ACCUTAX FIRM PRIVACY STATEMENT

Last Updated: February 11, 2022

Introduction and Overview

At AccuTax Firm, we hold your right to privacy in the highest regard. We believe in complete transparency regarding the collection, processing, and sharing of your personal information. This Privacy Statement constitutes a legally binding agreement between you and AccuTax Firm. Throughout this document, AccuTax Firm may also be referred to as “we,” “our,” or “us.”

Scope of this Privacy Statement

This Privacy Statement outlines our privacy practices concerning individuals in the United States in the following contexts:

1. Collection and processing of personal information for providing general business financial and tax-related educational material.
2. Collection and processing of personal information to deliver education services and other associated services, including services offered by licensed professionals and firms (collectively known as “AccuTax Firm Services”).
3. Collection and processing of personal information necessary for the management, operation, and enhancement of our business.

Our Role

This Privacy Statement does not cover situations where AccuTax Firm processes personal information as a service provider on behalf of a customer or entity. In such cases, the privacy statement of the relevant Information Controller and the agreements between AccuTax Firm and the customer or entity will govern the processing of personal information.

In some instances, there may be multiple Information Controllers processing your information. For example, your employer, service provider, or financial partner may also serve as an Information Controller for personal information processed by AccuTax Firm. In such cases, AccuTax Firm acts as an independent Information Controller for its processing activities, making decisions independently regarding how your personal information is processed.

AccuTax Firm Services and Your AccuTax Firm Account

AccuTax Firm Account Information

When accessing the benefits provided through AccuTax Firm Services, any data entered into a specific service or feature becomes part of your AccuTax Firm Account. The personal information contained within your AccuTax Firm Account includes your credentials, contact details, payment information, activities, interests, preferences, information collected from third-party sources, and insights associated with you.

This information is shared across the AccuTax Firm platform to generate various offerings, services, and experiences, thereby maximizing the benefits to you.

Information We Collect

Information You Provide Us

The personal information we collect about you depends on the context of your interactions with AccuTax Firm, the services or experiences you use, your location, and applicable laws. This information may include your contact information (such as your name, address, phone number, and email), billing information, and other information related to your business and tax circumstances.

Customer Support, Product Research, Training, and Feedback

We may collect personal information when you contact us for support, provide feedback, participate in surveys, product research, or training, and choose to share such information.

Social and Community Content

We receive content you post on our social media pages and community forums.

Information About Others

Please refer to the “Information Provided by Others” section below.

Information We Obtain When You Use Our Products and Services

We may collect certain information about you when you access or use AccuTax Firm websites or services. This may include device information, content related to your business and finances, third-party service content, usage information, location information, expert advice, and information from cookies and other technologies.

Information Provided by Others

AccuTax Firm believes that you have the right to access information related to you, your household, and your business. If another person inputs or processes information in AccuTax Firm websites or provides information on your behalf, you may request a copy of your information, even if you do not have an account with us. To protect the privacy and security of your information, additional information may be required to verify your identity or ownership rights before providing a copy of the information.

Other Information Sources

We may also obtain information about you from other sources, as permitted by applicable law. These sources include:

• Supplemental information and identity verification providers
• Support providers
• Other users
• Risk management, cybersecurity, and anti-fraud providers
• Content providers
• Communication providers and social networks
• Joint offering partners
• Publicly-available sources
• Government agencies

Required Information

Certain AccuTax Firm Services and experiences may require you to provide specific information to function. If you choose not to provide the required information, you may be unable to use certain services or features.

How We Use Personal Information

We collect and process personal information only when:

1. We have your consent.
2. We need the personal information to fulfill a contract with you or provide a service to you.
3. It is necessary to provide you with the benefits of AccuTax Firm Services and operate our business.
4. The processing is in our legitimate business interests.
5. To comply with legal requirements, including applicable laws and regulations.

Personal information is used for various purposes, including providing AccuTax Firm Services, improving our products and services, managing our business, evaluating your eligibility for offers, connecting you with experts and service providers, communication, advertising, personalization, support, dispute resolution, legal and regulatory compliance, and protecting the rights, property, safety, or security of AccuTax Firm and its customers.

How We Share Your Information

We will share your personal information only when necessary for a valid purpose and in accordance with your privacy preferences, including any data-sharing consent. We may share information with affiliated entities, vendors, third-party partnerships, or in compliance with legal processes, authorities, or legal requirements, as well as for safety and protection purposes. Additionally, in the event of a transfer of ownership, we may share information with the acquiring company.

Other Information Sources

In some cases, we may collect personal information from external sources, such as verification or fraud prevention services, to safeguard against unauthorized access and fraud. Information from these sources may be combined with the information we have about you.

Retention of Information

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Statement, unless a longer retention period is required or permitted by law. The duration of retention depends on factors such as the nature and sensitivity of the data and the purposes for which it was collected. In some cases, we may anonymize your personal information for research or statistical purposes.

Security of Your Personal Information

We employ physical, technical, and organizational security measures to protect your personal information. However, while we take steps to protect your information, no data transmission over the internet or wireless networks can be guaranteed as 100% secure. We cannot completely eliminate all risks associated with personal information and cannot guarantee that your information will not be used or disclosed in ways not described in this Privacy Statement.

Changes to this Privacy Statement

We reserve the right to update or modify this Privacy Statement as necessary to reflect changes in our data practices, legal, or operational requirements. When changes are made, we will update the “Last Updated” date at the beginning of the Privacy Statement and post the updated version on the AccuTax Firm platform.

Contact Us

If you have any questions or concerns about this Privacy Statement or our data practices, please reach out to us via our Support Center or by mail at:

AccuTax Firm 54-52 71st St., Maspeth, NY 11378 [Email Address]

For inquiries related to data protection, please contact our Data Protection Officer.

Data Protection Officer [Email Address]

For users subject to the General Data Protection Regulation (GDPR), please contact our Data Protection Officer for GDPR-related questions or to exercise your GDPR rights.

Select a day and time below to get a FREE consultation to start saving money