Last Updated: 6/22/2026

AA&T Group respects your privacy. As a firm made up of CPAs, consultants, and other business professionals, we understand that when you share personal, financial, tax, or business information with us, you are placing significant trust in our firm. We take that responsibility seriously.

This Privacy Policy explains how AA&T Group collects, uses, protects, and shares information submitted through our website, client communications, secure portals, and other interactions with our firm.

Information We Collect

AA&T Group may collect information that you voluntarily provide to us, including but not limited to:

• Your name, email address, phone number, mailing address, and other contact information;

• Business information, including company name, ownership information, payroll information, accounting records, financial statements, and related documents;

• Tax information, including Social Security numbers, Employer Identification Numbers, income records, deductions, prior tax returns, and supporting documentation;

• Payment, billing, and engagement information;

• Information submitted through website forms, email, phone calls, consultations, secure portals, or other communications with our firm.

Our website may also collect certain technical or usage information automatically, such as IP address, browser type, device information, pages visited, and similar website analytics information. This information may be collected through cookies, website analytics tools, or our website host.

How We Use Your Information

AA&T Group uses the information we collect to:

• Provide accounting, tax, consulting, advisory, payroll, bookkeeping, and related professional services;

• Communicate with clients, prospective clients, and business contacts;

• Prepare, process, review, and file documents as requested or authorized;

• Maintain accurate client records;

• Improve our website, operations, client experience, and internal processes;

• Send firm updates, service information, reminders, or other communications when appropriate;

• Comply with legal, regulatory, professional, and ethical obligations.

We do not sell your personal information.

Confidentiality and Internal Access

Client information is treated as confidential. AA&T Group limits access to personal, financial, tax, and business information to firm owners, employees, contractors, and professionals who need the information to provide services, support firm operations, or comply with professional obligations.

Your documents and information are processed and stored through systems intended to protect confidentiality and security. We use reasonable administrative, technical, and physical safeguards designed to protect the information entrusted to us.

When Information May Be Shared

AA&T Group does not share client information for marketing or sale to third parties.

We may share information only when necessary and appropriate, including:

• With members of our firm who need access to serve you;

• With secure software providers, cloud storage providers, tax software providers, payroll systems, payment processors, website hosts, or other service providers that support our operations;

• With federal, state, or local tax authorities, regulatory agencies, banks, payroll providers, or other third parties when authorized by you or necessary to perform requested services;

• With legal, accounting, technology, insurance, or professional advisors who assist our firm;

• When required by law, court order, subpoena, regulatory inquiry, or professional obligation;

• With your consent or at your direction.

Website Hosting and Third-Party Services

Our website is hosted by Squarespace. Squarespace may collect certain visitor information through its platform, including technical data, cookies, analytics information, and information submitted through website forms. Squarespace maintains its own privacy policy, which is separate from AA&T Group’s Privacy Policy and can be reviewed through the link provided on our website.

AA&T Group may also use third-party tools for scheduling, analytics, communications, payment processing, document management, secure portals, or similar business purposes. These providers may process information only as needed to support the services they provide to us.

Cookies and Website Analytics

Our website may use cookies, analytics tools, or similar technologies to understand website traffic, improve website performance, remember user preferences, and support website functionality.

You may be able to disable cookies through your browser settings. However, some parts of the website may not function properly if cookies are disabled.

Client Communications and Third-Party Communication Tools

AA&T Group communicates with clients and prospective clients through a variety of methods, including email, phone, secure client portals, text messaging, website forms, and other electronic communication tools.

To provide efficient and secure service, we may use third-party platforms to support client communications. These may include, but are not limited to, Canopy’s secure client portal and internal messaging system, Beetexting for SMS/text messaging, email providers, scheduling tools, payment processors, and other software systems used in the normal course of providing professional services.

Information shared through these platforms may be processed or stored by the applicable third-party provider as necessary to deliver the service. AA&T Group uses these tools to communicate with clients, request or share documents, provide account notifications, coordinate appointments, answer client questions, and support the services requested by clients.

For sensitive tax, financial, payroll, or personally identifiable information, AA&T Group may direct clients to use a secure client portal or other protected method of transmission. Email and SMS/text messaging may not be appropriate for transmitting highly sensitive documents or information unless specifically directed by the firm.

Text Message Communications

AA&T Group sends text messages only to individuals who opt in or otherwise provide consent to receive text communications from us. Text messages we send may include account notifications, appointment reminders, scheduling updates, customer care messages, document request reminders, deadline reminders, and other service-related communications.

Message frequency will vary based on client interactions, appointment schedules, deadlines, and the services being provided. Message and data rates may apply.

For support, text HELP or contact us at info@aatgroupcpas.com.

You may opt out of future text messages at any time by texting STOP. You may also contact us directly to request that we stop sending text messages. After opting out, you may still receive non-SMS communications from AA&T Group when necessary to provide services with legal or professional obligations, or communicate with you through other authorized methods.

Data Security

AA&T Group uses reasonable safeguards designed to protect personal, financial, tax, and business information from unauthorized access, misuse, loss, alteration, or disclosure.

However, no method of electronic transmission or storage is completely secure. While we work to protect your information, we cannot guarantee absolute security.

Data Retention

AA&T Group retains client information, engagement records, tax documents, accounting records, communications, and related materials for as long as necessary to provide services, maintain business records, comply with legal or professional obligations, resolve disputes, and support firm operations.

When information is no longer needed, we may securely delete, destroy, archive, or anonymize it in accordance with our internal policies and applicable requirements.

Your Choices

You may contact AA&T Group to request that we update, correct, or review certain personal information we maintain about you, subject to applicable legal, professional, and recordkeeping obligations.

You may also unsubscribe from non-essential marketing or informational emails by following the instructions included in those communications or by contacting us directly.

Children’s Privacy

AA&T Group’s website and services are not directed to children under the age of 13. We do not knowingly collect personal information from children through our website.

Changes to This Policy

AA&T Group may update this Privacy Policy from time to time. Any changes will be posted on this page. Continued use of our website or services after changes are posted means you acknowledge the updated policy.

Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact us: info@aatgroupcpas.com