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Effective Date: 01/2000
Last Updated: 11/2024

 

At GMG Tax, Insurance & Business Services, we respect your privacy and are committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and share your information in compliance with the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA).

 

1. Information We Collect

 

We may collect the following categories of personal information from you:

  • Identifiers: Name, email address, phone number, mailing address.

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

  • Professional Information: Employer details, business records, tax-related documents.

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

  • Sensitive Personal Information: Tax identification numbers, insurance policy details, and financial data.

 

2. How We Use Your Information

 

We collect and use your personal information for the following purposes:

  • To provide tax, insurance, and business consulting services.

  • To process payments and manage client accounts.

  • To communicate with you about your inquiries or appointments.

  • To comply with legal and regulatory requirements.

  • To improve our website and services.

 

3. Sharing Your Information

 

We do not sell your personal information. However, we may share it with the following third parties:

  • Service Providers: Companies that assist with payment processing, tax filing, or IT support.

  • Government Agencies: As required by law for compliance with tax or insurance regulations.

  • Third-Party Tools: Platforms for website analytics or client communication (e.g., Google Analytics).

 

4. Your Rights Under California Law

 

As a California resident, you have the following rights:

  • Right to Know: Request information about the categories and specific pieces of personal data we collect and how we use them.

  • Right to Delete: Request that we delete your personal information, subject to certain exceptions.

  • Right to Correct: Request corrections to inaccurate personal information we hold.

  • Right to Opt-Out: Opt out of the sale or sharing of your personal information (not applicable here as we do not sell personal data).

  • Right to Limit Use of Sensitive Information: Limit the use or disclosure of sensitive personal information.

To exercise these rights, please contact us at:

 

5. Data Security

 

We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, disclosure, or misuse. However, no system can be completely secure, and we cannot guarantee the security of your information.

 

6. Retention of Personal Information

 

We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected or as required by law.

 

7. Non-Discrimination

 

We will not discriminate against you for exercising your CCPA rights. This includes denying services, charging different prices, or providing a different quality of service.

 

8. Cookies and Tracking Technologies

 

Our website uses cookies to enhance your browsing experience and collect information about site usage. You can manage your cookie preferences through your browser settings.

 

9. Updates to This Privacy Policy

 

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

 

10. Contact Us

 

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

Privacy Policy

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