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Privacy Policy

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We at Adaptation Economics Tax Consultants know that finding the right accountant to represent you is a choice not to be taken lightly. That’s why we encourage you to contact us and we can create a personalized plan to deal with all your tax planning needs.

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Privacy Policy

Welcome to Adaptation Economics Tax Consultants's Privacy Policy. Your privacy is important to us, and we are committed to protecting your personal information. This policy explains how we collect, use, and safeguard your data when you use our tax consultancy services.

Information We Collect

We collect personal information that you provide to us voluntarily when using our tax consultancy services. This may include, but is not limited to, your name, contact information, financial information, and other details necessary for tax-related services.

How We Use Your Information

We use the collected information to provide you with tax consultancy services, fulfill legal obligations, communicate with you, and improve our services. Your information will only be used for the purposes outlined in this privacy policy.

Security Measures

We take appropriate measures to protect your personal information from unauthorized access, disclosure, alteration, and destruction. We use industry-standard security protocols to ensure the confidentiality and integrity of your data.

Third-Party Disclosures

We do not sell, trade, or otherwise transfer your personal information to third parties without your consent. However, we may share your information with trusted third parties who assist us in providing our services, as long as they agree to keep this information confidential.

Cookies

We may use cookies to enhance your experience on our website. You have the option to disable cookies through your browser settings, but this may affect the functionality of our services.

Changes to the Privacy Policy

We reserve the right to update and modify this privacy policy at any time. Any changes will be effective immediately upon posting on our website. It is your responsibility to review this policy periodically to stay informed about how we are protecting your information.

Your Data is private. Only you have access.

Privacy of Customer Data

At Adaptation Economics, we place the highest importance on respecting and protecting the privacy of our customers. Our relationship with you is our most important asset. We want you to feel comfortable and confident when using our products and services and with entrusting your personal and tax return information to us.

Scope

This statement applies to the Adaptation Economics Web sites and services that display or link to this statement.

Information Collection

  • When you purchase a Adaptation Economics product or service, we ask you for information such as name, address, and telephone number that helps us confirm that your payment information is correct. This information is used to create or maintain your Adaptation Economics account information.
  • When you register, we require that you create user credentials consisting of a user id and password. We also collect an e-mail address so that we may send communications such as order confirmation or information about the status of your return.
  • In order to prepare your return, to file your return, to provide advice about tax matters, and/or to provide an audit defense service, we collect information about your income, deductions, credits, dependents, etc. Collectively, this information is known as tax return information.
  • When you visit our Web sites we may collect information about the pages you view, the links you select or actions you take using the standard information that your browser sends to each Web site you visit such as IP address, browser type, and the previously visited Web page.

Information Use

  • We do not sell or rent your personal or tax return information to anyone.
  • We do not share your personal or tax return information with anyone outside of Adaptation Economics for their promotional or marketing use.
  • We do not share your tax return information inside of Adaptation Economics for promotional or marketing use.
  • Adaptation Economics uses your personal information to manage your account, to contact you and to operate, improve, and deliver our products and services, including Web sites. We use your personal information to provide you with information and services you request, to tell you about Adaptation Economics products and services, and to give you a customized, interactive experience as you use our products. We use your personal information to charge you for the products and services you purchase. We use the contact information you provide to communicate with you. We use your tax return information to prepare and file your return, and provide related assistance and services.
  • We summarize information about your usage and combine it with that of others to learn about the use of Adaptation Economics products to help us develop new products and services. This information is collected in such a way that it can not be used to identify an individual.
  • We retain copies of your completed and filed tax returns in accordance with Adaptation Economics’s Records and Information Management Policy. This information may also be used to perform analysis relating to your claims under our guarantees, or to provide you with a copy of your returns for your convenience.
  • We may use service companies on our behalf to perform services for you but these companies are not allowed to use your information for their own purposes.
  • We may access and/or disclose your information if it is necessary to comply with the law or legal process, to protect or defend Adaptation Economics. For example, we may be required to cooperate with regulators or law enforcement action such as a court order, subpoena or search warrant

Information Security

Adaptation Economics works to protect your personal information and tax return information from loss, misuse or unauthorized alteration by using industry-recognized security safeguards, coupled with carefully developed security procedures and practices. We maintain electronic and procedural safeguards of all tax return information. We use both internal and external resources to review our security procedures. Whenever we prompt you to transmit sensitive information, such as tax return or credit card information, we support the encryption of your information as it is transmitted to us. Our employees are trained and required to safeguard your information.

Changes to this Privacy Policy

Please note that this Privacy Policy may change from time to time. We will post any Privacy Policy changes on this page and, if the changes are significant, we will provide a more prominent notice (including, for certain services, email notification of Privacy Policy changes).

ERI Services for e-Filing

When you are in the process of e-Filing your Income Tax Return, Adaptation Economics may request information on your behalf only in order to provide e-Filing services to you.

  • Addition of you as a Client of the E-Return Intermediary
  • Retrieval of ITR information using E-Return Intermediary webservices
  • E-Filing access of your ITR
  • Other additional webservices as provided to E-Return Intermediaries

Contact Us

If you have any questions or concerns regarding our privacy policy, please contact us at info@adaptationeconomics.com.