1. Introduction
Avanza United respects your privacy and wants you to understand how we collect, use, store, share, and protect information.
This Privacy Policy applies when you visit the Avanza United website, join our waitlist, submit a form, request information, communicate with us, use our services, or otherwise provide information to Avanza United.
By using our website, you acknowledge the practices described in this Privacy Policy.
Some information connected to tax preparation is protected by special federal or state laws. Those rules may provide stronger protections than the general practices described in this Privacy Policy.
2. Information We May Collect
We may collect information that you provide directly to us.
This may include:
- Your name
- Phone number
- Email address
- Preferred way to be contacted
- Type of tax help requested
- Type of business service requested
- Information submitted through website forms
- Messages or questions you send us
- Appointment or waitlist information
- Information connected to services you request
- Other information you choose to provide
If you become a tax preparation client, we may also receive tax, financial, employment, identity, family, business, and other information needed to provide tax services.
Tax return information is handled separately as explained later in this Privacy Policy.
3. Information Collected Automatically
When you use our website, certain information may be collected automatically.
This may include:
- IP address
- Device type
- Browser type
- Operating system
- General location based on your IP address
- Pages viewed
- Links clicked
- Date and time of website visits
- Referring website
- Website activity
- Cookie information
- Advertising identifiers
- Other technical information about how you use the website
We may use cookies, pixels, analytics tools, advertising technologies, and similar tools to collect this information.
4. How Avanza United May Use Information
To the extent permitted by law, Avanza United may use personal information for business and commercial purposes.
This may include using information to:
- Respond to your request
- Contact you
- Manage our waitlist
- Schedule appointments
- Provide tax or business services
- Provide customer support
- Operate our business
- Operate and improve our website
- Understand how people use our website
- Improve existing services
- Develop new services
- Personalize communications
- Send service reminders
- Send advertising or promotional messages
- Market Avanza United services
- Measure advertising results
- Create marketing audiences
- Conduct analytics and research
- Prevent fraud or misuse
- Protect Avanza United, our customers, and others
- Maintain business records
- Comply with legal requirements
- Enforce our agreements
- Support a business sale, merger, financing, or reorganization
- Carry out other purposes permitted by law
We may combine information collected from different sources when permitted by law.
5. Our Rights to Use and Transfer Information
Except where restricted by law, Avanza United may maintain, organize, analyze, combine, use, disclose, transfer, license, share, or sell personal information for the purposes described in this Privacy Policy.
These rights do not override rights provided to you by applicable law.
They also do not override special legal protections that apply to tax return information.
Nothing in this Privacy Policy means that Avanza United owns your legal identity or any privacy right that cannot legally be transferred or waived.
6. Sharing Personal Information
To the extent permitted by law, we may share or disclose personal information with other parties.
These parties may include:
- Service providers
- Contractors
- Website providers
- Hosting companies
- Software providers
- Scheduling providers
- Tax software providers
- Payment processors
- Bookkeeping providers
- Technology companies
- Analytics providers
- Advertising companies
- Marketing companies
- Social media platforms
- Business partners
- Affiliates
- Professional advisers
- Accountants
- Attorneys
- Government agencies
- Law enforcement
- Buyers or investors in connection with a business transaction
- Other third parties when permitted by law
We may also disclose information when we believe disclosure is reasonably necessary to protect our business, enforce our rights, investigate fraud, comply with legal requirements, or respond to lawful government requests.
7. Sale or Sharing of Personal Information
Avanza United may sell, share, license, disclose, or otherwise make certain personal information available to third parties for business, marketing, advertising, analytics, or other commercial purposes when permitted by law.
This may include ordinary website, lead, contact, marketing, and usage information.
It does not mean that Avanza United may freely sell protected tax return information.
Tax return information is subject to the separate rules described in the Tax Return Information section of this Privacy Policy.
Some state laws may give you the right to tell us not to sell or share certain personal information.
Where required by law, Avanza United will provide a way to exercise that right.
A website link may be provided for this purpose using wording such as:
DO NOT SELL OR SHARE MY PERSONAL INFORMATION
Exercising a legally protected privacy right will not result in unlawful discrimination against you.
8. Tax Return Information
Tax return information is different from ordinary website and marketing information.
Federal law places restrictions on how tax return preparers may use and disclose tax return information.
Avanza United will use tax return information to prepare, assist with, file, support, or provide services connected to your tax return when permitted by law.
We may also use or disclose tax return information when federal or state law specifically permits us to do so.
When the law requires your consent before tax return information can be used or disclosed for another purpose, Avanza United will seek the required consent separately.
A general acceptance of this Privacy Policy does not replace any separate consent required under tax law.
Avanza United will not rely on the general sale, sharing, advertising, or marketing provisions of this Privacy Policy to bypass protections that apply to tax return information.
9. SMS and Text Messages
Avanza United may use text messages to communicate with people who provide a mobile phone number.
Service-related text messages may include:
- Waitlist updates
- Appointment information
- Appointment reminders
- Requests for information
- Service updates
- Customer support messages
Marketing or promotional text messages will be handled separately when required by law.
If Avanza United uses automated technology, automated text messages, recurring marketing messages, or similar tools, we may ask you to provide separate consent before sending those messages.
Where required, the consent request will clearly explain that you are agreeing to receive marketing text messages from Avanza United.
Consent to receive marketing text messages is not required as a condition of purchasing tax preparation or other services unless permitted by applicable law.
Message frequency may vary.
Message and data rates may apply.
You may request to stop eligible text messages by replying:
STOP
Where supported, you may request help by replying:
HELP
Stopping marketing text messages does not prevent Avanza United from communicating with you through other lawful methods or from sending communications that are legally permitted or necessary to provide requested services.
10. Promotional Emails
Avanza United may use email addresses to send:
- Business information
- Tax-related information
- Service announcements
- Appointment information
- Special offers
- Advertising
- Promotions
- News
- Educational information
- Other marketing communications
Where required by law, promotional emails will provide a way to unsubscribe.
If you unsubscribe from marketing emails, Avanza United may still send non-marketing communications connected to services you requested, transactions, security, legal matters, or your relationship with Avanza United.
11. Advertising and Marketing
Avanza United may use information to advertise and market our services when permitted by law.
We may work with advertising, analytics, social media, and technology companies.
These companies may receive or collect information about your website activity, device, browser, or interactions with Avanza United.
Information may be used to:
- Show advertising
- Measure advertising performance
- Understand audiences
- Create advertising audiences
- Improve marketing campaigns
- Personalize advertising
- Measure website traffic
- Understand customer interests
Where applicable law gives you the right to opt out of certain advertising, sale, or sharing activities, Avanza United will provide a method for exercising that right.
12. Cookies and Tracking Technologies
Avanza United may use cookies and similar technologies.
These technologies may help us:
- Keep the website working
- Remember preferences
- Understand website traffic
- Measure performance
- Improve the website
- Analyze visitor behavior
- Support advertising
- Measure advertising results
- Prevent fraud
Some cookies may be placed by third parties.
Where required by law, we may provide additional cookie controls or consent options.
13. Data Security
Avanza United takes reasonable steps to protect information in our possession.
We may use administrative, technical, organizational, and physical safeguards based on the type of information involved.
However, no website, computer system, electronic transmission, storage system, internet connection, or security method is completely secure.
For that reason, Avanza United cannot promise or guarantee that personal information will always remain private, secure, or free from unauthorized access.
We cannot guarantee that a security incident will never happen.
We will make reasonable efforts to protect information and respond appropriately when we become aware of a security issue.
You also have a responsibility to protect passwords, devices, accounts, and other information used to communicate with Avanza United.
14. Data Retention
Avanza United may keep personal information for as long as reasonably needed for business or legal purposes.
This may include keeping information to:
- Provide services
- Maintain business records
- Maintain tax records
- Communicate with customers
- Meet legal requirements
- Resolve disputes
- Detect fraud
- Protect our rights
- Enforce agreements
- Meet accounting or tax requirements
Different types of information may be kept for different periods.
Information may also be deleted, anonymized, or combined with other information when appropriate and permitted by law.
15. Business Transfers
If Avanza United is involved in a merger, acquisition, financing, sale, restructuring, bankruptcy, transfer of assets, or similar business transaction, information may be reviewed, disclosed, or transferred as part of that transaction when permitted by law.
A buyer, successor, investor, lender, adviser, or other party involved in the transaction may receive information subject to applicable legal requirements.
16. Legal Requirements
Avanza United may collect, use, preserve, or disclose information when we reasonably believe doing so is necessary to:
- Follow applicable law
- Comply with a court order
- Respond to a subpoena
- Respond to government requests
- Protect legal rights
- Investigate fraud
- Protect customers
- Protect Avanza United
- Protect the safety of another person
- Enforce agreements or policies
17. Your Privacy Rights
Depending on where you live, you may have legal rights concerning your personal information.
These rights may include the right to request:
- Access to personal information
- Correction of inaccurate information
- Deletion of certain information
- Information about how data is used
- Information about categories of third parties receiving information
- A copy of certain information
- An opt-out from certain sales
- An opt-out from certain sharing
- An opt-out from targeted advertising
- Withdrawal of certain consent
These rights are not unlimited.
Some information may need to be retained because of tax, legal, accounting, fraud-prevention, or other requirements.
Avanza United may need to verify your identity before completing a privacy request.
Where required by law, an authorized agent may submit a request for you.
18. Privacy Preference Signals
Where required by applicable law, Avanza United may recognize legally required browser-based privacy preference signals or other approved opt-out mechanisms.
The availability and effect of these signals may depend on your location and applicable law.
19. Third-Party Websites and Services
The Avanza United website may link to websites, software, portals, payment systems, scheduling systems, social media platforms, tax systems, or other services operated by third parties.
Those third parties may have their own privacy practices.
Avanza United does not control every third-party website or service.
You should review the privacy policy of any third-party service you use.
20. Children’s Privacy
The Avanza United website is intended for adults seeking tax, administrative, bookkeeping, translation, and related business services.
The website is not directed to children under 13.
We do not knowingly collect personal information directly from children under 13 through the website for marketing purposes.
If we learn that information was collected from a child in a manner that violates applicable law, we may delete or otherwise handle the information as required.
21. Changes to This Privacy Policy
Avanza United may update this Privacy Policy from time to time.
Changes may be made because of:
- New services
- New technology
- Business changes
- Legal requirements
- Changes to data practices
- Changes to marketing practices
When the policy is updated, we may change the Effective Date shown at the top of the page.
Your continued use of the website after an updated policy becomes effective means the updated policy will apply to information handled after that point, subject to applicable law.
Where the law requires additional notice or consent, Avanza United will provide it.
22. Privacy Requests
You may submit questions or legally available privacy requests through the Avanza United privacy request form.
Privacy Request Form:
[INSERT PRIVACY REQUEST PAGE OR FORM LINK]
Where applicable, this form may be used to request access, correction, deletion, or an opt-out from certain sales or sharing of personal information.
23. Important Notice About Consent
Using the Avanza United website does not automatically provide every type of consent that may be required by law.
Separate consent may be requested for activities including:
- Certain uses of tax return information
- Certain disclosures of tax return information
- Automated marketing text messages
- Certain advertising activities
- Other activities for which separate consent is legally required
When separate consent is required, Avanza United will request it through the appropriate form, checkbox, agreement, or consent process.
24. Contact and Questions
Questions about this Privacy Policy may be submitted through the privacy request form provided on the Avanza United website.
25. Governing Requirements
This Privacy Policy is intended to describe Avanza United’s general privacy practices.
If a federal, state, or local law provides greater protection or requires different treatment of particular information, Avanza United will follow the applicable legal requirement.
26. Copyright
© 2026 Avanza United. All rights reserved.