Privacy Policy

1. Information We Collect

We may collect the following types of personal information:

• •Contact information — name, email address, phone number, and message provided through our contact form or online intake form.
• •Tax and financial information — documents and records submitted in connection with tax preparation services, through the channel confirmed by our team after intake.
• •Communications — emails, messages, and records of conversations related to your inquiry or service request.
• •Website usage information — general usage data may be collected depending on tools enabled. See Section 5.

2. How We Use Your Information

We use personal information to:

• •Respond to inquiries and provide the services you have requested.
• •Prepare and file tax returns or other documents on your behalf, with your authorization.
• •Communicate with you about your file, appointments, or tax matters.
• •Comply with applicable legal and professional obligations.

We do not sell, rent, or share your personal information with third parties for marketing purposes.

3. Document Handling and Confidentiality

Tax documents and financial records are handled with confidentiality. Documents are used solely for the purpose of preparing the services you have requested. Please do not submit sensitive financial documents through the general contact form. Our team will confirm the appropriate method for document submission as part of the intake process.

4. Online Intake and Contact Forms

Information submitted through our contact form or online intake form is received by AGA Tax Solutions for the purpose of responding to your inquiry and initiating service. Form submissions are handled through our website hosting and form processing services.

5. Third-Party Tools and Services

This website may use third-party tools and services depending on features enabled, which may include hosting providers, form handling services, map embeds, email delivery providers, and analytics tools. These services have their own privacy policies.

At the time of this policy, this website does not use tracking analytics by default. If that changes, this policy will be updated to name the specific tools in use.

6. Cookies

This website may use cookies to support basic functionality. You may adjust cookie settings in your browser. If analytics tools are enabled in the future, a cookie notice will be added.

7. Data Retention

Contact form submissions and general inquiries are retained for a reasonable period to allow follow-up. Client tax records are retained in accordance with applicable professional and legal requirements.

8. Your Rights

You may contact us to request access to your personal information, correct inaccurate information, or request that information be removed where legally permissible.

9. Contact