This AB Tax Service Digital Privacy Notice (“Notice”) describes how AB Tax Service, or one of its corporate affiliates, uses personal information collected through:
- Our website and online and software tax preparation products and services;
- The products and services offered through ABTaxSC.com and our mobile applications that incorporate this Notice.
Information We Collect
We collect information about you in a variety of ways depending on how you interact with us and our online and software tax preparation products and services including:
- Directly from you when you provide it to us, such as when you register for an account, sign up to receive communications from us, request information or services from us, post information in publicly accessible blogs or community forums that may be offered on our websites, or contact us by phone, email, or otherwise.
- Automatically through the use of various technologies such as cookies, server logs, pixels or other similar technologies when you interact with our websites, online products and services, mobile applications, advertisements, and emails.
- From other sources, including, for example, our affiliates, select business partners, service providers, online social media networks (e.g., post a message on one of our social media pages), government entities (e.g., the IRS), and other third parties (including credit reporting agencies), or from publicly available sources. For example, if you submit a job application, or become an employee, we may conduct a background check.
The following provides examples of the type of information that we collect and how we may use that information. If you choose not to provide certain information we request, we may be unable to serve you as our products, services, calculators, and/or other tools may rely upon this information.
Personal Information
We collect your name, email address, username, password, and other contact information when you create an account. We also collect information relating to the actions that you perform while logged into your account and information from documents you choose to upload to your account.
We collect this information to set up your online account, provide account-related functionalities to you, and authenticate your identity when you request certain services from us. We may use your email address as your username. We may access documents you add to your account to assist you with products or services you have chosen or as requested by you.
Tax Preparation Products and Services
We may collect information about you, your spouse, your dependents, other individuals, or your business when you use our tax preparation products and services. This information may include contact information (e.g., name, phone number, and email address), Social Security Number and other government identification numbers (e.g., EIN, Driver’s License Number, and ITIN), date of birth, financial information (e.g., income, revenue, assets, credits, deductions, expenses, and bank account information), payment information (e.g., checking, debit, and credit card account numbers, balances, assets, and payment history), health information (e.g., health insurance status and financial information related to payment for healthcare services), unique device identifiers, and Internet Protocol (“IP”) address (a number that is automatically assigned to a computer when the internet is used).
We collect this information to deliver the products and services you request, including as part of preparing your tax return, electronically filing your tax return, and applying for or purchasing a product or service. We also collect some of this information because the Internal Revenue Service (“IRS”) or state taxing authorities may require that we collect personal and system information (such as name, Social Security Number, IP address and device identifiers) in connection with preparing or electronically filing your tax return. To improve the security of our services and to protect your information, we may verify your personal information by matching the information you provide against other publicly available information that we obtain from identification verification companies. As permitted by applicable law, we may use information to improve or market our products or services and to otherwise support the maintenance and operations of our business.
Cookies and Similar Tracking Technologies
We use, and allow third parties to use, technologies, such as cookies, pixels, media tags, and similar tracking technologies (collectively, “tracking technologies”). Tracking technologies may collect certain types of information when you interact with our websites, mobile applications, and online products and services. For example, they may collect data about your interactions with our website, device, browser, operating system, and/or it may store or transmit identifiers that are unique to you or your browser.
We use tracking technologies for a variety of reasons, including to better manage content on our websites, to help us understand usage patterns, track your preferences and understand your interests, fix issues, improve our products and services, remember you, and personalize your online experience.
We or third parties working on our behalf use tracking technologies to report analytics to us or provide advertising about products and services tailored to your interests. Some of these technologies s might collect information over time and across different websites in order to serve ads on our website or on other websites (“behavioral advertising”). You may opt-out of the use of tracking technologies on our site for the purpose of behavioral advertising by clicking “Customize Settings.”
Calculators and Other Tools
When you use our calculators and other tools, we may collect the number of people who use a certain tool. Some calculators and other tools may require registration or ask for your contact information. We may also set cookies or clear GIFs based upon your use.
For our calculators and other tools that require registration or ask for your contact information, we may use the contact information you provide to contact you directly with relevant services and offers.
How We Use Information
In addition to the other purposes and uses described above, we may use information in the following ways, subject to applicable laws:
- To provide you the products and services you request.
- To contact you about additional products and services that may benefit your account.
- To service and report on your account.
- To provide customer and tax support, including through the use of artificial intelligence.
- To identify you when you visit our websites or use our mobile applications.
- To improve our services and products.
- To communicate with you.
- To send marketing and promotional materials, including newsletters, publications, or other information relating to our products, services, sales, or promotions, or those of our business partners.
- To market to individuals who are not using but may be interested in our products and services.
- To detect and protect against malicious, deceptive, fraudulent, or illegal activity, including violation of our policies and terms and conditions, security incidents, and harm to the rights, property, or safety of our company and our users, employees, or others, or to otherwise improve the security of our services.
- To debug, identify, and repair errors that impair existing intended functionality of our websites and services.
- To comply with our legal or regulatory obligations, to establish or exercise our rights, and to defend against a legal claim.
- For internal administrative purposes, as well as to manage our relationships.
- For such other purposes as permitted by law or that you consent to.
How We Protect And Retain Information
While we use reasonable administrative, technical, and physical efforts to protect your personal information from unauthorized access, use, or disclosure, we cannot guarantee the security of your personal information. In the event that we are required by law to inform you of a breach to your personal information, we may notify you electronically, in writing, or by telephone, if permitted to do so by law.
You are responsible for maintaining the confidentiality of your account and password. You are responsible for any access to or use of your account by someone else that has obtained your password, whether or not such access or use has been authorized by you. You should notify us of any unauthorized use of your password or account. If an unauthorized profile has been created about you, please contact us by clicking here or calling (843) 413-0050 to request to have it deleted.
We retain your personal information for only as long as necessary to comply with applicable laws or regulatory requirements, serve you, maintain your account, operate our business, improve our offerings, or develop new ones, or otherwise fulfill the purposes outlined in this Notice, including satisfying any legal, accounting, or reporting requirements, unless a longer retention period is required or permitted by law. To determine the appropriate retention period for personal information, we consider the amount, nature, and sensitivity of the information, the potential risk of harm from unauthorized use or disclosure of the information, the purposes for which we obtained the information and whether we can achieve those purposes through other means, as well as applicable legal or regulatory requirements.
Third-Party Applications/Websites
For your convenience, we may provide links to websites and other third-party content or services that we do not own or operate. The websites and third-party content to which we link may have separate privacy notices or policies. Please note that we have no direct control over the privacy practices, websites, or services that we do not own. We encourage you to review the privacy policies of any third-party website or application for details about such third party’s privacy practices.
Changes To This Privacy Notice
We may change our privacy Notice and practices over time. To the extent that our policy changes in a material way, the policy that was in place at the time that you submitted personal information to us will govern that information unless we receive your consent to the new privacy policy. You can check the “Effective Date” legend at the bottom of this page to see when this Notice was last revised.
Contact Information
If you have any questions, comments, or complaints concerning our privacy practices, or if you need to access this Notice in an alternative format, please contact us by clicking here, by calling us at (843) 413-0050 , or by writing us at the postal addresses listed below. We will attempt to respond to your requests and to provide you with additional privacy-related information.
AB Tax Service, LLC
1803 W Palmetto Street, Ste. E
Florence, SC 29501
(843) 413-0050
If you have an unresolved privacy or data use concern that we have not addressed satisfactorily, please contact our U.S.-based third-party dispute resolution provider (free of charge) at https://feedback-form.truste.com/watchdog/request.
AB Tax Service 