Introduction
AI Tax & Business Services, LLC (“we,” “us,” “our”) is committed to maintaining the confidentiality, integrity, and security of your personal and financial information. This Privacy Policy describes how we collect, use, protect, and share information when you engage with our services—whether through our website, client portal, in person, email, or over the phone.
By using our services, you consent to the practices described in this Privacy Policy. We comply with all applicable federal and state laws, including IRS Publication 4557, federal privacy regulations, and state data privacy guidelines.
Personal Identifiable Information (PII)
Personal Identifiable Information (PII)
Personal Identifiable Information (PII)
This may include:
- Full name
- Date of birth
- Home and mailing address
- Email address
- Phone number
- Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)
- Driver’s license, passport, or other government identification
- Immigration documentation
Financial & Tax Information
Personal Identifiable Information (PII)
Personal Identifiable Information (PII)
This includes:
- W-2s, 1099s, 1098s, K-1s
- Business income and expense records
- Bank statements, payroll records, receipts
- Asset information and investment documents
- Prior-year tax returns
Business Documentation
Personal Identifiable Information (PII)
Technical / Website Data
For business clients:
- Articles of organization or incorporation
- EIN records
- Payroll, bookkeeping, and accounting files
- Vendor/contractor payments
Technical / Website Data
Information from Third Parties
Technical / Website Data
Automatically collected data:
- IP address
- Browser type and device information
- Cookies and analytics data
- Pages viewed and time spent on the site
Information from Third Parties
Information from Third Parties
Information from Third Parties
We may receive information from:
- Financial institutions
- Tax software providers
- Payroll companies
- Government agencies
- Authorized representatives (with your consent)
Sharing & Disclosure of Information
We do NOT sell your information. We may only share information in the following situations:
With Your Explicit Consent
For example:
- Mortgage lenders
- Financial advisors
- Attorneys
- Third-party partners you authorize
For Legal or Regulatory Compliance
We may disclose information to:
- IRS and state tax authorities
- Government agencies
- As required by court orders, audits, or legal obligations
With Trusted Service Providers
We may share information with vendors who assist us in business operations, including:
- Tax software companies
- Accounting systems
- E-signature platforms
- Secure file storage providers
- Payment processors
- IT and website support
All vendors must maintain confidentiality and protect your information.
Your Rights
Your Rights
Updates to This Privacy Policy
Third-Party Websites
Depending on your location and applicable law, you may have the right to:
- Access the information we maintain about you
- Request corrections or updates
- Request deletion of your information (where permitted)
- Request limitations on data usage
- Withdraw previously given consent
- Request copies of your tax records or filings
Requests can be submitted via email to aitbusinesssvcs@gmail.com.
Third-Party Websites
Updates to This Privacy Policy
Third-Party Websites
Our website may contain links to third-party sites for convenience or resources.
We are not responsible for:
- Their content
- Their privacy practices
- Any information you provide to them directly
We encourage you to review the privacy policies of any website you visit.
Children's Privacy
Updates to This Privacy Policy
Updates to This Privacy Policy
We do not knowingly collect, store, or process information from children under 13 without verified parental consent. If such information is discovered, it will be deleted promptly.
Updates to This Privacy Policy
Updates to This Privacy Policy
Updates to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in:
- Regulations
- Our practices
- Technology or services offered
Updates will be posted on our website with a revised “Last Updated” date. Your continued use of our services constitutes acceptance of any updated terms.