Global Tax Connect

Privacy Policy

1. Important Information and Who We Are

Purpose of This Privacy Notice

This privacy notice explains how Global Tax Connect processes and uses your personal data when you engage in its tax preparation services. Your privacy is our first priority, and we are committed to protecting your information.

Controller

Global Tax Connect is the data controller for processing your personal data and has determined the purposes for which the data will be processed and the methods to be used.

Contact Details

If you have any queries or concerns about this policy or our practices, please reach out to us at:

Global Tax Connect, LLC

Email: Info@globaltaxconnect.com
Address: 3420 Bristol st, suite 600, Costa Mesa, CA 92626

2. The Information That We Collect

Types of Data

We gather several kinds of information about you, such as:

  • Identity Data: This consists of name, date of birth, social security number, taxpayer identification number, or any other identification number issued by the government.
  • Contact Data: These are the email address, phone number, and the physical address.
  • Financial Data: This comprises your bank statements, income, expenditures, investments, and other financial records that are helpful in filing your taxes.
  • Technical Data: This is your unique Internet Protocol address, the type of browser you used, the operating system of your computer, and other details collected by cookies and related technologies.
  • Usage Data: This includes details about your use of our website and services, such as the pages you visit and the links you follow.

    • In the Event That You Fail to Provide Personal Data

    In situations where we require you to provide personal data to meet legal requirements or as part of the contract we have or are seeking to have with you, and you do not provide such data when asked, we may be unable to fulfill the contract you have with us or the contract which we are negotiating with you. This means that we may not be able to provide you with our tax preparation services.

    3. How is Your Personal Data Collected?

    The methods we use to collect data from you or for you vary. The method includes:

    Direct Interactions

    We may collect your identity, contact, and financial details when you complete forms or through post, phone, email or otherwise. This includes every data that you provide when you:

  • Apply for our services.
  • Register with us on our website.
  • Sign up for one of our services or receive one of our publications.
  • Ask for marketing communications.
  • Tell us what you think, or get in touch with us.

    • Automated Technologies or Interactions

    When you use our website, we may also receive technical information about your device, actions, and usage patterns. Cookies, server logs, and other such technologies collect this personal data. We may also collect technical data concerning you if you use other websites that use our cookies.

    Third Parties or Publicly Available Sources

    We might get your personal information from a variety of public and third-party sources, as listed below:

  • Technical Data: From Analytics providers like Google that help us to know how you interact with our website.
  • Contact, Financial, and Transaction Data: From technical, payment, and delivery services providers.
  • Identity and Contact Data: From other easily accessible sources, such as government databases and credit reference agencies.

    • Changes to the Privacy Policy and Your Duty to Inform Us of Changes

    We may update this privacy policy occasionally. When we do, we will notify you by updating the date at the top of this notice. If significant changes are made, we may also inform you via email. It is important that the data we hold about you is accurate and current. Please keep us informed if there are any changes in your data during your relationship with us.

    Third-Party Links

    Our website may contain links to third-party websites, plug-ins, and applications. If you click on those links or enable those connections, third parties may gather or share information about you. These third-party websites are not under our jurisdiction, and we have no control over their privacy policies. We advise you to read the privacy policies for every website you visit before leaving ours.

    4. How We Use Your Personal Data

    Purposes for Using Your Personal Data

    Your personal information will be used as permitted by law. We will often utilize your personal information in the following situations:

  • Tax Preparation: To prepare and file your tax returns accurately.
  • Customer Support: To respond to your inquiries, provide assistance, and address any issues.
  • Service Improvement: To personalize and improve our services and website functionality.
  • Legal Compliance: To comply with legal obligations, such as tax laws, and respond to lawful requests from government authorities.

    • Marketing and Promotional Offers From Us

    We may use your personal data to explain to you our various services and for clear communication, especially when it comes to marketing and advertising. You will continue to get marketing communications from us if you have chosen to use our services or have requested any information from us and you haven't chosen to unsubscribe from receiving those emails in any instance.

    Third-Party Marketing

    We will not share your personal data with any third-party companies for their marketing purposes without your explicit consent.

    Opting Out

    By clicking the opt-out links in any marketing communication you receive or by contacting us at any time, you can request that we or third parties cease sending you marketing messages. Your choice to stop receiving these marketing messages will not apply to the personal information you have given us in connection with other transactions or service purchases.

    Cookies

    Cookies are little text files that are installed on your computer to gather information about visitor activity and typical internet logs. We use cookies to monitor how visitors use the website and to generate statistical data about website usage.

    Change of Purpose

    Unless we reasonably determine that we need to use your personal data for another reason and that reason is compatible with the original purpose, we will only use it for the purposes for which it was obtained. We will tell you and provide the legal justification if we must use your personal information for an unrelated purpose.

    5. Disclosures of Your Personal Data

    We might disclose your personal information to the following recipient categories:

  • Service Providers: We may share your information with third-party vendors, consultants, and other service providers who perform services on our behalf.
  • Legal Authorities: We may disclose your information to a law enforcement agency, government authority, or other third party if required by law or in good faith belief that such action is necessary to comply with legal obligations.
  • Business Transfers: We may share or transfer your information in the event of a merger, sale of company assets, financing, or the purchase of all or a portion of our business by another firm.

    • We demand that all third parties protect the confidentiality of your personal information and handle it legally. We only give our third-party service providers permission to treat your personal data for the purposes that we specify and in line with our instructions; we do not allow them to use it for their own purposes.

    6. International Transfers

    It is possible for your personal information to be processed and transferred to nations other than your home country. There's a chance that the data protection regulations in these nations differ from those in your own. However, we take steps to ensure that your personal data receives an adequate level of protection wherever it is processed, in accordance with this privacy policy.

    7. Data Security

    We have put in place the proper security measures to guard against unintentional loss, use, unauthorized access, alteration, and disclosure of your personal information. Additionally, we only allow employees, representatives, contractors, and other third parties who need access to your personal information for business purposes. They will only process your personal information as directed by us, and they are required to protect its confidentiality. We have procedures in place to deal with any suspected data security breaches, and we will notify you and any applicable regulator of a breach where we are legally required to do so.

    8. Data Retention

    How Long Will We Use Your Personal Data?

    Your personal information will only be kept by us for as long as is required to accomplish the goals for which it was obtained, including meeting any legal, accounting, or reporting obligations.

    The appropriate retention period for personal data is determined by taking into account the quantity, nature, and sensitivity of the personal data, the potential harm from unauthorized use or disclosure of your personal data, the purposes for which we process your personal data, and whether we can achieve those purposes in another way, and the applicable legal requirements.

    9. Your Legal Rights

    According to data protection laws, you can be entitled to a number of protections for your personal data. Among them are the following:

  • Request Access: You can request access to your personal information (often referred to as a "data subject access request") to verify that we are processing your personal data legitimately and obtain a copy of the information we have about you.
  • Request Correction: Of the data that we hold. This gives you the option to have any erroneous or incomplete information we may have about you updated, albeit we might need to confirm the veracity of any new information you give us.
  • Request Erasure: Of your personal data. This gives you the ability to request that we erase or remove personal information when there is no legitimate reason for us to keep using it.
  • Object to Processing: If we process your personal data on the basis of our (or a third party's) legitimate interests and you consider that it violates your fundamental rights and freedoms due to a specific circumstance, you may choose to object.
  • Request Restriction of Processing: Of your personal data. In the following situations, you can request that we stop processing your personal data: (a) if you want us to confirm the accuracy of the data; (b) if you object to our using the data but want us to keep it indefinitely; (c) if you need us to keep the data even after we no longer need it because you need it to establish, exercise, or defend legal claims; or (d) if you have objected to our using the data but we need to confirm whether we have overriding legitimate grounds to use it.
  • Request the Transfer: Of your personal data to you or a third party. We will provide you with your personal data in a structured, commonly used, and machine-readable format. This right only applies to automated data that we used to carry out a contract with you or to data that we utilized with your initial consent.

    • What We May Need From You

    We might need to ask for specific information from you to verify your identity, protect your right to access your personal data and exercise any other rights.

    Time Limit to Respond

    All valid inquiries are attempted to be answered within a month. It can take us longer if your request is complicated or if you've made multiple requests. If this is the case, we will let you know and provide you with updates.

    10. Definitions

    Lawful Basis

  • Contract Performance: Processing your data is necessary for the performance of a contract.
  • Consent: You have explicitly authorized us to use your data for the purposes for which it has been collected.
  • Legitimate Interests: Processing your personal data is necessary for our legitimate interests, provided these do not override your rights.
  • Legal Obligations: Processing is required to fulfill a legal requirement.

    • Third Parties

    Your information might be disclosed to dependable outside service providers who help us provide our services.

    Disputes

    If you have a dispute about your personal data, we will assist you in resolving the matter. If an agreement cannot be reached, you can file a complaint with a supervisory authority.

    This privacy policy shall be effective from [Effective Date]. We appreciate your confidence in Global Tax Connect with your Personal Data. We value the privacy of our clients and ensure that the services we offer are secure and can be relied on.