Aloe Advisors CPA Inc

Overview
At Aloe Advisors CPA Inc, your privacy is our priority. We are committed to safeguarding your personal information and maintaining your trust. This policy explains how we collect, use, and protect your data when you engage with our tax and financial advisory services.

Information We Collect
We may collect the following types of personal information:

• Identifiers: Name, address, email, phone number, Social Security number
• Financial Data: Tax documents, income details, bank account information, investment records
• Professional Information: Employment status, business ownership, financial goals
• Website Usage: IP address, browser type, and site interaction data

How We Use Your Information
Your information is used to:

• Prepare and file tax returns
• Deliver financial planning and advisory services
• Communicate with you about your account
• Comply with legal and regulatory obligations
• Improve our services and website experience

Data Protection
We use industry-standard security measures to protect your data:

• Encrypted storage and secure transmission
• Role-based access controls
• Regular audits and system updates
• Confidentiality agreements with staff and vendors

Information Sharing
We do not sell your personal information. We may share it only with:

• Authorized service providers (e.g., tax software platforms, secure cloud systems)
• Government agencies when legally required
• Legal or financial professionals, with your consent

Your Rights Under California Law
If you’re a California resident, you have the right to:

• Know what personal data we collect and how it’s used
• Request deletion of your personal data (with legal exceptions)
• Receive equal service regardless of exercising privacy rights

To make a request, contact us at:
[email protected]
(888) 804-6919

SMS Terms & Conditions
By providing your mobile number to Aloe Advisors CPA Inc, you consent to receive SMS messages related to your account, tax filings, appointment reminders, and other service-related communications.
What to Expect:

• Message Frequency: Varies based on your engagement with our services
• Message Types: Appointment confirmations, deadline reminders, document requests, and updates on your tax or advisory services
• No Marketing Spam: We do not send promotional or marketing messages via SMS
  Your Responsibilities:
• Standard Rates Apply: Message and data rates may apply depending on your mobile carrier
• Opt-Out Anytime: You can opt out by replying STOP to any message. To resume, reply START

Cookies & Website Tracking
Our website may use cookies to enhance your experience and analyze traffic. You can adjust your browser settings to manage cookie preferences.

Policy Updates
We may update this Privacy Policy periodically. Changes will be posted here with the updated effective date.

Contact Us
For questions or concerns about this policy or our data practices, reach out to:
Aloe Advisors CPA Inc
303 Twin Dolphin Dr STE 600
Redwood City, California 94065
[email protected]
(888) 804-6919