Name: Associated Income Tax Services
Address: 921 W Oak Ave Visalia, Visalia, Visalia, CA, 93291, USA
Telephone: (559) 627-1339

Effective Date: July 23, 2026

Associated Income Tax Services (“AITS,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit www.aitstax.com (the “Website”) or use our tax preparation, accounting, bookkeeping, and related professional services.

By accessing or using our Website, you acknowledge that you have read and agree to this Privacy Policy.

Information We Collect

We may collect personal information that you voluntarily provide to us, including your name, email address, phone number, mailing address, company or business information, tax-related information, information submitted through contact forms, appointment requests, document uploads, and any other information you choose to provide while communicating with us.

We may also automatically collect technical information such as your IP address, browser type, device information, operating system, pages visited, date and time of your visit, referring website, website usage data, and information collected through cookies or similar technologies.

How We Use Your Information

We use your information to respond to inquiries, provide customer support, schedule appointments, prepare tax returns, deliver bookkeeping and accounting services, communicate regarding requested services, improve our Website, maintain security, prevent fraud, comply with legal obligations, send service-related updates, and maintain accurate business records.

We do not sell your personal information.

Contact Forms and Appointment Requests

When you submit a contact form or request an appointment through our Website, the information you provide is used solely to respond to your inquiry, schedule requested services, communicate with you regarding your appointment, and provide our professional tax and accounting services.

Information Sharing

We may share your information only when necessary to provide requested services, work with trusted vendors and service providers, process appointments or communications, comply with applicable laws or legal requests, or protect our legal rights, customers, and business. All third-party providers are expected to maintain appropriate confidentiality and security standards.

Tax Information

Information provided for tax preparation, accounting, bookkeeping, payroll, or related financial services is treated as confidential and is used solely for providing requested professional services and complying with applicable federal and state laws.

Cookies and Analytics

Our Website may use cookies and similar technologies to improve functionality, remember user preferences, analyze Website traffic, measure Website performance, and enhance your browsing experience. You may disable cookies through your browser settings; however, certain Website features may not function properly.

Third-Party Services

We may use trusted third-party service providers, including customer relationship management (CRM) platforms, appointment scheduling software, website hosting providers, analytics services, email communication providers, SMS communication providers, and payment processors. These providers may access personal information only as necessary to perform services on our behalf and are required to safeguard your information.

Our Website may also contain links to third-party websites. We are not responsible for the privacy practices or content of those websites.

Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, misuse, or destruction. While we take commercially reasonable measures to protect your information, no method of electronic transmission or storage can be guaranteed to be completely secure.

Data Retention

We retain personal information only for as long as necessary to provide requested services, meet legal, tax, accounting, and regulatory obligations, resolve disputes, enforce our agreements, and maintain required business records. When information is no longer required, it will be securely deleted or destroyed where appropriate.

Children’s Privacy

Our Website is not intended for children under the age of 13. We do not knowingly collect personal information from children under 13 years of age. If we become aware that such information has been collected, we will promptly delete it.

Your Privacy Rights

Depending on applicable law and your location, you may have the right to request access to your personal information, request corrections, request deletion where permitted by law, request restrictions on certain processing activities, or withdraw consent where applicable. To exercise these rights, please contact us using the information below.

California Privacy Notice

If you are a California resident, you may have additional privacy rights under applicable California privacy laws. Requests regarding your personal information may be submitted using the contact information provided below.

SMS Communications

We will not share your opt-in to an SMS campaign with any third party for purposes unrelated to providing you with the services of that campaign. We may share your Personal Data, including your SMS opt-in or consent status, with third parties that help us provide our messaging services, including but not limited to platform providers, phone companies, and any other vendors who assist us in the delivery of text messages.

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

By providing your mobile phone number through our Website, contact forms, appointment requests, or during the course of our services, you expressly consent to receive SMS (text) messages from Associated Income Tax Services regarding your account, appointments, tax services, reminders, service updates, and other business-related communications.

Your consent to receive SMS messages is not a condition of purchasing or receiving any goods or services.

Message Frequency

Message frequency may vary depending on your interactions with us and the services you request.

Message and Data Rates

Standard message and data rates may apply based on your mobile carrier’s plan.

Opt-Out

You may opt out of receiving SMS messages at any time by replying STOP to any SMS message. Once you opt out, you will no longer receive SMS communications unless you choose to opt in again.

Help

For assistance, reply HELP to any SMS message or contact us at (559) 627-1339 or info@aitstax.com.

SMS Privacy Commitment

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors in support services, including customer service, CRM systems, or SMS delivery providers, is permitted only as necessary to provide our services. Text messaging originator opt-in data and consent will not be shared with any third parties for marketing purposes.

Do Not Track Signals

Some web browsers include a “Do Not Track” feature. At this time, our Website does not respond to Do Not Track signals because there is no universally accepted standard for doing so.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our business practices, legal requirements, or Website functionality. Any updates will be posted on this page with a revised Effective Date. Your continued use of the Website after changes are posted constitutes your acceptance of the revised Privacy Policy.