Effective Date: April 27, 2026

Asset Allies Tax LLC (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect through our website at assetalliestax.com (the “Site”), how we use it, and the choices you have. Your use of the Site is also governed by our Terms of Service.

This policy applies only to information collected through our Site. It does not apply to information you provide to us in the course of engaging our professional tax and accounting services, which is governed by our engagement agreement and applicable professional confidentiality obligations (including IRS Section 7216 where relevant).

1. Information We Collect

We collect the following limited information through our Site:

• Contact form submissions: When you fill out our contact form, we collect your name, email address, phone number (if provided), and any message or information you choose to include.
• Automatically collected information: Like most websites, our Site may automatically collect basic technical information such as your IP address, browser type, device type, pages visited, and referring website. This information is collected through standard web server logs and, where applicable, analytics cookies.

2. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and communicate with you about our services
• Schedule consultations or follow-up conversations you have requested
• Maintain, analyze, and improve the performance of our Site
• Comply with applicable legal and regulatory obligations

3. How We Share Your Information

We do not sell, rent, or trade your personal information. We may share information only in these limited circumstances:

• Service providers: We may share information with third-party vendors who help us operate our Site or communicate with you (such as email providers, website hosting, or analytics services). These providers are only permitted to use your information to perform services for us.
• Legal requirements: We may disclose information if required by law, subpoena, or other legal process, or to protect our rights, property, or safety.

4. Cookies and Analytics

Our Site may use cookies and similar technologies to understand how visitors use the Site and to improve user experience. You can control cookies through your browser settings. Disabling cookies may affect some features of the Site.

5. Data Retention

We retain contact form submissions and related communications for as long as necessary to respond to your inquiry and to maintain records of our correspondence, consistent with professional recordkeeping standards and applicable law.

6. Data Security

We take reasonable administrative, technical, and physical measures to protect the information we collect. However, no method of transmission over the Internet is completely secure, and we cannot guarantee absolute security.

7. Your Rights

Depending on where you live, you may have certain rights regarding your personal information, including the right to request access, correction, or deletion. Residents of California, Colorado, Virginia, and certain other states have additional rights under their state privacy laws, including:

• The right to know what personal information we have collected about you
• The right to request deletion of your personal information
• The right to correct inaccurate personal information
• The right not to be discriminated against for exercising these rights

To exercise any of these rights, please contact us using the information below. We do not sell personal information.

8. Minors

Our Site is not directed to minors under the age of 18, and we do not knowingly collect personal information from anyone under 18. If you are under 18, please do not submit any information to us through this Site. If you believe a minor has provided us with personal information, please contact us and we will take steps to delete it.

9. Third-Party Links

Our Site may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies.

10. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will post the updated version on this page with a new effective date. Your continued use of the Site after an update constitutes acceptance of the revised policy.

11. Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us by email at info@assetalliestax.com.