Secure systems
We use secure storage, secure client portals, and protected communication channels for sensitive information.
Privacy & Data Security
How we collect, use, and protect your personal and financial information.
Our commitment to privacy
At Ansa Tax, we understand that tax information is highly sensitive. We take privacy and data security seriously and use professional safeguards to protect your information.
This Privacy & Data Security Notice explains what information we collect, how it is used, and how it is protected. It applies to clients and prospective clients who interact with our website, intake process, or services.
Information we collect
- Personal identifying information (such as name, address, and date of birth)
- Taxpayer identification numbers (SSN, ITIN, EIN), when required for tax filing (shared through secure systems)
- Income, financial, and tax-related records relevant to your engagement
- Contact information used to communicate about your services
- Documents and information you submit through our secure portal and systems
Information collected on our website
When you contact us or request a starting price estimate through our website, we may collect:
- Contact details (name, email, phone, preferred contact method)
- General intake responses used to determine service scope and provide a conditional starting price
- Basic technical data (such as browser/device info and IP address) for security and troubleshooting
Important: We do not request SSNs/ITINs/EINs, full tax documents, or account numbers through website forms. Sensitive information is collected only through our secure portal after you choose to proceed.
How your information is used
- Providing estimates and determining whether a return is within our service scope
- Preparing and filing federal, state, and local tax returns (when engaged)
- Providing authorized tax and advisory services (when engaged)
- Communicating with you about your tax matters
- Meeting legal and regulatory requirements
We do not sell or rent your personal information.
Information sharing
- With your consent or authorization
- As required by law or regulatory authorities
- With trusted service providers, only as needed to provide services (such as e-file providers, secure portals, and payment processors)
Service providers are required to maintain appropriate confidentiality and security standards.
Your communication choices
- We can communicate by email, phone, or WhatsApp for general coordination
- For sensitive information (SSNs, tax forms, notices, bank details), we use the secure portal
- Please avoid sharing sensitive information through unsecured email or text
How we protect your data
Limited access
Access to client information is restricted and protected using strong authentication.
Ongoing safeguards
Systems and procedures are reviewed periodically to reduce risk and support compliance.
Record retention
Client records are retained in accordance with federal and state requirements and our internal retention policy. In many cases, records are retained for at least seven (7) years and are securely destroyed after the retention period expires.
Your rights & responsibilities
- You may ask how your information is used and protected
- You may request corrections to your information
- Please use our secure systems to share documents
- Avoid sending sensitive data through unsecured email or text
Updates & contact
This Privacy & Data Security Notice may be updated from time to time. Updates will be posted on this page with a revised effective date.
If you have questions about our privacy practices, please contact us:
Ansa Tax
Email: info@ansatax.com (please do not send sensitive documents by email)
Or use our contact page.
This notice summarizes our privacy practices. More detailed internal policies are maintained in accordance with applicable legal and regulatory requirements.
Effective date: January 13, 2026