Effective Date: January, 2026

Tax Associates of Georgia, LLC (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect, how we use it, and how we protect it.

Information We Collect

We may collect personal information that you voluntarily provide to us, including but not limited to:

• Name
• Email Address
• Federal and State Tax ID Numbers such as your Social Security Number (SSN)
• Date of Birth
• Phone Number
• Mailing address
• Tax and financial information provided for tax preparation or related services
• Information submitted through website forms, client portals, SMS messages, phone calls, or email

We may also automatically collect limited technical information such as IP address, browser type, and pages visited for website functionality and security.

How We Use Personal Information

We use personal information to:

• Provide tax preparation, accounting, and advisory services
• Communicate with you about your account, documents, deadlines, and services
• Respond to inquiries and customer support requests
• Send appointment reminders, service updates, and important notifications
• Comply with legal, regulatory, and professional obligations

We do not use your personal information for unsolicited marketing without your consent.

SMS Communications & Consent

If you opt in to receive SMS messages from us, we may send messages related to:

• Appointment reminders
• Requests for documents or information
• Status updates related to your tax or accounting services

SMS consent is not shared with third parties or affiliates. Your phone number will only be used for communications directly related to your relationship with our firm. Message frequency may vary. Message and data rates may apply. You may opt out at any time by replying STOP.

Sharing of Personal Information

We do not sell, rent, or trade your personal information. We may share personal information only in the following limited circumstances:

• With trusted service providers (such as secure client portals, document management systems, or communication platforms) solely to perform services on our behalf
• When required by law, regulation, or legal process
• To protect our rights, property, or the security of our clients and systems

All service providers are required to safeguard your information and use it only for authorized purposes.

Data Security

We take reasonable administrative, technical, and physical measures to protect your personal information from unauthorized access, disclosure, or misuse. This includes secure systems, access controls, and encrypted platforms where appropriate.

Your Choices & Rights

You may:

• Request access to or correction of your personal information
• Withdraw consent for SMS communications at any time
• Request deletion of information, subject to legal and professional record-keeping requirements

To make a request, contact us using the information below.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact:

Tax Associates of Georgia, LLC

Email: Contact@TaxAssociatesGA.com

Phone: 404-400-0829