Privacy Policy
How Pivot Aide Tax collects, uses, discloses, and protects information across our website, client portal, and professional services.
Who We Are
Pivot Aide Tax (“Pivot Aide Tax,” “we,” “us,” or “our”) provides tax preparation, tax advisory, bookkeeping, and related business services.
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).
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