Last Updated: June 16, 2025

1. Our Commitment to Your Privacy

Affinity Apex Acctax ("we," "us," or "our") is dedicated to protecting the confidentiality and security of the personal information we collect. This Privacy Policy explains how we handle and protect the personal information of our clients and website visitors in the United States. Our practices are designed to comply with the Gramm-Leach-Bliley Act (GLBA), IRS regulations, and other applicable federal and state laws.

This policy applies to information we collect when you use our services or interact with our website.

2. The Information We Collect

We collect necessary personal information about you to provide our professional services. This "non-public personal information" is collected from several sources:

  • Directly from you: Information such as Name, Address, SSN, contact and financial details provided through forms and communications.
  • From your transactions: Information related to services like tax preparation, bookkeeping, payroll, etc.
  • From third parties: Information authorized by you from reporting agencies or government bodies.

3. How We Use and Share Your Information

We use your information to manage accounts, process transactions, and deliver services. We do not sell or rent your data. We may share it only:

  • With Service Providers: Like IT support or data storage companies — bound by confidentiality agreements.
  • To Comply with Law: When legally required such as court orders or IRS regulations.
  • With Your Consent: If you grant explicit permission.

Within our firm, only authorized employees may access your data for service delivery.

4. Safeguarding Your Information

We implement strong safeguards to protect your data, including:

  • Encryption for sensitive data
  • Firewalls and secure networks to prevent unauthorized access
  • Strict internal access controls
  • Regular staff training on privacy & security
  • An incident response plan for data breaches

5. Data Retention

We retain your data only as long as needed to provide services and comply with legal, regulatory, or professional requirements.

6. Your Rights Regarding Your Data

Depending on your state of residence, U.S. privacy laws may give you rights to:

  • Know what personal data we collect
  • Access a copy of that data
  • Request correction of inaccuracies
  • Request deletion (subject to legal requirements)
  • Opt-out of sale/sharing (we do not sell your data)

To exercise your rights, please contact us using the information below.

7. Children's Online Privacy

Our services are not intended for children under 13. We do not knowingly collect data from children.

8. Changes to This Privacy Policy

We may update this policy occasionally. If significant changes occur, we will notify you via our website. Please review it periodically.

9. Contact Us

If you have any questions or wish to exercise your data rights, contact us at:

  • Email: info@affinityapexacctax.com
  • Phone: (908) 643-7722
  • Address: 1-A BD Patel House, Opp. Dangee Dums, Naranpura Road, Ahmedabad 380014