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Privacy Policy and Cookies

This privacy policy sets out how TaxAssist Advisors uses and protects any information that you give us when you use this website.

Welcome to TaxAssist Advisors' privacy notice.

TaxAssist Advisors (“we”, “us” or “our”) respects your privacy and we are committed to protecting your personal data. This privacy notice will inform you as to how we look after your personal data when you visit our website (regardless of where you visit it from) and tell you about your privacy rights and how the law protects you.

This privacy notice is provided in a layered format so you can click through to the specific areas set out below. Please also use the Glossary to understand the meaning of some of the terms used in this privacy notice.

  1. WHO WE ARE AND IMPORTANT INFORMATION
  2. THE DATA WE COLLECT ABOUT YOU
  3. HOW IS YOUR PERSONAL DATA COLLECTED
  4. HOW WE USE YOUR PERSONAL DATA
  5. DISCLOSURES OF YOUR PERSONAL DATA
  6. INTERNATIONAL TRANSFERS
  7. DATA SECURITY
  8. DATA RETENTION
  9. YOUR LEGAL RIGHTS
  10. GDPR STATEMENT
  11. CHANGES TO THIS PRIVACY POLICY
  12. GLOSSARY
  13. INFORMATION FOR CALIFORNIA RESIDENTS
  14. STATEMENT REGARDING TAX RETURN PREPARATION INFORMATION

1. Who we are and important information

Purpose of this privacy notice

This privacy notice aims to give you information on how we collect and processes your personal data. In addition to the information that we collect from you directly, including through your use of this website, we may also receive information about you from other sources, including third parties, business partners, our affiliates, or publicly available sources. For example, if you submit a job application, or become an employee, we may conduct a background check.

It is important that you read this privacy notice together with any other privacy notice or fair processing notice we may provide on specific occasions when we are collecting or processing personal data about you so that you are fully aware of how and why we are using your data.

Controller – who we are

The data controller of our site is TaxAssist Direct USA Inc., 45 North Broad Street, Ridgewood, NJ 07450. We have appointed a data privacy manager who is responsible for overseeing questions in relation to this privacy notice. If you have any questions about this privacy notice, including any requests to exercise your legal rights, please contact the data privacy manager via our contact form

TaxAssist is a franchised business. All franchises are owned and operated by independent TaxAssist franchisees (each a “Franchisee” and collectively our “Franchisees”). In this policy, references to ‘we’, ‘us’ and ‘our’ means TaxAssist Direct USA Inc. This policy does not apply to or cover the practices of our franchisees. If you would like to review the privacy policy and practices of any of our Franchisees, please contact the relevant Franchisee directly.

Third-party links

This website may include links to third-party websites, plug-ins, and applications. Clicking on those links or enabling those connections may allow third parties to collect or share data about you. We do not control these third-party websites and are not responsible for their privacy statements. When you leave our website, you will be subject to the privacy policies of the relevant third-party site or application. We encourage you to read the privacy notice of every website you visit.

2. The data we collect about you

Personal data, or personal information, means any information about an individual from which that person can be reasonably identified. We may collect, use, store and transfer different kinds of personal data about you as described below.

Purpose/Activity Examples of Data Lawful basis for processing including basis of legitimate interest
To respond to your inquiry submitted on the site or via phone Name, email address, telephone number, business contact information Performance of a contract with you where one exists. We also have a legitimate interest in receiving, and acting upon, your feedback, issues, or requests
To administer and protect our business and this website (including troubleshooting, data analysis, testing, system maintenance, support, reporting and hosting of data) Name, email address, IP address, browser information, time zone settings, plug in types, operating system and platform information Necessary for our legitimate interests (for running our business, provision of administration and IT services, network security, to prevent fraud and in the context of a business reorganization or group restructuring exercise). Necessary to comply with a legal obligation
To use data analytics to improve our website, products/services, marketing, customer relationships and experiences. This includes cookies and clear GIFs. “Cookies” are small pieces of information that a website sends to a computer’s hard drive while a web site is viewed. IP address, browser information, time zone settings, plug in types, operating system and platform information, information about how you interact with our website Your consent.
To make suggestions and recommendations to you about services that may be of interest to you Name, email address, telephone number, your marketing preferences, IP address, browser information, time zone settings, plug in types, operating system and platform. Necessary for our legitimate interests (to develop our products/services and grow our business). For marketing, with your consent.
To assist our franchisees to provide their professional services to you Names, business contact information, tax information Performance of a contract with you.
To understand our users and providing tailored services Names, business contact information, tax information Performance of a contract with you.
To make recommendations about other products or services that may be of interest to you which may be provided at a franchise location near you. Information about your location We have a legitimate interest in understanding our users to assist our franchisees in providing tailored services. In some contexts, our use is also based upon your consent to provide us with geo location information.
To help us better understand how you interact with our communications to you Information about how you interact with our emails We have a legitimate interest in understanding how you interact with our communications to you.
To process your application or to retain you as an employee. Job application information, such as your name, Social Security number, and work history. Performance of a contract with you. We use information about current employees to perform our contract of employment, or the anticipation of a contract of employment with you. In some contexts, we are also required by law to collect information about our employees. We also have a legitimate interest in using your information to have efficient staffing and workforce operations.
To enroll and maintain your participation in our mailing lists. Name, email address, physical address We share information about our products and services with individuals that consent to receive such information. We also have a legitimate interest in sharing information about our products or services.
To understand visitors to our franchises and how they use their mobile devices to interact with us. Identifying information unique to your mobile device We have a legitimate interest in identifying unique visitors, and in understanding how users interact with us on their mobile devices.
To process your payment for services Name, billing, mailing, and email address, phone number, credit card number. We use your information to perform our contract to provide you with products or services.
To screen individuals entering our facilities in light of public health emergencies. Medical and health information, such as body temperature, symptoms, and underlying health conditions. In some cases, we may also collect medical, health, and related information about an employee’s children, family member, or other individuals under the employee’s care. We have a legitimate interest in protecting the health and safety of our employees and guests. In some jurisdictions we may be required by law, regulation, or governmental order to collect and retain information related to issues of public health and safety. We have a legitimate interest in complying with the laws in the jurisdictions in which we operate.
To review and process answers to surveys we proliferate to you. Information you provide through a survey. We have a legitimate interest in understanding your opinions and collecting information relevant to our organization. Please note that if the survey is provided by a third party service provider, the third party’s privacy policy applies to the collection, use, and disclosure of your information.
To notify you if you are selected as a winner of a sweepstakes or contest. Information you provide through a sweepstakes entry form. We have a legitimate interest in operating the contest or sweepstakes. In some contexts, we are also required by law to collect information about those that enter into our sweepstakes, and we have a legitimate interest in complying with those laws.
To monitor how users interact with our website. Information about which links you click on, or information that you type into our online forms. This may also include information about your device or browser, platform, browser version, or browser plugins. We have a legitimate interest in understanding how you interact with our website to better improve it, and to understand your preferences and interests in order to select offerings that you might find most useful. We also have a legitimate interest in detecting and preventing fraud.
To monitor our networks and sites for security and fraud detection purposes. Browser type, operating system, Internet Protocol (IP) address, domain name, click-activity, referring website, and/or date/time stamp for visitors. We have a legitimate interest in monitoring our networks and the visitors to our websites.

We also collect and use Aggregated Data such as statistical or demographic data for internal purposes.

We do not collect any Special Categories of Personal Data about you (this includes details about your race or ethnicity, religious or philosophical beliefs, sex life, sexual orientation, political opinions, trade union membership, information about your health and genetic and biometric data). Nor do we collect any information about criminal convictions and offences.

If you fail to provide personal data

Where we need to collect personal data by law, or under the terms of a contract we have with you and you fail to provide that data when requested, we may not be able to perform the contract we have or are trying to enter into with you (for example, to provide you with an answer to an inquiry). In those circumstances, we may have to cancel a service you have with us, but we will notify you if this is the case at the time.

3. How is your personal data collected?

We use different methods to collect data from and about you including through:

  • Direct interactions. You may give us your Identity, Contact and Professional Data by filling in forms or by corresponding with us by phone or otherwise. This includes personal data you provide when you:
    • submit an inquiry; or
    • request marketing to be sent to you.
  • Automated technologies or interactions. As you interact with our website, we may automatically collect Technical Data about your equipment, browsing actions and patterns. We collect this personal data by using cookies, and other similar technologies. Please see our cookie policy for further details.

4. How we use your personal data

We will only use your personal data when the law allows us to. Most commonly, we will use your personal data in the following circumstances:

  • Where we need to perform the contract we are about to enter into or have entered into with you.
  • Where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests.
  • Where we need to comply with a legal or regulatory obligation.

Generally, we do not rely on consent as a legal basis for processing your personal data other than in relation to sending third party direct marketing communications to you via email or text message. We may share your personal data in other situations, with your consent. You have the right to withdraw consent at any time by contacting us.

Purposes for which we will use your personal data

We have set out above in Section 2, in a table format, a description of all the ways we plan to use your personal data. We have also identified what our legitimate interests are where appropriate.

Note that we may process your personal data for more than one lawful ground depending on the specific purpose for which we are using your data. Please contact us if you need details about the specific legal ground we are relying on to process your personal data where more than one ground has been set out in the table above.

Marketing

We strive to provide you with choices regarding certain personal data uses, particularly around marketing and advertising.

We may use your Identity, Contact, Technical and Marketing and Communications Data to form a view on what we think you may want or need, or what may be of interest to you. This is how we decide which services and offers may be relevant for you (we call this marketing).

You will receive marketing communications from us if you have requested information from us and unless you have opted out of receiving that marketing.

You can ask us or third parties to stop sending you marketing messages at any time by contacting us at any time.

Cookies

A cookie is a small file which asks permission to be placed on your computer's hard drive. Once you agree, the file is added, and the cookie helps analyze web traffic or lets you know when you visit a particular site. Cookies allow web applications to respond to you as an individual. The web application can tailor its operations to your needs, likes and dislikes by gathering and remembering information about your preferences.

We use traffic log cookies to identify which pages are being used. This helps us analyze data about web page traffic and improve our website and tailor it to customer needs. We only use this information for statistical analysis purposes and then the data is removed from the system. Overall, cookies help us provide you with a better website, by enabling us to monitor which pages you find useful and which you do not.

You can set your browser to refuse all or some browser cookies, or to alert you when websites set or access cookies. If you disable or refuse cookies, please note that some parts of this website may become inaccessible or not function properly.

Change of purpose

We will use your personal data for the purposes for which we originally collected it, or for purposes we reasonably consider to be compatible with the original purpose or in line with this policy. If you wish to get an explanation as to how the processing for the new purpose is compatible with the original purpose, please contact us.

5. Disclosures of your personal data

We may have to share your personal data with the parties set out below for the purposes set out in the table in paragraph 4 above.

  • External Third Parties as set out in the Glossary.
  • In the event of a sale, transfer, or merger of our business, parts of our business or our assets we may be required to disclose your personal data to third parties. Alternatively, we may seek to acquire other businesses or merge with them. If a change happens to our business, then the new owners may use your personal data in the same way as set out in this privacy notice.
  • Other Disclosures with Your Consent. We may ask if you would like us to share your information with other unaffiliated third parties who are not described elsewhere in this policy.
  • Other Disclosures without Your Consent. We may disclose information in response to subpoenas, warrants, or court orders, or in connection with any legal process, or to comply with relevant laws. We may also share your information in order to establish or exercise our rights, to defend against a legal claim, to investigate, prevent, or take action regarding possible illegal activities, suspected fraud, safety of person or property, or a violation of our policies, or to comply with your request for the provision of services by a third party intermediary.
  • Partner Promotion. We may offer contests, sweepstakes, or other promotions with third party partners. If you decide to enter a contest, sweepstakes, or promotion that is sponsored by a third party partner the information that you provide will be shared with us and with them. Their use of your information is not governed by this privacy policy.
  • Service Providers. We may share your information with service providers. Among other things service providers may help us to administer our website, conduct surveys, provide technical support, process payments, and assist in the operation of our business.

We require all third parties to respect the security of your personal data and to treat it in accordance with the law. We do not allow our third-party service providers to use your personal data for their own purposes. Additionally, we only permit them to process your personal data for specified purposes and only in accordance with our instructions.

6. International transfers

We transmit information between and among our affiliates. As a result, your information may be processed in a foreign country where privacy laws may be less stringent than the laws in your country. Nonetheless, where possible we take steps to treat personal information using the same privacy principles that apply pursuant to the law of the country in which we first received your information. By submitting your personal information to us you agree to the transfer, storage, and processing of your information in a country other than your country of residence including, but not necessarily limited to, the United States. If you would like more information concerning our attempts to apply the privacy principles applicable in one jurisdiction to data when it goes to another jurisdiction you can contact us using the contact information below. If you reside in the U.K. or the E.U., you may request a copy of the Standard Contractual Clauses we use for the transfer of your data outside of the U.K. or the E.U., which includes the categories of information transferred by contacting us using the contact information below.

7. Data security

We have put in place appropriate security measures intended to prevent your personal data from being accidentally lost, used, or accessed in an unauthorized way, altered, or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors and other third parties who have a business need to know. They will only process your personal data on our instructions, and they are subject to a duty of confidentiality. We have put in place procedures to deal with any suspected personal data breach. We will notify you by email, mail, or telephone, and will notify any applicable regulator of a breach where we are legally required to do so. If you think that any part of our process is not secure, please email us at [email protected].

8. Data retention - how long will you use my personal data for?

We will only retain your personal data for as long as necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements.

9. Your legal rights

Under certain circumstances, you have rights under data protection laws in relation to your personal data. Please click on the links below to find out more about these rights:

If you wish to exercise any of the rights set out above, please contact us.

You will not have to pay a fee to access your personal data (or to exercise any of the other rights). However, we may charge a reasonable fee if your request is clearly unfounded, repetitive or excessive. Alternatively, we may refuse to comply with your request in these circumstances.

What we may need from you

We may need to request specific information from you to help us confirm your identity and ensure your right to access your personal data (or to exercise any of your other rights). This is a security measure to ensure that personal data is not disclosed to any person who has no right to receive it. We may also contact you to ask you for further information in relation to your request to speed up our response. We try to respond to all legitimate requests within one month. Occasionally, it may take us longer if your request is particularly complex or you have made several requests. In this case, we will notify you and keep you updated. If you feel we've made a mistake in denying your request, please contact us.

10. GDPR statement

The European Union's General Data Protection Regulation (“GDPR”) aims to set a new standard for how companies use and protect individuals’ data. Here at TaxAssist, we take how we use and hold your personal data very seriously and we view the GDPR as an opportunity to enhance our commitment to data protection for your benefit. We’ve been updating our organizational processes, updating our policies, updating our client engagement letters and marketing consents to ensure that we are compliant. If you are located in the EU or UK and you are not satisfied with our response, you have a right to lodge a complaint with your local data protection regulatory authority.

11. Changes to this Privacy Policy

It is important that the personal data we hold about you is accurate and current. Please keep us informed if your personal data changes during your relationship with us.

We may change our privacy policy and practices over time. To the extent that our policy changes in a material way, the policy that was in place at the time that you submitted personal information to us will generally govern that information unless we receive your consent to the new privacy policy. Our privacy policy includes an “effective” and “last updated” date. The effective date refers to the date that the current version took effect. The last updated date refers to the date that the current version was last substantively modified.

12. Glossary

Lawful basis

Legitimate Interest means the interest of our business in conducting and managing our business to enable us to give you the best service/product and the best and most secure experience. We make sure we consider and balance any potential impact on you (both positive and negative) and your rights before we process your personal data for our legitimate interests. We do not use your personal data for activities where our interests are overridden by the impact on you (unless we have your consent or are otherwise required or permitted to do so by law). You can obtain further information about how we assess our legitimate interests against any potential impact on you in respect of specific activities by contacting us

Performance of Contract means processing your data where it is necessary for the performance of a contract to which you are a party, or to take steps at your request before entering in to such a contract.

Comply with a legal or regulatory obligation means processing your personal data where it is necessary for compliance with a legal or regulatory obligation that we are subject to.

Third parties

External Third Parties

  • Our Franchisees who will only use the information to provide services requested.

Your legal rights

You have the right to:

Request access to your personal data (commonly known as a "data subject access request"). This enables you to receive a copy of the personal data we hold about you and to check that we are lawfully processing it.

Request correction of the personal data that we hold about you. This enables you to have any incomplete or inaccurate data we hold about you corrected, though we may need to verify the accuracy of the new data you provide to us.

Request erasure of your personal data. This enables you to ask us to delete or remove personal data where there is no good reason for us continuing to process it. You also have the right to ask us to delete or remove your personal data where you have successfully exercised your right to object to processing (see below), where we may have processed your information unlawfully or where we are required to erase your personal data to comply with local law. Note, however, that we may not always be able to comply with your request of erasure for specific legal reasons which will be notified to you, if applicable, at the time of your request.

Object to processing of your personal data where we are relying on a legitimate interest (or those of a third party) and there is something about your particular situation which makes you want to object to processing on this ground as you feel it impacts on your fundamental rights and freedoms. You also have the right to object where we are processing your personal data for direct marketing purposes. In some cases, we may demonstrate that we have compelling legitimate grounds to process your information which override your rights and freedoms.

Request restriction of processing of your personal data. This enables you to ask us to suspend the processing of your personal data in the following scenarios: (a) if you want us to establish the data's accuracy; (b) where our use of the data is unlawful but you do not want us to erase it; (c) where you need us to hold the data even if we no longer require it as you need it to establish, exercise or defend legal claims; or (d) you have objected to our use of your data but we need to verify whether we have overriding legitimate grounds to use it.

Request the transfer of your personal data to you or to a third party. We will provide to you, or a third party you have chosen, your personal data in a structured, commonly used, machine-readable format. Note that this right only applies to automated information which you initially provided consent for us to use or where we used the information to perform a contract with you.

Withdraw consent at any time where we are relying on consent to process your personal data. However, this will not affect the lawfulness of any processing carried out before you withdraw your consent. If you withdraw your consent, we may not be able to provide certain products or services to you. We will advise you if this is the case at the time you withdraw your consent.

13. Information for California Residents

If you are a California resident you have the right to ask (1) that we grant you access to the personal information that we have about you, and (2) that we delete the personal information that we collected from you. We do not discriminate against California consumers who exercise any of their rights described in this policy. In certain circumstances we may not be able to honor your access or deletion request.

Please contact us here with requests and questions about your rights or call us at ::phone::.

Note that, as required by law, we will require you to prove your identity. We may conduct an identity verification by phone call or email. Depending on your request, we will ask for information such as your name, the specific services we provided to you, or the date of your last transaction with us. We may also ask you to provide a signed declaration confirming your identity. Following a request, we will use reasonable efforts to supply, correct or delete personal information about you in our files.

In some circumstances, you may designate an authorized agent to submit requests to exercise certain privacy rights on your behalf. We will require verification that you provided the authorized agent permission to make a request on your behalf. You must provide us with a copy of the signed permission you have given to the authorized agent to submit the request on your behalf and verify your own identity directly with us.

Information for Authorized Agents

If you are an authorized agent submitting a request on behalf of an individual, you must attach a copy of the following information to the request:

      1. A completed Authorized Agent Designation Form indicating that you have authorization to act on the consumer’s behalf.
      2. If you are a business, proof that you are registered with the Secretary of State to conduct business in California.

If we do not receive both pieces of information, the request will be denied.

Information Sharing Disclosure Chart

California Civil Code Sections 1798.115(c), 1798.130(a)(5)(c), 1798.130(c), and 1798.140 indicate that organizations should disclose whether the following categories of personal information are collected, transferred for “valuable consideration,” or transferred for an organization’s “business purpose” (as those terms are defined under California law). We do not “sell” your personal information. The table below indicates the categories of personal information we collect and transfer in a variety of contexts. Please note that because this list is comprehensive, it may refer to types of information that we collect and share about people other than you. For example, while we transfer credit card or debit card numbers for our business purpose in order to process payments for orders placed with us, we do not collect or transfer credit card or debit card numbers of individuals that submit questions through our website’s “contact us” page.

We do not currently recognize automated browser signals regarding tracking mechanisms, which may include "Do Not Track" instructions. As described elsewhere in this policy, when you use this site, other parties may collect personally identifiable information about your online activities over time and across different sites.

Categories of Personal Information That We Collect Categories of Third Parties to Whom We Disclose Personal Information for Business Purpose
Identifiers – such as name, postal address, phone number, unique personal identifier, online identifier, internet protocol (IP) address, device ID, email address, account name, signature, social security number, driver’s license number, passport number, or other similar identifiers.
  • Service Providers
  • Product and service fulfillment companies
  • Internet service providers
  • Advertising Networks
  • Social Networks
  • Payment Processors and financial institutions
  • Government entities, law enforcement, lawyers, auditors, consultants, and other parties as required by law
  • Data analytics providers
Financial information – such as bank account number, credit or debit card number, or other financial information.
  • Service Providers
  • Payment Processors and financial institutions
  • Government entities, law enforcement, lawyers, auditors, consultants, and other parties as required by law
Commercial information – such as information about products or services purchased, obtained, or considered, or other purchasing or consuming histories or tendencies.
  • Service Providers
  • Product and service fulfillment companies
  • Advertising Networks
  • Social Networks
  • Payment Processors and financial institutions
  • Government entities, law enforcement, lawyers, auditors, consultants, and other parties as required by law
  • Data analytics providers
Network activity data – internet or other electronic network activity information, such as browsing history, search history, and information regarding an individual’s interaction with an internet website, application, or advertisement.
  • Service Providers
  • Product and service fulfillment companies
  • Advertising Networks
  • Social Networks
  • Payment Processors and financial institutions
  • Government entities, law enforcement, lawyers, auditors, consultants, and other parties as required by law
  • Data analytics providers
Geolocation data – such as precise physical location.
  • Service Providers
  • Internet service providers
  • Advertising Networks
  • Social Networks
  • Government entities, law enforcement, lawyers, auditors, consultants, and other parties as required by law
  • Data analytics providers
Electronic and sensory data – such as audio, electronic, visual, thermal, olfactory, or similar information (e.g., pictures, a recording of a customer service call, security video surveillance footage).
  • Service Providers
  • Government entities, law enforcement, lawyers, auditors, consultants, and other parties as required by law
Professional/employment information – such as occupation and professional references.
  • Service Providers
  • Government entities, law enforcement, lawyers, auditors, consultants, and other parties as required by law
Inferences – drawn from any of the information listed above to create a profile
  • Service Providers
  • Product and service fulfillment companies
  • Advertising Networks
  • Social Networks
  • Payment Processors and financial institutions
  • Government entities, law enforcement, lawyers, auditors, consultants, and other parties as required by law
  • Data analytics providers

14. Statement Regarding Tax Return Preparation Information

We only use tax return preparation information to assist our franchisees in providing their tax preparation services to you. We do not sell or otherwise disclose tax return preparation for any other reason.

Effective Date: February 18, 2022

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