Privacy Policy

Last Updated: June 13, 2026

At AARO Northwest, we are committed to protecting the privacy, confidentiality, and security of the personal and financial information you entrust to us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage our professional accounting and advisory services.

1. Information We Collect

To provide high-quality accounting, tax, and consulting services, we may collect the following categories of information:

• Personal Identifiers: Name, business name, mailing address, email address, phone number, and tax identification numbers (e.g., SSN, EIN).
• Financial Information: Bank account numbers, credit card details, financial statements, tax forms, payroll records, invoices, and ledger data.
• Technical Data: IP addresses, browser types, and usage data collected automatically through cookies and analytics tools when you navigate our website.

2. How We Use Your Information

We use the information we collect strictly for legitimate business purposes, including to:

• Deliver professional accounting, tax preparation, bookkeeping, and advisory services.
• Communicate with you regarding active engagements, billing, scheduling, and service updates.
• Comply with legal, regulatory, and professional obligations (such as IRS rules and state accountancy regulations).
• Maintain, secure, and improve our website performance and client portal environments.

3. Disclosure and Sharing of Information

We do not sell, rent, or lease your personal or financial data to third parties. Your information is only shared under the following limited circumstances:

• Service Providers: We may share data with trusted third-party vendors who assist us in operating our business (e.g., secure cloud hosting, specialized accounting software platforms, payment processors). These providers are bound by strict contractual confidentiality agreements.
• Legal and Regulatory Authorities: We may disclose information if required to do so by law, court order, or formal request from government agencies (such as the IRS or state tax authorities) during the course of regular administrative filings on your behalf.

4. Data Security and Confidentiality

As financial professionals, we adhere to rigorous confidentiality requirements. We implement industry-standard technical, physical, and administrative safeguards designed to protect your sensitive data against unauthorized access, loss, or alteration. These measures include encrypted data transfers, secure cloud storage frameworks, and restricted user access controls within our organization.

5. Data Retention

We retain client financial records and personal data only for as long as necessary to fulfill the purposes for which it was collected, or as required by professional standards, state laws, and federal tax retention guidelines (typically up to seven years following the conclusion of an engagement).

6. Your Rights and Choices

Depending on your location and specific service framework, you may have certain rights regarding your personal information, including:

• The right to review, update, or correct inaccuracies in your personal or financial profile.
• The right to opt out of promotional email communications (by utilizing the unsubscribe link provided in our messages).
• The right to request a copy of the final deliverables and documents produced during our engagement.

7. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our operational practices or legal requirements. When updates are made, we will revise the "Last Updated" date at the top of this page. We encourage you to review this policy periodically.

Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or how your data is handled, please contact us directly:

• AARO Northwest
• Email: info@aaronorthwest.com
• Website: aaronorthwest.com