Privacy Policy.
The privacy of our clients is extremely important to Assurance Tax & Accounting Group, and we are dedicated to upholding and respecting that fact. Below is an explanation of our privacy policy as of December 2024. If there are changes to this privacy policy we will make them on this page, so check back for any updates to this policy.
Our Services
We provide accounting, financial planning, and tax planning/preparation services to our clients. We do work with third party providers to offer additional services and enhance the experience for our clients. These third party providers have their own privacy policy which is readily available to you on their website.
What Information Do We Collect?
When you subscribe to our newsletter from any page on the site by clicking on the "Sign Me Up" link, we collect your email address and your first and last name are optional.
When you fill out our contact form in the footer of any page, we collect your first and last name, your email address, and information regarding your particular tax or financial situation.
How We Use Your Information
When you subscribe to our newsletter from any page on the site by clicking on the "Sign Me Up" link, your information is routed to our designated e-mail list. All the information we collect on the newsletter form is used to email you tax information, tax tips, financial planning tips, and sometimes we may include information on our tax and accounting services. You may unsubscribe at any time by clicking the unsubscribe button at the bottom of any of the emails you receive from us.
When you fill out our contact form in the footer of any page, your information is used to determine your tax or financial information needs. This form is used to request a free consultation or request additional information in the areas of accounting, tax planning, tax preparation, or financial planning. Your information is only used to determine how we can best serve your needs. We will not sell or share your information with any third party for marketing purposes.
With Whom We May Share Your Information
We may share the information you provide us with other businesses to perform certain services for you. We will take necessary steps to ensure these third party service providers protect your information on our behalf. Except as otherwise noted in this policy, your information will not be shared with any other provider.
We reserve the right to disclose your information when there is reason to believe divulging this information is required to identify, contact, or bring legal action against anyone who may be causing damage to or interfering with (either deliberately or inadvertently) our rights or possessions, other visitors, or anyone else that could be harmed by such activities. We also reserve the right to divulge your information when it is required by law.
DataWe collect personal and activity data, which may be linked.
We use technologies like cookies (small files stored on your browser), web beacons, or unique device identifiers to identify your computer or device so we can deliver a better experience. Oursystems also log information like your browser, operating system and IP address.
We also may collect personally identifiable information that you provide to us, such as your name, address, phone number or email address. With your permission, we may also access other personal information on your device, such as your phone book, calendar or messages, inorder to provide services to you. If authorized by you, we may also access profile and other information from services like Facebook.
Our systems may associate this personal information with your activities in the course of providing service to you (such as pages you view or things you click on or search for).
We do not knowingly contact or collect personal information from children under 13. If you believe we have inadvertently collected such information, please contact us so we can promptly obtain parental consent or remove the information.
LocationWe may collect and share anonymous location data.To customize our service for you, we and our partners may collect, use, and share preciselocation data, including the real-time geographic location of your computer or device. This location data is collected anonymously in a form that does not personally identify you and isused only to provide and improve our service. We may obtain your consent on your first use of the service.
AccessYou can request to see or delete your personal data. You can sign into your account to see or delete any personally identifiable information we have stored, such as your name, address, email or phone number. You can also contact us by email to request to see or delete this information.
DeletionWe may keep data indefinitely.
SharingWe may share personal data with companies we trust.
We may share personally identifiable information (such as name, address, email or phone) with trusted partners in order to provide you with relevant advertising, offers or services.
California residents are legally entitled (at no charge and no more than once annually) to request information about how we may have shared your information with others for direct marketing purposes. Contact us for this information: [email protected].
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Ad TrackingAd companies collect anonymous data. You can opt out. Ad companies may use and collect anonymous data about your interests to customize content and advertising here and in other sites and applications. Interest and location data may be linked to your device, but is not linked to your identity.
ContactYou can ask privacy questions.
If you have any questions or concerns about our privacy policies, please contact us: [email protected].
VendorsService providers access data on our behalf.
In order to serve you, we may share your personal and anonymous information with other companies, including vendors and contractors. Their use of information is limited to these purposes, and subject to agreements that require them to keep the information confidential. Our vendors provide assurance that they take reasonable steps to safeguard the data they hold on our behalf, although data security cannot be guaranteed.
Analytics companies may access anonymous data (such as your IP address or device ID) to help us understand how our services are used. They use this data solely on our behalf. They do not share it except in aggregate form; no data is shared as to any individual user. Click to see company privacy policies that govern their use of data.
Vendors access data on our behalf.
In order to serve you, we may share your personal and anonymous information with other companies, including vendors and contractors. Their use of information is limited to these purposes, and subject to agreements that require them to keep the information confidential. Our vendors provide assurance that they take reasonable steps to safeguard the data they hold on our behalf, although data security cannot be guaranteed.
Analytics providers access data on our behalf.
Analytics companies may access anonymous data (such as your IP address or device ID) to help us understand how our services are used. They use this data solely on our behalf. They do not share it except in aggregate form; no data is shared as to any individual user. Click to see company privacy policies that govern their use of data.
SpecialSpecial situations may require disclosure of your data.
To operate the service, we also may make identifiable and anonymous information available to third parties in these limited circumstances: (1) with your express consent, (2) when we have a good faith belief it is required by law, (3) when we have a good faith belief it is necessary to protect our rights or property, or (4) to any successor or purchaser in a merger, acquisition, liquidation, dissolution or sale of assets. Your consent will not be required for disclosure in these cases, but we will attempt to notify you, to the extent permitted by law to do so.
MoreOur privacy policy may change from time to time.
Instructions to Opt-Out of Future Communications
You can opt-out of future communications from us by clicking on the unsubscribe link at the bottom of every email we send you in our newsletter emails. You can also send an e-mail to [email protected] and request to be removed from our email list. You may also mail us a removal request by sending mail to: 8676 Goodwood Blvd #102, Baton Rouge, LA 70806. Please specify email removal request in your letter.
If you have any questions about this policy, please do not hesitate to contact us.
Our Services
We provide accounting, financial planning, and tax planning/preparation services to our clients. We do work with third party providers to offer additional services and enhance the experience for our clients. These third party providers have their own privacy policy which is readily available to you on their website.
What Information Do We Collect?
When you subscribe to our newsletter from any page on the site by clicking on the "Sign Me Up" link, we collect your email address and your first and last name are optional.
When you fill out our contact form in the footer of any page, we collect your first and last name, your email address, and information regarding your particular tax or financial situation.
How We Use Your Information
When you subscribe to our newsletter from any page on the site by clicking on the "Sign Me Up" link, your information is routed to our designated e-mail list. All the information we collect on the newsletter form is used to email you tax information, tax tips, financial planning tips, and sometimes we may include information on our tax and accounting services. You may unsubscribe at any time by clicking the unsubscribe button at the bottom of any of the emails you receive from us.
When you fill out our contact form in the footer of any page, your information is used to determine your tax or financial information needs. This form is used to request a free consultation or request additional information in the areas of accounting, tax planning, tax preparation, or financial planning. Your information is only used to determine how we can best serve your needs. We will not sell or share your information with any third party for marketing purposes.
With Whom We May Share Your Information
We may share the information you provide us with other businesses to perform certain services for you. We will take necessary steps to ensure these third party service providers protect your information on our behalf. Except as otherwise noted in this policy, your information will not be shared with any other provider.
We reserve the right to disclose your information when there is reason to believe divulging this information is required to identify, contact, or bring legal action against anyone who may be causing damage to or interfering with (either deliberately or inadvertently) our rights or possessions, other visitors, or anyone else that could be harmed by such activities. We also reserve the right to divulge your information when it is required by law.
DataWe collect personal and activity data, which may be linked.
We use technologies like cookies (small files stored on your browser), web beacons, or unique device identifiers to identify your computer or device so we can deliver a better experience. Oursystems also log information like your browser, operating system and IP address.
We also may collect personally identifiable information that you provide to us, such as your name, address, phone number or email address. With your permission, we may also access other personal information on your device, such as your phone book, calendar or messages, inorder to provide services to you. If authorized by you, we may also access profile and other information from services like Facebook.
Our systems may associate this personal information with your activities in the course of providing service to you (such as pages you view or things you click on or search for).
We do not knowingly contact or collect personal information from children under 13. If you believe we have inadvertently collected such information, please contact us so we can promptly obtain parental consent or remove the information.
LocationWe may collect and share anonymous location data.To customize our service for you, we and our partners may collect, use, and share preciselocation data, including the real-time geographic location of your computer or device. This location data is collected anonymously in a form that does not personally identify you and isused only to provide and improve our service. We may obtain your consent on your first use of the service.
AccessYou can request to see or delete your personal data. You can sign into your account to see or delete any personally identifiable information we have stored, such as your name, address, email or phone number. You can also contact us by email to request to see or delete this information.
DeletionWe may keep data indefinitely.
SharingWe may share personal data with companies we trust.
We may share personally identifiable information (such as name, address, email or phone) with trusted partners in order to provide you with relevant advertising, offers or services.
California residents are legally entitled (at no charge and no more than once annually) to request information about how we may have shared your information with others for direct marketing purposes. Contact us for this information: [email protected].
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Ad TrackingAd companies collect anonymous data. You can opt out. Ad companies may use and collect anonymous data about your interests to customize content and advertising here and in other sites and applications. Interest and location data may be linked to your device, but is not linked to your identity.
ContactYou can ask privacy questions.
If you have any questions or concerns about our privacy policies, please contact us: [email protected].
VendorsService providers access data on our behalf.
In order to serve you, we may share your personal and anonymous information with other companies, including vendors and contractors. Their use of information is limited to these purposes, and subject to agreements that require them to keep the information confidential. Our vendors provide assurance that they take reasonable steps to safeguard the data they hold on our behalf, although data security cannot be guaranteed.
Analytics companies may access anonymous data (such as your IP address or device ID) to help us understand how our services are used. They use this data solely on our behalf. They do not share it except in aggregate form; no data is shared as to any individual user. Click to see company privacy policies that govern their use of data.
Vendors access data on our behalf.
In order to serve you, we may share your personal and anonymous information with other companies, including vendors and contractors. Their use of information is limited to these purposes, and subject to agreements that require them to keep the information confidential. Our vendors provide assurance that they take reasonable steps to safeguard the data they hold on our behalf, although data security cannot be guaranteed.
Analytics providers access data on our behalf.
Analytics companies may access anonymous data (such as your IP address or device ID) to help us understand how our services are used. They use this data solely on our behalf. They do not share it except in aggregate form; no data is shared as to any individual user. Click to see company privacy policies that govern their use of data.
SpecialSpecial situations may require disclosure of your data.
To operate the service, we also may make identifiable and anonymous information available to third parties in these limited circumstances: (1) with your express consent, (2) when we have a good faith belief it is required by law, (3) when we have a good faith belief it is necessary to protect our rights or property, or (4) to any successor or purchaser in a merger, acquisition, liquidation, dissolution or sale of assets. Your consent will not be required for disclosure in these cases, but we will attempt to notify you, to the extent permitted by law to do so.
MoreOur privacy policy may change from time to time.
Instructions to Opt-Out of Future Communications
You can opt-out of future communications from us by clicking on the unsubscribe link at the bottom of every email we send you in our newsletter emails. You can also send an e-mail to [email protected] and request to be removed from our email list. You may also mail us a removal request by sending mail to: 8676 Goodwood Blvd #102, Baton Rouge, LA 70806. Please specify email removal request in your letter.
If you have any questions about this policy, please do not hesitate to contact us.
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2024 | Assurance Tax & Accounting Group | Privacy Policy | Terms and Conditions
