Privacy Policy
Effective October 1, 2026
Scope and information provided
This notice covers AE Tax Advisors’ website and related inquiries. Client services are also governed by the signed engagement and applicable tax-information laws. Information you provide may include contact details, appointment requests, correspondence, business and financial information, and records supplied for an engagement. Submit sensitive records only through the client portal or another secure method confirmed by our team.
Website and third-party technology
When you use the website, hosting and integrated services may process technical information such as IP address, browser and device details, pages requested, timestamps and referral information. Embedded scheduling, video, payment and portal services may receive information when you interact with them. Their policies also apply to their own processing. Browser settings can limit some cookies; disabling them may affect functionality. The tools present and their settings can change.
Purposes and recipients
Information is used as relevant to respond to inquiries, schedule appointments, perform an agreed engagement, communicate with you, administer payments, operate the website, protect systems and satisfy legal obligations. Relevant recipients may include personnel, technology and professional service providers, taxing authorities and other recipients authorized by law or an appropriate consent. A third-party link does not itself authorize disclosure of tax return information.
Taxpayer confidentiality and marketing
Tax return information is subject to restrictions under federal law, including Internal Revenue Code section 7216. Any required separate authorization must be obtained before a covered use or disclosure. This notice is not consent to sell information, disclose it for advertising, use return information for unrelated marketing, or transfer it to an overseas preparer where additional requirements apply. A general website opt-in does not replace a legally required tax-information consent.
Communications and choices
You may ask us to stop optional marketing by using an unsubscribe mechanism where provided or contacting team@aetaxadvisors.com. Service and legally required messages may still be necessary. Supplying a phone number alone is not blanket consent to automated promotional calls or texts. Any required messaging consent must be requested separately, with the applicable terms.
Privacy requests and retention
Contact team@aetaxadvisors.com or (631) 614-5762 to ask about information handling or request access, correction or deletion. Depending on applicable law, you may have additional rights, including opt-out or appeal rights. We may need to verify your identity securely and assess legal exceptions. Do not email identification documents unless given an appropriate secure method. Records may be retained for engagement, tax, professional, legal and dispute-related purposes; deletion is subject to those obligations.
Security and third parties
Read our Data Security Policy for document-submission guidance and incident reporting. No method of storage or transmission is entirely secure. External websites and platforms operate under their own policies. Ask us about a particular provider or processing activity before sending sensitive information if you have concerns.
Children and changes
This website is intended for adults seeking professional services. Do not submit a child’s personal information through public inquiry forms. Necessary dependent information belongs in the secure client workflow. This notice may be updated as services, technology or legal requirements change. Contact AE Tax Advisors, 935 Lake Elmo Dr, Suite B, Billings, MT 59105, for privacy questions.
Related notices: Privacy Policy · Data Security Policy · Terms of Service · AI Disclosure · Disclaimer.