Privacy Policy

Updated: 07/24/2023

What Does Allies Tax Services Do with Your Personal Information?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social Security number and contact information;

  • Income, employment, and tax information;

  • Bank account and credit or debit card information.

When you are no longer our customer, we may continue to store and/or share your information as described in this notice.

How?

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Allies Tax Services chooses to share; and whether you can limit this sharing.

Questions?

Call (833) 261-6900 or go to AlliesTaxServices.com

Who is providing this notice?

Allies Tax Services.

How does Allies Tax Services protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

For more information, please contact Customer Care at support@alliestaxservices.com or call (833) 261-6900

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How does Allies Tax Services collect my personal information?

We collect your personal information, for example, when you:

  • Fill a form, place an order, or subscribe to our newsletter;

  • Use a credit or debit card or bank account information;

  • Provide contact, income, employment, or tax information.

Why can’t I limit all sharing?

Federal law gives you the right to limit only:

  • Sharing for affiliates’ everyday business purposes—information about your creditworthiness;

  • Affiliates from using your information to market to you;

  • Sharing for nonaffiliates to market to you.

State laws and individual companies may give you additional rights to limit sharing.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and non-financial companies.
We do not share your personal information with our affiliates, unless you consent for us to share.

Non-Affiliates

Companies not related by common ownership or control. They can be financial and non-financial companies.
We share with non-affiliates in the categories of service providers and direct marketing companies.

Joint Marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
We currently do not share with joint marketing partners.

Additional Information Regarding Collection and Use

We collect personally identifiable information to execute a requested transaction; provide you with a particular service; further enhance your account or customer experience; and/or provide you with promotional offers.

We also collect other information, such as IP addresses, internet service providers, referring/exit pages, and clickstream data, which does not identify individual users, to analyze trends and to administer and optimize our site.

Disclosure of Information

We may disclose your personally identifiable information to service providers or others in order to effect or carry out any transaction that you have requested of us or as necessary to complete our contractual obligations with you. These parties are not allowed to use personally identifiable information for any other purpose.

We may also disclose your personally identifiable information to other companies that we have a joint marketing agreement with in order for them to inform you about the products or services they offer that may interest you. These parties are not allowed to use your personally identifiable information except for the purpose of marketing in accordance with the relevant agreement.

We reserve the right to disclose your personally identifiable information, as required, to comply with the law, applicable regulations, governmental and quasi-governmental requests, judicial proceedings, court orders or subpoenas, to enforce our Legal Notices or other agreements, or to protect our rights, property or safety or the rights, property or safety of our users or others.

10DLC SMS Communications Compliance

By providing your phone number to Allies Tax Services, you consent to receive SMS messages, including appointment reminders, payment notifications, service updates, and occasional promotional offers, at the number provided.

  • Message Frequency: You may receive 6 - 10 messages per month based on your interaction with our services.

  • Opt-Out: Reply “STOP” to unsubscribe from SMS communications.

  • Help: Reply “HELP” for assistance or contact us at support@alliestaxservices.com or (833) 261-6900

    .

  • Message & Data Rates: Standard rates may apply as per your mobile carrier.

We use third-party service providers to manage SMS delivery. These providers are contractually obligated to protect your data.

Mobile Opt-In Privacy Disclosure
We do not share mobile opt-in data with any third parties for their independent use, including marketing or promotional purposes. Mobile opt-in data is strictly used to deliver the services and communications you have consented to receive.

Securing Information

Our site uses security technology to protect information you provide to us through the site when entering personal information. We employ generally accepted industry standards to protect the personal information submitted to us both online and offline.

How We Use Cookies and Other Tracking Technologies

Cookies are small text files placed on your computer, phone, or other device when you visit websites and are used to record information about your activity, including the pages you view, the content your provide so that you don’t have to re-enter it each time you visit our website, and your settings and preferences.

We may also use other data collecting technologies with similar functionality as cookies, such as web beacons on our site and in our emails.

You can manage or disable cookies at any time by adjusting your browser setting. Please note that if you choose to disable cookies, our website may not function properly and certain services may not be available.

Response to Do Not Track Signals

We currently do not respond to Do Not Track signals.

Changes to Privacy Policy and Statement

We reserve the right to modify this privacy statement at any time. Whenever material changes are made to the privacy statement, we will post those changes to this privacy statement and any other places on our site we deem appropriate.

The provisions contained in this privacy statement supersede all previous notices or policies regarding our privacy practices with respect to this site. We encourage you to check our site frequently to see the current privacy statement.

Contact Us

If you have questions, comments, complaints, or suggestions regarding our privacy policy or our website, please contact us at:

Allies Tax Services
Address: 2445 McCabe Way #130
Irvine, CA 92614
United States
Phone: (833) 261-6900
Email: support@alliestaxservices.com