Atlas Accounting LLC
Privacy Policy

Effective date: March 23, 2026

This Privacy Policy explains how Atlas Accounting LLC ("Atlas Accounting," "Company," "we," "us," or "our") collects, uses, stores, and discloses information through our website, inquiry forms, scheduling tools, communications, and related online services.This policy is drafted for a U.S.-based accounting and tax services website and should be read together with our Terms & Conditions and any separate engagement letter, portal agreement, consent form, or service agreement provided to clients.

• Contact and identification information, such as your name, email address, phone number, mailing address, business name, and similar details you provide.
• Service inquiry information, such as the type of tax, accounting, bookkeeping, payroll, sales tax, advisory, entity formation, or related service you request.
• Client onboarding information, including documents, questionnaires, uploaded files, and information submitted through secure portals, forms, or scheduling tools.
• Payment and transaction information to the extent needed for invoicing, collections, and payment processing, usually through third-party providers.
• Technical and usage information, such as IP address, browser type, device data, pages visited, timestamps, and similar analytics or log information.
• Marketing and communication preferences, including whether you request newsletters, updates, reminders, or promotional content.

• Directly from you when you contact us, fill out a website form, book a call, upload documents, subscribe to updates, or otherwise communicate with us.
• Automatically through cookies, analytics tools, server logs, pixels, and similar technologies when you browse the website.
• From third-party service providers that support website hosting, scheduling, customer communications, document management, invoicing, analytics, advertising, or security.

• To respond to inquiries and communicate with you.
• To evaluate whether we can provide the requested services.
• To deliver accounting, tax, bookkeeping, payroll, advisory, and related business services.
• To maintain records, workflows, security controls, and internal operations.
• To process billing, invoicing, and payments.
• To operate, improve, monitor, troubleshoot, and secure the website and our systems.
• To send administrative notices, reminders, updates, and marketing communications, subject to applicable law.
• To comply with legal, regulatory, professional, ethical, risk management, and recordkeeping obligations.

We do not sell your personal information for money. We may disclose information to employees, contractors, and service providers who need it to support our business and who are subject to confidentiality or data-handling obligations.
We may also share information with website, hosting, analytics, scheduling, CRM, payment, portal, cloud storage, cybersecurity, legal, tax, insurance, or compliance providers when reasonably necessary for operations.
We may disclose information when required by law, subpoena, court order, regulatory request, professional standards, or when necessary to protect rights, safety, property, or security.
We may disclose information in connection with a merger, acquisition, financing, sale of assets, restructuring, or similar business transaction.

Because our business involves tax and accounting services, some information you submit may be sensitive, financial, tax-related, or identity-related. Please do not send confidential documents through unsecured channels unless we specifically direct you to do so. When available, use our secure client portal or another approved secure method.
No method of internet transmission or storage is completely secure. We use reasonable administrative, technical, and physical safeguards, but we cannot guarantee absolute security.

We retain personal information for as long as reasonably necessary for the purposes described in this policy, for client service administration, for legal and professional compliance, for dispute resolution, and for recordkeeping obligations.

• You may unsubscribe from marketing emails using the unsubscribe link or by contacting us directly.
• You may manage cookies through your browser settings and any cookie preference tools we may provide.
• Subject to applicable law, you may request access to, correction of, or deletion of certain personal information we maintain about you.

If you are a California resident, you may have rights under the California Consumer Privacy Act, as amended, including rights to know, access, delete, and correct certain personal information, subject to legal exceptions.
To submit a privacy request, contact us using the information listed in this policy. We may need to verify your identity before processing a request.
We do not knowingly sell or share personal information of consumers under 16 years of age.

Our website is not directed to children under 13, and we do not knowingly collect personal information directly from children through the website.

Our website may contain links to third-party websites, tools, or platforms. We are not responsible for the privacy, security, or content practices of third parties.

We may update this Privacy Policy from time to time. Any revised version will be posted on the website with an updated effective date.

Atlas Accounting LLC
3103 Westnedge Dr, Charlotte, NC 28226
+1 (689) 237-7990
atlasacc.team@gmail.com