Privacy Policy

Effective Date: November 6, 2025
Last Updated: November 6, 2025

1. Introduction

ATGM Trusted Tax Advisors (“we,” “us,” or “our”) values your privacy. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit our website https://www.atgmtax.com
 or engage our tax, accounting, or advisory services.

By using our website or services, you agree to the terms of this Privacy Policy.

2. Information We Collect

We collect information in the following ways:

  1. Information You Provide Directly

    • Name, email address, phone number, and other contact details.

    • Information submitted through our contact form or booking system.

    • Documents or financial data shared during consultations or service delivery.

  2. Information Collected Automatically

    • IP address, browser type, and device information.

    • Usage data through cookies or analytics tools to improve website performance.

  3. Information from Third Parties

We may receive limited information from integrated platforms (e.g., Microsoft Outlook Booking, TaxDome client portal) to facilitate scheduling or service delivery.

3. How We Use Your Information

We use your information to:

  • Provide and manage tax and accounting services.
  • Communicate with you regarding inquiries, appointments, and service updates.
  • Improve our website and client experience.
  • Meet legal, regulatory, and compliance obligations.

We do not sell or rent your personal information.

4. Sharing and Disclosure

We only share your data with:

  • Trusted service providers (e.g., secure hosting, email systems, client portals).

  • Legal or regulatory authorities, if required by law.

  • Business partners under confidentiality agreements for professional services.

5. Data Security

We maintain administrative, technical, and physical safeguards designed to protect your information against unauthorized access, use, or disclosure.

However, no online transmission or storage system can be guaranteed 100% secure.

6. Your Rights

Depending on your location, you may have the right to:

  • Access and receive a copy of your personal data.
  • Request correction or deletion of your data.
  • Withdraw consent for processing where applicable.

You can exercise these rights by contacting us at [email protected].

7. Data Retention

We retain personal information for as long as necessary to provide services, comply with legal obligations, and resolve disputes.

8. Cookies

Our website may use cookies and similar technologies to improve functionality and analytics. You can disable cookies in your browser settings.

9. Third-Party Links

Our website may include links to third-party platforms (e.g., TaxDome, Microsoft Outlook Booking). We are not responsible for their privacy practices.

10. Contact Us

If you have questions about this Privacy Policy, contact us at:

ATGM Trusted Tax Advisors
Washington, DC, USA
Email: [email protected]

Phone: (202) 709-9790