Tax Deferral Strategies, LLC
Updated: December 4, 2020
We respect the privacy of everyone who visits our website and are dedicated to protecting consumer privacy on the Internet.
Tax Deferral Strategies, LLC (“DeferTax”, “we” or “our”) believes it is essential that we maintain the privacy of the personal information that you provide to us and that we obtain in connection with providing our products and services to you. DeferTax has a standing policy of protecting the confidentiality and security of information we collect about our clients. We will not share non-public information about our clients (“Information,” as further described below) with third parties, except for the specific purposes described below. This notice describes the Information we may gather and the circumstances under which we may share it.
DeferTax limits the use, collection, and retention of such information to what we believe is necessary or useful to conduct our business and to provide and offer you quality products and services, as well as other opportunities that may be of interest to you. Information collected may include, but is not limited to name, address, telephone number, tax identification number, date of birth, employment status, annual income, and net worth for individuals and other identifying documentation for institutions.
In providing products and services to you, we collect nonpublic personal information about you from the following sources:
Because we must maintain accurate records, DeferTax has established procedures to maintain the accuracy of your information and to keep such information current and complete. If our clients desire to review any file we may maintain, please contact us. If our clients notify us that any Information is incorrect, we will review it and make revisions as appropriate. Information collected in connection with, or in anticipation of, any claim or legal proceeding may not be made available.
DeferTax places strict limits on who receives specific information regarding your personally identifiable data. As a rule, we do not disclose personal information we collect to others. However, because we rely on certain third parties for services that enable us to provide our advisory services to you, such as our attorneys, auditors, other consultants, brokers, software providers, and custodians who, in the ordinary course of providing their services to us, may require access to information, we may share non-public personal information with such third-parties. Additionally, we will share such information where required by legal or judicial process, such as a court order, or otherwise to the extent permitted under the federal privacy laws.
Our employees are required to protect the confidentiality of Information and to comply with our established policies. They may access Information only when there is an appropriate reason to do so, such as the execution of transactions on behalf of our clients. We also maintain physical, electronic and procedural safeguards to protect Information, which comply with Federal standards.
We may also disclose such information to others upon your instructions and you may amend this provision, and/or rescind your request at any time in writing.
When you visit our site, some information may also be automatically collected through the use of log files, such as your computer’s Internet Protocol (IP) address, your computer’s operating system, the browser type, the address of a referring website and your activity on the site. We use this information for purposes such as analyzing trends, administering the site, improving customer service, diagnosing problems with our servers, tracking user movement, and gathering broad demographic information for aggregate use. We may also automatically collect certain information through the use of “cookies.”
Cookies are small data files that are stored on a user’s hard drive at the request of a website to enable the site to recognize users who have previously visited them and retain certain information such as customer preferences and history. If we combine cookies with or link them to any of the personally identifying information, we treat this information as personal information. If you wish to block, erase, or be warned of cookies, please refer to your browser instructions or help screen to learn about these functions. However, if your browser is set not to accept cookies or if a user rejects a cookie, you will not be able to access certain site features or services.
We may also use third parties to provide certain functionalities (such as maps), or to collect, track and analyze non-personally identifiable usage and volume statistical information from users, such as the user’s browser type, operating system, browsing behavior and demographic information.
These third parties may collect personal information from you in connection with the services they provide and may place cookies, web beacons or other devices on your computer to collect nonpersonal information which may be used, among other things, to deliver advertising targeted to your interests and to better understand the usage and visitation of our site and the other sites tracked by these third parties.
We are not responsible for, and do not control, any actions or policies of any third party service providers.
Your Access to and Control Over Information. You may opt out of any future contacts from us at any time. You can do the following at any time by contacting us via the email address or phone number given on our website: