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Data Policy

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

 

At GMG Tax, Insurance & Business Services, we are committed to ensuring the responsible collection, use, storage, and protection of your personal and financial data. This Data Policy outlines how we handle information in compliance with applicable California laws, including the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA).

 

1. Data We Collect

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We may collect the following types of data to provide our services:

  • Personal Identifiers: Name, address, email, phone number, and date of birth.

  • Financial Information: Social Security numbers, tax documents, payment details.

  • Professional Information: Employer details, business financial records.

  • Internet Activity: IP addresses, browser type, and interactions with our website.

  • Sensitive Information: Insurance policy details, government identification numbers.

 

2. How We Use Your Data

 

We use your data to:

  • Provide tax, insurance, and business services.

  • Communicate with you regarding appointments, inquiries, and service updates.

  • Process payments and manage client accounts.

  • Comply with legal and regulatory requirements.

  • Improve our services and website functionality.

 

3. Data Storage and Retention

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  • Storage: Your data is securely stored on encrypted servers and systems.

  • Retention Period:

    • Personal and financial data is retained only as long as necessary to provide services or comply with legal requirements.

    • Tax-related documents may be retained for up to 7 years, in line with regulatory standards.

  • Data Disposal: When no longer needed, data is securely destroyed using industry-standard methods.

 

4. Sharing Your Data

 

We do not sell your personal data. However, we may share data with trusted third parties, including:

  • Service Providers: For secure payment processing, IT support, and document management.

  • Regulatory Authorities: When required by law or in response to lawful requests.

  • Third-Party Tools: Platforms that assist in communication, analytics, or service delivery.

 

5. Your Rights Under California Law

 

California residents have the following rights regarding their data:

  • Right to Know: Request information about the data we collect and how it is used.

  • Right to Access: Obtain a copy of your personal data.

  • Right to Delete: Request deletion of your data, subject to certain legal or business obligations.

  • Right to Correct: Request corrections to inaccurate or incomplete personal data.

  • Right to Opt-Out: Opt out of data sharing for marketing or analytics purposes.

  • Right to Limit Use of Sensitive Information: Restrict how your sensitive information is used or disclosed.

To exercise these rights, please contact us at:

  • Email: [Insert Email Address]

  • Phone: [Insert Phone Number]

 

6. Data Security Measures

 

We implement robust security measures to protect your data:

  • Encryption for data in transit and at rest.

  • Access controls to limit data access to authorized personnel.

  • Routine audits to identify and address vulnerabilities.

 

7. Cookies and Tracking Technologies

 

Our website uses cookies to:

  • Enhance user experience.

  • Analyze website traffic.

  • Provide tailored content.
    You can manage cookie preferences through your browser settings.

 

8. Changes to This Policy

 

We may update this Data Policy periodically to reflect changes in our practices or legal requirements. Any updates will be posted on this page with a revised "Last Updated" date.

 

9. Contact Us

 

If you have questions or concerns about this Data Policy, or to exercise your rights, please contact us:

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