Copyright

Inclusivity Statement

Advisory & Tax Solutions is committed to providing an accessible experience for all visitors in an environment that celebrates diversity, inclusion, and respect. We believe that the internet should be available and accessible to everyone, and we strive to ensure that everyone – regardless of their ability, background, or identity – feels welcomed, valued, and respected. 

Our Commitment to Inclusivity

We do not discriminate against anyone based on: 

• Gender Identity and Expression
• Sexual Orientation 
• Race, Ethnicity, or National Origin 
• Religion or Belief Systems 
• Disability or Ability 
• Age 
• Socioeconomic Status 
• Marital or Parental Status 
• Any other personal characteristics or affiliations 

Harassment-Free Zone

We maintain a strict zero-tolerance policy towards discrimination, harassment, or any other behavior that undermines the dignity and respect of others. Every individual is entitled to work, communicate, and interact in an environment free from hostility or bias.

Feedback & Continuous Improvement

We encourage feedback from our community and clients to ensure that we continue to promote inclusivity in every aspect of our work.

Third-Party Content & Limitations

Some third-party tools or content may not meet the same standards of accessibility. If you experience any issues, let us know and we will provide an alternative solution.

Policy Updates

We are committed to evolving our inclusivity practices and may update this statement as we continue to grow. The most recent version will always be available on this page.

Privacy Policy

Advisory & Tax Solutions is committed to protecting your privacy and maintaining the highest professional standards in handling sensitive tax and financial data. This Privacy Policy explains how we collect, use, store, and safeguard your information. 

1. Information We Collect

We may collect:

• Contact details (name, phone, email, address) 
• Services of interest
• Tax and financial documents necessary to prepare returns or provide advisory services 
• Business and operational records provided for consulting or compliance support 

2. How We Use Your Information

We use your information to: 

• Respond to inquiries and provide requested information 
• Deliver contracted tax and advisory services 
• Communicate about filing deadlines, compliance updates, and service matters 
• Maintain records for regulatory and legal compliance 
• Improve our website and services 

3. How We Protect Your Information

We implement appropriate security measures to protect your data from unauthorized access, disclosure, or misuse. Financial and business-related data is stored securely and only accessible to authorized personnel. Please be advised that while we guard your information very strictly, no method of transmission over the internet or electronic storage is guaranteed to be 100% secure.

4. Sharing Your Information

We do not sell or trade your information. We may share information only when necessary: 

• With trusted third-party service providers (e.g., secure tax software, payment processors) under confidentiality agreements 
• With regulatory or legal authorities if required by law 
• For fraud prevention or security purposes 

5. Your Rights & Choices

You may: 

• Request access to the personal information we maintain about you
• Request correction or deletion of information when legally permissible
• Opt out of marketing or general communications 
• Request details on who has access to your records within our firm

6. Cookies & Tracking Technologies

Our website may use cookies to enhance user experience. You may disable cookies in your browser, though some features may not function properly.

7. Data Retention

We retain tax and financial records for a minimum of seven (7) years in compliance with federal and state recordkeeping requirements. This includes documents and information used in preparing tax returns and providing contracted services. After the required retention period, records are securely destroyed or anonymized. 

8. Confidentiality in Tax Services

We are bound by professional standards and federal law to protect the confidentiality of your tax and financial information. In particular, we comply with: 

• IRS Circular 230, which governs the conduct of tax professionals, including confidentiality obligations. 
• Internal Revenue Code §7216, which prohibits tax return preparers from knowingly or recklessly disclosing or using tax return information without client consent, except as specifically authorized by law. 

Your tax return information will never be disclosed or used for purposes other than preparing and filing your returns, or providing the services you have contracted with us for, unless you provide explicit written consent or the disclosure is required by law. 

9. Notification of Changes

We may update this Privacy Policy as laws and business practices evolve. The most current version will always be available on our website. 

Conditions of Use

By using this site, you agree to comply with and be bound by the following Conditions of Use. If you do not agree with any part of these terms, please do not use our website.

1. Website Usage – This website is for individuals and businesses seeking tax and advisory services. 
2. Accuracy of Information – We strive for accuracy but cannot guarantee all content is current. 
3. User Responsibilities – You agree to provide truthful information and avoid unauthorized use of the site. 
4. Intellectual Property – All website content belongs to Advisory & Tax Solutions unless otherwise stated. 
5. Service Requests – Submitting forms does not create a client relationship until an engagement agreement is signed. 
6. Third-Party Links – We are not responsible for content or practices of external sites. 
7. Liability Limitations – We are not liable for damages from use of this website. 
8. Modifications – Conditions of Use may be updated at any time.
9. Governing Law – This policy is governed by U.S. federal and state law. 
10. Contact – Questions may be submitted via our Contact page. 

External Link Policy

Advisory & Tax Solutions may link to other websites in several places for reference, additional services, etc. These external web addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Advisory & Tax Solutions.

Advisory & Tax Solutions does not endorse, approve, certify, or control these external web addresses and does not guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses.

Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness.

Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Advisory & Tax Solutions

Copyright

The contents of all materials on this website are copyrighted by Advisory & Tax Solutions unless otherwise indicated.

All rights are reserved by Advisory & Tax Solutions.

When you access the Advisory & Tax Solutions website, you agree to use the contents of the site for personal or informational purposes only.

All legal, copyright, or reprint requests pertaining to this website can be submitted to the webmaster through a request form.