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Privacy Policy

ARITS FINANCIAL GROUP

ASSURED RESULTS IN INTEGRATED TAX SOLUTIONS

Privacy Policy

Effective date: August 24, 2026

ARITS respects the privacy of website visitors, prospective clients, clients, and subscribers. This policy describes our information practices and the choices available to you.

1. Scope

This Privacy Policy explains how ARITS Financial Group Inc. (“ARITS,” “we,” “us,” or “our”) collects, uses, discloses, and protects information when you visit aritsfinancial.com, request information, book an appointment, subscribe to communications, use a client portal, or obtain our tax and advisory services. A separate engagement letter, portal notice, consent, or tax-organizer disclosure may also apply to client information.

2. Information We Collect

Information you provide

  • Contact and identifying information, such as your name, email address, telephone number, mailing address, and business name.

  • Inquiry, appointment, newsletter, consultation, payment, and service-preference information.

  • Information and documents you choose to provide while engaging us for tax preparation, tax planning, business consulting, bookkeeping, or related services. Tax records may include sensitive personal and financial information.

  • Communications, feedback, consent records, and requests submitted by email, telephone, text message, website form, client portal, or other authorized channel.

Information collected automatically

  • Device, browser, IP address, date and time, pages visited, referring pages, and similar technical or usage data.

  • Cookies and comparable technologies used for site functionality, security, analytics, preferences, and, when applicable, marketing. Browser settings may allow you to limit cookies, although some features may not function correctly.

3. How We Use Information

  • Provide, administer, and improve our website and services.

  • Respond to inquiries, schedule appointments, maintain client relationships, and provide service communications.

  • Prepare or support tax and financial services requested under an applicable engagement.

  • Process payments and maintain business, consent, security, and compliance records.

  • Send newsletters or marketing communications when permitted; you may unsubscribe from marketing emails or opt out of marketing texts.

  • Prevent fraud, protect our systems, enforce agreements, and comply with legal, regulatory, professional, and tax obligations.

4. How We Disclose Information

We do not sell your personal information for money. We may disclose information only as reasonably necessary to:

  • Service providers that host our website, manage scheduling, communications, secure portals, electronic signatures, payments, analytics, document storage, tax software, or other business operations, subject to appropriate contractual or confidentiality protections.

  • Professional advisers, insurers, auditors, or contractors supporting ARITS operations and bound by applicable duties.

  • Government agencies, taxing authorities, courts, law enforcement, or other parties when required or permitted by law, authorized by you, or necessary to protect rights, safety, security, or prevent fraud.

  • A successor or transaction participant in a merger, reorganization, financing, or sale, subject to appropriate protections.

Tax return information is subject to additional federal confidentiality rules. ARITS will not use or disclose tax return information for purposes requiring consent without obtaining the applicable consent, unless otherwise permitted by law.

5. Text Messages and Email

If you provide consent to receive text messages, ARITS may send appointment reminders, document or portal alerts, service updates, and, only when separately authorized or otherwise permitted, promotional messages. Message frequency varies. Message and data rates may apply. Reply STOP to opt out and HELP for help. Consent to marketing texts is not a condition of purchasing services. Opting out of marketing does not prevent ARITS from sending non-marketing communications that are necessary to provide requested services or required by law, where permitted.

6. Data Security

ARITS uses reasonable administrative, technical, and physical safeguards designed to protect information. No transmission or storage system is completely secure. Do not send Social Security numbers, tax returns, banking details, identity documents, or other sensitive information through general contact forms, ordinary email, or text. Use the secure client portal or another method specifically approved by ARITS.

7. Retention

We retain information for as long as reasonably necessary for the purposes described in this policy, to provide services, comply with tax, legal, professional, and recordkeeping requirements, resolve disputes, and enforce agreements. Retention periods vary by record type and engagement.

8. Your Choices and Requests

  • Unsubscribe from marketing emails using the link in the message.

  • Opt out of marketing texts by replying STOP; reply HELP for assistance.

  • Request access, correction, or deletion of certain information by contacting us. Requests are subject to identity verification and applicable legal, tax, professional, security, and record-retention exceptions.

  • Adjust browser controls for cookies. Where required, additional regional privacy choices will be provided.

9. Third-Party Services and Links

Our website may link to or integrate third-party scheduling, portal, payment, mapping, social-media, analytics, or other services. Their privacy practices are governed by their own policies. ARITS is not responsible for third-party websites or services that it does not control.

10. Children’s Privacy

Our website and services are not directed to children under 13. We do not knowingly collect personal information online directly from a child under 13 without appropriate authorization. Information about dependents provided by a parent, guardian, or authorized taxpayer in connection with tax services is handled as part of the applicable client engagement.

11. Updates

We may update this policy as our practices, services, or legal obligations change. The effective date above identifies the current version. Material changes will be posted on the website or otherwise communicated when required.

Questions

ARITS Financial Group Inc.

4250 Faronia Rd., Suite 4, Memphis, TN 38125

info@aritsfinancial.com | (901) 345-1669

This policy is provided as a business policy template and should be reviewed periodically and by qualified legal counsel for ARITS’s specific operations and applicable state laws.