Privacy Policy

Effective Date: 1/6/2026 Last Updated: 1/6/2026 Ascent Tax Advisers (“we,” “our,” or “us”) values your privacy. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit https://www.ascent.tax/ or use our services.

1. Information We Collect

We collect the following categories of personal information:

  • Identifiers: Name, address, email, phone number, Social Security Number (SSN), Taxpayer Identification Number (TIN).
  • Financial & Tax Information: Income details, deductions, account numbers, tax forms.
  • Employment Information: W-2/1099 data, employer details.
  • Internet Activity: IP address, browser type, device data, site usage analytics.
  • Sensitive Personal Information (SPI): SSN, financial account details, tax return data.

Sources: Directly from you, your authorized representatives, financial institutions, payroll providers, and government agencies.

2. How We Use Your Information

We use personal information to:

  • Prepare and file tax returns.
  • Provide advisory and compliance services.
  • Communicate with you about services.
  • Prevent fraud and maintain security.
  • Meet legal and regulatory obligations.

3. Sharing and Disclosure

We do not sell or share personal information for cross context behavioral advertising. We may disclose information to:

  • Service Providers & Contractors: Software vendors, payment processors, secure portal providers.
  • Government Authorities: IRS, state tax agencies, courts (as required by law).
  • Legal Compliance: To comply with subpoenas, court orders, or applicable regulations.

All disclosures comply with GLBA and IRC § 7216, which restrict use and sharing of tax information.

4. Your Privacy Rights

Depending on your location, you may have rights to:

  • Access/Know: Request details about personal information we collect.
  • Correction: Request corrections to inaccurate data.
  • Deletion: Request deletion of personal information (subject to legal retention requirements).
  • Portability: Receive a copy of your data in a portable format.
  • Opt-Out: Opt out of sale/share of personal information (we do not sell/share).
  • Limit Use of SPI: Restrict use of sensitive personal information to permitted purposes.
  • Non Discrimination: We will not discriminate against you for exercising your rights.

How to exercise your rights: Email jboyle@myascent.net or use our #. We verify requests and respond within 45 days. We honor Global Privacy Control (GPC) signals.

5. Cookies and Tracking

We use cookies to:

  • Improve site functionality.
  • Analyze usage trends.
  • Enhance security.

You can manage preferences via our Cookie Banner or browser settings. For details, see our #.

6. GDPR Notice (EU/UK Residents)

  • Controller: Ascent Tax Advisers, 1452 Hughes Rd., Suite 232, Grapevine, TX 76051.
  • Lawful Bases: Contract, legal obligation, legitimate interests, consent.
  • Rights: Access, rectification, erasure, restriction, objection, portability, complaint to supervisory authority.
  • Transfers: We use Standard Contractual Clauses for international transfers.

7. Children’s Privacy

Our services are not directed to children under 13. We do not knowingly collect data from children.

8. Security

We implement safeguards including encryption, secure portals, multi factor authentication, and access controls. While we take reasonable measures, no system is 100% secure.

9. Retention

We retain tax records and related personal information for up to seven (7) years or as required by law.

10. Updates

We may update this Policy periodically. Check the “Last Updated” date for changes.