Last Updated June 29, 2023
TYPES OF INFORMATION COLLECTED.
We may collect personal information, which may include but is not limited to:
- First Name and Last Name: We collect your first name and last name to personalize our communication and provide a more tailored experience.
- Email Address: We collect your email address to send you important updates, notifications, newsletters, and other relevant information.
- Phone Number: We may collect your phone number to facilitate communication and provide assistance related to our services.
- Mailing Address: If provided, we collect your mailing address for purposes such as delivering physical materials or conducting business correspondence.
- Spouse Name and Email Address: If voluntarily provided, we collect the spouse’s name and email address for scenarios where joint tax planning or advisory services may be applicable.
- Entity Type of their Business: We collect information regarding the entity type of your business to better understand your tax obligations and provide accurate advice and services.
- Information that may affect your tax liability (optional): We may request additional information that could impact your tax liability, such as deductions, credits, or other relevant details. This information is optional and provided at your discretion.
- Source (where you found us): We may collect information about how you found out about our services to better understand our marketing efforts and enhance our outreach strategies.
We may collect financial information related to your income and business revenue, including but not limited to:
- If you make more than $400,000 in gross income in a year: We collect this information to assess your tax situation accurately and provide suitable advice and services.
- If you own a business or earn 1099 income and make more than $50,000 in gross revenue as an independent contractor: We collect this information to understand your business operations and ensure compliance with applicable tax regulations.
Please note that we only collect information that is necessary and relevant to provide our services effectively. You have the option to choose which information to provide; however, certain information may be required to access specific features or receive personalized assistance.
COLLECTION OF SENSITIVE INFORMATION.
We may collect certain financial information, which may include details that could be considered sensitive or confidential. While we handle all collected information with utmost care and take appropriate measures to protect your privacy, it is important to note the following:
- Financial Information: In order to provide accurate tax advice and services, we may collect financial information that is relevant to your tax liabilities and obligations. This may include income details, business revenue, and other financial data. We treat this information with strict confidentiality and only use it for the purpose of fulfilling our services to you.
While we collect certain financial information, we handle it in accordance with applicable laws and regulations. We implement appropriate security measures to protect this information from unauthorized access, use, or disclosure. Please note that the collection of this information is essential for us to fulfill our obligations and provide you with the highest quality of service. However, we do not collect sensitive information such as health records, social security numbers, or payment data such as credit card numbers. If you have any concerns about the information being collected or its sensitivity, please feel free to contact us using the information provided in the “Contact Us” section below.
METHODS OF COLLECTION.
We employ various methods to collect information from our users, ensuring that it is obtained in a secure and reliable manner. The following are the primary methods of collection we utilize:
- Newsletter Sign-up: When you choose to subscribe to our newsletter, we collect your email address and any other required information. This enables us to send you updates, news, and other relevant content related to our services. You have the option to unsubscribe from our newsletter at any time by following the instructions provided in the communication.
- Calendly Appointments: To facilitate scheduling and appointments, we may utilize Calendly, a third-party scheduling platform. When you use Calendly to book appointments with us, we may collect certain personal information such as your name, email address, and phone number. This information is used solely for scheduling purposes and to provide you with our services.
- Typeform Forms: We may utilize Typeform, a data collection platform, to gather information from users through customized forms or surveys. The information collected through Typeform may include personal details such as name, email address, and other relevant information related to our services. We use this information to understand your needs and preferences, enabling us to provide you with a personalized experience.
We ensure that the collection of information through these methods is conducted in compliance with applicable data protection laws and regulations. We take appropriate measures to secure the information collected and protect it from unauthorized access, use, or disclosure.
Please note that the information collected through these methods is voluntarily provided by you. You have the option to choose which information to provide, although certain information may be necessary to access specific features or receive personalized services.
PURPOSE OF COLLECTION.
We collect information from our users for specific purposes that are necessary to provide our services, improve user experience, and comply with legal obligations. The following are the primary purposes for which we collect and process your information:
- Corresponding with Users for Appointments and Services: We collect your contact information, such as email address and phone number, to communicate with you regarding appointments, inquiries, and the provision of our services. This allows us to effectively address your needs, respond to your inquiries, and ensure a seamless experience throughout our engagement.
- Newsletter Dissemination: If you have subscribed to our newsletter, we collect your email address to deliver periodic updates, industry insights, promotional offers, and other relevant information about our services. This information helps us keep you informed about the latest developments and provide valuable content tailored to your interests. You have the option to unsubscribe from our newsletter at any time by following the instructions provided in the communication.
- Advertising: In the future, we may use the information collected to support our marketing and advertising efforts. This may include using the information to create remarketing campaigns or to develop lookalike audiences for targeted advertising purposes. These initiatives are aimed at reaching out to individuals who have shown an interest in our services and ensuring that our marketing efforts are relevant and effective.
We process your information for the purposes mentioned above based on our legitimate interests, contract performance, or your consent, as applicable. We ensure that the collection and processing of information are conducted in compliance with applicable laws and regulations.
Please note that we do not use your information for automated decision-making or profiling that produces legal effects or significantly affects you.
We may send you marketing communications related to our services, promotional offers, and updates that may be of interest to you. By providing your contact information, such as your email address or phone number, you consent to receive these marketing communications from us.
You have the right to opt out of receiving marketing communications from us at any time. If you no longer wish to receive such communications, you can unsubscribe by following the instructions provided in the communication or by contacting us directly using the information provided in the “Contact Us” section below. Upon receiving your request to unsubscribe, we will promptly remove your contact information from our marketing distribution lists.
Please note that even if you choose not to receive marketing communications, you may still receive non-promotional communications from us, such as appointment confirmations, service-related notifications, or important updates regarding our business.
By providing your contact information and opting in to receive marketing communications, you acknowledge and agree that we may use your information for these purposes. We will handle your information in accordance with applicable data protection laws and regulations, ensuring that appropriate security measures are in place to protect your information from unauthorized access, use, or disclosure.
STORAGE AND SECURITY.
We prioritize the security of your information and take appropriate measures to protect it. When you provide us with your personal information, we ensure its confidentiality and integrity by utilizing secure third-party services for storage.
We store the information we collect from you on servers provided by trusted third-party service providers who employ industry-standard security measures. These providers adhere to rigorous security protocols to safeguard against unauthorized access, use, or disclosure of your information.
While we partner with reputable third-party service providers and choose them carefully, please understand that no method of electronic storage or transmission is completely secure, and we cannot guarantee absolute security. However, we continuously strive to maintain the highest possible standards for protecting your information.
We maintain administrative, technical, and physical safeguards to protect your information against loss, theft, unauthorized access, disclosure, alteration, and destruction. This includes:
- Partnering with Secure Service Providers: We carefully select service providers that have robust security measures in place and comply with industry standards.
- Data Transfer Security: We ensure that any transfer of your information to and from these third-party service providers is done using secure protocols, such as secure socket layer technology (SSL) or other encryption methods.
- Regular Security Assessments: We regularly review and assess the security measures of our service providers to verify their ongoing commitment to data protection and to address any potential vulnerabilities.
Although we take these precautions, please be aware that the security of your information during transmission over the internet cannot be guaranteed. Once we receive your information, we apply strict procedures and security features to prevent unauthorized access.
In the event of a data breach that may compromise the security of your personal information held by our service providers, we will work closely with them to take appropriate actions as required by applicable data protection laws.
RETENTION OF INFORMATION.
We will retain your personal information for the duration of our business relationship and as long as necessary to provide you with our services. Once the purpose for which the information was collected is fulfilled, we will securely delete or anonymize your personal information, unless otherwise required by applicable laws and regulations.
Please note that even if you request the deletion of your personal information, we may need to retain certain information as required by law or for legitimate business purposes, such as record-keeping, resolving disputes, enforcing our agreements, or complying with legal obligations.
We regularly review our data retention practices and implement appropriate measures to ensure that your personal information is not kept longer than necessary. If you have any questions regarding our data retention practices or wish to request the deletion of your personal information, please contact us using the information provided in the “Contact Us” section below.
DATA BREACH NOTIFICATION.
In the event of a data breach that compromises the security of your personal information, we are committed to taking prompt action to mitigate the impact and notify you in accordance with applicable data protection laws and regulations. We have implemented security measures to protect your information; however, no system is entirely immune to unauthorized access, and breaches may occur despite our best efforts.
If we become aware of a data breach that is likely to result in a high risk to your rights and freedoms, we will promptly assess the situation and take appropriate steps to address the breach. This includes, but is not limited to, the following:
- Investigation and Remediation: We will conduct a thorough investigation to determine the scope and impact of the data breach. We will take immediate steps to contain the breach and prevent any further unauthorized access.
- Notification to Affected Individuals: If we determine that the breach poses a significant risk to your rights and freedoms, we will notify you without undue delay. We will provide you with information about the nature of the breach, the types of information that may have been compromised, and any recommended actions you can take to protect yourself.
- Notification to Authorities: In certain circumstances, we may be required by law to report the breach to relevant supervisory authorities. We will fulfill any legal obligations regarding data breach notification, including providing the necessary information to the authorities as required by applicable laws and regulations.
Please note that the method of notification may vary depending on the circumstances and legal requirements. We may use reasonable means to notify you, including email, postal mail, telephone, or prominent announcements on our Website.
However, in certain circumstances, we may share your information with trusted third-party service providers or business partners who assist us in delivering our services, improving our Website, or supporting our business operations. These third parties are contractually obligated to maintain the confidentiality and security of your information and are prohibited from using it for any other purposes.
We may share your information in the following situations:
- Legal Requirements and Protection: We may disclose your information if required to do so by law or if we believe in good faith that such disclosure is necessary to:
- Comply with a legal obligation, court order, or government request.
- Protect our rights, property, or safety, or the rights, property, or safety of our users or others.
- Investigate or prevent potential illegal activities or fraud.
- Enforce our agreements or policies.
Please note that we do not sell your personal information to third parties for their direct marketing purposes.
DO NOT TRACK SIGNALS.
Our Website currently does not respond to “Do Not Track” (DNT) signals from web browsers. DNT is a privacy preference that you can set in your web browser to indicate your preference regarding the tracking of your online activities.
While many web browsers support the DNT feature, there is no standard interpretation or industry consensus regarding the meaning of DNT signals. As a result, our Website does not currently recognize or respond to DNT signals.
Please note that even if you have enabled the DNT feature in your web browser, certain third-party services integrated into our Website may still collect and track your online activities in accordance with their own privacy policies. We encourage you to review the privacy policies of these third-party services for more information on their tracking practices.
Our Website may contain links to third-party websites or services that are not operated or controlled by us. These third-party links are provided for your convenience and reference only. Please note that we have no control over the content, policies, or practices of these third-party websites or services.
While we strive to include only reputable and trusted third-party links on our Website, we cannot guarantee the accuracy, completeness, or quality of the information, products, or services provided on these external sites. The inclusion of any third-party link on our Website does not imply our endorsement, sponsorship, or recommendation of the linked website or its content.
Please be aware that when you leave our Website and access a third-party website, your interactions and any information you provide are subject to the terms and policies of that website. We encourage you to exercise caution and review the privacy policies of any website you visit.
We may utilize services provided by trusted third parties to enhance your experience on our Website, facilitate our business operations, or provide certain functionalities. These third-party services may collect and process your information on our behalf, in accordance with their own privacy policies and applicable data protection laws.
These third-party services may include, but are not limited to:
- Typeform: We may use Typeform, a data collection platform, to gather information from users through customized forms or surveys. The information collected through Typeform is processed and stored by Typeform, and their privacy practices govern the handling of that information.
While we carefully select and partner with reputable third-party service providers, please note that we have no control over their privacy practices or the information they collect. We encourage you to review the privacy policies of these third-party services to understand their data collection, use, and disclosure practices.
By accessing or using our Website, you acknowledge and agree that we are not responsible for the actions or privacy practices of these third-party service providers. However, we strive to work with trusted partners who maintain high standards of data protection and security.
SELLING OF USER DATA.
We want to assure you that we do not sell your personal information to third parties for their direct marketing purposes. Your privacy is important to us, and we are committed to protecting the confidentiality and integrity of your information.
We do not engage in the sale, trade, or rent of your personal data to any third parties unless we have obtained your explicit consent or are required to do so by law.
We utilize the following types of cookies:
- Essential Cookies: These cookies are necessary for the functioning of our Website and enable you to navigate and use its features. They are essential for providing the services you have requested and for ensuring the security and integrity of our Website.
- Functional Cookies: These cookies help enhance your experience on our Website by remembering your preferences and settings. They enable us to provide customized and personalized features to improve your interactions with our Website.
- Analytics / Performance Cookies: These cookies collect information about how you interact with our Website, including pages visited, time spent on each page, and any errors encountered. This information helps us analyze and improve the performance and functionality of our Website.
- Ad Analytics Cookies: We may utilize cookies to track the performance of our advertisements, such as whether an ad was viewed or clicked. This helps us measure the effectiveness of our advertising campaigns and tailor future advertisements to be more relevant to your interests.
Cookie Duration: The duration of cookies on your device may vary. Some cookies are temporary and will be deleted when you close your browser (session cookies), while others may remain on your device for a longer duration (persistent cookies).
Cookie Management: You can manage your cookie preferences through your browser settings. You have the option to accept or decline cookies, or to request a notification when a cookie is being sent. Please refer to your browser’s help documentation for more information on how to manage cookies.
Our services are not intended for individuals under the age of 18. We do not knowingly collect or solicit personal information from children under the age of 18. If you believe that a child under the age of 18 has provided us with personal information without parental consent, please contact us immediately using the information provided in the “Contact Us” section below.
If we become aware that we have collected personal information from a child under the age of 18 without parental consent, we will take prompt steps to delete that information from our records. We strongly encourage parents or guardians to monitor the online activities of their children and participate in their online experience to ensure compliance with applicable laws and regulations.
We will make reasonable efforts to respond to your inquiries and address any concerns promptly. Please provide us with sufficient information to allow us to identify and respond to your request effectively.
If you wish to exercise your rights regarding your personal information, such as accessing, correcting, or deleting your information, please include the necessary details in your request, and we will handle it in accordance with applicable data protection laws and regulations.
Please note that while we strive to protect your personal information, communications via email or other electronic means may not be secure. Therefore, we recommend that you do not include sensitive or confidential information in your communications with us.
No Rendering of Advice
The information contained within this website is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.
Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant.
Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.
Accuracy of Information
While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free.
We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications. If you wish to contact the webmaster of this website, please call Gallati Professional Services at 865-281-1461.
Disclaimer of Warranties and Limitations of Liability
This website is provided on an “as is” and “as available” basis. Use of this website is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website.
Links to Third Party Websites
For your convenience, this website may contain hyperlinks to websites and servers maintained by third parties. We do not control, evaluate, endorse or guarantee content found in those sites. We do not assume any responsibility or liability for the actions, products, services and content of these sites or the parties that operate them. Your use of such sites is entirely at your own risk.