Privacy Policy

Introduction

Aris Tax Services (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect, how we use it, and the choices you have, whether you are visiting our website at aristaxservices.com or working with us as a client.

Information We Collect

We may collect the following types of information:

• Contact information you submit through our website forms, such as your name, phone number, email address, and any message you send us.
• Client and tax information you provide directly to us when engaging our tax preparation, bookkeeping, payroll, audit, or company formation services, which may include financial records, identification numbers, and other data required to perform these services.
• Website usage information collected automatically, such as browser type, pages visited, and general location, typically through standard server logs and, if enabled, analytics tools.

How We Use Your Information

We use the information we collect to:

• Respond to inquiries submitted through our contact forms;
• Prepare and deliver the tax, accounting, bookkeeping, payroll, and related services you request;
• Communicate with you about your account, engagement, or appointment;
• Comply with applicable legal, regulatory, and IRS recordkeeping requirements; and
• Maintain and improve our website and services.

Data Security

We take reasonable administrative and technical measures to protect the personal and financial information you share with us from unauthorized access, disclosure, alteration, or destruction. Client tax records are handled in accordance with applicable confidentiality obligations for tax return preparers.

Sharing of Information

We do not sell your personal information. We may share information with third parties only where necessary to provide our services (for example, e-filing your return with the IRS or state tax agencies), where required by law, or with your consent.

Cookies and Website Tools

Our website may use cookies or similar technologies to support basic site functionality and, where applicable, to understand how visitors use our site. You can control cookies through your browser settings.

Your Rights

You may contact us at any time to ask what personal information we hold about you, to request a correction, or to ask that we delete information we are not otherwise required to retain for legal or tax recordkeeping purposes.

Data Retention

We retain client tax and financial records for the period required by applicable IRS and state recordkeeping regulations, and website inquiry information for as long as reasonably necessary to respond to and document your request.

Changes to This Policy

We may update this Privacy Policy from time to time. The “Last updated” date below reflects the most recent revision.

Contact Us

If you have questions about this Privacy Policy or how we handle your information, please contact us:

Aris Tax Services
234 Hampshire St, Lawrence, MA
Phone: (978) 943-7678
Email: info@aristaxservices.com

Last updated: July 22, 2026