Privacy Policy for A2Z Tax & Financials, Inc. Tax & Bookkeeping Services


1. Introduction

1.1. A2Z Tax & Financials, Inc. (“we,” “us,” or “our”) is committed to protecting the privacy and security of your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal information when you engage our tax and bookkeeping services.

1.2. By using our services, you consent to the practices described in this Privacy Policy.

2. Information We Collect

2.1. We may collect the following types of personal information:

a. Contact Information: Name, address, phone number, email address. b. Financial Information: Tax documents, bank statements, and financial records. c. Identification Information: Social Security Number, Employer Identification Number (EIN), government-issued identification. d. Other Information: Any additional information necessary for the provision of our services.

3. How We Use Your Information

3.1. We use your personal information for the following purposes:

a. To provide tax and bookkeeping services as requested. b. To comply with legal and regulatory obligations. c. To communicate with you regarding your financial matters. d. To improve and customize our services.

4. Disclosure of Your Information

4.1. We do not sell or rent your personal information to third parties. However, we may disclose your information to:

a. Government agencies and regulatory bodies as required by law. b. Service providers and contractors who assist us in providing our services. c. To the extent necessary to fulfill the purposes outlined in Section 3.

5. Data Security

5.1. We take reasonable steps to protect your personal information. This includes the use of secure data storage, encryption, and access controls to prevent unauthorized access.

5.2. While we take data security seriously, we cannot guarantee the security of information transmitted over the internet or stored electronically. The transmission of information is at your own risk.

6. Access and Correction

6.1. You have the right to access, update, or correct your personal information. If you wish to do so, please contact us at 949-679-6073.

7. Retention

7.1. We retain your personal information only as long as necessary to fulfill the purposes outlined in this Privacy Policy unless a longer retention period is required or permitted by law.

8. Changes to the Privacy Policy

8.1. We may update this Privacy Policy from time to time. Any changes will be posted on our website with a revised effective date.

9. Contact Information

9.1. If you have questions or concerns about this Privacy Policy, or if you wish to exercise your rights regarding your personal information, please contact us at 949-679-6073.

By engaging the services of A2Z Tax & Financials, Inc., you acknowledge having read, understood and agreed to this Privacy Policy.

A2Z Tax & Financials, Inc. 25241 Paseo De Alicia, Ste 100, Laguna Hills, CA 92653  949-679-6073

Date of Last Revision: 11/01/2023

Refund Policy:

1. Introduction

1.1. Thank you for choosing A2Z Tax & Financials, Inc.. This Refund Policy outlines our stance on refunds for the products or services purchased from us.

2. No Refund Policy

2.1. A2Z Tax & Financials, Inc. operates under a strict no-refund policy.
2.2. Once a product or service is purchased, it is considered non-refundable.

3. Changes to the Refund Policy

3.1. A2Z Tax & Financials, Inc. reserves the right to modify or update this Refund Policy at any time. Any changes will be effective immediately and will be communicated through our website.

4. Contact Us

4.1. If you have any questions or concerns about our Refund Policy, please contact us at 949-679-6073
By receiving a service or making a purchase with A2Z Tax & Financials, Inc., you acknowledge and agree to the terms outlined in this Refund Policy.

A2Z Tax & Financials, Inc. – Terms and Conditions

Effective Date: 11/01/2023

1. Introduction

1.1. Welcome to A2Z Tax & Financials, Inc. These terms and conditions outline the rules and regulations for the use of our tax and accounting services.

2. Services Offered

2.1. A2Z Tax & Financials, Inc. provides professional tax preparation, accounting, bookkeeping, and financial & business advisory services.

3. Client Responsibilities

3.1. Clients are responsible for providing accurate and complete information necessary for the provision of our services.
3.2. Clients must adhere to deadlines for submitting required documentation to ensure timely and accurate service delivery.
3.3. By signing the tax return and authorization, clients accept that their tax return has been prepared based on the information provided by the clients, and the clients are fully aware of all details in their tax return.

4. Fees and Payment

4.1. Fees for services are outlined in the engagement agreement or proposal provided to the client.
4.2. Payment is due according to the terms specified in the engagement agreement.
4.3. The tax Return preparation fee is due upon completing the tax return. The fee is due before submitting the tax return. The client has the choice to submit the tax return to the IRS or not, but clients are responsible for paying the preparation fee.

4.4. Late payments may be subject to interest charges.

5. Confidentiality

5.1. A2Z Tax & Financials, Inc. is committed to maintaining the confidentiality of client information. All client data and records are handled with the utmost discretion.
5.2. Client information will not be disclosed to third parties without the client’s written consent, except as required by law.

6. Data Security

6.1. A2Z Tax & Financials, Inc. employs industry-standard measures to secure client data against unauthorized access, loss, or alteration.
6.2. Clients are responsible for maintaining the confidentiality of any login credentials provided for accessing our online platforms.

7. Communication

7.1. A2Z Tax & Financials, Inc. may communicate with clients via email, phone, or in-person meetings as needed for the provision of services.
7.2. Clients are responsible for promptly responding to requests for information or clarification.

8. Termination of Services

8.1. Either party may terminate the engagement agreement with written notice, subject to the terms specified in the agreement.
8.2. A2Z Tax & Financials, Inc. reserves the right to terminate services if clients fail to fulfill their responsibilities or if there is a breach of the engagement agreement.

9. Governing Law

9.1. These terms and conditions are governed by the laws of the state of [Your State].

10. Amendment

10.1. These terms and conditions may be amended or modified in writing and with the consent of both parties.

11. Entire Agreement

11.1. These terms and conditions, along with the engagement agreement or proposal, constitute the entire agreement between the parties and supersede any prior agreements or understandings.
By engaging the services of A2Z Tax & Financials, Inc., you acknowledge having read, understood, and agreed to these terms and conditions.

A2Z Tax & Financials, Inc.
25241 Paseo De Alicia, Ste 100
Laguna Hills, CA 92653

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