top of page

Financial Privacy Notice

​

Effective Date: [Insert Date]
Last Updated: 11/2024

 

At GMG Tax, Insurance & Business Services, your privacy is important to us. This Financial Privacy Notice explains how we collect, use, and protect your personal financial information and your rights under applicable laws, including the Gramm-Leach-Bliley Act (GLBA).

 

1. Information We Collect

 

We may collect the following types of personal financial information:

  • Personal Identifiers: Name, address, email, phone number, Social Security number.

  • Financial Information: Tax returns, income details, payment information, insurance policy numbers.

  • Transaction Information: Records of services provided and payments made.

  • Business Information: Details about your company for tax and consulting purposes.

 

2. How We Use Your Information

 

We use your financial information to:

  • Provide tax preparation, insurance services, and business consulting.

  • Process payments and manage client accounts.

  • Comply with legal, regulatory, and professional requirements.

  • Communicate with you regarding your services and appointments.

 

3. How We Share Your Information

 

We do not sell your personal financial information. However, we may share your information with:

  1. Service Providers: To assist in processing payments, managing client accounts, or providing IT support.

  2. Regulatory Authorities: As required by law or to comply with legal processes.

  3. Authorized Representatives: With your consent, we may share information with accountants, attorneys, or other professionals involved in your financial planning.

 

4. Your Privacy Rights

 

As a customer, you have the following rights:

  1. Right to Opt-Out:

    • You may limit the sharing of your personal financial information with non-affiliated third parties for marketing purposes.

    • To opt-out, please contact us using the details provided below.

  2. Right to Access:

    • You may request details about the information we collect and how we use it.

  3. Right to Correct:

    • You may request corrections to any inaccuracies in your personal information.

  4. Right to Delete:

    • Subject to certain exceptions, you may request the deletion of your personal financial information.

 

5. Data Security

 

We take the following measures to safeguard your information:

  • Encryption: Secure transmission and storage of sensitive data.

  • Access Controls: Restricted access to financial data to authorized personnel only.

  • Regular Audits: Routine checks to identify and address vulnerabilities.

 

6. Data Retention

 

We retain personal financial information only as long as necessary to fulfill our obligations or comply with legal requirements. After this period, the information is securely destroyed.

 

7. Changes to This Notice

 

We may update this Financial Privacy Notice periodically. Any updates will be posted on this page with a revised "Last Updated" date.

 

8. Contact Us

 

If you have questions about this Financial Privacy Notice or wish to exercise your privacy rights, please contact us:

bottom of page