Privacy Policy
Last Updated: November 6, 2026
Aligned Tax Advisors ("we," "our," or "the Firm") is committed to protecting the privacy and confidentiality of the personal and financial information entrusted to us.
This Privacy Policy explains how we collect, use, disclose, and safeguard information obtained through our website and in connection with our professional tax preparation, tax planning, and related services.
Our handling of tax return information is subject to applicable federal and state laws, including Internal Revenue Code Section 7216 and related Treasury Regulations.
1. Information We Collect
Depending on your interactions with our Firm and the services requested, we may collect the following categories of information:
Personal Information
Name, address, telephone number, and email address
Social Security numbers and taxpayer identification numbers
Dates of birth, dependent information, and other identifying information
Tax and Financial Information
Federal, state, and local tax returns
Income, employment, investment, and retirement information
Banking and financial account information
Business records and supporting tax documentation
Other information necessary to provide the services you request
Website Information
When you visit our website, certain technical information may be collected, including your IP address, browser type, device information, pages visited, and information submitted voluntarily through website forms.
Information may be collected directly from you or, when authorized or otherwise permitted by law, from third parties involved in providing our services.
2. How We Use Your Information
We use personal and financial information for legitimate business and professional purposes, including:
Preparing and electronically filing tax returns
Providing requested tax planning and related advisory services
Communicating with clients regarding their tax matters
Maintaining client records and administering professional engagements
Responding to inquiries and providing client support
Maintaining and improving our website and business operations
Fulfilling legal, regulatory, and professional obligations
Tax return information is used only for purposes permitted under applicable law or as otherwise authorized through any required taxpayer consent.
3. Confidentiality of Tax Return Information
We recognize that tax return information is highly sensitive and subject to specific legal protections.
Under Internal Revenue Code Section 7216 and applicable Treasury Regulations, tax return preparers are generally prohibited from using or disclosing tax return information for purposes unrelated to tax return preparation unless an applicable exception permits the use or disclosure or the taxpayer provides the required consent.
We maintain procedures intended to protect the confidentiality of this information and limit access to individuals and service providers with a legitimate, authorized need for it.
Where applicable law requires written taxpayer consent for a particular use or disclosure, we will obtain that consent before proceeding.
This Privacy Policy does not constitute consent to disclose or use tax return information for purposes requiring separate authorization.
4. Disclosure of Information to Third Parties
We may disclose personal information when reasonably necessary to provide requested services, administer our business, or comply with applicable legal requirements, but only to the extent permitted by law.
Depending on the circumstances, recipients may include:
Tax preparation and electronic filing service providers
Secure document exchange and electronic signature providers
Information technology, hosting, and data storage providers
Authorized personnel and professional service providers
Government agencies, tax authorities, or other parties when disclosure is legally required or permitted
We take reasonable steps to select and oversee service providers that handle confidential information, consistent with applicable requirements.
We do not disclose protected tax return information for unrelated marketing purposes without any authorization required by law.
5. Relationship With Aligned Retirement Planners
Aligned Tax Advisors and Aligned Retirement Planners LLC are separate businesses that offer different professional services.
Clients may independently choose to engage either or both businesses.
Information provided to Aligned Tax Advisors in connection with tax preparation services is not automatically authorized for disclosure to or use by Aligned Retirement Planners LLC.
Any sharing or use of protected tax return information between the businesses is subject to applicable confidentiality laws, regulatory exceptions, and taxpayer consent requirements.
6. Information Security
We maintain an information security program designed to protect personal and financial information against reasonably foreseeable threats, unauthorized access, and improper disclosure.
Our safeguards are intended to address administrative, technical, and physical security risks in a manner appropriate to the nature and scope of our operations.
We periodically review our security practices and make adjustments as appropriate.
While we take reasonable steps to protect confidential information, no electronic system or method of transmission can be guaranteed to be completely secure.
7. Secure Document Submission
We encourage clients to use our designated secure client portal when submitting tax documents and other confidential information.
Sensitive documents may contain Social Security numbers, banking information, tax returns, and other identifying information.
For your protection, we recommend avoiding ordinary, unencrypted email when transmitting sensitive tax or financial documents.
If you need assistance submitting information securely, please contact our office.
8. Record Retention
We retain personal information, tax records, supporting documentation, and related correspondence as reasonably necessary to provide our services, fulfill legal and professional obligations, resolve disputes, and maintain appropriate business records.
Retention periods may vary depending on the type of information and applicable requirements.
When records are no longer needed and are not subject to applicable retention obligations, we use reasonable procedures for their secure disposal.
9. Website Cookies and Third-Party Services
Our website may use cookies and similar technologies necessary for website functionality and, where implemented, to evaluate website performance and visitor activity.
These technologies may collect technical information about website usage.
You may be able to manage cookies through your browser settings. Restricting certain cookies may affect some website features.
Our website may also contain links to third-party services, including appointment scheduling tools and secure document portals. Those services may maintain separate privacy policies governing information collected directly through their platforms.
We do not authorize website analytics or advertising providers to use confidential tax return information for their own advertising purposes.
10. Your Privacy Choices and Requests
You may contact us with questions or concerns regarding the collection, use, or protection of your personal information.
Subject to applicable law, you may request that we review or correct inaccurate information maintained in our records.
Requests to access or delete information will be evaluated in accordance with applicable legal requirements and our professional record-retention obligations.
We may be required or permitted to retain certain records even after our professional relationship has ended.
11. Information Relating to Children
Our website is intended for individuals seeking professional tax and related services and is not directed to children under the age of 13.
Information about children or dependents may be collected when reasonably necessary for tax preparation or related services requested by a parent, guardian, or other authorized individual.
12. Changes to This Privacy Policy
We may revise this Privacy Policy periodically to reflect changes in our business practices, technology, or legal requirements.
Revisions will be posted on this page with an updated effective date. Where additional notice or consent is required by applicable law, we will provide it.
13. Contact Information
Questions regarding this Privacy Policy or the handling of personal information may be directed to:
Aligned Tax Advisors
1 Lockwood Drive, Suite 220 Pittsford, NY 14534
Phone: (585) 622-4515
Email: trevor@alignedta.com
Website: alignedta.com