Protecting your personal information is important to us. The following guidelines set forth our general privacy practices and principles that apply to information we collect from you.
We utilize administrative, technical, and physical safeguards to protect your information. We protect information submitted to us, both during transmission and once we receive it.
What information do we collect?
As part of providing products and services to you, we may collect information, including personal information, about you, your spouse, your dependents, or your business when you use our services. Personal information is data that can be used to identify a person individually. The information we may collect includes, but is not limited to:
Contact Information (e.g., name, phone number, address, and email address);
Social Security Number and other government identification numbers (e.g., EIN, Driver’s License Number, and ITIN);
Date of Birth;
Financial Information (e.g., income, revenue, assets, credits, deductions, expenses, and bank account information);
Payment Data (e.g., checking, debit and credit card account numbers, balances and payment history);
Health Information (e.g., health insurance status and financial information related to payment for healthcare services);
Website, and Email Usage Data (e.g., interactions with a website, or advertisement); and
Professional or employment-related information.
Where do we get this information?
You provide most of the information we collect. We also receive information through certain digital technologies when you interact with us. Finally, other companies and government entities may share information with us. We collect information directly from you.
To deliver the products and services you request, customize your experience, and better serve you, we collect information you voluntarily provide as part of using or requesting our products and services. This information includes information you provide as part of preparing your tax return, electronically filing your tax return, setting up an online account, authenticating your identity, applying for or purchasing a product or service, or applying for employment. If you
choose not to provide certain information we request, we may be unable to serve you as our products, services, tools or calculators may rely upon this information.
We collect information when you use our services.
Use of Personal Information
We use your information to provide you the products and services you request. We may also use your information, as permitted by law, including: to service and report on your account; offer you relevant information, products, or services; bill and collect money owed to us by you; and enhance our products and services.
Who do we share your information with?
The privacy and security of your information is important to us. We do not sell or rent any of your information.
How do we secure your information?
The security of your personal information is important to us. We utilize administrative, technical, and physical safeguards to protect your information.
We protect information submitted to us, both during transmission and once we receive it. Nevertheless, no method of transmission over the Internet, or method of electronic storage, is 100% secure. Therefore, we cannot guarantee its absolute security.
We maintain physical, electronic and procedural safeguards that comply with applicable law and federal standards and that are designed to restrict access to your information. These safeguards include programs and specifications for physical security and records retention and disposal; computer and communication security measures reflected in system design, password protection, and data management practices; and other measures to restrict access to the data we hold in physical and electronic forms.
How long do we keep your information?
In accordance with applicable laws, we keep your information for as long as needed to serve you, maintain your account, as needed to operate our business, or to improve our offerings or develop new ones.
We retain your information for as long as your account is active or as needed to provide you services. We may retain or use your information as necessary to comply with our policies, legal obligations, resolve disputes, and enforce our agreements.
The IRS requires us to retain filed tax returns for a period of at least three years.
If you are a California resident, you may have the following rights over your information:
For the period covering the 12 months preceding your request, you may request that we disclose to you the categories and specific pieces of information collected about you, the categories of sources from which we collected that information, and the purposes for which your information was collected.
You may also request that we delete information we collected from you.
You have the right not to be discriminated against for exercising your rights over your information.
Accessing Our Services from Outside the United States
We process your information to provide the products and services you request and for our legitimate business interests, including marketing and tax preparation fraud prevention.
Our services are hosted on servers located in the United States. We also use service providers located in the United States to bring you our products and services. The transfer of your information to the United States is necessary to deliver our products and services. Please be aware that the laws in the United States may not provide the same level of protection to your personal information as your home country.
If you are accessing our products or services from the European Union, you have certain rights regarding the processing of your personal information. For instance, if the information you provide contains special categories of personal data, we will only process it with your explicit consent, which can be withdrawn at any time. You have the following additional rights:
You have the right to access and correct your information.
You have the right to obtain erasure of your information, object to or restrict processing activities related to your information, or withdraw your consent to the processing of your information after you have provided it.
You have the right to obtain a copy of your information in a structured, commonly used, machine readable format.
You have the right to lodge a complaint with your local supervisory authority regarding our processing of your information.
Links to Third-Party Websites
You understand and agree that you are personally responsible for your behavior on the Site. You agree to indemnify, defend and hold harmless Hargrave & Associates, its parent companies, affiliated companies, joint venturers, business partners, licensors, employees, and agents from and against all claims, losses, expenses, damages and costs (including, but not limited to, direct, incidental, consequential, exemplary and indirect damages), and reasonable attorneys’ fees, resulting from or arising out of your use, misuse, or inability to use the Site, the Service, or the Content, or any violation by you of this Agreement.
Privacy Notice Updates
This Privacy Notice is effective January 1, 2021.
Hargrave & associates, LLC
1986 Montreal Rd
Tucker, GA 30084