Athena Tax & Advisory
Last Updated: July 1, 2026
Athena Tax & Advisory ("Athena," "we," "us," or "our") provides bookkeeping, tax preparation, tax planning, and outsourced accounting services to small businesses in the San Fernando Valley area of Los Angeles, California. This Privacy Policy explains how we collect, use, disclose, and protect information we receive through our website and in the course of providing services to clients.
Athena Tax & Advisory is the legal business name under which these services are provided. (Business address and registered agent for service of process to follow.)
Information you provide directly:
Information collected automatically:
The specific tools currently in use are Google Tag Manager, which serves as a container for other tracking tags, the Meta Pixel, the Google Ads tag, the Elfsight Google Reviews widget, and Finsweet Attributes for website functionality. The Meta Pixel and Google Ads tag are used for advertising purposes, including measuring ad performance and showing you relevant ads on Facebook, Instagram, and Google. Our website also uses a custom script that captures marketing campaign source information, such as which ad or link a visitor came from, and associates it with form submissions, including name, email, and phone number, to help us understand which marketing efforts generate leads.
We use the information we collect to:
This section is legally required for any business that prepares tax returns, and the exact wording matters. Do not modify this section without attorney review.
Federal law, specifically 26 U.S.C. Section 7216 and its accompanying Treasury Regulations, restricts how tax return preparers may use or disclose information you provide in connection with the preparation of your tax return. Absent your written consent, we may only use your tax return information to prepare your return, and may only disclose it as specifically permitted by law (for example, to the IRS, or to other tax preparers within our firm working on your return).
If we ever request your consent to use your tax return information for any other purpose, such as offering you an additional service, that request will be presented to you separately, in the form required by law, and you will have the right to decline without affecting your ability to have your return prepared by us.
One example where this applies: if Athena ever wants to use a client's tax return figures in a testimonial, case study, or similar example, even in anonymized form, that is a use of tax return information beyond preparing the return, and requires the specific separate written consent described above before it happens.
We do not sell your personal information. We may share information with:
Confirmed service providers with access to client information include GoHighLevel (our client communication and marketing platform), Webflow (our website host), Intuit ProConnect Online (our tax preparation software), and TaxDome (our secure client document portal).
Because we handle sensitive financial and tax information, federal law (the FTC Safeguards Rule, part of the Gramm-Leach-Bliley Act) requires us to maintain a written information security program appropriate to the size and complexity of our practice.
This policy is supported by Athena's Written Information Security Program (WISP), which documents our specific administrative, technical, and physical safeguards for protecting client data as required under the FTC Safeguards Rule.
We use reasonable administrative, technical, and physical safeguards designed to protect client information from unauthorized access, use, or disclosure.
If you are a California resident, you have the right to:
To exercise these rights, contact us at [email protected].
Because we are legally required to retain certain tax and financial records for the periods described in Section 8 below, a deletion request may not apply to those specific records for as long as we are required to keep them under federal or state law. Deletion requests apply fully to any other personal information we hold that is not subject to a legal retention requirement.
We retain client tax records and financial information for a minimum of three years from the date a return is filed, consistent with IRS recordkeeping guidance, and in some cases for six to seven years or longer where required, for example in cases involving underreported income or a bad debt deduction, or indefinitely if a return was never filed or was fraudulent.
Our website uses Google Tag Manager to load additional tracking tags, including the Meta Pixel and the Google Ads tag, both of which set advertising cookies used to measure ad performance and show relevant ads to you on Facebook, Instagram, and Google. Our website also uses a custom script that stores marketing campaign source information in your browser's local storage and associates it with any form you submit, to help us track which marketing efforts bring in clients.
We may update this Privacy Policy from time to time. The "Last Updated" date at the top of this page reflects the most recent revision.
Questions about this Privacy Policy can be directed to:
Athena Tax & Advisory, [email protected], (818) 640-6808