Privacy Policy

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Last Updated: May 19, 2026

About the Financials LLC (“we,” “us,” or “our”) operates the website [Your Website URL] (the “Site”) and provides premium bookkeeping, tax compliance, and financial advisory services. This Privacy Policy describes how we collect, use, disclose, and protect your personal and financial information when you visit our Site or engage our services.

By using our Site or services, you agree to the collection and use of information in accordance with this policy.

To provide you with elite, high-touch financial and tax advisory services, we collect both personal and highly confidential financial information.

• Personal Identification Information: Name, email address, phone number, mailing address, and business entity name.
• Sensitive Financial & Tax Information: Social Security Numbers (SSN), Employer Identification Numbers (EIN), federal and state tax documents, bank account statements, credit card statements, payroll data, and bookkeeping ledgers.
• Usage Data: IP addresses, browser types, pages visited on our Site, and the time/date of your visit collected via cookies and web tracking.
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We use your information strictly to perform our professional duties and to treat your business with the care it deserves. Specifically, we use it to:

• Prepare and file accurate state and federal tax returns.
• Maintain precise, month-to-month bookkeeping records and perform cleanup projects.
• Provide strategic, year-round tax planning and retirement structure optimization.
• Communicate with you regarding updates, tax deadlines, and consulting schedules.
• Ensure absolute legal compliance "by the book" with internal revenue codes and state regulations.
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We do not sell, rent, trade, or distribute your personal or financial information to third parties for marketing purposes.

As an Enrolled Agent and financial professional, your data privacy is strictly protected by federal law (including IRC Section 7216, which criminally prohibits the unauthorized disclosure or use of tax return information by tax return preparers).

We only disclose your information to:

• The IRS and State Tax Authorities: Solely for the purpose of filing your authorized tax returns.
• Third-Party Secure Software Vendors: Only those necessary to perform our services (e.g., encrypted tax software, secure client portals, and cloud-based accounting systems) who are bound by strict data confidentiality agreements.
• Legal Requirements: If required to do so by a court order, subpoena, or applicable federal or state laws.
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We implement robust administrative, technical, and physical security measures designed to protect your sensitive financial records from unauthorized access, alteration, or disclosure. This includes utilizing bank-grade, encrypted client portals for all document uploads and secure cloud storage infrastructure.

While we use commercial-grade protection systems, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

You retain the right to:

• Request a copy of the personal and financial information we hold about your business.
• Request corrections to any inaccurate or incomplete records.
• Request the deletion of your data, subject to federal and state record-retention laws that mandate financial and tax professionals keep client files for a legally specified minimum duration (typically 3 to 7 years for tax records).
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Our Site may contain links to external web tools (such as scheduling links, billing systems, or client portals). We do not control and are not responsible for the privacy practices or content of third-party platforms. We recommend reviewing their individual policies before submitting sensitive data.

We may update our Privacy Policy from time to time to reflect changes in our practices or legal obligations. Any changes will be posted on this page with an updated "Last Updated" date.

If you have any questions, concerns, or requests regarding this Privacy Policy or how your financial information is safeguarded, please reach out to us directly:

• Company Name: About the Financials LLC 
• Email: office@atftaxes.com
• Phone:  609-705-3592