Privacy Policy

1. Who We Are

AD Transactions ("AD Transactions," "we," "us," or "our") provides accounting, bookkeeping, payroll, LLC formation, information return filing, and tax services to businesses and individuals across the United States. This Privacy Policy explains how we collect, use, share, and protect personal information when you visit www.adtransactions.com (the "Site"), contact us, or use our services.

2. Information We Collect

Information you give us

• Consultation and contact requests: your name, company name, email address, phone number, state of operation, and the details you include in your message.
• Client engagement information: when you become a client, the information needed to deliver our services, such as business and owner details, Social Security or Employer Identification Numbers, bank and payroll records, employee and contractor information (for example, Forms W-4 and W-9), income and expense records, and tax documents.
• Communications: records of calls, texts, and emails you exchange with us.

Information collected automatically

• Technical data: like most websites, our hosting provider records standard server log data such as IP address, browser type, device type, pages visited, and the date and time of your visit.
• Third-party content: the Site loads fonts from Google Fonts and a background video from Pexels. These providers may receive your IP address and browser information when the Site loads, under their own privacy policies.

We do not ask for Social Security numbers, bank account numbers, or other sensitive financial details through the contact form on the Site. Please share that information only through the secure method we provide once you are a client.

3. How We Use Your Information

• To respond to your consultation request and communicate with you about our services.
• To provide bookkeeping, accounting, payroll, LLC formation, information return filing, and tax preparation services you request.
• To prepare and file returns and forms with the IRS, state agencies, and other government authorities on your behalf.
• To send service-related messages, reminders about filing deadlines, and responses to your questions.
• To operate, secure, and improve the Site.
• To comply with legal, regulatory, and professional obligations.

4. Tax Return Information

As a tax preparer, we are subject to Internal Revenue Code Section 7216 and related regulations. We do not use or disclose your tax return information for any purpose other than preparing and filing your returns and providing the services you have engaged us for, unless the law permits it or you give us your written consent.

5. How We Share Information

We do not sell or rent your personal information. We share information only as needed to provide our services or as required by law:

• Government agencies: the IRS, Social Security Administration, state revenue and workforce agencies, and Secretaries of State, when we file returns, forms, or business registrations for you.
• Service providers: trusted vendors that help us operate, such as payroll processing, accounting software, e-filing, website hosting, and email providers. They may use your information only to perform services for us.
• Partners you choose to use: if you sign up for a partner product through a link on our Site (for example, a payroll or accounting software provider), that provider's own privacy policy applies to the information you give them.
• Legal and safety reasons: when required by law, subpoena, or court order, or to protect the rights, property, or safety of our clients, our business, or others.
• Business transfers: in connection with a merger, sale, or transfer of our business, subject to this Policy.

6. Phone Calls and Text Messages

If you give us your phone number, we may call or text you about your request or our services. We will not share your mobile number with third parties for their marketing purposes. Message and data rates may apply. You can reply STOP to any text message to opt out, or tell us at any time that you prefer not to be contacted by phone or text.

7. Cookies and Analytics

The Site does not use advertising cookies. Third-party services that load on the Site, such as Google Fonts, may set or read limited technical data as described in their own policies. If we add analytics or advertising tools in the future, we will update this Policy. You can control cookies through your browser settings.

8. How We Protect Your Information

We maintain administrative, technical, and physical safeguards designed to protect the personal and financial information entrusted to us, consistent with our obligations under the Gramm-Leach-Bliley Act and the FTC Safeguards Rule. These include restricted access to client records, secure file transfer, and encrypted connections (HTTPS) on the Site. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

9. How Long We Keep Information

We keep consultation requests for as long as needed to respond and follow up. We keep client records for as long as required to provide our services and to meet legal, tax, and professional record-keeping requirements, which can be several years after an engagement ends. When information is no longer needed, we delete or securely destroy it.

10. Your Choices and Rights

You may ask us to access, correct, or delete the personal information we hold about you, or to stop contacting you. Depending on the state you live in, you may have additional privacy rights under state law. We will respond to verified requests within the time required by applicable law. Some information may need to be kept to meet legal or tax record-keeping obligations.

To make a request, contact us using the details below.

11. Children's Privacy

The Site is intended for businesses and adults. We do not knowingly collect personal information online from children under 13. If you believe a child has provided us information through the Site, please contact us and we will delete it. Dependent information you provide as part of a tax engagement is handled under the rest of this Policy.

12. Links to Other Websites

The Site links to other websites, including IRS.gov for tax forms and partner websites. We are not responsible for the privacy practices of those sites, and we encourage you to review their privacy policies.

13. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will change the "Last updated" date at the top of this page. Significant changes will be highlighted on the Site.

14. Contact Us