PRIVACY POLICY Awan Tax & Bookkeeping Effective Date: January 1, 2025 Last Updated: January 1, 2025
1. Introduction
Awan Tax & Bookkeeping (“we,” “us,” or “our”) is committed to protecting the privacy and confidentiality of our clients and website visitors. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal and financial information when you visit our website or use our services.
By using our website or engaging our services, you agree to the terms of this Privacy Policy. If you do not agree, please do not use our website or services.
2. Information We Collect
We may collect the following types of information:
Personal Identification Information
- Full name
- Email address
- Phone number
- Mailing address
Financial & Tax Information
- Social Security Numbers (SSN) or Individual Taxpayer Identification Numbers (ITIN)
- Income documents (W-2s, 1099s, and similar forms)
- Bank account information
- Business financial records
- Prior year tax returns
Website Usage Information
- IP address
- Browser type and version
- Pages visited and time spent on site
- Referring website
- Device information
Information You Submit
- Contact form submissions
- Consultation requests
- Documents uploaded through our client portal
3. How We Collect Information
We collect information in the following ways:
- Directly from you — when you fill out a contact form, book a consultation, upload documents, or communicate with us by phone or email
- Automatically — through cookies and similar tracking technologies when you visit our website
- From third parties — such as document management or tax software platforms we use to deliver our services
4. How We Use Your Information
We use the information we collect for the following purposes:
- To prepare and file your tax returns accurately
- To provide bookkeeping and financial services
- To respond to your inquiries and consultation requests
- To communicate updates, deadlines, and service-related information
- To comply with IRS regulations and federal and state tax laws
- To improve our website and service quality
- To send appointment reminders or follow-up communications
- To protect against fraud and unauthorized access
We do not use your information for marketing purposes without your explicit consent.
5. How We Share Your Information
We take your privacy seriously. We do not sell, rent, or trade your personal or financial information to any third party.
We may share your information only in the following limited circumstances:
- With the IRS or tax authorities — as required by law to file your tax returns and fulfill our legal obligations
- With service providers — trusted third-party software or platforms we use to deliver our services (such as secure document portals or tax preparation software), who are contractually bound to protect your data
- With your consent — if you explicitly authorize us to share information with a third party such as a lender, attorney, or financial advisor
- When required by law — in response to a valid court order, subpoena, or government request
6. Data Security
We take the protection of your financial and personal information very seriously. We implement the following security measures:
- Encrypted file transfers and secure client portals (SSL/TLS encryption)
- Password-protected systems and document management platforms
- Restricted access — only authorized staff handle your documents
- Secure document destruction after the retention period ends
- Regular security reviews and software updates
While we take every reasonable precaution, no method of transmission over the internet is 100% secure. We encourage you to contact us using our secure portal whenever sharing sensitive documents.
7. Data Retention
We retain your tax and financial records in accordance with IRS guidelines and applicable law. Generally:
- Tax returns and supporting documents are retained for a minimum of 7 years
- Bookkeeping records are retained for a minimum of 7 years
- Contact and communication records are retained for 3 years
After the applicable retention period, records are securely destroyed or permanently deleted.
8. Cookies & Tracking Technologies
Our website may use cookies and similar tracking technologies to improve your browsing experience and analyze site traffic. Cookies are small text files stored on your device.
We may use the following types of cookies:
- Essential cookies — necessary for the website to function properly
- Analytics cookies — to understand how visitors use our site (e.g., Google Analytics)
- Preference cookies — to remember your settings and preferences
You can control or disable cookies through your browser settings at any time. Please note that disabling cookies may affect the functionality of certain parts of our website.
9. Third-Party Links
Our website may contain links to third-party websites such as the IRS website, payment portals, or scheduling tools. We are not responsible for the privacy practices or content of those websites. We encourage you to review the privacy policy of any third-party site you visit.
10. Children’s Privacy
Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe a minor has provided us with personal information, please contact us immediately and we will take steps to remove it.
11. Your Rights
Depending on your location, you may have the following rights regarding your personal information:
- Right to Access — request a copy of the personal information we hold about you
- Right to Correction — request that we correct inaccurate or incomplete information
- Right to Deletion — request that we delete your personal information, subject to legal retention requirements
- Right to Withdraw Consent — withdraw consent for any processing based on your consent
- Right to Complain — file a complaint with the relevant data protection authority
To exercise any of these rights, please contact us using the information in Section 13 below.
12. Nevada Privacy Notice
As a business operating in the State of Nevada, we comply with the Nevada Revised Statutes Chapter 603A — Security of Personal Information. We do not sell your covered information to any third party. Nevada residents may submit a request to opt out of any potential future sale of personal information by contacting us at the details below, though we do not currently engage in such sales.
13. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. When we make changes, we will update the “Last Updated” date at the top of this page. We encourage you to review this policy periodically.
Your continued use of our website or services after any changes constitutes your acceptance of the updated Privacy Policy.
14. Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or how we handle your information, please contact us:
Awan Tax & Bookkeeping 📍 4821 Quartz Crest St, North Las Vegas, NV 89081 📞 (702) 237-5438 ✉ awantaxservices@gmail.com
Office Hours: Monday – Friday, 9:00 AM – 6:00 PM Saturday, 10:00 AM – 4:00 PM