Proactive Tax Planning | Avail Tax Services

The personal information we collect depends on how you interact with AVAIL and the services you request.

Information You Provide Directly

We may collect information such as:

Your name
Mailing address
Email address
Telephone or mobile phone number
Preferred method of communication
Appointment and scheduling information
Information submitted through website forms
Information provided during consultations, meetings, seminars, or events
Questions, comments, and correspondence you send to us
Information about your tax-planning needs, financial goals, business interests, investments, real estate transactions, or other potential tax events
Professional information, including your occupation, employer, business ownership, and professional-advisor relationships
Referral-source information
Documents you voluntarily provide for tax-planning or consultation purposes
Any other information you choose to provide

Depending on the services requested, documents provided to AVAIL may contain sensitive information, including:

Social Security numbers or other taxpayer-identification numbers
Dates of birth
Tax-return information
Income, deductions, credits, and tax-payment information
Bank, investment, retirement-account, insurance, real estate, or business information
Information concerning business sales, property sales, charitable contributions, estate-planning arrangements, or other financial transactions

Please do not submit sensitive financial or tax documents through an unsecured website form, ordinary text message, or unencrypted email unless AVAIL specifically instructs you to do so. AVAIL may provide access to a secure document-sharing method for sensitive materials.

Information Collected Automatically

When you visit our website, we or our technology providers may automatically collect limited technical and usage information, including:

Internet Protocol address
Browser and device type
Operating system
Pages viewed
Date and time of visits
Referring website or source
Website interactions
Approximate geographic location based on an Internet Protocol address
Cookie, analytics, and similar technology information

We may use cookies and similar technologies to operate the website, understand website usage, improve functionality, measure marketing effectiveness, and maintain website security.

Information Received From Other Sources

We may receive information about you from:

Tax professionals
Certified public accountants and tax preparers
Attorneys
Wealth managers and financial professionals
Real estate professionals
Insurance professionals
Business advisers
Referral partners
Service providers
Publicly available sources
Other persons or organizations you authorize to communicate with us

When another professional refers you to AVAIL, we may receive basic contact information and a general description of the reason for the referral. We will request authorization before obtaining or disclosing sensitive information when authorization is required.

AVAIL may use personal information to:

Respond to inquiries and requests
Schedule and manage appointments
Conduct initial consultations
Evaluate whether AVAIL's services may be appropriate for you
Provide tax-planning, tax-consulting, education, and related services
Identify potential tax-planning opportunities
Prepare analyses, reports, recommendations, or educational materials
Request documents and information needed to provide services
Communicate about appointments, services, deadlines, tax events, and follow-up items
Coordinate with your tax preparer, attorney, wealth manager, real estate professional, or other adviser when you authorize us to do so
Manage referrals and professional partnerships
Provide seminars, webinars, newsletters, educational communications, and event information
Send administrative, service-related, or promotional communications where permitted
Maintain client, prospective-client, and professional-partner records
Process payments and maintain billing records
Operate, maintain, secure, and improve our website and business systems
Monitor website performance and understand how visitors use our website
Detect or prevent fraud, misuse, security incidents, and unlawful activity
Comply with legal, regulatory, professional, contractual, and recordkeeping requirements
Establish, exercise, or defend legal rights
Fulfill any other purpose disclosed when the information is collected or authorized by you

AVAIL does not use information provided for tax-planning purposes to prepare or file a tax return unless AVAIL separately agrees in writing to provide that service. Clients should consult their tax preparer and other appropriate professional advisers before implementing tax-planning recommendations.

When you provide your mobile telephone number and affirmatively consent to receive text messages, AVAIL may send you text messages concerning:

Appointment confirmations
Appointment reminders
Scheduling changes
Requested follow-up communications
Document reminders
Service-related updates
Educational events
Other communications described at the time consent is obtained

Message frequency may vary. Message and data rates may apply.

Consent to receive text messages is not a condition of purchasing services from AVAIL. You may opt out at any time by replying STOP to a text message. You may reply HELP for assistance or contact AVAIL using the information in the "Contact Us" section below.

AVAIL does not sell personal information for money.

We may disclose personal information in the following circumstances:

Service Providers

We may share information with vendors that perform services on our behalf, such as:

Website-hosting and website-management providers
Customer-relationship-management providers
Telephone and communication providers
Email and text-message platforms
Appointment-scheduling providers
Secure document-sharing and electronic-storage providers
Data-security and information-technology providers
Analytics providers
Payment processors
Accounting, legal, compliance, and professional service providers
Marketing and administrative support providers

These providers are authorized to use information only as reasonably necessary to provide services to AVAIL, subject to their agreements with us and applicable law.

Your Professional Advisers

At your request or with your authorization, we may share relevant information with your:

Certified public accountant
Enrolled agent
Tax preparer
Attorney
Wealth manager
Financial professional
Insurance professional
Real estate professional
Business adviser
Other designated representative

AVAIL will not disclose sensitive client information to an outside professional unless the disclosure is authorized, reasonably necessary to provide requested services, or otherwise permitted or required by law.

Legal and Compliance Purposes

We may disclose information when we reasonably believe disclosure is necessary to:

Comply with a law, regulation, subpoena, court order, government request, or other legal process
Cooperate with regulators, law-enforcement authorities, or professional oversight bodies
Protect the rights, property, safety, or security of AVAIL, our clients, website users, or others
Detect, investigate, or prevent fraud, misconduct, security threats, or illegal activity
Enforce agreements and protect or defend legal claims

Business Transactions

If AVAIL is involved in a merger, acquisition, reorganization, financing, sale of assets, change in control, or similar business transaction, information may be disclosed to advisers and transaction participants subject to appropriate confidentiality protections.

With Your Direction or Consent

We may share information for another purpose when you direct us to do so, authorize the disclosure, or consent at the time the information is collected.

AVAIL's website may use cookies, pixels, analytics tools, and similar technologies. These technologies may help us:

Keep the website operating properly
Remember website preferences
Understand website traffic and visitor activity
Diagnose technical issues
Improve website content and usability
Measure the effectiveness of advertisements, referral links, campaigns, and QR codes
Protect the website against fraud and misuse

You may be able to limit cookies through your browser settings. Disabling cookies may affect certain website features.

Third-party analytics or advertising providers may collect information according to their own privacy policies. AVAIL should configure these services consistent with the disclosures in this Privacy Policy and applicable law.

AVAIL uses reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, use, alteration, loss, or disclosure.

These safeguards may include:

Access controls
Password protection
Multi-factor authentication
Encryption where appropriate
Secure document-sharing systems
Staff and contractor access restrictions
Vendor-management procedures
System monitoring
Secure disposal practices

No website, email service, telephone system, text-message system, cloud platform, or electronic-storage method is completely secure. AVAIL therefore cannot guarantee absolute security.

You are responsible for using reasonable precautions when sending information electronically and for protecting passwords, access links, and devices under your control.

AVAIL retains personal information for as long as reasonably necessary to:

Provide requested services
Maintain business and client records
Complete consultations and follow-up activities
Manage professional relationships
Comply with legal, contractual, regulatory, and recordkeeping obligations
Resolve disputes
Prevent fraud or abuse
Enforce agreements
Protect AVAIL's legal rights

Retention periods may vary depending on the type of information, the nature of the relationship, legal requirements, and legitimate business needs.

Information that is no longer reasonably needed will be deleted, destroyed, anonymized, or securely archived when appropriate.

Depending on where you reside and applicable law, you may have the right to request that AVAIL:

Confirm whether we maintain personal information about you
Provide access to certain personal information
Correct inaccurate personal information
Delete certain personal information
Provide information about categories of information collected, used, or disclosed
Restrict or object to certain uses of personal information
Provide a portable copy of certain information
Honor applicable opt-out rights
Refrain from discriminating against you for exercising a privacy right

These rights are subject to exceptions and limitations. For example, AVAIL may retain information when required for legal compliance, professional recordkeeping, fraud prevention, contract administration, legal claims, or other purposes permitted by law.

To submit a privacy request, contact AVAIL using the information below. We may need to verify your identity before completing a request. An authorized agent may submit a request where permitted by law, but AVAIL may require proof of the agent's authority and verification of the consumer's identity.

California residents may have additional rights under California privacy laws, where those laws apply to AVAIL.

California residents may contact AVAIL to request information about our collection, use, disclosure, correction, or deletion of personal information. AVAIL will evaluate each request under the law applicable to the request.

AVAIL does not sell personal information for monetary compensation. AVAIL also does not share SMS consent with third parties or affiliates.

Nothing in this section is intended to represent that a particular California privacy statute applies to AVAIL when its legal applicability requirements have not been met.

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