Privacy Policy

At Alpha Tax and Finance Company, we value your trust and are committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, and safeguard the information you share with us.


1. Information We Collect

We may collect the following types of information:

  • Personal details (name, address, phone number, email)
  • Financial information necessary for tax preparation, bookkeeping, and accounting services
  • Business information for formation and compliance services
  • Payment details for billing purposes
  • Any additional information voluntarily provided through forms, emails, or consultations

2. How We Use Your Information

Your information is used only to provide and improve our services, including:

  • Preparing and filing tax returns
  • Delivering bookkeeping, accounting, and financial planning services
  • Communicating with you regarding appointments, updates, or inquiries
  • Complying with state and federal regulations
  • Processing payments and generating invoices

We do not sell, rent, or share your personal information with third parties for marketing purposes.


3. Information Security

We take the confidentiality of your information seriously. Our safeguards include:

  • Secure storage of physical and electronic records
  • Restricted access to authorized staff only
  • Industry-standard encryption and protection methods to prevent unauthorized access

4. Third-Party Services

In some cases, we may use trusted third-party providers (such as tax software or payment processors) to support our services. These providers are required to maintain the confidentiality and security of your information.


5. Your Rights

You have the right to:

  • Request access to the personal information we hold about you
  • Correct or update your information
  • Request deletion of your information, subject to legal or regulatory requirements

6. Cookies & Website Usage

Our website may use cookies to improve your browsing experience. Cookies help us understand how visitors use our site, but they do not collect personally identifiable information.


7. Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised “Last Updated” date.


8. Contact Us

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

Alpha Tax and Finance Company
📍 Lafayette, LA
📞 (337) 233-4829
🌐 www.alphataxfinance.com