Privacy Policy
This statement describes Tax Depot Financial Services, LLC.'s privacy policy and the practices that will be followed to respect the privacy of individuals who deal with Tax Depot Financial Services, LLC. Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal information confidential and understand your desire to avoid unwanted marketing solicitations and invasions of your privacy. Federal and State laws requires us to disclose our Privacy Policy to you which is contained in the balance of this document. We have prepared this policy to explain what types of information we collect, how we use it, under what circumstances we may share it, and other important information. This policy covers all the entities and activities controlled by Tax Depot Financial Services, LLC. (hereinafter referred to as “Tax Depot”).
This notice takes effect July 1, 2011 and will remain in effect until we replace or revise it. If we change our privacy policy and practices, we will post a notification on our website within (30) days of said change. We reserve the right to change our privacy practices and the terms of this notice at any time, provided such changes are permitted by applicable law. You may request a copy of our privacy policy notice at any time. For more information about our privacy practices, or for a copy of this notice, please contact us using the information listed at the end of this notice.
Consent to Terms
Your use of this site means that you have reviewed Tax Depot's Disclaimer, Terms and Conditions and this Privacy Policy; understand that any interaction between yourself and the Tax Depot Financial Services, LLC. firm is governed by Tax Depot's Disclaimer, Terms and Conditions and this Privacy Policy; and agree that we may collect, use and disclose your Personal Information (meaning any information, recorded in any form, about an identified individual or an individual whose identity may be inferred or determined from the information, including business contact information) in accordance with all three documents.
Please review this Policy periodically, especially before you provide any Personal Information, as Tax Depot's Privacy Policy is subject to change. If you do not agree with these terms (before or after changes or revisions), you may not use this site and are requested not to provide any Personal Information to Tax Depot Financial Services, LLC. YOUR CONTINUED USE OF THE SITE BEFORE AND AFTER ANY CHANGES OR REVISIONS TO THIS PRIVACY POLICY INDICATES YOUR AGREEMENT WITH THE TERMS OF THE PRIVACY POLICY BEFORE AND AFTER REVISIONS.
Active Collection of Information
The type of Personal Information collected by Tax Depot Financial Services, LLC. (Tax Depot) regarding individuals and businesses generally includes the following: names, addresses (including email addresses), telephone and facsimile numbers, date of birth, occupation, details about an individual’s family (including spouse and children’s names, birthdays and genders) and financial details and concerns. Through our collection of this information, information about gender, education, medical history, social preferences and membership in professional, political and/or social associations/interests may come to be known by us and this is discussed in additional detail in the following paragraph.
The information held by Tax Depot may come from a number of sources including website submissions, interviews and phone calls with you, publicly available sources, letters and/or e-mails to/from you, tax returns, organizers, tax return source documents, financial history questionnaires and receipts, books of record and, for example, cancelled checks, receipts and bank statements. We collect personal information about you, but only when that information is provided by you, obtained by us with your authorization or gathered through direct interaction with you. Unless permitted by law, no Personal Information is collected about an individual without first obtaining the consent of that individual to the collection, use and dissemination of that information.
Passive Collection of Information
There is also information about your computer hardware and software that is automatically collected by Tax Depot. This information can include: your IP address, browser type, domain names, access times and referring Web Site addresses. This information is used by Tax Depot for the operation of the service, to maintain quality of the service, and to provide general statistics regarding use of the Tax Depot Financial Services, LLC. site.
Concerning Children
Tax Depot does not knowingly collect Personal Information from anyone under the age of 18, especially children under 13, and does not use such information if it discovers that it is has been provided by a minor.
Use of Information
The purposes for which Tax Depot uses personal information collected includes the following: to open and administer client accounts, to provide financial services to clients, to administer and supervise employees and independent contractors of our firm, for marketing and sales initiatives such as Tax Depot publications, brochures, newsletters and business and personal networking events, to promote events in the community with which the Tax Depot Financial Services, LLC. firm is associated, and for billing, collection activities and related data processing.
Tax Depot will use the Personal Information it gathers for our own direct marketing purposes only where it is impractical for Tax Depot to seek the individual’s consent before that particular use. Tax Depot will never charge an individual for giving consideration to a request not to receive direct marketing communications if the individual makes a request not to receive direct marketing communications.
Tax Depot's use of Personal Information is limited to the aforementioned purposes or a purpose consistent with those purposes. Tax Depot Financial Services, LLC. does not sell, trade, barter or exchange for consideration any Personal Information.
Disclosure of Information
As a general rule, Tax Depot will never use or disclose Personal Information about our clients or former clients other than for the aforementioned purposes of collection, unless the individual has consented to that use or disclosure. However, to the extent permitted by law and any applicable state Codes of Professional Conduct, certain nonpublic information about you may be disclosed in the following specific situations:
To comply with a validly issued and enforceable subpoena, warrant or summons.
In the course of a review of our firm's practices under the authorization of a state or national licensing board, or as necessary to properly respond to
an inquiry or complaint from such a licensing board or organization.
As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we
disclose only the information necessary to file, pursue, or defend against the lawsuit or action but to take reasonable precautions to ensure that the
information disclosed does not become a matter of public record.
To provide information to affiliates of the firm and nonaffiliated third parties who perform services or functions for us in conjunction with our
services to you, but only if we have a contractual agreement with the other party, which prohibits them from disclosing or using the information for
other than the purposes, for which it was disclosed.
In conjunction with the normal due diligence process of any merger, provided that we take appropriate precautions (for example, through a written
confidentiality agreement) so the prospective merger partner does not disclose information obtained in the course of the process.
To assist law enforcement or public health officials avert a serious threat to the health or safety of you or any other person.
Information may be disclosed to lawfully established executors or administrators to enable them to carry out their lawful duties.
Accuracy and Retention of Information
Tax Depot Financial Services, LLC. endeavors to ensure that any Personal Information provided and in its possession is as accurate, current and complete as necessary for the purposes for which it uses that information. Tax Depot Financial Services, LLC. retains Personal Information as long as the firm believes it is necessary to fulfill the purpose for which it was collected.
The principal place in which the Tax Depot retains Personal Information is in the city of Marietta, Georgia.
Access and Correction of Information
The Tax Depot Financial Services, LLC. firm permits the right of access and review of Personal Information about an individual held by Tax Depot. If you believe the information about you is not correct, you may request an update of that information by sending a request to the Tax Depot firm. Tax Depot Financial Services, LLC. reserves the right not to change any Personal Information but will append any alternative text that the individual concerned believes appropriate. Tax Depot Financial Services, LLC. also reserves the right to decline access to Personal Information when the information requested:
Would disclose the Personal Information of another active client, former client or deceased client;
Would disclose confidential business information that may harm the Tax Depot Financial Services, LLC. firm;
May harm or interfere with law enforcement activities and other investigative or regulatory functions of a body authorized by statute to perform
such functions;
Is not readily retrievable and the burden or cost of providing the information would be disproportionate to its nature or value; and/or
Does not exist, is not held, or cannot be found by the Tax Depot Financial Services, LLC. firm.
Tax Depot Financial Services, LLC. will not respond to repetitious or vexatious requests for access to Personal Information. To determine whether a request is repetitious or vexatious, it will consider such factors as the nature of the information, the frequency with which it is updated, and its purpose.
To guard against fraudulent requests for access to Personal Information, Tax Depot will require sufficient information to allow it to confirm the identity of the person making the request before granting access or making corrections.
When information will be disclosed, Tax Depot will endeavor to provide the information in question within a reasonable time and no later than 60 days following the request. When information will not or cannot be disclosed, the individual making the request will be provided with the reasons for non-disclosure.
Data Quality and Security
Tax Depot Financial Services, LLC. will take reasonable steps to make sure that the Personal Information it collects, uses or discloses is accurate, complete and up-to-date. Tax Depot will also take reasonable steps to protect clients' Personal Information it holds from misuse, loss and unauthorized access, modification or disclosure. In addition, Tax Depot will take reasonable steps to destroy or permanently de-identify Personal Information if it is no longer needed.
Tax Depot takes reasonable steps to protect your Personal Information as you transmit your information from your computer to the Tax Depot Financial Services, LLC. site and to protect such information from loss, misuse, and unauthorized access, disclosure, alteration or destruction. As part of those precautions, access to Personal Information is restricted to certain employees and external service providers.
In terms of communicating Personal Information to Tax Depot, you may wish to note that there is NO METHOD OF TRANSMITTING OR STORING DATA THAT IS COMPLETELY SECURE. While the physical characteristics of each are different, mail, telephone calls, faxes and transmissions over the internet are all susceptible to possible loss, misrouting, interception and misuse of the information being communicated or transmitted. However, Tax Depot attempts to strike a reasonable balance between security and convenience.
In communicating with you, Tax Depot reserves the right to use a method of communication that is less secure than some of its less convenient alternatives. For example, we now send e-mail as unencrypted plain text because we believe that many of our members, service providers and other third parties cannot readily process encrypted e-mail. Thus, also this is done for their convenience, the security concern exists that, if misrouted or intercepted, unencrypted plain text could be read more easily than encrypted e-mail.
You have received a unique Client ID and created a password in order to use the secure portions of the Tax Depot website. You are requested not to divulge your Client ID or password to anyone other than authorized Tax Depot Financial Services, LLC. personnel and only to permit them to serve you.
Links to Third-Party Sites
This site may contain links or references to other websites. Please be aware that Tax Depot Financial Services, LLC. does not control other websites and that this Privacy Policy does not apply to those websites. We encourage you to read the privacy policy of every website you visit.
To access Tax Depot's Online Terms & Conditions Policy --> CLICK HERE
To access Tax Depot's Disclaimer--> CLICK HERE
If you have any questions or concerns about our online disclaimer, privacy policy, or terms and conditions, please let us know via email. Allow up to (5) business days for a response.
This notice takes effect July 1, 2011 and will remain in effect until we replace or revise it. If we change our privacy policy and practices, we will post a notification on our website within (30) days of said change. We reserve the right to change our privacy practices and the terms of this notice at any time, provided such changes are permitted by applicable law. You may request a copy of our privacy policy notice at any time. For more information about our privacy practices, or for a copy of this notice, please contact us using the information listed at the end of this notice.
Consent to Terms
Your use of this site means that you have reviewed Tax Depot's Disclaimer, Terms and Conditions and this Privacy Policy; understand that any interaction between yourself and the Tax Depot Financial Services, LLC. firm is governed by Tax Depot's Disclaimer, Terms and Conditions and this Privacy Policy; and agree that we may collect, use and disclose your Personal Information (meaning any information, recorded in any form, about an identified individual or an individual whose identity may be inferred or determined from the information, including business contact information) in accordance with all three documents.
Please review this Policy periodically, especially before you provide any Personal Information, as Tax Depot's Privacy Policy is subject to change. If you do not agree with these terms (before or after changes or revisions), you may not use this site and are requested not to provide any Personal Information to Tax Depot Financial Services, LLC. YOUR CONTINUED USE OF THE SITE BEFORE AND AFTER ANY CHANGES OR REVISIONS TO THIS PRIVACY POLICY INDICATES YOUR AGREEMENT WITH THE TERMS OF THE PRIVACY POLICY BEFORE AND AFTER REVISIONS.
Active Collection of Information
The type of Personal Information collected by Tax Depot Financial Services, LLC. (Tax Depot) regarding individuals and businesses generally includes the following: names, addresses (including email addresses), telephone and facsimile numbers, date of birth, occupation, details about an individual’s family (including spouse and children’s names, birthdays and genders) and financial details and concerns. Through our collection of this information, information about gender, education, medical history, social preferences and membership in professional, political and/or social associations/interests may come to be known by us and this is discussed in additional detail in the following paragraph.
The information held by Tax Depot may come from a number of sources including website submissions, interviews and phone calls with you, publicly available sources, letters and/or e-mails to/from you, tax returns, organizers, tax return source documents, financial history questionnaires and receipts, books of record and, for example, cancelled checks, receipts and bank statements. We collect personal information about you, but only when that information is provided by you, obtained by us with your authorization or gathered through direct interaction with you. Unless permitted by law, no Personal Information is collected about an individual without first obtaining the consent of that individual to the collection, use and dissemination of that information.
Passive Collection of Information
There is also information about your computer hardware and software that is automatically collected by Tax Depot. This information can include: your IP address, browser type, domain names, access times and referring Web Site addresses. This information is used by Tax Depot for the operation of the service, to maintain quality of the service, and to provide general statistics regarding use of the Tax Depot Financial Services, LLC. site.
Concerning Children
Tax Depot does not knowingly collect Personal Information from anyone under the age of 18, especially children under 13, and does not use such information if it discovers that it is has been provided by a minor.
Use of Information
The purposes for which Tax Depot uses personal information collected includes the following: to open and administer client accounts, to provide financial services to clients, to administer and supervise employees and independent contractors of our firm, for marketing and sales initiatives such as Tax Depot publications, brochures, newsletters and business and personal networking events, to promote events in the community with which the Tax Depot Financial Services, LLC. firm is associated, and for billing, collection activities and related data processing.
Tax Depot will use the Personal Information it gathers for our own direct marketing purposes only where it is impractical for Tax Depot to seek the individual’s consent before that particular use. Tax Depot will never charge an individual for giving consideration to a request not to receive direct marketing communications if the individual makes a request not to receive direct marketing communications.
Tax Depot's use of Personal Information is limited to the aforementioned purposes or a purpose consistent with those purposes. Tax Depot Financial Services, LLC. does not sell, trade, barter or exchange for consideration any Personal Information.
Disclosure of Information
As a general rule, Tax Depot will never use or disclose Personal Information about our clients or former clients other than for the aforementioned purposes of collection, unless the individual has consented to that use or disclosure. However, to the extent permitted by law and any applicable state Codes of Professional Conduct, certain nonpublic information about you may be disclosed in the following specific situations:
To comply with a validly issued and enforceable subpoena, warrant or summons.
In the course of a review of our firm's practices under the authorization of a state or national licensing board, or as necessary to properly respond to
an inquiry or complaint from such a licensing board or organization.
As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we
disclose only the information necessary to file, pursue, or defend against the lawsuit or action but to take reasonable precautions to ensure that the
information disclosed does not become a matter of public record.
To provide information to affiliates of the firm and nonaffiliated third parties who perform services or functions for us in conjunction with our
services to you, but only if we have a contractual agreement with the other party, which prohibits them from disclosing or using the information for
other than the purposes, for which it was disclosed.
In conjunction with the normal due diligence process of any merger, provided that we take appropriate precautions (for example, through a written
confidentiality agreement) so the prospective merger partner does not disclose information obtained in the course of the process.
To assist law enforcement or public health officials avert a serious threat to the health or safety of you or any other person.
Information may be disclosed to lawfully established executors or administrators to enable them to carry out their lawful duties.
Accuracy and Retention of Information
Tax Depot Financial Services, LLC. endeavors to ensure that any Personal Information provided and in its possession is as accurate, current and complete as necessary for the purposes for which it uses that information. Tax Depot Financial Services, LLC. retains Personal Information as long as the firm believes it is necessary to fulfill the purpose for which it was collected.
The principal place in which the Tax Depot retains Personal Information is in the city of Marietta, Georgia.
Access and Correction of Information
The Tax Depot Financial Services, LLC. firm permits the right of access and review of Personal Information about an individual held by Tax Depot. If you believe the information about you is not correct, you may request an update of that information by sending a request to the Tax Depot firm. Tax Depot Financial Services, LLC. reserves the right not to change any Personal Information but will append any alternative text that the individual concerned believes appropriate. Tax Depot Financial Services, LLC. also reserves the right to decline access to Personal Information when the information requested:
Would disclose the Personal Information of another active client, former client or deceased client;
Would disclose confidential business information that may harm the Tax Depot Financial Services, LLC. firm;
May harm or interfere with law enforcement activities and other investigative or regulatory functions of a body authorized by statute to perform
such functions;
Is not readily retrievable and the burden or cost of providing the information would be disproportionate to its nature or value; and/or
Does not exist, is not held, or cannot be found by the Tax Depot Financial Services, LLC. firm.
Tax Depot Financial Services, LLC. will not respond to repetitious or vexatious requests for access to Personal Information. To determine whether a request is repetitious or vexatious, it will consider such factors as the nature of the information, the frequency with which it is updated, and its purpose.
To guard against fraudulent requests for access to Personal Information, Tax Depot will require sufficient information to allow it to confirm the identity of the person making the request before granting access or making corrections.
When information will be disclosed, Tax Depot will endeavor to provide the information in question within a reasonable time and no later than 60 days following the request. When information will not or cannot be disclosed, the individual making the request will be provided with the reasons for non-disclosure.
Data Quality and Security
Tax Depot Financial Services, LLC. will take reasonable steps to make sure that the Personal Information it collects, uses or discloses is accurate, complete and up-to-date. Tax Depot will also take reasonable steps to protect clients' Personal Information it holds from misuse, loss and unauthorized access, modification or disclosure. In addition, Tax Depot will take reasonable steps to destroy or permanently de-identify Personal Information if it is no longer needed.
Tax Depot takes reasonable steps to protect your Personal Information as you transmit your information from your computer to the Tax Depot Financial Services, LLC. site and to protect such information from loss, misuse, and unauthorized access, disclosure, alteration or destruction. As part of those precautions, access to Personal Information is restricted to certain employees and external service providers.
In terms of communicating Personal Information to Tax Depot, you may wish to note that there is NO METHOD OF TRANSMITTING OR STORING DATA THAT IS COMPLETELY SECURE. While the physical characteristics of each are different, mail, telephone calls, faxes and transmissions over the internet are all susceptible to possible loss, misrouting, interception and misuse of the information being communicated or transmitted. However, Tax Depot attempts to strike a reasonable balance between security and convenience.
In communicating with you, Tax Depot reserves the right to use a method of communication that is less secure than some of its less convenient alternatives. For example, we now send e-mail as unencrypted plain text because we believe that many of our members, service providers and other third parties cannot readily process encrypted e-mail. Thus, also this is done for their convenience, the security concern exists that, if misrouted or intercepted, unencrypted plain text could be read more easily than encrypted e-mail.
You have received a unique Client ID and created a password in order to use the secure portions of the Tax Depot website. You are requested not to divulge your Client ID or password to anyone other than authorized Tax Depot Financial Services, LLC. personnel and only to permit them to serve you.
Links to Third-Party Sites
This site may contain links or references to other websites. Please be aware that Tax Depot Financial Services, LLC. does not control other websites and that this Privacy Policy does not apply to those websites. We encourage you to read the privacy policy of every website you visit.
To access Tax Depot's Online Terms & Conditions Policy --> CLICK HERE
To access Tax Depot's Disclaimer--> CLICK HERE
If you have any questions or concerns about our online disclaimer, privacy policy, or terms and conditions, please let us know via email. Allow up to (5) business days for a response.
Tax Depot Financial Services, LLC. Privacy Policy for this Website
This privacy statement explains what information may be collected from you, how that information is used, how that information is secured and protected, and how that information is shared with third parties.
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