PRIVACY POLICY

 

Effective Date: June 1, 2025

 

United Accounting and Tax Services Inc. ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at www.UnitedAccountingTax.com, use our client portal, or engage our services. Please read this policy carefully. If you do not agree with its terms, please discontinue use of our Site.

 

1. INFORMATION WE COLLECT

 

We may collect the following categories of personal information:

 

a. Information You Provide Directly:

  • Full name, mailing address, email address, and phone number (including mobile number)

  • Financial information such as tax identification numbers, income documents, and financial statements

  • Business information including EIN, business name, and entity type

  • Login credentials for our client portal

  • Communications you send us via email, phone, text message, or contact forms

 

b. Information Collected Automatically:

  • IP address, browser type, operating system, and referring URLs

  • Pages visited, time spent on pages, and clickstream data via cookies and similar tracking technologies

 

c. Information from Third Parties:

  • Information from TaxDome's client portal platform used to facilitate document exchange and communication

  • Publicly available information or information from authorized third-party service providers

 

2. HOW WE USE YOUR INFORMATION

 

We use the information we collect for the following purposes:

 

  • To provide, manage, and improve our accounting, tax, and financial services

  • To communicate with you about your account, appointments, document requests, and service updates

  • To send you important notices, tax reminders, and deadline alerts via email, phone, or text message (SMS/MMS)

  • To respond to your inquiries and provide customer support

  • To comply with legal obligations, including IRS and state tax authority requirements

  • To protect the security and integrity of our systems and your data

  • To send you promotional communications and service updates where you have provided consent

 

3. SMS / TEXT MESSAGING COMMUNICATIONS

 

SMS Consent and Opt-In:
United Accounting and Tax Services Inc. sends SMS (text message) communications to clients who have provided their mobile phone number and given explicit consent to receive text messages. By providing your mobile phone number on our website, intake forms, or client portal, you expressly consent to receive SMS messages from us regarding:

 

  • Appointment reminders and scheduling confirmations
  • Document request notifications and upload confirmations
  • Tax deadline reminders and filing status updates
  • Service announcements directly related to your account
  • Responses to inquiries you have submitted to us

 

Message Frequency:
The frequency of SMS messages may vary depending on your account activity and the nature of our services. One-way messages will not exceed 100 messages per day. For two-way communications, message frequency is unlimited as it depends on your consultation needs and requests.

 

How to Opt Out:
You may opt out of receiving SMS communications at any time by:

Replying STOP to any text message you receive from us

Contacting a firm employee directly to request removal from our messaging list

Please note that opting out of SMS messages may affect your access to certain services.

 

Need Help:
For assistance with SMS communications, reply HELP to any text message or contact us at:

United Accounting and Tax Services Inc.
1130 N Tennessee St, Ste B
Cartersville, GA 30120
Phone: (770) 382-5996
Email: [email protected]

 

No Mobile Information Sharing:
Your mobile phone number will be used solely for the purposes for which it was provided and will not be shared with any third-party entities without your explicit consent, except as required by law.

 

Message and Data Rates:
Standard message and data rates may apply for any messages sent or received. These rates are determined and billed by your mobile service provider. We recommend consulting your provider for details on applicable charges.

 

 

4. COOKIES AND TRACKING TECHNOLOGIES

 

Our Site may use cookies, web beacons, and similar tracking technologies to enhance your experience and analyze Site usage. You may control cookie settings through your browser preferences. Disabling cookies may affect certain functionality of the Site.

 

5. HOW WE SHARE YOUR INFORMATION

 

We do not sell your personal information. We may share your information in the following limited circumstances:

 

  • Service Providers: With trusted third-party vendors who assist us in operating our business, including TaxDome (our client portal platform), cloud storage providers, and communication tools — all of whom are contractually obligated to protect your data

  • Legal Compliance: When required by law, regulation, or court order, or when necessary to protect our legal rights or respond to a government inquiry

  • Tax Authorities: With the IRS, state tax agencies, or other governmental bodies as required to fulfill your requested tax services

  • Business Transfers: In connection with a merger, acquisition, or sale of assets, with appropriate notice to you

  • With Your Consent: In any other situation where you have provided explicit written consent

 

6. DATA SECURITY — TAXDOME PLATFORM

 

We take the security of your data seriously. Our client portal is hosted on TaxDome, which employs industry-leading security measures including:

 

  • 256-bit AES encryption for data at rest

  • TLS/SSL encryption for all data in transit

  • Two-factor authentication (2FA) for portal access

  • SOC 2 Type II compliance and regular security audits

  • Data centers with 24/7 physical and electronic security monitoring

 

Despite these measures, no method of transmission over the internet or electronic storage is 100% secure. We encourage you to use strong passwords and to notify us immediately if you suspect unauthorized access to your account.

 

7. RETENTION OF YOUR INFORMATION

 

We retain your personal information for as long as necessary to fulfill the purposes described in this policy, to comply with our legal obligations (including IRS record retention requirements), resolve disputes, and enforce our agreements. Tax records are generally retained for a minimum of seven (7) years in accordance with IRS guidelines.

 

8. YOUR RIGHTS AND CHOICES

 

Depending on your state of residence, you may have the following rights:

 

  • Access: Request a copy of the personal information we hold about you

  • Correction: Request correction of inaccurate or incomplete information

  • Deletion: Request deletion of your personal information, subject to legal retention obligations

  • Opt-Out of Marketing: Unsubscribe from promotional emails or SMS messages at any time

  • Data Portability: Request a portable copy of your data in certain circumstances

 

To exercise any of these rights, please contact us at [[email protected]] or by mail at the address in Section 10. We will respond to verified requests within 30 days.

 

9. CHILDREN'S PRIVACY

 

Our Site and Services are not directed to individuals under the age of 13. We do not knowingly collect personal information from children under 13. If you believe we have inadvertently collected such information, please contact us immediately so we can delete it.

 

10. CHANGES TO THIS PRIVACY POLICY

 

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. When we make material changes, we will update the "Effective Date" at the top of this policy and, where appropriate, notify you by email or through the client portal. Your continued use of our Site or Services after such changes constitutes your acceptance of the updated policy.

 

11. CONTACT US

 

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

 

United Accounting and Tax Services Inc.

130 N Tennessee st, Ste B, Cartersville GA, 30120

Phone: 770-382-5996

Email: [email protected]

Website: www.UnitedAccountingTax.com