Like other providers of personal financial services, we are required by law to inform our clients of our policies regarding privacy of client information. We continuously follow strict professional standards of confidentiality more rigorous than those required by law. Protecting your right to privacy has always been of the utmost concern for us.
We collect nonpublic personal information about you that you provide, or which is obtained by us with your authorization. Examples of sources of this information include client phone calls, emails, worksheets, and documents; client financial planning organizers; tax returns; and questionnaires concerning financial history.
Personal information that we obtain from current and former clients while providing accounting services is not disclosed except as is required or permitted by law. Permitted disclosures include providing client information to our employees and, in limited circumstances, to third parties who require such information to assist us in providing client services. We stress the confidential nature of information being shared in all such situations.
We retain records relating to professional services provided so that we may better assist you with your professional needs. Additionally, records are retained in some circumstances to comply with professional guidelines and requirements. To protect your nonpublic personal information, we maintain electronic, physical, and procedural safeguards in compliance with professional standards.
This website includes an AI-powered assistant, provided by Austur.ai, that helps visitors learn about our services, process, and pricing, along with an interactive fee estimator and voice features. If you use them, the messages you type or dictate in the chat, and the page where you opened it, are processed by Austur and its AI providers to generate responses about our practice. Conversation summaries and any contact details you choose to share are provided to us so we can follow up. Austur's privacy policy, which covers visitors to websites that use its assistant, is at austur.ai/privacy; its terms are at austur.ai/terms.
If you speak instead of type, your audio is transcribed and immediately discarded; recordings are never stored. If you use voice to fill our contact form, the transcript and the values it produced may be retained for up to 30 days to improve the feature's accuracy, then permanently deleted. Our engagement analytics is tied to an anonymous identifier, never to your name. If your browser sends a Global Privacy Control signal, the voice-fill retention and our page-view analytics are disabled automatically.
The estimator's "email this to me" option uses your name and email to send you your estimate. Contact form submissions are delivered to us through Austur's platform and are kept as part of our standard business records. We never sell your information, and it is not used to train general-purpose AI models.
Please don't share sensitive identifiers, such as Social Security numbers, EINs, or financial account numbers, in the chat or by voice; we will ask for anything we need through secure channels once we work together. The assistant provides general information only, not tax or professional advice, and using this website or the assistant does not create a client relationship with Tax and Accounting Services, LLC. Engagements begin only with a signed agreement. Use of the assistant is entirely optional; to ask about or request deletion of data collected through it, please call us at 703.777.6187.
Your privacy, our professional ethics requirements, and our ability to provide quality financial services are important to us. If you have any questions about our privacy policy, please call us at 703.777.6187.