At Investors Accounting, we are committed to protecting your privacy and maintaining the confidentiality of your personal information. This Privacy Policy outlines how we collect, use, and safeguard your data when you engage with our website, social media platforms, and services related to real estate tax strategy and financial consulting.

1. Information We Collect

When you interact with Investors Accounting, we may collect the following types of personal information:

• Personal Information: This includes your name, phone number, email address, business details, and any other information you provide during consultations, registration, or through direct communication with us.
• Financial & Tax Information: If applicable, we may collect financial records, business entity details, tax history, and other relevant financial data necessary for providing tax strategy services.
• Usage Data: We may collect data related to how you access and use our services, such as IP address, browser type, operating system, and browsing behavior through cookies or similar technologies.

2. How We Use Your Information

The information we collect is used for the following purposes:

• Service Delivery: To provide, maintain, and improve our tax strategy and consulting services, ensuring a customized experience tailored to your financial needs.
• Client Communication: To respond to inquiries, provide updates on tax strategies, and ensure smooth client engagement. With your consent, we may send service updates, reminders, and notifications via email or SMS.
• Marketing and Promotions: If you opt-in, we may use your contact information to send newsletters, promotional offers, or educational content related to real estate investing and tax strategies. You may unsubscribe at any time.
• Legal and Compliance Purposes: To comply with applicable laws, regulations, and professional obligations, including financial record keeping and tax compliance requirements.

3. Sharing of Personal Information

Investors Accounting will not sell, trade, or disclose your personal information to third parties, except in the following circumstances:

SMS opt-in or phone numbers for the purpose of SMS are not shared with any third parties or affiliate companies for marketing purposes.

• Service Providers: We may share your information with trusted third-party service providers who assist in delivering our services (e.g., secure data storage, tax preparation software, client management systems). These providers are required to protect your information and use it solely for the purposes outlined in our agreements.
• Legal Requirements: We may disclose personal information if required by law, such as to comply with a subpoena, legal proceeding, or government request.
• Client-Approved Tax or Financial Professionals: If you engage third-party accountants, attorneys, or financial advisors, we may share relevant information with them, upon your explicit request and consent.

4. Consent and Opt-In for SMS & Email Communication

By using Investors Accounting, you consent to the collection, use, and sharing of your personal information as outlined in this Privacy Policy.

If you provide your phone number or email for communication, you expressly consent to receive messages related to our services, including appointment reminders, tax updates, and client notifications. You may opt out at any time by replying “STOP” to an SMS or by unsubscribing via email.

5. Data Security and Retention

We implement industry-standard security measures to protect your personal information from unauthorized access, use, or disclosure. This includes encryption, secure networks, and controlled access to sensitive data.

• We retain your personal information only as long as necessary to fulfill the purposes for which it was collected or as required by law.
• When no longer needed, your data will be securely deleted or anonymized.
• While we strive to protect your data, no method of transmission over the internet is entirely secure, and we cannot guarantee absolute security.

6. Your Rights and Choices

You have the right to:

• Access & Correct: Request access to the personal information we hold about you and request corrections to any inaccuracies.
• Data Deletion: Request the deletion of your personal information, subject to legal or contractual obligations.
• Withdraw Consent: Withdraw your consent to the collection and use of your personal information at any time, provided this does not affect the lawfulness of processing based on prior consent.
• Opt-Out: Opt out of marketing communications or SMS messages by following the instructions provided in these communications.

To exercise any of these rights, please contact us using the details provided below.

7. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to:

• Enhance your user experience.
• Analyze website traffic and visitor behavior.
• Tailor content to user preferences.

You can control the use of cookies through your browser settings. Disabling cookies may affect your ability to use certain features of our website.

8. Updates to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, services, or legal obligations. Any updates will be posted on this page, and we encourage you to review the policy periodically to stay informed about how we protect your privacy.

9. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy, or if you wish to exercise any of your rights, please contact us via:

Email: info@investorsaccounting.com
Phone: (678) 690-5282
Address: 1755 North Brown Road Suite  200,
Lawrenceville, GA 30043

We are committed to addressing any concerns promptly and ensuring your privacy is respected.