Privacy Policy

Privacy Policy

A.M. Austin & Associates, LLC

Effective Date: 12/31/2025

1. Introduction

A.M. Austin & Associates, LLC (“we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of our clients’ personal and financial information. We collect, use, and safeguard information in accordance with applicable federal and state laws and guidelines, including requirements issued by the Internal Revenue Service.

2. Information We Collect

We may collect personal and financial information necessary to provide tax preparation, consultation, and related services, including but not limited to:

Names, addresses, phone numbers, and email addresses

Social Security numbers, taxpayer identification numbers, and dates of birth

Income, expense, and financial records

Business and tax-related documents provided by the client

Information is collected directly from clients through intake forms, consultations, secure uploads, and communications.

3. How We Use Information

Client information is used solely for legitimate business purposes, including:

Preparing and filing tax returns

Providing tax consultations and related services

Complying with federal and state tax laws

Communicating with clients regarding their services

We do not sell, rent, or share client information for marketing purposes.

4. Information Sharing and Disclosure

Client information is not disclosed to third parties except:

As required to prepare and file tax returns with taxing authorities

When authorized by the client

When required by law or regulatory authorities

Any third parties involved in processing or transmitting information are required to maintain appropriate confidentiality and security standards.

5. Data Security and Safeguards

We maintain administrative, technical, and physical safeguards designed to protect client information from unauthorized access, disclosure, or misuse. These safeguards align with IRS guidance regarding the protection of taxpayer data and include:

Secure storage of electronic and physical records

Restricted access to client information

Use of secure systems for transmitting sensitive data

Ongoing review of internal procedures

6. Client Responsibilities

Clients are responsible for providing accurate information and for safeguarding copies of their tax documents and login credentials. Clients are encouraged to notify us promptly of any suspected unauthorized access or security concerns.

7. Record Retention

Client records are retained for the period required by applicable laws and professional standards. Records are securely disposed of when no longer required.

8. Privacy Rights

Clients may request information regarding how their data is used or request corrections to their personal information by contacting us directly.

9. Changes to This Policy

This Privacy Policy may be updated periodically to reflect changes in laws, regulations, or business practices. Updates will be posted on our website with a revised effective date.

10. Contact Information

If you have questions about this Privacy Policy or how your information is handled, please contact:

A.M. Austin & Associates, LLC
123 Vesta Dr, Warner Robins, Ga 31088
478-901-6064
info@amaustinandassociates.com