At AI Tax Consulting PLLC, your privacy and the security of your information are very important to us. As a CPA firm located in Northern Virginia, we provide tax, accounting, and bookkeeping services to clients locally and nationwide. This Privacy Policy explains what information we collect, how it is used, and the steps we take to keep it safe.
Information We Collect
When you use our website https://aitaxconsulting.com, client portal, or scheduling tools, we may collect:
- Basic contact information (name, email, phone, address)
- Information you provide through contact forms or appointment bookings
- Technical details such as your IP address, browser type, and device identifiers
- Non-sensitive usage data for analytics and site performance
We do not collect sensitive tax or financial records through our public website.
Secure Information Collection
All confidential information — including tax documents, accounting records, and personally identifiable financial data — is collected only through our secure client portal (https://portal.aitaxconsulting.com).
This system uses encryption and security protocols in accordance with industry standards and Written Information Security Program (WISP) guidelines. By keeping sensitive data separate from our public website, we ensure maximum protection for our clients.
How We Use Information
We use the information we collect for purposes such as:
- Responding to inquiries and scheduling consultations
- Providing tax and accounting services
- Sending important updates or service reminders
- Improving website functionality and user experience
We do not sell or rent your personal information to third parties.
Cookies
Our website uses cookies to enhance your browsing experience and ensure proper functionality. Cookies may store user preferences, login status, and analytics information.
You may disable cookies in your browser at any time, but some features (like login or portal access) may not work properly.
Embedded Content and Third-Party Links
Articles on our blog may include embedded IRS publications, videos, or links to third-party sites. These external websites may collect data, use cookies, or track interactions in accordance with their own privacy policies. We are not responsible for the privacy practices of other websites.
Data Retention
We retain client tax records and accounting information in compliance with IRS regulations and the Virginia Board of Accountancy’s professional standards, generally seven (7) years.
Basic technical and contact information collected from the website may be retained for analytics and record-keeping but is not shared outside the firm.
Your Rights
As a client or website visitor, you have the right to request:
- Access to the personal data we hold about you
- Corrections to inaccurate information
- Deletion of data that is no longer legally required to be retained
To make a request, please contact us at info@aitaxconsulting.com.
Data Security
We take strong measures to protect your data:
- Secure client portal for document sharing
- Encrypted transmissions and storage
- Restricted access to client files
- Compliance with CPA ethical standards and WISP guidelines
While we maintain industry-standard protections, no online system is 100% secure. Clients are encouraged to always use the client portal when sending sensitive information.
Where Your Data Is Sent
Visitor comments (if enabled) may be checked through automated spam detection services. Sensitive tax and financial data is never shared through the public website and is always handled through secure channels.
Contact Information
AI Tax Consulting PLLC
Northern Virginia
Phone: (540) 300-8090
Email: info@aitaxconsulting.com
Client Portal: https://portal.aitaxconsulting.com