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Resources for Individuals and Businesses

Tax Checklist for Individuals

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Tax Checklist for Businesses

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FREE DOWNLOAD

Resources for Individuals and Businesses

Tax Checklist for Individuals

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Tax Checklist for Businesses

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Privacy Policy

Introduction

Avant Tax is committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, safeguard, and disclose your information when you use our services or interact with our website.

Information We Collect

We may collect personal information from you when you:

• Use our website or services


• Contact us for inquiries or support


• Complete forms on our website

• Opt in to receive SMS notifications or promotional messages


• Sign up for our newsletter or promotional materials


• Participate in surveys or provide feedback

The types of personal information we may collect include:

• Name

• Contact information (email address, phone number, mailing address)

• Tax-related information (income, deductions, financial details)

• Payment information (credit card details, billing address)

SMS Consent and Communications

When you provide your phone number through our website forms or other written consent methods, you may be given the option to opt in to receive SMS notifications and/or promotional messages from Avant Tax.

By checking the consent box and submitting your information:

• You agree to receive SMS communications from Avant Tax.

• Message frequency may vary.

• Message and data rates may apply.

• You may opt out at any time by replying STOP.

• You may reply HELP for assistance.

SMS consent is obtained directly from you and is not a condition of purchase. Your phone number will only be used for the purposes described at the time of opt-in.

How We Use Your Information

We may use the information we collect from you for the following purposes:

• To provide and improve our services

• To communicate with you and respond to your inquiries

• To process transactions and provide customer support

• To send you updates, newsletters, and promotional materials

• To comply with legal and regulatory requirements


Data Security

We take the security of your personal information seriously and implement appropriate measures to protect it from unauthorized access, disclosure, alteration, or destruction. We use encryption, firewalls, and other industry-standard security practices to safeguard your data.

Cookies and Tracking Technologies

Our website may use cookies, tracking pixels, and similar technologies to enhance your browsing experience and analyze website traffic.

These technologies may collect information such as:

• IP address

• Browser type

• Device information

• Pages visited

• Time spent on our website

We use this information to:

• Improve website functionality and performance

• Analyze usage trends

• Support marketing and advertising efforts

You may choose to disable cookies through your browser settings. However, doing so may affect certain website features.

Phone Number Privacy

We respect your privacy. Avant Tax does not sell, rent, trade, or share your phone number with third parties for their marketing or promotional purposes.

Phone numbers collected for SMS communications are used solely for the purposes described at the time of opt-in, including appointment reminders, service updates, and promotional messages (if consent is provided).

SMS consent data and phone numbers will not be shared with third parties or affiliates for marketing purposes.

We may share your phone number only with trusted service providers (such as SMS platform providers) strictly for the purpose of delivering our communications, and only under confidentiality obligations.

Sharing Your Information

• We may share your personal information with third parties in the following circumstances:

• With service providers who assist us in providing our services (e.g., payment processors, IT support)

• We do not sell, rent, or share your personal information, including your phone number, with third parties or affiliates for their marketing or promotional purposes.

• When required by law or to comply with a legal obligation.

Your Choices

You have the following choices regarding your personal information:

• You can access, update, or delete your information by contacting us directly.

You can opt-out of receiving promotional communications from us by following the unsubscribe instructions included in the emails.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. We will notify you of any material changes by posting the updated policy on our website.

Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at +1 401-7241248.