Client Portal

Privacy Policy

Last Updated: November 9, 2025

1. Introduction

Welcome to AE Tax Advisors (“we,” “our,” “us”).
Your privacy is very important to us. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit our website https://aetaxadvisors.com, contact us, or use our tax and advisory services.

By using our website or services, you agree to the terms outlined in this Privacy Policy.

2. Information We Collect

We collect information to provide better services to our clients. This may include:

a. Personal Information

When you contact us, schedule a consultation, or become a client, we may collect:

  • Full name

  • Email address

  • Phone number

  • Mailing address

  • Employment and income details

  • Tax and financial information

  • Business entity information (if applicable)

b. Automatically Collected Data

When you visit our website, we may collect:

  • IP address

  • Browser type and version

  • Device information

  • Pages visited and time spent on the site

  • Cookies and tracking technologies (via analytics tools)

3. How We Use Your Information

We use your information to:

  • Provide and manage our tax and advisory services

  • Respond to your inquiries and schedule consultations

  • Prepare tax filings and financial documents

  • Maintain client records and communication

  • Improve our website and user experience

  • Send you updates, newsletters, and marketing materials (you can opt out anytime)

  • Comply with legal, regulatory, and professional obligations

4. Information Sharing and Disclosure

We do not sell or rent your personal data to any third parties.
However, we may share your information with:

  • Professional partners, contractors, or consultants assisting in your tax matters

  • Payment processors and secure document storage providers

  • Legal or regulatory authorities, if required by law

  • Technology providers who support our website and data management systems

All partners and vendors are required to maintain confidentiality and comply with privacy regulations.

5. Data Retention

We retain your personal information only as long as necessary to:

  • Fulfill the purpose it was collected for

  • Meet legal and regulatory requirements

  • Maintain professional records as required by accounting and tax standards

After this period, we securely delete or anonymize your data.

6. Cookies and Tracking Technologies

Our website uses cookies and analytics tools (such as Google Analytics) to improve functionality and performance.
You can manage or disable cookies in your browser settings. However, some parts of the website may not function properly if you disable cookies.

7. Data Security

We use administrative, technical, and physical safeguards to protect your data against unauthorized access, disclosure, alteration, or destruction.
While we take every precaution, no system is completely secure, and we cannot guarantee absolute security of information transmitted electronically.

8. Your Rights

Depending on your location, you may have the right to:

  • Access, correct, or delete your personal data

  • Withdraw consent to processing

  • Request a copy of the information we hold about you

To exercise these rights, please contact us using the details below.

9. Third-Party Links

Our website may contain links to third-party websites.
We are not responsible for the content or privacy practices of those websites. Please review their privacy policies separately.

10. Changes to This Policy

We may update this Privacy Policy from time to time.
The updated version will be posted on this page with a new “Last Updated” date. Please review it periodically for any changes.

11. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us at:

AE Tax Advisors
📍 Address: [Insert office address]
📞 Phone: [Insert contact number]
✉️ Email: [Insert business email address]
🌐 Website: https://aetaxadvisors.com