platforms, including TaxDome, to collect and store certain client information. TaxDome maintains its own privacy and security practices, which apply to data processed through its platform.

 

Sharing of Information

  • Client information is shared only when:

  • Authorized by the client

  • Required to provide professional services

  • Required by law, regulation, or court order

  • Necessary to comply with IRS, state taxing authorities, or regulatory agencies

 

Data Retention

We retain client records in accordance with professional standards, regulatory requirements, and internal record-retention policies. Records may be retained after the conclusion of an engagement as required by law or professional guidelines.

 

Your Rights & Questions

Clients may request access to or correction of their personal information, subject to legal and professional limitations.

 

If you have questions about this Privacy Policy or how your information is handled, please contact us at:

 

Email: info@abaccountinggroup.cpa