Privacy Policy

Effective Date: October 26, 2026
Last Updated: October 26, 2026

Alternative Consulting Group, LLC, doing business as AltTaxPlans and AltTaxPlans Education Institute (“AltTaxPlans,” “we,” “us,” or “our”), respects your privacy and is committed to handling personal information responsibly.

This Privacy Policy explains how we collect, use, disclose, retain, and protect information obtained through www.alttaxplans.com, related webpages, website forms, scheduling tools, educational-program inquiries, and other online services that link to this policy.

This Privacy Policy applies to website visitors, prospective clients, current clients, professional partners, students, institutional contacts, and others who communicate with AltTaxPlans through the website.

1. Information We Collect

The information we collect depends on how you interact with us.

Information You Provide Directly

We may collect information that you voluntarily submit, including:

• Full name
• Business or organization name
• Email address
• Telephone number
• State or general geographic location
• Business website
• Preferred contact method
• Type of service requested
• Number of states in which your business currently files
• Information included in a consultation request
• Professional partnership or referral inquiries
• Education or training-program inquiries
• Communications sent to AltTaxPlans
• Appointment and scheduling information
• Information provided when creating or using an authorized client account or portal

Please do not submit Social Security numbers, employer identification numbers, banking information, passwords, complete tax returns, tax-software credentials, payroll credentials, or other sensitive tax or financial records through the public website contact form.

Secure document-submission instructions will be provided when appropriate.

Information Collected Automatically

When you visit the website, certain information may be collected automatically by our website platform and service providers, including:

• Internet Protocol address
• Browser type
• Device type
• Operating system
• Referring website
• Pages viewed
• Date and time of access
• Approximate location derived from an Internet Protocol address
• Website interaction and navigation data
• Cookie identifiers
• Information used to detect fraud, abuse, or automated activity

This information may be used to operate the website, evaluate performance, improve usability, maintain security, and understand how visitors interact with our content.

Information Received From Other Sources

We may receive information from:

• Referral partners
• Bookkeeping or accounting professionals
• Attorneys or other authorized representatives
• Institutional or workforce-development partners
• Scheduling providers
• Website and hosting providers
• Payment processors
• Client-management or secure document-portal providers
• Tax, accounting, or compliance technology providers
• Publicly available business sources
• Other parties authorized by you

When information is provided by another person or organization, that party is responsible for having the authority to share it.

2. How We Use Information

AltTaxPlans may use personal information to:

• Respond to inquiries
• Evaluate whether a requested service falls within our scope
• Schedule consultations
• Prepare engagement proposals
• Establish and manage client relationships
• Deliver tax, accounting, bookkeeping, compliance, education, or advisory services
• Communicate about appointments, deadlines, documents, or service updates
• Process payments and maintain transaction records
• Operate professional education and workforce-development programs
• Manage referral and professional partnership relationships
• Provide administrative and technical support
• Maintain and improve the website
• Monitor website performance
• Prevent fraud, misuse, security incidents, or unauthorized access
• Comply with professional, regulatory, contractual, and legal obligations
• Establish, exercise, or defend legal claims
• Maintain records required for business and professional purposes

We may also use information for another purpose disclosed when it is collected or with your consent.

3. Taxpayer and Client Information

Information obtained in connection with an accepted professional engagement may be subject to additional federal and state privacy, tax-practice, professional, contractual, and security requirements.

Website inquiries do not create a professional-client relationship. A professional-client relationship begins only after AltTaxPlans accepts the matter and the required written engagement agreement has been completed.

Taxpayer information and confidential client documents should be exchanged only through methods approved by AltTaxPlans. Clients should not send sensitive documents through ordinary email unless specifically instructed to do so through an approved protected process.

The handling of information received during a professional engagement may also be governed by the applicable engagement agreement, consent forms, privacy notices, and legal requirements.

4. Cookies and Similar Technologies

The website and its service providers may use cookies, pixels, local storage, analytics tools, and similar technologies.

These technologies may be used to:

• Keep the website functioning
• Remember visitor preferences
• Measure website traffic
• Understand navigation patterns
• Improve website performance
• Detect malicious or automated activity
• Support embedded forms, scheduling tools, or videos
• Evaluating outreach and marketing effectiveness

Cookies may include:

Essential Cookies: Necessary for website functionality, security, forms, and accessibility.

Preference Cookies: Used to remember selected settings.

Analytics Cookies: Used to understand website traffic and performance.

Marketing Cookies: Used, when enabled and permitted, to measure outreach campaigns or provide more relevant content.

Where required, nonessential cookies should not be activated until the visitor provides consent.

Visitors may manage cookies through the website’s cookie-preference tool, when available, or through browser settings. Disabling cookies may affect certain website functions.

5. UENI and Other Website Providers

The AltTaxPlans website may be designed, hosted, maintained, or supported through UENI or another website-service provider.

Those providers may process technical, contact, analytics, cookies, or form information according to their own privacy policies and contractual obligations.

The website may also use services such as Google reCAPTCHA to reduce spam and automated submissions. Use of reCAPTCHA may be governed by Google’s Privacy Policy and Terms of Service.

Visitors should review the privacy policies of relevant third-party providers when following an external link or using an embedded service.

6. How We Disclose Information

AltTaxPlans may disclose information to the following categories of recipients when reasonably necessary:

Service Providers

We may provide information to vendors that support:

• Website hosting and maintenance
• Secure client portals
• Scheduling
• Email delivery
• Payment processing
• Tax and accounting technology
• Practice management
• Data storage and backup
• Information security
• Analytics
• Professional education
• Administrative operations

Service providers are permitted to use information only as necessary to provide the applicable service or as otherwise allowed by law and contract.

Professional Advisers

Information may be disclosed to attorneys, accountants, insurance professionals, cybersecurity specialists, consultants, or other advisers when reasonably necessary.

Authorized Professional Partners

With appropriate authorization, information may be shared with a professional partner, referral source, contractor, or service provider involved in delivering an accepted engagement.

AltTaxPlans does not publicly identify confidential back-end service providers merely because they support internal service delivery.

Governmental and Regulatory Authorities

Information may be disclosed when reasonably necessary to:

• Comply with a subpoena, court order, or lawful government request
• Satisfy tax or regulatory obligations
• Protect the rights, safety, property, or security of AltTaxPlans or another party
• Investigate fraud, misuse, or a security incident
• Establish, exercise, or defend legal claims

Business Transactions

Information may be disclosed as part of a proposed or completed merger, acquisition, financing, restructuring, transfer of assets, or similar business transaction, subject to appropriate protections.

With Your Direction or Consent

Information may be disclosed when you direct us to do so or provide consent.

7. Sale and Targeted Advertising

AltTaxPlans does not sell personal information for monetary compensation.

Some privacy laws define “sale,” “sharing,” or “targeted advertising” more broadly than an ordinary exchange for money. Website analytics or advertising technologies may fall within those broader definitions in certain jurisdictions.

Where legally required, visitors will be provided with an appropriate method to manage nonessential cookies or opt out of covered processing.

AltTaxPlans will honor legally required browser-based opt-out preference signals when applicable and technically supported.

8. Data Retention

We retain personal information only for as long as reasonably necessary to:

• Respond to inquiries
• Provide services
• Maintain business and professional records
• Satisfy tax, accounting, contractual, regulatory, insurance, and legal obligations
• Resolve disputes
• Enforce agreements
• Maintain security
• Exercise or defend legal claims

Retention periods vary depending on the nature of the information and the applicable engagement.

Submitting an inquiry does not require AltTaxPlans to retain the information indefinitely. Information that is no longer reasonably necessary may be deleted, anonymized, or securely destroyed, subject to legal and professional requirements.

9. Information Security

AltTaxPlans uses reasonable administrative, technical, and physical safeguards appropriate to the nature and sensitivity of the information under our control.

However, no website, email system, transmission method, or storage system can be guaranteed to be completely secure. Visitors should use caution when transmitting information online and should not submit confidential tax or financial records through the public website form.

If you believe information submitted to AltTaxPlans has been compromised, contact us promptly at [email protected] or 470-230-2313.

10. Privacy Rights

Depending on your state of residence and applicable law, you may have the right to:

• Request access to certain personal information
• Request correction of inaccurate information
• Request deletion of certain information
• Obtain a portable copy of certain information
• Request information about categories of information collected or disclosed
• Opt out of certain sales, sharing, or targeted advertising
• Restrict or limit certain uses of sensitive information
• Withdraw consent when processing is based on consent
• Appeal the denial of a privacy request
• Receive equal service without unlawful discrimination for exercising a privacy right

These rights are subject to legal exceptions. For example, we may retain information required for tax, accounting, contractual, security, legal, or professional purposes.

To submit a privacy request, contact:

Email: [email protected]
Telephone: 470-230-2313

Use the subject line:

Privacy Rights Request

We may need to verify your identity before completing a request. Authorized agents may be required to provide evidence of their authority.

If an appeal right applies and a request is denied, the response will explain how to submit an appeal.

11. California Privacy Notice

If AltTaxPlans becomes subject to the California Consumer Privacy Act or another applicable California privacy law, California residents may have additional rights regarding access, correction, deletion, portability, disclosure, sale, sharing, targeted advertising, and sensitive personal information.

AltTaxPlans does not knowingly sell personal information for monetary compensation.

Any legally required California notice at collection should be displayed at or before the point at which covered personal information is collected and should link to this Privacy Policy.

12. Children’s Privacy

The website and AltTaxPlans’ professional services are not directed to children under 13.

We do not knowingly collect personal information directly from children under 13 through the website. If we learn that such information was collected without legally valid authorization, we will take reasonable steps to delete it.

Parents or guardians who believe a child submitted information should contact [email protected].

13. External Links

The website may link to government agencies, professional associations, educational resources, technology platforms, or other third-party websites.

AltTaxPlans does not control and is not responsible for the privacy, security, availability, accuracy, or content of third-party websites. A link does not necessarily represent endorsement.

Visitors should review the privacy policies and terms governing each third-party service.

14. Email, Telephone, and Electronic Communications

When you provide contact information, AltTaxPlans may use it to respond to your request, manage a professional relationship, provide administrative notices, or communicate about requested services.

Submitting a telephone number does not automatically constitute consent to receive unrelated marketing text messages or automated calls.

Marketing communications, when used, will include an appropriate method to unsubscribe. Transactional or service-related communications may continue when reasonably necessary.

Email is not always secure. Do not email sensitive taxpayer or financial information unless AltTaxPlans has specifically provided an approved method.

15. International Visitors

AltTaxPlans is based in the United States, and information submitted through the website may be processed and stored in the United States.

The website is primarily directed to businesses and organizations seeking U.S. tax, accounting, compliance, or educational services. International visitors are responsible for determining whether use of the website complies with the laws applicable to them.

16. Changes to This Privacy Policy

AltTaxPlans may update this Privacy Policy when its services, technologies, vendors, legal requirements, or business practices change.

The revised policy will be posted with a new “Last Updated” date. Material changes may also be communicated through the website or another appropriate method.

Continued use of the website after an updated policy becomes effective constitutes acknowledgement of the updated policy, to the extent permitted by law.

17. Contact Information

Questions or requests concerning this Privacy Policy may be directed to:

Alternative Consulting Group, LLC
Doing Business as AltTaxPlans
Georgia-Based Virtual Business
Telephone: 470-230-2313
Email: [email protected]
Website: www.alttaxplans.com