Privacy Policy

Last Updated: December 18, 2022

This Privacy Policy (“Privacy Policy“) describes how FINTAX CPA and its subsidiaries (except as described below) (together, “FINTAX CPA” or “we” or “us” or “our”) use and disclose the Personal Information we collect from or about you when you:

  • Use the FINTAX CPA website (www.fintaxcpa.com) or any other websites, blogs or pages that link to this Privacy Policy (together, the “Sites”);
  • Communicate with us electronically, such as via email; and
  • Interact with us offline, including in person, at an event or via phone.

Before submitting Personal Information to us or using the Sites, please review this Privacy Policy carefully.

Certain FINTAX CPA services or subsidiaries may use different privacy policies to provide notice to you about how your Personal Information is used and disclosed. To the extent that FINTAX CPA services or subsidiaries post or reference a different privacy policy, that different privacy policy, not this Privacy Policy, will apply to your Personal Information collected in the context of those services or by that subsidiary.

Note to FINTAX CPA Clients

If you are a client of FINTAX CPA, please refer to our FINTAX CPA Client Data Privacy Policy for information about how we use and disclose the Personal Information we collect about you (and your employees, customers, and other individuals about whom you collect Personal Information) in the context of our client relationship with you. Unless we state otherwise in our communications with you or in client engagement documents, this Privacy Policy does not apply to the Personal Information we collect in the context of our client relationships.

How We Collect and Use Your Personal Information

“Personal Information” is information that identifies, relates to, describes, is capable of being associated with, or could reasonably be linked, directly or indirectly, with you or your household, such as your name, email address, IP address, telephone number, and broader categories of information such as your professional, educational or health information, commercial information and internet activity.

We may collect Personal Information directly from you and automatically through our use of cookies and other data collection technologies on our Sites. We may also collect your Personal Information from third-party sources, such as social media platforms (if you interact with us through your social media account), references you list on applications and forms, and third parties to whom you direct us to collect your Personal information. We will treat Personal Information collected from third-party sources in accordance with this Privacy Policy but we are not responsible or liable for the accuracy of the information provided by third parties or for the third-party policies or practices.

The categories of Personal Information that we collect from you depend on your interactions with us. For example, we may collect:

  • Direct Identifiers, such as your name, postal address, phone number, e-mail address, IP address, online identifiers, account names, associated passwords, social media profiles and other similar identifiers. We may collect this information to verify your identity and information, to communicate with you, to create your FINTAX CPA Account (“Account”) and to facilitate your use of our Sites.  
  • Professional and Employment-Related Information, such as information about your current and former employment, professional degrees and certifications, education background, information about references you list on your application form, certain some Direct Identifiers (in order to contact you), and other employment-related information, including your employment goals and objectives. We may collect this information to process and manage your profile when you submit an employment or other application to us.
  • Commercial Information, such as products and services purchased from us through the use of our Sites. We may collect this information to conduct business analytics and improve our services to you.
  • Internet Activity Information, such as your browsing history, search history, which pages you visit on the Sites, other pages you visit on the Internet, and which browser you used to view the Sites. Please review the “Cookies and Other Technologies” section to learn more about our use of cookies and tracking technologies. We may collect this information to understand your use of the Sites and of your Account.
  • Profile Information, such as information about your preferences and characteristics. We may collect this information in order to understand your preferences and tailor our services and communications to you.
  • Health and Travel Information: If you visit our premises, we may collect information to protect the health and safety of our personnel, clients, guests, and the general public, such as health and travel information.

In addition to the purposes for collection described above, we also may collect each category of information for the purpose of performing services for you and maintaining our relationship with you, which include:

  • Maintaining and servicing your Account, including managing your preferences.
  • Taking steps to improve our services to you, including to run analytics, improve our artificial intelligence tools, assess the quality of our services, and for other related internal business purposes.
  • Administering and improving our Sites, including to measuring the effectiveness of the Sites, diagnosing problems with our server, analyzing where Site traffic is coming from, and to identifying our Site users.
  • Communicating with you to personalize your experience with the FINTAX CPA and improve our understanding of your needs, and to respond to inquiries you send to us.
  • Sending you messages promoting our products and services. You may opt-out of receiving certain promotional e-mail messages from us as described in the “Marketing Opt-Out” section below.
  • Protecting the health and safety of our personnel, clients, guests, and the general public.
  • Complying with our legal, regulatory and risk management obligations, including establishing, exercising and/or defending legal claims.

How We Disclose Your Personal Information

We may share your Personal Information in the following circumstances:

  • We may share your Personal Information with companies or individuals that we contract with in order to receive services (our “Service Providers”). These services may include, among other things, providing products or services to you on our behalf, creating or maintaining our databases, payment processing, researching and analyzing the people who request information from us, preparing distribution communications, responding to inquiries, or processing applications. We may also disclose to these Service Providers your health and travel-related information in order to protect the health and safety of our personnel, clients, guests, and the general public.  Our policy is to inform our Service Providers not to use or disclose your Personal Information for any purpose other than for providing services to us.
  • We may share your Personal Information with companies that we own or control, including health and travel-related information in order to protect the health and safety of our personnel, clients, guests, and the general public.
  • We may share your Personal Information with companies or individuals outside of FINTAX CPA who may use your Personal Information for their own purposes (a “Third Party”). For example:
    • If you choose to submit Personal Information through the “Testimonials” link, we may share your Personal Information publicly or with Third Parties.
    • From time to time, we may be required to provide Personal Information to a Third Party in response to a court order, subpoena, government investigation, or as otherwise required by law or legal process.
    • We may share your Personal Information with Third Parties, such as law enforcement agencies, other government agencies, or health authorities (i) when we, in good faith, believe you or others are acting unlawfully, (ii) when we believe it is necessary or appropriate to satisfy any law, regulation or other governmental request, (iii) to operate our business and Sites properly, (iv) to protect or defend our rights or the rights or well-being of our users, even without a subpoena, warrant or court order, or (v) we believe disclosure is necessary to protect the health and safety of our personnel, clients, guests, and the general public.
  • We may, as a result of a sale, merger, consolidation, change in control, transfer of assets, reorganization or liquidation of our company (a “Reorganization Event”), transfer or assign your Personal Information to parties involved in the Reorganization Event. You acknowledge that such transfers may occur and are permitted by and subject to this Privacy Policy.

Cookies and Other Technologies

We may use “cookies” to keep, and sometimes track, information about you on our Sites. Cookies are small data files that are sent to your browser or related software from a Web server and stored on your computer’s hard drive. Cookies track where you travel on the Sites and what you look at. In doing so, a cookie may enable us to relate your use of the Sites to your Personal Information. Many other websites use cookies for very similar purposes.

Most Web browsers can be set to inform you when a cookie has been sent to you and provide you with the opportunity to refuse that cookie. Additionally, your Flash player can be set to reject or delete Flash cookies. Refusing a cookie will generally not interfere with your use of the Sites. However, refusal of a cookie may, in some cases, preclude you from using or negatively impact the display or function of the Sites or certain areas or features of the Sites.

We may also use web beacons (a.k.a. clear GIFs, web bugs or pixel tags) to personalize your experience on the Sites, to generate information about Site traffic and trends, and to verify your viewing and/or receipt of communications. Web beacons collect information automatically, such as the type of browser that you use and your IP address. Web beacons may be used alone or in conjunction with cookies. When web beacons are used with cookies, they may link this information to other Personal Information that you have provided to us. Web beacons usually are not visible to you.

Third Party Analytics

We use automated devices and applications, such as Google Analytics, to evaluate usage of our Sites. We also may use other analytic means to evaluate our Sites and services. We use these tools to help us improve the Sites, performance and user experiences. These entities may use cookies and other tracking technologies to perform their services. We do not share your Personal Information with these third parties.  To learn how Google Analytics collects and processes data, please visit: “How Google uses data when you use our partners’ sites or apps” located at www.google.com/policies/privacy/partners.

How We Respond to Do Not Track Signals

Some web browsers (including Safari, Internet Explorer, Firefox and Chrome) incorporate a “Do Not Track” (“DNT”) or similar feature that signals to websites that a user does not want to have his or her online activity and behavior tracked. If a website that responds to a particular DNT signal receives the DNT signal, the browser can block that website from collecting certain information about the browser’s user. Not all browsers offer a DNT option and DNT signals are not yet uniform. For this reason, many digital service operators, including FINTAX CPA, do not recognize or respond to DNT signals.

Marketing Opt-Out

If you would like to opt out of receiving promotional or marketing e-mail from us, you may use the “unsubscribe” mechanism included in each marketing message. You may let us know by sending us an email to info@fintaxcpa.com with REMOVE in the subject line, and stating the e-mail address you wish to be removed from our mailing list. However, your option not to receive promotional and marketing e-mail shall not preclude us from corresponding with you, by e-mail or otherwise, regarding your existing relationship with us. Your opt-out request will also not apply to correspondence that has already been initiated.

Your California Privacy Rights

California residents are entitled to the following privacy rights listed below.  

  • The right to know. You have the right to request to know (i) the specific pieces of Personal Information we have about you; (ii) the categories of Personal Information we have collected about you in the last 12 months; (iii) the categories of sources from which that Personal Information was collected; (iv) the categories of your Personal Information that we sold or disclosed in the last 12 months; (v) the categories of third parties to whom your Personal Information was sold or disclosed in the last 12 months; and (vi) the purpose for collecting and selling your Personal Information. Generally:
    • FINTAX CPA has disclosed the following categories of Personal Information for a business purpose in the preceding 12 months: Direct Identifiers; Commercial Information; Internet Activity Information; Professional and Employment-Related Information; Profile Information; and any other information disclosed in response to a court order, subpoena, government investigation, or as otherwise required by law or legal process.
    • In the context of providing our Investigative Due Diligence (“IDD”) services, FINTAX CPA has “sold”* the following categories of Personal Information in the preceding 12 months: Direct Identifiers; Commercial Information; Professional and Employment-Related Information; Profile Information; and any other information collected in the context of providing our IDD services.  Please note:
      • We may sell information only in the context of our IDD services. We do not sell any personal information received from our clients, and we do not sell any personal information obtained in the course of providing our other services, including Tax, Audit & Assurance and Advisory (other than IDD) services. Please see our Client Privacy Policy for a detailed description of the personal information we collect and how we use and disclose that personal information.
      • We do not sell the Personal Information of minors under 13 without the consent from the minor’s parent or guardian. We do not sell the Personal Information of minors between 13 and 16 years old without the minor’s own consent.

* A “sale” of Personal Information under the CCPA is defined broadly to include the “selling, renting, releasing, disclosing, disseminating, making available, transferring, or otherwise communicating orally, in writing, or by electronic or other means” the Personal Information of a California consumer to another business or third party “for monetary or other valuable consideration.”

  • The right to deletion. You have the right to request that we delete the Personal Information that we have collected or maintain about you. We may deny your request under certain circumstances, such as if we need to comply with our legal obligations or complete a transaction for which your Personal Information was collected. If we deny your request for deletion, we will let you know the reason why.
  • The right to opt out of the sale of your Personal Information. You have the right to opt out of the sale of your Personal Information.
  • The right to equal service. If you choose to exercise any of these rights, FINTAX CPA will not discriminate against you in anyway. If you exercise certain rights, understand that you may be unable to use or access certain features of FINTAX CPA’s Sites or services.

You may exercise your right to know and your right to deletion twice a year free of charge.

We will take steps to verify your identity before processing your request to know or request to delete. We will not fulfill your request unless you have provided sufficient information for us to reasonably verify you are the individual about whom we collected Personal Information. If you have an Account with us, we will use our existing Account authentication practices to verify your identity. If you do not have an Account with us, we may request additional information about you to verify your identity. We will only use the Personal Information provided in the verification process to verify your identity or authority to make a request and to track and document request responses, unless you initially provided the information for another purpose.

You may use an authorized agent to submit a request to know or a request to delete. When we verify your agent’s request, we may verify both your and your agent’s identity and request a signed document from you that authorizes your agent to make the request on your behalf. To protect your Personal Information, we reserve the right to deny a request from an agent that does not submit proof that they have been authorized by you to act on their behalf.

Shine the Light: This Privacy Policy describes how we may share your information, including for marketing purposes. California residents are entitled to request and obtain from FINTAX CPA once per calendar year information about any of your Personal Information shared with third parties for their own direct marketing purposes, including the categories of information and the names and addresses of those businesses with which we have shared such information. To request this information and for any other questions about our privacy practices and compliance with California law, please contact us at info@fintaxcpa.com.

GDPR Rights

If the European Union’s General Data Protection Regulation (GDPR) or similar laws apply to our collection and use of your Personal Information, you may have the following rights, subject to any applicable exemptions or limitations:

  • The right to access your Personal Information;
  • The right to rectification of inaccurate Personal Information;
  • The right to erasure of your Personal Information under specific circumstances;
  • The right to object, on grounds relating to your particular situation, to your Personal Information being processed on the basis of legitimate interests;
  • The right to request the restriction of processing of your Personal Information;
  • The right to data portability;
  • The right to withdraw your consent; and
  • The right to lodge a complaint with the relevant data protection supervisory authority.

To the extent any of the above rights are applicable, you may exercise your rights by contacting us at info@fintaxcpa.com. Where applicable, you can find contact information for your data protection supervisory authority on the European Data Protection Board’s website, https://edpb.europa.eu/about-edpb/about-edpb/members_en, or through other publicly available sources.

Legal Basis for Processing

Where applicable under the GDPR or similar laws, the legal basis for our collection and use of your Personal Information may include any of the following:

  • Performance of a contract. We process your Personal Information as necessary to perform our obligations under any contract with you, such as to provide our Sites or services to you or complete transactions.
  • Consent. We may ask for your consent to use your Personal Information, including if we need your consent to process certain sensitive information about you or engage in certain marketing activities. If we obtain your consent as a legal basis for processing, you may withdraw your consent at any time.
  • Legitimate interests. We have a legitimate interest in using your Personal Information for our business purposes, including operating, improving, and marketing our business, Sites and services. 
  • Compliance with a legal obligation. We may need to use your Personal Information to comply with applicable legal requirements.

Information for Visitors from Outside of the United States

If you visit the Sites or provide us your Personal Information from outside the United States, your information will be transferred to, stored and processed in the United States and other countries where FINTAX CPA or its vendors operate in accordance with this Privacy Policy and applicable laws. Please note that data protection and consumer protection laws of the United States and such other countries may differ from the data protection or consumer protection laws in your country. By using the Sites or providing us with your Personal Information, you understand that your Personal Information will be collected from and processed in the United States and other countries where FINTAX CPA or its vendors operate, and acknowledge that your information may be subject to access by law enforcement and other government entities, including courts and tribunals, in accordance with laws applicable in those jurisdictions. Where applicable, we have implemented appropriate cross border data transfer mechanisms when transferring your Personal Information to a country outside of your home jurisdiction.

Data Security and Retention

We maintain one or more databases to store your Personal Information and may retain it as reasonably required to serve you, run our business, and comply with our legal obligations. In determining when your Personal Information is retained or disposed, we may consider the nature and sensitivity of your Personal Information, the potential risk of harm from unauthorized use or disclosure of your Personal Information, the purposes for which we process your Personal Information, and applicable legal requirements.

We have implemented reasonable safeguards designed to protect your information from loss, misuse, alteration or destruction. We also take reasonable steps designed to ensure that third parties who work with us agree to protect the Personal Information.

Without limiting any other terms that apply to our Sites and this Privacy Policy, you understand that we cannot guarantee that your Personal Information will be private or secure. Except to the extent provided by law, we are not responsible or liable to you for any lack of privacy or security you may experience. You are fully responsible for taking precautions and providing security measures best suited for your situation and intended use of the Sites and our services. Please be careful whenever sending Personal Information to us via e-mail. E-mail is not a secure means of transferring information.

Third Parties

Our Sites, services and materials may contain references or links to third-party websites and services. Except as described above regarding Service Providers, we do not control what information third parties track or collect. Any access to and use of such third-party websites and services is not governed by this Privacy Policy but instead is governed by the privacy policies of those third parties. We are not responsible for the information practices of such third parties.

Children’s Privacy

We do not knowingly collect any Personal Information from children under 13 without prior verifiable parental consent. If FINTAX CPA learns that a child under the age of 13 has submitted Personal Information without parental consent, we will take all reasonable measures to delete the information as soon as possible and to not use such information for any purpose, except where necessary to protect the safety of the child or others as required or allowed by law. If you believe a child under 13 has provided us with Personal Information, please contact us at info@fintaxcpa.com or the mailing address below.

Questions about Our Privacy Policy

If you have questions about this Privacy Policy, please contact us at info@fintaxcpa.com. You can also send us physical mail to: FINTAX CPA, 4400 N Federal Hwy, Ste 408, Boca Raton FL 33431.

Changes to Our Privacy Policy

We may occasionally update this Privacy Policy to reflect changes in our practices. When we post modifications to this Privacy Policy, we will revise the “Last Updated” date at the top of this web page. If the changes are material, we will endeavor to notify you in advance of such changes taking place. If you object to any modification, your sole recourse is to notify us that you do not agree and to stop using the Sites and providing us with your Personal Information.

We encourage you to periodically review this page for the latest information on our privacy practices.

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