Privacy Notice

We collect information you provide to deliver tax/accounting services, software access, compliance support, and related business services. We protect it with reasonable safeguards and share it only as needed to provide services, comply with law, or with your consent.

1. Information We Collect

  • Identity/contact: name, address, email, phone
  • Tax/financial: SSN/ITIN, income, deductions, banking info, business records
  • Business/compliance: entity details, filings information, ownership/management info you provide
  • Marketing/project info: brand assets and campaign information you provide
  • Technical: device data, cookies, analytics
  • Communications: emails, texts, calls (where permitted)

2. How We Use Information

  • Provide Services, prepare/efile returns, support your account
  • Verify identity and prevent fraud
  • Process payments
  • Provide training/support and improve services
  • Comply with legal and regulatory obligations

3. Sharing of Information

We may share information with:

  • Tax software/portal providers and IT vendors (to operate services)
  • Payment processors
  • Bank product providers (refund advance/check/debit card) if you choose them
  • Government agencies as required (IRS/state)
  • Professional advisors (legal/accounting) under confidentiality

4. Cookies and Analytics

We may use cookies and analytics tools to understand site usage and improve performance. You can adjust browser settings to limit cookies.

5. Data Security

We use reasonable administrative, technical, and physical safeguards. No system is 100% secure; you acknowledge that risk.

6. Data Retention

We retain information as needed to provide services, meet legal/IRS requirements, resolve disputes, and enforce agreements.

7. Your Choices and Rights

Depending on your state, you may have rights to access, correct, or delete certain personal information, and to opt out of certain marketing.

8. SMS/Texting

If you opt in, we may send appointment reminders, status updates, and service messages. Message/data rates may apply. You can opt out by replying STOP.

9. Children

Our services are not directed to children under 13.

10. Updates

We may update this Privacy Notice. The “Last Updated” date will change.

11. Contact

Email: info@atabusa.com
Phone: (800) 605-0702