Alliance Privacy Policy

Alliance CPA Group is strongly committed to protecting the privacy of your personal information. This privacy statement explains how Alliance handles our current, former, and potential clients’ information.

Information Collected

We may collect personal information about you from the following sources:
  • Information we receive from you on applications, tax organizers, and worksheets
  • Information we receive from financial and other documents provided by you
  • Information about your transactions with us or our affiliates.

Information Security

  • Protecting the privacy of each of our clients and potential clients is our top priority.
  • All information collected through our online application and your client portal is encrypted and forwarded to a secure server.
  • Through our operational policies, we have implemented generally accepted standards of technology and informational security to safeguard your personal identifiable information from unauthorized access and misuse.

Sharing information

We do not disclose any of our clients’ or potential clients’ personal information to any unaffiliated third parties, unless otherwise disclosed or permitted by law.
We restrict access to our clients’ nonpublic personal information to those members of our firm who provide services to these clients.

Document Retention/Disposal

We retain records relating to our professional services that we provide so that we are able to better assist you with future engagements and to comply with our professional guidelines. In order to guard your personal information, we maintain electronic copies of information provided by you and employ procedural safeguards that comply with our professional standards.

We strictly abide to our professional standards for disposal of personal information.
All your personal information (as well as other information collected) will be disposed of in accordance with our profession retention period guidelines in a manner that does not compromise your confidentiality.  

Social Media

Alliance CPA Group’s website may host social media applications or services that allow you to share content with other users. Any personal information or other information that you contribute to any social media application can be read, collected and used by other users of that social media application over whom we have little or no control. Therefore, we are not responsible for any other user’s use, misuse or misappropriation of any personal information or other information that you contribute to any social media application.

We encourage you to periodically review this privacy statement to stay informed about how we are protecting your information.  If you should have any questions regarding our Privacy Policy, please do not hesitate to contact us at 404-419-6085 or email us at (include subject: Privacy Policy).
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