Privacy Policy
This Privacy Policy explains how NAR Managed Accounting Inc., doing business as NARMA Tax Advisors ("NARMA," "we," "us"), collects, uses, and protects information when you visit narmainc.com, contact us, or book a consultation. It does not replace any engagement letter or client agreement you sign with us.
Information we collect
- Information you give us: your name, email address, phone number, and anything you type into a contact form, booking form, or message, such as details about your income, business, or tax situation.
- Booking information: the date and time you choose and your answers to booking questions.
- Automatic information: basic device and usage data, such as browser type, pages viewed, referring site, and approximate location, collected through cookies and similar tools.
Please do not send Social Security numbers, bank account numbers, or tax documents through website forms. We will provide a secure method if documents are needed.
How we use your information
- To respond to your questions and schedule calls.
- To decide whether our services are a good fit and to provide services you engage us for.
- To send appointment confirmations, reminders, and follow-up messages by email or text message.
- To send educational content or newsletters if you opt in. You can unsubscribe at any time.
- To understand how the website is used and improve it.
- To meet legal, regulatory, and professional obligations.
Text messages
If you provide your mobile number and agree to receive text messages from NARMA Tax Advisors, we may text you about your appointments, inquiries, and services. Message frequency varies. Message and data rates may apply. Reply STOP to opt out at any time or HELP for help. Consent to receive text messages is not a condition of any purchase or service.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent are excluded from all information sharing described in this policy and will not be shared with any third parties.
Cookies and analytics
We use cookies and analytics tools, including Google Analytics and Google Tag Manager, to understand website traffic. You can block or delete cookies in your browser settings. Some features may not work properly without cookies.
How we share information
We do not sell your personal information. We share information only:
- With service providers that help us run our business, such as our website, scheduling, CRM, email, and text messaging platforms, under confidentiality obligations.
- With other professionals involved in your engagement, only with your permission.
- When required by law, regulation, court order, or professional rules, or to protect our rights.
Tax return information is handled under the stricter rules described in the next section.
Tax return information (Section 7216)
As a tax return preparer, we are subject to Internal Revenue Code Section 7216. Unless authorized by law, we do not use your tax return information for any purpose other than preparing and filing your tax return without your written consent, and we do not disclose it to outside companies, affiliated businesses, or unrelated third parties without your written consent.
If we ask for your consent, it is voluntary. You are not required to give consent to engage our tax return preparation services, and declining will not affect your ability to receive them. You may authorize any, all, or none of the uses we describe, such as tax planning and advisory services, business and financial advisory services, tax resolution and IRS representation services, or insurance products and services. Only the uses you affirmatively select are authorized. Your consent is valid for the period stated on the consent form, or one year from the date you sign if no period is stated.
If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by email at [email protected].
How we protect information
We use reasonable administrative, technical, and physical safeguards to protect personal information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
How long we keep information
We keep client records for at least seven years. That is longer than the IRS requires for some documents, but it helps us answer questions and support you if a past return is ever reviewed. Other information, such as website inquiries, is kept only as long as needed for the purposes described above or as required by law.
Your choices
- You can ask to see, correct, or delete the personal information we hold about you, subject to legal and professional record-keeping requirements.
- You can unsubscribe from marketing emails using the link in any email, and opt out of texts by replying STOP.
Depending on where you live, you may have additional privacy rights under state law. To make a request, contact us using the information below.
Children's privacy
Our website and services are intended for adults. We do not knowingly collect personal information from children under 13.
Changes to this policy
We may update this Privacy Policy from time to time. The effective date at the top shows when it was last changed.
Contact us
NARMA Tax Advisors (NAR Managed Accounting Inc.)
1800 JFK Blvd, Suite 300 #92935, Philadelphia, PA 19103
Phone: (877) 482-9911
Email: [email protected]