At Arrieta Tax, we are committed to protecting the personal and financial information you entrust to us. This policy explains how we collect, use, and safeguard your data.
We may collect the following personal and financial information when you use our services: name, address, phone number, email address, Social Security Number (or ITIN), employment and income information, bank and credit card details, historical tax records, and any other documents you voluntarily provide for tax preparation or accounting services.
We use your information to: prepare and file your federal and state tax returns, provide tax advice and planning, communicate with you about your account or services, bill and process payments, comply with legal and regulatory obligations, improve our services and customer experience, and prevent fraud or unauthorized activities.
We do not sell, rent, or trade your personal information to third parties. We may share your information solely: with the IRS, state tax authorities and other governmental agencies as required by law, with service providers who assist us in operations (e.g., payment processing, cloud storage) under confidentiality agreements, when necessary to protect our legal rights or comply with legal process, or with your explicit consent.
We implement technical, administrative, and physical security measures to protect your information against unauthorized access, alteration, disclosure, or destruction. This includes SSL/TLS encryption for data transmissions, secure storage on servers with restricted access, multi-factor authentication for internal system access, and regular staff training on privacy and security.
Depending on your state of residence, you may have the right to: access the personal information we hold about you, request correction of inaccurate data, request deletion of your information (subject to legal retention obligations), opt out of receiving marketing communications, and lodge a complaint with the relevant privacy authority. To exercise these rights, contact us at privacy@arrietatax.com.
Our website uses cookies and similar technologies to enhance user experience, analyze traffic, and personalize content. You can control or disable cookies through your browser settings, but some site functionality may be affected. We do not respond to "Do Not Track" signals at this time.
Our site may contain links to external websites (e.g., IRS, social media). We are not responsible for the privacy practices or content of those sites. We encourage you to review their privacy policies before providing any information.
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If we discover that we have received information from a minor without verification of parental consent, we will delete it.
We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. The date of the latest update is indicated at the top of the policy. We will notify you of material changes via a notice on our website or by email.
If you have questions or concerns about this Privacy Policy or how we handle your information, you can contact us at: Arrieta Tax, 123 Main Street, Suite 200, New York, NY 10001, email: privacy@arrietatax.com, phone: +1 (929) 779-4172.