America Tax Group, Inc. Privacy Policy

You Consent to This Statement

You should read this Policy carefully, so that you understand our privacy practices. By accessing, browsing, downloading, or otherwise using the Services, you confirm that you have read, understood, and agreed with this Statement. If you do not agree to this Policy, you may not use the Services.

This Policy applies regardless of how the Services are accessed and will cover any technologies or devices by which we make the Services available to you.

We may provide you with additional privacy notices where we believe it is appropriate to do so. It is important that you read this Policy together with any other privacy notice or terms we may provide on specific occasions, so that you are fully aware of how and why we are using your data. This Policy supplements these other notices and is not intended to override them.

Your use of our Services, and any dispute over privacy, is subject to this Policy and our Terms of Service incorporated by reference into this Policy.

If you have any questions or concerns about our personal information policies or practices, you can contact us in the methods described in the “Contact Us” section below.

What Types of Information Do We Collect?

We collect information you voluntarily provide directly to us, information that we collect automatically when you interact with the Services, and information collected from third parties. The categories of personal information that we collect and the purposes for which we collect that information are described below.

Categories of Personal Information We Collect

The following list describes the categories of personal information we collect.

• Analytics Information. We collect certain analytics information automatically as you navigate our Services. This includes cookies, tracking pixels, tags or similar tools, which may collect information about your browser, device, geolocation, and interactions with the Services, Site, or emails. For more information, please view the “How Do We Use “Cookies” and Other Tracking Technologies?” section below. We collect this information for the purposes of account creation and management, advertising and marketing, analytics and research, customer service, and website security and maintenance.
• Contact Information includes name, email address, mailing address, and phone number. We collect this information when you provide it directly to us such as signing up for newsletters, requesting information about America Tax Group Services, or filling out a form. We collect this information for the purposes of advertising and marketing, analytics and research, customer service, and website security and maintenance.
• Commercial History includes information regarding your use of our Services. We collect this information for the purposes of advertising and marketing, analytics and research, customer service, and website security and maintenance.
• Communications Information includes information that you submit to us when you contact us for customer service or other purposes. This information includes your Contact Information and the contents of any communications you send to us. We collect this information for the purposes of providing our Services, customer service, and internal analytics and research.
• Consultation Information includes any information you provide to us when you voluntarily request or participate in a consultation on our Site, such as name, email address, phone number, payment and financial information, tax-related or financial records, and information regarding your interests. We collect this information for the purposes of providing our Services, customer service, and website security and maintenance.

How We May Collect, Use, or Share the Information

We reserve the right to collect, use, or share each of the categories of personal information described above for the following purposes:

• For legal purposes. We reserve the right to cooperate with local, provincial, state, federal and international officials in any investigation requiring either personal information or reports about lawful of unlawful user activity on the Site. We also reserve the right to share your personal information to establish, exercise, or defend our legal and property rights, including providing information to others for the purposes of fraud prevention. We may also share your personal information with any person who we reasonably believe may apply to a court or other competent authority for disclosure of that personal information where, in our reasonable opinion, such court or authority would be reasonably likely to order disclosure of that personal information.
• If we are ordered by a legal process or government to provide data about one or more individual users, we will notify those users of our compliance with that order, to the extent permitted by law.
• Business transactions or mergers. We reserve the right to share your personal information with third parties as part of any potential business or asset sale, merger, acquisition, investment, round of funding, or similar type of transaction. Additionally, if we are entering into a corporate transaction with a third party, we may receive personal information in connection with the diligence. If we close a transaction, the third party may transfer personal information, which we would use as described in this Policy.
• Information from our partners. We may collect information from our partners such as market research firms and our affiliates, subsidiaries, joint ventures, or other companies under common control. We may combine that information with other information we collect about you, but we will always use the information as described in this Policy. We collect this information for the purposes of marketing, advertising, research, and analytics.
• With your Consent. In the course of using our Services, you may consent to the sharing of your personal information with various third parties. Where we rely on your consent to share your personal information, we will disclose the categories of data and third party recipients at the time of obtaining your consent.
• With third-party service providers. From time to time, we may enter into arrangements with companies whose expertise is essential to the functionality of our Services. We may disclose to these service providers personal information necessary for them to provide services on our behalf.

How We Use “Cookies” and Other Tracking Technologies

We and our service providers may send one or more cookies to your computer or other device when you visit our Services. We may also use other similar technologies such as tracking pixels, tags, or similar tools when you visit our Services. These technologies can collect data regarding your operating system, browser type, device type, screen resolution, IP address, and other technical information, as well as navigation events and session information as you interact with our Services. This information allows us to understand how you use the Services. These tools may also make this information available to our service providers who provide the analytics and marketing tools we use to collect this information.

What Are Cookies?

Cookies are small files created by websites, including our Services, that reside on your computer’s hard drive and that store information about your use of a particular website. When you access our Services, we use cookies and other tracking technologies to:

• Estimate our audience size and usage patterns;
• Store information about your preferences, allowing us to customize our Services according to your individual needs;
• Contact you to provide you with information or services that you request from us;
• Advertise new content, events, and services that relate to your interests;
• Provide you with more personalized content that is most relevant to your interest areas; and
• Recognize when you return to our Services.

We set some cookies ourselves and others are set by third parties. You can manage your cookies preference as described in the “Managing Your Cookies” section below.

What Types of Cookies Do We Use and Why?

The following chart lists the different types of cookies that we and our service providers may use on the Services, examples of who serves those cookies and links to the privacy notices and opt-out information of those cookie servers. Because the specific cookies we use may vary over time, as well as differ by the specific page you are browsing, the below chart is illustrative only.

We do not use analytical tools in a manner that discloses to third parties that a specific person viewed specific video materials.

How Long Do Cookies Stay on My Device?

Some cookies operate from the time you visit the Services until the end of that particular browsing session. These cookies, which are called “session cookies,” expire and are automatically deleted when you close your Internet browser.

Some cookies will stay on your device between browsing sessions and will not expire or automatically delete when you close your Internet browser. These cookies are called “persistent cookies” and the length of time they will remain on your device will vary from cookie to cookie. Persistent cookies are used for a number of purposes, such as storing your preferences so that they are available for your next visit and to keep a more accurate account of how often you visit the Services, how your use of the Services may change over time, and the effectiveness of advertising efforts.

Managing Your Cookies

It may be possible to block cookies by changing your Internet browser settings to refuse all or some cookies. If you choose to block all cookies (including essential cookies), you may not be able to access all or parts of the Services.

You can find out more about cookies and how to manage them by visiting www.AboutCookies.org.

Does the Site Respond to “Do Not Track” Signals?

Where required by law, America Tax Group recognizes the Global Privacy Control (“GPC”). To learn more about the GPC, please click here. But, as there is currently no industry agreed-upon response to other Do Not Track signals, our Site does not respond differently based on a user’s non-GPC Do Not Track signal.

Advertising and Marketing Choice

We respect your rights in how your personal information is used and shared. If at any time you would like to unsubscribe from receiving future emails, you can email us at info@americataxgroup.com or follow the instructions at the bottom of each email, and we will promptly remove you from future email marketing correspondence. To the extent we engage in text messaging, you can unsubscribe from receiving text messages at any time by replying “STOP” to any text message received. Please note, however, that we may still need to contact you regarding other matters.

How Long Your Personal Information Is Kept

We will retain your personal information until the personal information is no longer necessary to accomplish the purpose for which it was provided. We may retain your personal information for longer periods for specific purposes to the extent that we are obliged to do so in accordance with applicable laws and regulations, to protect you, other people, and us from fraud, abuse, and unauthorized access, as necessary to protect our legal rights, or for certain business requirements.

Our Commitment to Data Security

The security of your personal information is important to us. We take various reasonable organizational, administrative, and technical measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. If required by law to do so, we will notify you and/or the relevant supervisory authority in the event of a data breach.

However, we cannot and do not guarantee complete security, as it does not exist on the Internet.

Third Party Links and Embedded Content

America Tax Group’s Services may contain links to third-party websites. When we provide links, we do so only as a convenience and we are not responsible for any content of any third-party website or any links contained within.

It is important to note that this Policy only applies to America Tax Group’s Services. We are not responsible and assume no responsibility for any personal information collected, stored, or used by any third party as a result of you visiting third-party websites or viewing embedded content. We also advise that you carefully read the privacy notice of any third-party websites you choose to visit.

Professional and Legal Compliance

Attorney-Client Relationship: the information that you provide in connection with seeking any legal advice from the America Tax Group may be protected by the duty of confidentiality and attorney-client privilege, where applicable. America Tax Group and its attorneys comply with the American Bar Associations (ABA) Model Rules of Professional Conduct and applicable state bar rules.

California Privacy Rights

Residents of California (“California Consumers”) have certain rights with respect to the collection, use, transfer, and processing of Personal Information, as defined by the California Consumer Privacy Act as modified by the California Privacy Rights Act (collectively the “CCPA”). Please note that the CCPA does not apply to certain information, such as information that is publicly available or information subject to the Gramm-Leach Bliley Act (“GLBA”). Additionally, we reserve the right to limit these rights where permitted under applicable law, including where your identity cannot be reasonably verified or to the extent your rights adversely affect the rights and freedoms of others.

To exercise any of the rights made available under the CCPA, please contact us via the contact information below. Only you or your authorized agent may make a verifiable consumer request related to your Personal Information. Unless otherwise defined in this Privacy Policy, the terms used in this section shall have the meanings ascribed to them in the CCPA.

Collection of Personal Information

When California Consumers access our Site, we may collect the following Personal Information:

Personal Identifiers

• Name
• Age
• Address
• Email address
• Telephone number
• Date of birth
• Social Security Number
• Account numbers and related financial information
• Business contact information

Characteristics of Protected Classifications

• Age (over 40)
• Sex / gender
• Marital status

Commercial Information

• Information regarding purchases made using our Services

Internet or Other Electronic Network Activity Information

• The Internet Protocol address that relates to the machine or device used to access our Site
• The type of browser and operating system used
• The date and time when the Site is visited
• Device ID if you are on a mobile device
• Web pages displayed
• Certain cookie and online tracking information as described in this Policy

Geolocation Data

• IP based geolocation information

Sensory Data

• Call and Meeting recordings

Professional or Employment Related Information

• Business Contact Information
• Business Reference Information

Inferences

• Inferences we develop based on your interactions with our Services

Sensitive Personal Information

• Social Security Number
• Driver's License Number
• Precise Geolocation
• Financial Account information including log-in, number, and access credentials

The foregoing pieces of information have been collected about our consumers in the past 12 months.

Sources from which Personal Information Is Collected

We may collect the following categories of Personal Information directly from you, from our partners and affiliates, or by logging your interactions with our Services:

• Identifiers, Characteristics, Commercial Information, Biometric Information, Internet, Geolocation, Sensory, Professional, Inferences, and Sensitive.

We may also collect these categories of Personal Information from the following sources:

• Publicly available sources
• Service Providers and Credit Reporting Agencies
• Your representatives or agents

Business or Commercial Purposes for which Personal Information Is Collected

We may use your personal information for the following business purposes:

• Provide you with the Services.
• Communicate with you. To communicate with you about our Site or Services, to send you updates, or to inform you of any changes to the Site or Services.
• Provide customer support. To provide you support or other services you request.
• To communicate about new features. We may send you notifications about new features or information available on our Services or third-party products that we feel might be of interest to you.
• Maintain and improve our Site and Services. We analyze how our users interact with the Site in order to maintain and improve the Site and Services.
• Benchmarking. We may aggregate your information in order to gain insights into our Services. For analytics and marketing purposes. We analyze how our users interact with our Site and utilize our Services to better understand their needs and conduct marketing and advertising activities to promote our brand.
• Prevent fraud and other illegal activities.
• Comply with applicable law.
• Defend our legal rights.

Third Parties to whom Personal Information is Disclosed, Shared, or Sold

America Tax Group may disclose your Personal Information to analytics and service providers, advertisers, business partners and affiliates, and law enforcement (if necessary).

In the preceding 12 months, we have not sold Personal Information about consumers for monetary consideration. Our use of cookies and other tracking technologies may be considered a sale or sharing of Personal Information under the CCPA. Categories of Personal information that we have sold under the CCPA include identifiers and Internet or other similar network activity. Categories of third parties to whom Personal Information is sold under the CCPA include data analytics providers and advertising and marketing providers.

In the preceding 12 months, we have not knowingly sold or shared Personal Information of California Consumers under 16 years of age.

In the preceding 12 months, we have not knowingly sold or shared Sensitive Personal Information (as defined under California Law) of California Consumers for purposes not specifically authorized under the CCPA.

In the preceding 12 months, we have disclosed the following Personal Information about consumers for business purposes:

• Each Category of Information we collect in relation to you. We share this information with our service providers to allow them to perform services on behalf of America Tax Group.
• Internet or Other Electronic Network Activity information. We share with or allow third parties to utilize cookies for marketing or advertising customized to your apparent interests or needs (more information located in the “Information Collected Automatically” section above).

Individual Rights

Right for You to Access Personal Information Collected, Disclosed, or Sold

You have the right to request that America Tax Group disclose the Personal Information it collects, uses, and discloses about you to third parties. Upon receipt of your verifiable Right to Access request, you will receive the following information about you:

• Categories of personal information collected;
• Categories of sources from which personal information are collected;
• Specific pieces of personal information collected about you;
• Business or commercial purpose for collecting, selling, or sharing; and
• Categories of third parties to whom personal information was disclosed.

This information will be provided to you free of charge, unless America Tax Group determines that your request is manifestly unfounded or excessive. You may request this information twice in a 12-month period. This Right to Access is subject to certain restrictions. We will identify in our response to your request if such a restriction applies. America Tax Group employees and employees of America Tax Group business partners and service providers may also make a Right to Access request under the CCPA, subject to certain limitations.

Right to Opt-Out of Targeted Advertising and the Sale or Sharing of Personal Information

America Tax Group does not sell any Personal Information of California Consumers for monetary consideration. However, we may use certain third-party advertising and analytical cookies that may be considered “sales” or “sharing” of data under California law.

California Consumers have the right to opt out of the sale or sharing of personal information. It also allows you the right to opt out from our processing of your personal data for targeted advertising or analytic purposes. To the extent that we utilize cookies and trackers that trigger this right, we will provide you with a means of exercising your right to opt-out through our website, such as a cookie management banner.

America Tax Group responds to the Global Privacy Control to the extent required by law, which allows you to opt-out of the sale or sharing of your personal information if enabled. If you have the GPC enabled, we will not sell or share your personal information. To learn more about the GPC, please visit https://globalprivacycontrol.org/.

Please note that opt-out choices may be stored via cookies. If you clear cookies, if your browser blocks cookies, or if you visit the site from a different browser or device, your opt-out choices may not be recognized or honored.

Right to Request Deletion

You have the right to request that America Tax Group and our service providers erase any Personal Information about yourself which America Tax Group has collected from you upon receipt of a verifiable request. This right is subject to certain restrictions. We will identify in our response to your request if such a restriction applies.

Right of Correction

You have the right to request that America Tax Group and our service providers correct any Personal Information about yourself which America Tax Group has collected from you upon receipt of a verifiable request. This right is subject to certain restrictions. We will identify in our response to your request if such a restriction applies.

Submitting Requests

You can submit an opt-out request through the mechanisms identified in the applicable section above. You can submit all other requests identified above by calling us at (888) 811-2599. You may also submit a request via email at info@americataxgroup.com.

Please note that we reserve the right to limit these rights at any time where permitted under applicable law, including where the personal information collected about you is subject to the GLBA or the or the California Financial Information Privacy Act (CalFIPA), or where your identity cannot be reasonably verified.

We will respond to these consumer requests, if applicable, within 45 days of receipt of the request and without undue delay. If we need to extend this period, we will notify you of the delay and explain the reasonably necessary justifications for our delay.

Verifying Requests

America Tax Group must verify that the person requesting information or deletion is the California Consumer about whom the request relates in order to process the request. To verify a California Consumer’s identity, we may request up to three pieces of Personal Information about you when you make a request to compare against our records. We cannot respond to your request or provide you with Personal Information if we cannot verify your identity. We may also require your authorized agent to provide proof of authorization, such as requiring you to verify your own identity directly with us or directly confirm with us that you provided the authorized agent permission to submit the request on your behalf. Making a verifiable consumer request does not require you to create an account with us. We will only use Personal Information provided in your request to verify your identity. America Tax Group reserves the right to take additional steps as necessary to verify the identity of California Consumers where we have reason to believe a request is fraudulent.

Right of No Retaliation

America Tax Group will not discriminate against you because you exercised any of your rights, including, but not limited to, by:

• Denying goods or services to you.
• Charging different prices or rates for goods or services, including through the use of discounts or other benefits or imposing penalties.
• Providing a different level or quality of goods or services to you.
• Suggesting that you will receive a different price or rate for goods or services or a different level or quality of goods or services.
• Retaliating against an employee, applicant for employment, or independent contractor.

Children’s Privacy

Our Services are not intended for children under 13 years of age, and we do not knowingly collect personal information from children under 13. In the event that we learn that we have collected personal information from a child under age 13 without verification or parental consent, we will immediately delete that information. If you believe that we might have any information from or about a child under 13, please contact us using the information provided in the “Contact Us” section below.

Policy Changes

This Policy may change from time to time. If we need to change this Statement at some point in the future, we will post any changes on this page. If we make a significant or material change to this Statement we will notify you via email. You should check these terms when you use the Site. Your continued use of the Site constitutes acceptance of the most current version of this Statement

Contact Us

If you have any questions about this Privacy Policy, please contact us by email at info@americataxgroup.com or via phone at 1 (888) 811-2599. You can write to us at 10866 Wilshire Blvd, Suite 1560, Los Angeles, CA 90024, ATTN: Marketing and Communications.

You understand and acknowledge that information sent by you will be stored and processed in the United States.