Privacy Policy

Privacy Policy American Tax Service LLC

American Tax Service LLCEffective Date: November 18, 2025American Tax Service LLC (“we,” “us,” “our,” or the “Company”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website (https://americantaxservicellc.com/), use our mobile applications, engage our tax preparation and related services, or otherwise interact with us.Please read this Privacy Policy carefully. By using our services or website, you acknowledge that you have read and understand this policy.1. Information We CollectWe may collect the following categories of information:A. Information You Provide Directly

• Personal identifiers (name, Social Security Number, Taxpayer Identification Number, date of birth, address, phone number, email address)
• Financial and tax-related information (income, deductions, credits, bank account and routing numbers for direct deposit/refund, investment records, payroll information, prior-year tax returns)
• Employment information
• Dependent and spouse information
• Information provided in forms, questionnaires, or during consultations

B. Information Collected Automatically

• Device and browser information (IP address, browser type, operating system)
• Usage data (pages visited, time spent on pages, referring URLs)
• Cookies and similar tracking technologies (see our Cookie Policy section below)

C. Information from Third Parties

• Information from employers, financial institutions, or government agencies (e.g., W-2s, 1099s, IRS transcripts) when you authorize us to obtain it on your behalf

2. How We Use Your InformationWe use your information to:

• Prepare and file federal, state, and local tax returns
• Provide tax planning and consulting services
• Process refund anticipation loans or other financial products (if applicable)
• Communicate with you about your tax matters
• Comply with IRS and state tax authority regulations
• Detect and prevent fraud or unauthorized activity
• Improve our services and website functionality
• Send marketing communications (only with your consent where required)

3. Legal Basis for Processing (where applicable)We process personal information as necessary to:

• Perform our contract with you (tax preparation services)
• Comply with legal obligations (e.g., IRS regulations, anti-money laundering laws)
• Pursue our legitimate interests (fraud prevention, service improvement)
• With your consent (where required)

4. How We Share Your InformationWe do not sell your personal information. We may share your information only in the following limited circumstances:

• With third-party service providers who assist us in providing services (e.g., tax software providers, cloud storage, payment processors, printing/mailing vendors) under strict confidentiality agreements
• With the IRS and state tax authorities as required by law
• With financial institutions for direct deposit or refund products (only with your authorization)
• In connection with a merger, acquisition, or sale of assets
• To comply with legal process or protect our legal rights

All third parties are required to maintain the confidentiality and security of your information.5. Data SecurityWe implement reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, use, or disclosure. These include encryption of sensitive data in transit and at rest, secure office facilities, restricted employee access, and regular security training.Despite these measures, no method of transmission over the internet or electronic storage is 100% secure.6. Data RetentionWe retain your tax records and personal information for as long as necessary to:

• Fulfill tax preparation and legal obligations (generally 7 years from the filing date, in accordance with IRS guidelines)
• Resolve disputes or enforce agreements
• Comply with applicable laws

After the retention period, we securely destroy or anonymize your information.7. Your Privacy RightsDepending on your state of residence, you may have the right to:

• Access the personal information we hold about you
• Correct inaccurate information
• Request deletion of your information (subject to legal retention requirements)
• Opt out of certain uses or disclosures

To exercise these rights, contact us using the information below. We will respond within the time period required by applicable law.8. Children’s PrivacyOur services are not directed to individuals under 18. We do not knowingly collect personal information from children under 18.9. Cookies and Tracking TechnologiesWe use cookies and similar technologies to improve your experience and analyze site usage. You can control cookies through your browser settings. See our separate Cookie Policy for details.10. Changes to This Privacy PolicyWe may update this Privacy Policy from time to time. We will notify you of material changes by posting the new policy on our website and updating the effective date. Your continued use of our services after changes constitutes acceptance of the updated policy.11. Contact UsIf you have questions about this Privacy Policy or our privacy practices, please contact:American Tax Service LLC
Joshua Case
148 N Jackson St, Franklin, IN 46131
Phone: 317-736-4880
Email: casej@americantaxservicellc.com
You may also contact us via our website contact form at https://americantaxservicellc.com/contact.We are committed to working with you to resolve any privacy concerns promptly.