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Ashley Evans

Accounting Specialist
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Privacy Policy

Last Updated: January 25, 2026

AE Accounting Services, operated by Ashley Evans ("we," "us," or "our"), is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website https://aeaccountingservices.com and use our accounting services. This policy complies with applicable federal laws, Texas state laws, and Dallas County regulations.

1. Information We Collect

1.1 Personal Information

We may collect personal information that you voluntarily provide to us when you:

  • Fill out forms on our website
  • Contact us via email, phone, or contact form
  • Engage our accounting services
  • Subscribe to our newsletter or communications

Personal information may include:

  • Full name
  • Email address
  • Phone number
  • Mailing address
  • Business name and information
  • Tax identification numbers (SSN, EIN)
  • Financial information and records
  • Banking information
  • Income and employment information

1.2 Financial and Tax Information

As an accounting services provider, we collect sensitive financial and tax information necessary to provide professional services, including:

  • Tax returns and supporting documents
  • Financial statements
  • Bank statements and transaction records
  • Investment account information
  • Business financial records
  • Payroll information

1.3 Automatically Collected Information

When you visit our website, we may automatically collect certain information about your device, including:

  • IP address
  • Browser type and version
  • Operating system
  • Access times and dates
  • Pages viewed
  • Referring website addresses

2. How We Use Your Information

We use the information we collect for the following purposes:

  • Providing Services: To deliver accounting, bookkeeping, tax preparation, and consulting services
  • Communication: To respond to inquiries, send service updates, and provide customer support
  • Compliance: To comply with legal obligations, including IRS regulations, Texas state tax laws, and professional accounting standards
  • Record Keeping: To maintain accurate business records as required by law and professional standards
  • Service Improvement: To analyze and improve our services and website functionality
  • Marketing: To send newsletters, promotional materials, and service announcements (with your consent)
  • Legal Protection: To protect our rights, prevent fraud, and ensure the security of our services

3. Legal Basis for Processing (Texas and Federal Law)

Under applicable laws, we process your personal information based on:

  • Contract Performance: Processing necessary to fulfill our service agreement with you
  • Legal Obligation: Compliance with IRS regulations, Texas Tax Code, and other applicable laws
  • Legitimate Interest: Operating our business, preventing fraud, and improving services
  • Consent: When you have provided explicit consent for specific processing activities

4. Information Sharing and Disclosure

4.1 Service Providers

We may share your information with trusted third-party service providers who assist us in operating our business, including:

  • Cloud storage and data hosting services
  • Accounting software providers (e.g., QuickBooks)
  • Email and communication platforms
  • Payment processors
  • IT security services

All service providers are bound by confidentiality agreements and are required to protect your information.

4.2 Legal Requirements

We may disclose your information when required by law, including:

  • In response to subpoenas, court orders, or legal processes
  • To comply with IRS regulations and tax reporting requirements
  • To comply with Texas State Board of Public Accountancy regulations
  • To protect our rights, property, or safety, or that of others
  • In connection with fraud prevention or investigation

4.3 Business Transfers

If we are involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction, subject to confidentiality protections.

4.4 Professional Standards

We adhere to professional accounting standards and may be required to share information with regulatory bodies, professional associations, or peer review organizations as required by law or professional practice standards.

5. Data Security

We implement industry-standard security measures to protect your information, including:

  • Encryption of data in transit and at rest (SSL/TLS)
  • Secure server infrastructure
  • Access controls and authentication measures
  • Regular security audits and updates
  • Employee confidentiality training and agreements
  • Physical security measures for paper documents
  • Secure destruction of documents when no longer needed

However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

6. Data Retention

We retain your information for as long as necessary to:

  • Provide ongoing services to you
  • Comply with legal obligations (IRS requires tax records to be maintained for at least 3-7 years)
  • Comply with Texas state record retention requirements
  • Meet professional accounting standards
  • Resolve disputes and enforce agreements

After the retention period expires, we securely delete or destroy your information in accordance with our data retention policy and applicable laws.

7. Your Rights and Choices

Under Texas law and federal regulations, you have the following rights:

7.1 Access and Correction

You have the right to request access to your personal information and request corrections to inaccurate or incomplete information.

7.2 Opt-Out of Marketing

You may opt out of receiving marketing communications by:

  • Clicking the "unsubscribe" link in our emails
  • Contacting us directly at a.e@aeaccountingservices.com

7.3 Do Not Sell My Personal Information

We do not sell your personal information to third parties.

7.4 Access to Records

You have the right to request copies of your financial records and tax documents. We will provide these within a reasonable timeframe and may charge reasonable fees for copying and delivery.

8. Texas-Specific Privacy Provisions

8.1 Texas Identity Theft Enforcement and Protection Act

We comply with Texas Business and Commerce Code Chapter 521, implementing safeguards to protect against identity theft and unauthorized access to sensitive personal information.

8.2 Texas Data Breach Notification

In accordance with Texas Business and Commerce Code §521.053, we will notify affected individuals without unreasonable delay in the event of a data breach involving sensitive personal information.

8.3 Texas Accountant-Client Privilege

Communications between you and our accounting professionals may be protected under Texas Occupations Code §901.457, relating to accountant-client privilege.

9. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child, we will take steps to delete such information.

10. Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies before providing any personal information.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. We will post the updated policy on our website with a new "Last Updated" date. Your continued use of our services after changes are posted constitutes acceptance of the revised policy.

12. Contact Information

If you have questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us:

AE Accounting Services
Ashley Evans, Accounting Specialist
Virtual Office - Dallas, Texas
Phone: (810) 407-2569
Email: a.e@aeaccountingservices.com
Website: https://aeaccountingservices.com

13. Applicable Law

This Privacy Policy is governed by the laws of the State of Texas and the United States of America. Any disputes arising from this policy shall be resolved in accordance with Texas law in Dallas County, Texas.


This Privacy Policy complies with applicable federal laws including the Gramm-Leach-Bliley Act (GLBA), IRS regulations, and Texas state laws including the Texas Identity Theft Enforcement and Protection Act and Texas Business and Commerce Code provisions.

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