The Gramm-Leach-Bliley Act of 1999 requires all providers of personal financial services to inform their clients of their policies regarding privacy of client information on an annual basis. Accountants and tax practitioners have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law.
What information do we collect?
Public Records and Public Information
Public records include publicly available information that is lawfully made available to the general public from federal, state or local government agencies. Publicly available information may also include information that you have voluntarily provided to the general public or other information where you have lawfully waived certain rights to privacy. At our discretion and without prior notice or consent, we may initiate a public records search or contract with third-parties, including, but not limited to, marketing agencies and social media, to provide us with public information or assist us in obtaining public information of current and prospective Clients. To the extent permitted by law, a potential Clients' public information may be used by us for direct marketing purposes, including to approach the potential Client directly, either by mail, email, social media, phone or fax.
Personally Identifiable Information
The Sites' contact, forum, chat and electronic or paper registration forms request that users provide personal information, such as full name, date of birth, marital status, children and dependents, mailing address, email address, telephone number, fax number, certain life events, social security number, individual taxpayer identification number, employer identification number, tax number, VAT number, passport number, driver's license or state identification card number, insurance policy number, education, employment, employment history, bank account number, and the like (collectively, "personally identifiable information"). We use this personally identifiable information to prepare your tax return, answer your questions and/or render the service you have affirmatively requested. A Client's personally identifiable information may also be used by us to contact the Client directly, either by mail, email, social media, phone or fax.
Confidential, Privileged and Proprietary Information
In the due course of our engagement with a Client, we may ask for or become aware of information that is strictly confidential. We may also ask for confidential, privileged or proprietary information to answer your questions or render a service you have affirmatively requested. Consequently, we will request confidential information solely on a need-to-know basis.
It is our policy to consider the following information as strictly confidential: bylaws, operating agreements, partnership agreements, deeds, closing statements, shareholders' or ownership information, beneficiary information, board minutes, transaction details, business plans and budgets, banking information, tax and accounting information, accounting records, financial statements, deductions and expense records, inventory availability, price lists, clients' lists, vendors' lists, legal documents and contracts, know-how, trade secrets, and business processes. We will also consider as confidential any other information to the extent explicitly contracted in writing.
Non-Disclosure of Public, Personally Identifiable, or Confidential Information
In compliance with the Internal Revenue Code, 26 U.S.C., 7216 and the regulations thereunder, your information, whether public, private, or confidential will not be disclosed, sold, exchanged, transferred, or given to any other third-party for any reason whatsoever, without your expressive written consent.
However, we may disclose your contact and personal information when permitted by law. Permitted disclosures are enumerated in Treas. Reg. 301.7216-2 (26 C.F.R., 301.7216-2) and include, for instance, providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing auxiliary services to you. In all situations a permitted disclosure is made, we stress the confidential nature of the information being shared.
Required Disclosures and Limited Confidentiality Privileges
We may also disclose your contact and personal information when required by law in response to an official request from a law enforcement agent or authority or under a court subpoena. A required disclosure will be made to the extent we have a reasonable ground to believe the information is not privileged. The Internal Revenue Code (26 U.S.C. 7525), grants authorized tax practitioners a limited client privilege, to the extent the communication would be considered a privileged communication if it were between a taxpayer and an attorney. This privilege allows confidentiality between the taxpayer and the tax practitioner to the extent the communication constitutes a "federal tax advice." Income tax return preparation does not constitute tax advice and is therefore excluded from the confidentiality privilege. State tax matters are also excluded, although many states enacted similar accountant-client privilege provisions. Moreover, the privilege does not attach to communication concerning tax shelter transactions or criminal tax matters.
In an event of a criminal tax issue or a tax shelter transaction, we strongly advise you to consult a tax attorney, licensed to practice in your state or country, before providing any information to us. A tax attorney may subcontract any services to us, and you will remain covered by the attorney-client confidentiality privilege.
Except with regard to any personally identifiable and confidential information you may provide us via the Sites, all comments, feedback, testimony, other non-identifiable or non-confidential information or materials submitted to TAXTAKE through or in association with this website (collectively, "Feedback") will be considered non-confidential and the property of TAXTAKE. By submitting such Feedback to TAXTAKE, you agree that you assign to TAXTAKE, without charge, all worldwide rights, title and interest, including copyrights and other intellectual property rights, in and to the Feedback. TAXTAKE shall be free to use such Feedback on an unrestricted basis, including, but not limited to, marketing and promotional purposes.
Children's Online Privacy Protection Act
In compliance with the Children's Online Privacy Protection Act, 15 U.S.C., 6501-06 and 16 C.F.R., 312.1-312.12, our Sites do not permit children under 13 years of age to become users, and we do not collect information from children. By using our Sites, you affirm that you are not under 13 years of age.
California Online Privacy Protection Act
Because we value your privacy, we have taken the necessary precautions to be in compliance with the California Online Privacy Protection Act. Under California Civil Code Sections 1798.80-1798.84, California residents are entitled to the following rights regarding any personal information collected and used by TAXTAKE:
TAXTAKE will notify any California resident of any breach of the security of our system following any discovery or notification of a breach, wherein the California resident's unencrypted information was, or is reasonably believed to have been, acquired by an unauthorized person.
As part of the California Online Privacy Protection Act, all users of our Sites may make any changes to their information at any time by logging into their personal account and going to the "Edit User Profile" or "Amend" the information page.
Upon written consent to disclose your personally identifiable information to a third-party with regards to the services we provide, all California residents have the right to obtain what information and to whom the information was provided by TAXTAKE in the immediately preceding calendar year. Upon receipt of a letter or email request for such information, delivered to the designated addresses below, TAXTAKE shall provide a list of any disclosures of the California resident's personal information to any third party within 30 (thirty) days of the receipt of such a request. The list shall include:
1. A list of categories of personal information provided to any third party; and
2. The names and addresses of all of the third parties that received the California resident's personal information within the preceding calendar year.
A California resident's request for such information may be submitted via email to firstname.lastname@example.org or by mail to Taxtake, LLC, Legal Department, 3422 Old Capitol Trail, Suite 1945, Wilmington, DE 19808. California residents shall only be entitled to have this information provided once per a calendar year.
EU Data Protection Directive (Directive 95/46/EC)
Under EU law, personally identifiable information of natural persons residing within the European Union, can only be gathered legally under strict conditions, for a legitimate purpose. Furthermore, individuals or organizations authorized to collect and manage your personally identifiable information must protect it from misuse and must respect certain rights of the data owners that are guaranteed by EU law.
In compliance with the EU Directive 95/46/EC, we affirm that the personally identifiable information we collect is used solely for the legitimate purposes enumerated below. By using the Sites you assert you were given notice of the personally identifiable information we collect, and you consent to have your personally identifiable information stored, accessed, controlled, managed and/or analyzed by TAXTAKE, including from locations outside of the European Union. As part of the EU Data Protection Directive, all users of our Sites may make any changes to their information at any time by logging into their personal account and going to the "Edit User Profile" or "Amend" the information page.
How do we use your personal information?
Any of the information we collect from you may be used in one of the following ways:
To process transactions and render a service. Your information is an essential part of the services we provide to you.
To personalize your experience. Your information helps us to respond better to your individual needs.
To improve our website. We continually strive to improve our website offerings and features based on the information and feedback we receive from you.
To improve customer service. Your information helps us to respond more effectively to your customer service requests and support needs.
To send periodic emails. The email address you have provided may be used to send you information and updates pertaining to your order, in addition to receiving occasional newsletters and updates, related products or service information.
To administer a contest, promotion, survey, advertising campaign or other site feature of similar nature.
NOTE: Should you decide to unsubscribe from receiving future emails, you may contact us by email at email@example.com. Enter "Unsubscribe" in the subject box of your email.
How do we protect your information?
We implement a variety of security measures to maintain the safety of your personal information when you register for a service, execute a transaction, place an order or enter, submit, amend or access your personal information. We offer the use of a secure server. All supplied sensitive and personally identifiable information is transmitted via Secure Socket Layer (SSL) technology and then encrypted into our database, only to be accessible by those authorized with special access rights to such systems. Your credit or debit card records will be transmitted via Secure Socket Layer (SSL) technology and then encrypted into a third-party Payment Gateway Provider database, and we have no access to or control over this information.
What is our document retention policy?
We retain records relating to professional services that we provide so that we are better able to assist you with your personal needs and, in some cases, to comply with professional guidelines and regulations. After registration or transaction, your personally identifiable information will be kept on file for up to seven years to comply with the recordkeeping requirements imposed on accountants and tax practitioners. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
What is our document disposition policy?
Any and all original documents we accumulate during our engagement with you, will be promptly returned upon completion of the services you have requested, or will be permanently destroyed following this policy if you specifically authorize us to do so in writing. Paper documents that are not required for us to comply with our professional standards and recordkeeping requirements will be destroyed promptly after we complete our services. We avail of a paper shredding devices with DIN 4 level of security or higher, and that guarantees micro cross-cut recommended for medium to high-security documents. Electronic records will be permanently deleted from our database and our servers. For security purposes, any remaining records will be removed from our permanent files, in agreement with this policy, once they are no longer required to comply with our recordkeeping requirements, which will result in the destruction of all information associated with you.
We log all connections to our web servers. Those log files include your IP address. An IP address is NOT personally identifiable information, but general information about your location, internet connection, and Internet Service Provider. We use your IP address to help diagnose problems with our server and to administer the Sites. Additionally, we will use your IP address to track your navigation of the Sites, to authenticate log-in information, and we may use your navigation history in current and future marketing efforts directed to you and to others.
What are "Cookies"?
"Cookies" are small pieces of information that a site or its service provider transfers to your computer's hard drive through your web browser that enables the site or service provider's systems to recognize your browser and capture and remember certain information. Cookies are stored in a user's browser and give that user a unique identification. The Sites may insert cookies into your browser that identify you as a previous user of the Sites and contain non-personally identifiable information regarding you and your navigation of the Sites. In some instances, these cookies may be used by us or by other websites during a subsequent navigation of the internet to target specific advertisements to you based on your previous use of the Sites. The Sites may also read cookies already stored within your browser to identify non-personal information about you and communicate this information to other advertisers. All cookies are established on a per session basis and are not permanently stored on your machine. For more information about cookies, please visit www.AboutCookies.org.
Why do we use "Cookies"?
PLEASE REVIEW THIS AGREEMENT PERIODICALLY FOR CHANGES. IF YOU DO NOT AGREE TO ANY OF THE PROVISIONS IN THIS AGREEMENT, DO NOT USE, ACCESS, OR CONTINUE TO ACCESS THE SITES AND IMMEDIATELY DISCONTINUE ANY USE OF THE SITES.
3422 Old Capitol Trail, Suite 1945
Wilmington, DE 19808, USA