Privacy Policy
How we collect, use, and protect the personal and financial information you share with us.
Last updated: 29 July 2026
Introduction
Welcome to Patel Tax Advisors. We are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our website and our services.
Information We Collect
We may collect personal information such as your name, email address, phone number, PAN, Aadhaar, and financial information when you engage us for tax, accounting, or advisory services. Through the website we also collect non-personal information such as browser type, approximate location, and usage data to improve our services.
How We Use Your Information
We use your information to provide and improve our services, prepare and file returns on your behalf, communicate with you about your engagement, comply with legal and regulatory obligations, and protect against fraudulent activity. We do not sell your personal information to third parties.
Sharing Your Information
We share information only where it is necessary to deliver the service you have engaged us for — for example with the Income Tax Department, the GST portal, the MCA, or a certifying authority issuing your digital signature. We may also share information where we are required to by law. Our staff and any subcontracted professionals are bound by the same confidentiality obligations.
Data Retention
We retain client records for as long as your engagement continues and thereafter for the period required under Indian tax and company law, which is generally eight years. Enquiry and newsletter data is retained until you ask us to remove it.
Data Security
We implement appropriate security measures to protect your personal information, including restricted access to client files and secure transmission of documents. However, no method of transmission over the internet is one hundred percent secure, and we cannot guarantee absolute security.
Cookies and Analytics
Our website uses only the cookies necessary to remember your display preferences, such as light or dark mode. Where analytics are enabled, they are used in aggregate to understand how the site is used. See our Cookie Policy for detail.
Your Rights
You have the right to access, correct, or request deletion of your personal information, subject to the record-retention obligations described above. You may also opt out of marketing communications at any time by contacting us or using the unsubscribe link in any email.
Children's Privacy
Our services are directed at adults and businesses. We do not knowingly collect personal information from children under the age of 18 other than where it forms part of a client's tax filing, for example a dependant's details.
Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of any changes by posting the updated policy on this page with a revised date.
Contact Us
For any question about this policy or to exercise your rights, contact us at info@pateltaxadvisors.com or +91 79846 53640.