Last Updated: 10.16.2024

 

Introduction and Overview

At Barr Advanced Tax Solutions Tr (Barr ATS), we respect your right to privacy. This Privacy Policy provides transparency on how we collect, process, and share personal information. Please review this Privacy Policy thoroughly, as it constitutes a legal agreement between you and Barr Advanced Tax Solutions Tr, located at 950 E.State Hwy 114 Ste 160 Southlake, TX 76092.

 

Scope of this Privacy Policy

This Privacy Policy describes our privacy practices for individuals in the United States when we process:

• a) Personal information for providing general business financial- and tax-related educational material.
• b) Personal information for providing the benefits of education services and other affiliated services, including professional services fulfilled by licensed individuals and firms (collectively, the “Barr ATS Services”).
• c) Personal information necessary to manage, run, and improve our business.

 

Information We Collect

 

Information You Provide

• – When creating an account or purchasing services: contact information, billing information, and details about your business and tax circumstances.
• – Customer support interactions and feedback.
• – Social media and community content you post on our pages.

 

Information We Collect When You Use Our Services

• – Device information (IP addresses, device type, etc.)
• – Content related to your finances, taxes, and business operations.
• – Usage information about how you interact with our website and services.
• – Location information (if permitted by your device settings).
• – Information from cookies and similar technologies.

 

Information from Other Sources

We may obtain information about you from third-party sources, including identity verification providers, support providers, risk management services, and publicly available sources.

 

How We Use Your Information

We use your personal information to:

• – Provide and improve Barr ATS Services
• – Manage your account and communicate with you
• – Personalize your experience
• – Comply with legal requirements
• – Protect our rights and prevent fraudulent activity

 

Information Sharing

We may share your information in the following circumstances:

• – With your consent
• – With service providers who help us operate our business
• – For joint sales, promotions, and events
• – In the event of a business transaction (e.g., merger or acquisition)
• – To comply with legal obligations

 

Sharing with Sabur Private Wealth Management

When providing advanced tax planning services, we may share information with Sabur Private Wealth Management, an independent Registered Investment Advisor (RIA) serving the needs of high-net-worth (HNW) and ultra-high-net-worth (uHNW) clients. This information sharing is designed to provide maximum benefit to our clients by ensuring a comprehensive and integrated approach to tax planning and wealth management.

 

Your Rights and Choices

Depending on your location, you may have the right to:

• – Access the personal information we have about you
• – Request deletion of your personal information
• – Correct your personal information
• – Opt-out of certain data sharing practices

To exercise these rights, please contact us at [email protected] or (469)702-8955.

 

Security

We implement reasonable security measures to protect your information. However, no method of transmission over the internet is 100% secure.

 

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any significant changes by posting a notice on our website or sending you an email.

 

Contact Us

If you have any questions about this Privacy Policy, please contact us at:

• Barr Advanced Tax Solutions Tr
• 950 E.State Hwy 114 Ste 160
• Southlake, TX 76092
• (469)702-8955
• [email protected]
• www.Barrmytaxes.com

 

Children’s Privacy

Our services are not intended for children under 13. We do not knowingly collect information from children under 13.