Effective Date: June 18, 2026

AB Washington & Associates ("Company," "we," "our," or "us") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, store, and safeguard your information when you visit our website, use our services, or interact with our forms and platforms. This policy applies to all websites, landing pages, funnels, and SMS programs operated by the Company.

BUSINESS INFORMATION

AB Washington & Associates operates its website and digital communication platforms to provide professional tax preparation and business consulting services. For privacy-related inquiries, you can contact us via email at [email protected] or by phone at (562) 972-0819.

INFORMATION COLLECTION

We collect personal information that you voluntarily provide to us when inquiring about or utilizing our tax preparation and consulting services. This information includes your full name, email address, telephone number, mailing address, tax identification numbers, financial statements, income records, and any other business or personal documentation necessary to accurately prepare your tax returns or provide advisory services. We may also automatically collect non-personal information such as IP addresses, browser types, device information, and website usage patterns through cookies and tracking technologies.

USE OF INFORMATION

The Company utilizes collected information solely for lawful business purposes related to tax preparation and strategic consulting. This includes analyzing financial documents, preparing federal, state, and local tax returns, delivering consulting advice, responding to inquiries, scheduling appointments, and sending necessary operational reminders. We also use this information to deliver account notifications, send critical service updates regarding your filings or consulting agreements, distribute marketing communications where permitted by law and with your explicit consent, improve website functionality, maintain internal business records, and comply with legal, IRS, or regulatory obligations.

COMMUNICATIONS AND CONSENT

By providing your contact information and affirmatively opting in, you consent to receive communications from AB Washington & Associates via SMS, email, and telephone, including automated systems and voicemails. These communications may include appointment reminders, missing documentation requests, tax return status updates, and occasional promotional messages regarding seasonal tax services or consulting programs. Message frequency varies based on your engagement and the tax calendar. Message and data rates may apply. Consent to receive text messages is completely voluntary and is not a condition of purchasing any tax preparation or consulting services.

SMS OPT-OUT AND ASSISTANCE

You may revoke your consent to receive SMS communications at any time by replying STOP to any text message we send you. For assistance with our messaging platform, you may reply HELP or contact us directly using the information provided on our website.

PROTECTION OF SMS OPT-IN DATA

Notwithstanding any other provision in this policy, no mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent. This specific information will not be shared with, sold to, or distributed to any third parties or affiliates for any reason. We strictly maintain our text messaging practices in accordance with Application-to-Person messaging guidelines and carrier requirements to ensure your opt-in data remains entirely confidential.

SHARING OF INFORMATION

We do not sell your personal information. We may share your data with trusted third-party service providers, such as secure tax software platforms, IRS e-file systems, CRM infrastructure, communication networks, and secure payment processors, only as necessary to deliver your tax preparation and consulting services. These providers are contractually and legally obligated to maintain the highest levels of data confidentiality. We may also disclose information if required by law, subpoena, court order, or to protect our legal rights against fraud or unauthorized access.

COOKIES AND TRACKING

We utilize cookies, analytics tools, and tracking technologies to personalize user experience and measure marketing effectiveness. You may manage or disable cookies through your browser settings, though doing so may affect website functionality.

DATA RETENTION AND SECURITY

We retain personal, financial, and business information only for the duration necessary to fulfill the purposes outlined herein, or as mandated by federal, state, and professional tax record retention laws. We implement stringent administrative, technical, and physical safeguards specifically designed to protect sensitive financial records and proprietary business data, although no electronic transmission or storage method can be guaranteed to be 100% secure.

THIRD-PARTY LINKS

Our website may contain links to external websites or platforms, such as official government tax portals or financial resources. We are not responsible for the privacy practices or content of these third-party services.

CHILDREN'S PRIVACY

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

YOUR RIGHTS AND ACCESS

Depending on your jurisdiction, you may have the right to request access to, correction of, or deletion of your personal information, subject to mandatory legal tax record retention requirements. To exercise these rights, please contact us using the information provided below.

AMENDMENTS TO THIS POLICY

We reserve the right to modify this Privacy Policy at any time. Changes become effective immediately upon posting. Continued use of our tax preparation and consulting services constitutes acceptance of the revised policy.

CONTACT INFORMATION

AB Washington & Associates
(562) 972-0819
[email protected]
http://www.abwa-inc.com