Your information deserves careful handling
This policy explains what AutoTaxa may collect through this website and how we use it to respond, provide services, and improve the experience.
Effective date: September 2, 2026
Information we collect
When you contact us, we may collect your name, email address, phone number, business details, and the information you include in your message. If you become a client, we may collect tax and accounting documents needed to provide the requested service.
How we use information
We use information to respond to inquiries, prepare or support tax and accounting services, schedule consultations, communicate about an engagement, protect our systems, and comply with legal or professional obligations.
What we do not promise
This website is not an IRS system, and sending a message through the contact form does not file a tax return or create a client engagement. Do not submit Social Security numbers, bank details, passwords, or complete tax documents through an ordinary contact form. Use the secure process we provide for sensitive documents.
Sharing and retention
We may use service providers for hosting, communications, scheduling, and secure document handling. We do not sell personal information. We retain information only as long as reasonably necessary for the purpose collected, an engagement, legal requirements, dispute resolution, or recordkeeping.
Your choices
You may contact us to ask about information associated with your inquiry or to request correction. Some records may need to be retained to meet legal, accounting, or professional obligations.
Updates and contact
We may update this policy when our services or legal obligations change. The effective date above identifies the latest version. Questions can be sent through our contact page.