Privacy Policy

Effective Date: Jan 15th , 2026
Last Updated: Jan 15th , 2026

Who We Are

Pivot Aide Tax (“Pivot Aide Tax,” “we,” “us,” or “our”) provides tax preparation, tax advisory, bookkeeping, and related business services.
Address: 6475 New Hampshire Ave, Hyattsville, MD 20783
Email: corporate@pivotaide.com
Website: www.pivotaidetax.com
Phone: (571)-470-3754

This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, use our client portal, complete forms, upload documents, purchase services via Stripe, or communicate with us (collectively, the “Services”).

Scope

This policy applies to personal information processed by Pivot Aide Tax in connection with our Services. It does not cover third-party websites, platforms, or services that we do not control (including Stripe and any secure portal providers), which have their own privacy policies.

Information We Collect

We may collect the following categories:

Information you provide to us

• Contact details: name, email, phone number, mailing address.
• Identity verification details: date of birth, government-issued ID (where required), and other information used to verify your identity.
• Tax and financial information (“Tax Information”): Social Security number/ITIN, employer information, income documents (W-2, 1099), bank details on tax forms, dependents, deductions, credits, prior-year returns, entity ownership, payroll details, and other financial data you provide for services.
• Business information: legal entity details, EIN, ownership, accounting records (if you request bookkeeping services).
• Communications: messages you send to us by email, phone, chat, or forms.

Information collected automatically

• Device and usage data: IP address, browser type, pages viewed, time spent, referring/exit pages, and diagnostic data.
• Cookies and similar technologies: used for analytics, performance, security, and basic functionality.

Payment information
Payments are processed through Stripe. We generally receive payment confirmations and limited transaction details (e.g., amount, date, last four digits, billing address if provided), but we do not store full card numbers on our servers.

How We Use Information

We use information to:

• Provide, administer, and improve our Services.
• Prepare and file tax returns and related forms as authorized by you.
• Verify identity and prevent fraud.
• Communicate with you about your engagement, documents, deadlines, and questions.
• Process payments, invoices, refunds, and chargebacks.
• Maintain records required by law, professional standards, and operational needs.
• Comply with legal obligations and enforce our agreements.
• Analyze site usage and maintain website security and performance.

Legal Bases for Processing (Where Applicable)

We process information as needed to:

• Perform a contract (provide requested Services).
• Meet legal and regulatory obligations.
• Pursue legitimate business interests (security, quality improvement, fraud prevention).
• Act on your consent (where required).

How We Share Information

We may share information with:

• Service providers that support our operations (secure portal providers, cloud hosting, e-signature, scheduling, communications, analytics).
• Payment processor: Stripe, to process payments.
• Tax software and e-filing partners as needed to prepare and file returns.
• Government authorities (IRS, state/local tax agencies) to file returns and respond to official requests as required/authorized.
• Professional advisors (attorneys, auditors, insurers) as needed.
• Law enforcement or regulators if required by law, subpoena, or to protect rights/safety.

We do not sell your personal information in the ordinary course of business.

Cookies and Analytics

We may use cookies and analytics tools to understand website usage and improve performance. You can adjust cookie settings in your browser; however, disabling cookies may affect site functionality.

Data Retention

We retain information as needed to provide Services, maintain business records, comply with legal/professional obligations, resolve disputes, and enforce agreements. Retention periods vary by record type. Upon request and where legally permissible, we may delete or anonymize certain information.

Security Measures

We implement administrative, technical, and physical safeguards designed to protect information (see our Information Security Policy summary below). No method of transmission or storage is 100% secure; we cannot guarantee absolute security.

Your Rights and Choices

Depending on your location, you may have rights to:

• Request access to your personal information.
• Request correction of inaccurate information.
• Request deletion (subject to legal/professional retention requirements).
• Opt out of certain communications (marketing messages).

To exercise rights, email corporate@pivotaide.com.

Children’s Privacy

Our Services are not directed to children under 13, and we do not knowingly collect information from children under 13.

International Visitors

If you access our Services from outside the U.S., your information may be processed and stored in the U.S. where data protection laws may differ.

Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted with a new “Last Updated” date.

Contact Us

Questions or requests: info@pivotaide.com | 6475 New Hampshire Ave, Hyattsville, MD 20783 | (571)-470-3754