AGI Accounting & Tax Services LLC
Effective Date: December 1, 2025
AGI Accounting & Tax Services LLC (“AGI,” “we,” “us,” or “our”) is committed to protecting your privacy and safeguarding the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website or use our services.
By using our website or services, you consent to the practices described in this Privacy Policy.

1. Information We Collect
1.1 Personal Information
We may collect personal information that you voluntarily provide to us, including but not limited to:

• Name

• Email address

• Mailing address

• Phone number

• Tax-related information

• Financial documents

• Business information

• Any details shared when contacting us or requesting services
   

1.2 Automatically Collected Information
When you visit our website, we may automatically collect:

• IP address

• Browser type and version

• Device type

• Pages visited

• Time spent on pages

• Cookies and usage data
   

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

• Provide accounting and tax preparation services

• Respond to inquiries and provide customer support

• Prepare and file tax returns

• Process payments and manage billing

• Send updates, reminders, or service-related communications

• Improve website functionality and user experience

• Comply with legal and regulatory requirements
   

3. How We Protect Your Information
We take data security seriously. AGI uses industry-standard administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, or misuse. These safeguards include secure storage, access controls, encryption, and confidentiality protocols required for financial and tax-related data.
However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute protection.

4. Sharing and Disclosure of Information
We do not sell or share your personal information with third parties for marketing purposes.

We may disclose your information only in the following situations:

4.1 Service Providers
Trusted third-party providers who assist with:

• Tax preparation software

• Payment processing

• Secure document storage

• IT support

These providers are required to maintain confidentiality and use your data only for service-related purposes.

4.2 Legal Requirements
We may disclose information if required to:

• Comply with federal, state, or local laws

• Respond to subpoenas or legal processes

• Cooperate with government or regulatory agencies
   

5. Cookies and Tracking Technologies
Our website may use cookies, tracking pixels, and similar technologies to improve functionality, analyze usage, and personalize content. You can adjust your browser settings to disable cookies, but doing so may limit certain features of the website.

6. Your Rights and Choices
Depending on your location, you may have the right to:

• Access the personal information we hold about you

• Request corrections or updates

• Request deletion of your information (subject to legal requirements)

• Opt out of marketing communications

• Limit certain types of data processing

To exercise any of these rights, contact us using the information below.

7. Data Retention
We retain your personal and tax-related information only as long as necessary to:

• Provide services

• Meet IRS and state recordkeeping requirements

• Resolve disputes

• Comply with legal obligations
   

8. Third-Party Links
Our website may contain links to external sites. We are not responsible for the privacy practices or content of those third-party websites.

9. Children’s Privacy
Our services are not directed toward children under 13. We do not knowingly collect personal information from children under 13.

10. Changes to This Privacy Policy
We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated “Effective Date.” Your continued use of our site or services constitutes acceptance of the revised policy.

11. Contact Us
If you have questions or concerns about this Privacy Policy or how your information is handled, please contact us:

AGI Accounting & Tax Services LLC
​31 Washington Ave. North Haven, CT 06473 2nd Floor
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