Effective Date: [01/2025]

Last Updated: [01/2025]

1. Introduction

Welcome to GentlesFinancials llc

(“Company,” “we,” “our,” or “us”). Your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your personal information when you visit our website [Insert Website URL] and use our tax preparation services.

By using our website or services, you agree to the terms outlined in this policy. If you do not agree, please do not use our services.

2. Information We Collect

We may collect the following types of personal information:

A. Information You Provide to Us

    •    Full name, address, phone number, and email

    •    Social Security Number (SSN) or Taxpayer Identification Number (TIN)

    •    Financial and tax-related information

    •    Employment and income details

    •    Documents you upload (e.g., W-2s, 1099s, business financials)

B. Information Automatically Collected

    •    IP address and device information

    •    Website usage data (e.g., pages visited, time spent on site)

    •    Cookies and tracking technologies (see Section 6)

3. How We Use Your Information

We use your information to:

    •    Prepare and file tax returns

    •    Communicate with you about your tax services

    •    Verify your identity and prevent fraud

    •    Comply with legal and regulatory obligations

    •    Improve our services and website

We will never sell your personal information.

4. How We Share Your Information

We do not share your personal data except in the following cases:

    •    With Your Consent – When you explicitly authorize sharing your information.

    •    With Service Providers – We may share information with third-party vendors who assist in tax preparation, payment processing, or data security.

    •    For Legal Reasons – If required by law, court order, or government request, we may disclose your information.

    •    In Business Transfers – If Gentles Financials llc is involved in a sale, merger, or acquisition, your information may be transferred.

5. How We Protect Your Information

We implement industry-standard security measures to protect your personal data, including:

    •    Encryption of sensitive data

    •    Secure storage of tax documents

    •    Restricted access to authorized personnel only

    •    Regular security audits and updates

However, no method of transmission over the internet is 100% secure. We encourage you to protect your personal information by using strong passwords and keeping your login credentials confidential.

6. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to improve your experience on our website. You can manage cookie preferences through your browser settings.

7. Your Rights and Choices

Depending on your location, you may have rights under applicable privacy laws, including:

    •    The right to access and request copies of your personal data

    •    The right to correct or update inaccurate information

    •    The right to request deletion of your data (subject to legal retention requirements)

    •    The right to opt out of marketing communications

To exercise these rights, contact us at [Insert Contact Email].

8. Compliance with State and Federal Privacy Laws

We comply with applicable federal and state privacy laws, including:

    •    Gramm-Leach-Bliley Act (GLBA): As a tax preparation service, we follow financial data protection requirements under GLBA.

    •    California Consumer Privacy Act (CCPA): If you are a California resident, you have additional rights, including the right to request details about how your data is used and request deletion of your personal information. We do not sell personal data.

    •    Other State Privacy Laws: If you are a resident of a state with additional privacy protections (such as Colorado, Virginia, Connecticut, or Utah), you may have rights similar to those under the CCPA. We will honor valid requests under applicable laws.

If you have questions about your rights in your state, please contact us at info@gentlesfinancials.com .

9. Data Retention

We retain your personal information only as long as necessary for tax compliance, legal requirements, and business purposes.

10. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices and encourage you to review their policies.

11. Children’s Privacy

Our services are not intended for children under 13, and we do not knowingly collect their data.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with a new effective date.

13. Contact Us

If you have any questions about this Privacy Policy or how your data is handled, contact us at:

Gentles Financials llc

3528327814

info@gentlesfinancials.com

www.gentlesfinancials.com