1. Application
P4 Tax & Consulting, LLC understands that your privacy is important to you. This notice outlines how your Personal Information will be protected. By using the services of P4 Tax & Consulting, LLC or visiting its website, you agree to the terms of this Privacy Policy. If you do not agree to the use of your Personal Information as outlined, please contact us at:
P4 Tax & Consulting Contact Page
- Definitions
2.1 In this Policy:
(a) “P4 Tax & Consulting, LLC” refers to P4 Tax & Consulting, LLC.
(b) “Personal Information” means any information or opinion, whether true or not, and whether recorded in a material form or not, about an individual whose identity is apparent or can reasonably be ascertained. This may include your name, mailing address, phone number, email address, and other information you choose to provide or that is required for the purposes of dealing with P4 Tax & Consulting, LLC as a customer, potential customer, supplier, contractor, job applicant, or other stakeholder. This expressly excludes photographs unless otherwise stated.
(c) “Website” refers to:
- How Personal Information Is Collected
3.1 P4 Tax & Consulting, LLC may collect Personal Information directly from you when you:
- contact us by phone, mail, email, SMS/text message, or through our Website;
- complete a form on our Website;
- request information about our services;
- schedule a consultation;
- download resources from our Website; and/or
- otherwise communicate with us.
3.2 Personal Information may also be collected from publicly available sources or third parties where permitted by law.
3.3 If you provide Personal Information about another individual (other than a minor), you must obtain their consent and inform them of this Privacy Policy before providing their information.
- How Your Personal Information May Be Used
4.1 P4 Tax & Consulting, LLC may use your Personal Information for the following purposes:
(a) responding to your inquiries and providing information about our services;
(b) delivering services requested by you;
(c) providing updates, newsletters, marketing communications, and service-related information that may be relevant to you unless you opt out;
(d) complying with legal and regulatory obligations;
(e) managing and resolving complaints or disputes;
(f) carrying out internal administrative and operational functions;
(g) conducting market research and improving our services; and
(h) any other purpose with your consent, whether written, verbal, electronic, or implied.
4.2 P4 Tax & Consulting, LLC will not use or authorize the use of your Personal Information for any purpose other than those described above or otherwise disclosed to you at the time of collection.
4.3 If your phone number is registered on a federal or state “Do Not Call” registry, by providing your phone number to P4 Tax & Consulting, LLC, you expressly consent to receiving calls and communications from us related to our services and acknowledge that such communications may not constitute unsolicited telemarketing calls.
4.4 P4 Tax & Consulting, LLC will not sell, rent, or share your Personal Information with third parties for their marketing purposes.
4.5 Mobile Opt-In for SMS/Text Messaging Communications
Clients and prospects opt in to receive SMS/text messages from P4 Tax & Consulting, LLC by submitting website forms and checking the unchecked SMS consent checkbox presented on those forms.
By providing your phone number to P4 Tax & Consulting, LLC, you expressly consent to receive SMS/text messages from us regarding appointments, reminders, account notifications, tax-related updates, service-related communications, and marketing messages where permitted by law.
Message frequency may vary depending on your interactions with us and the services requested.
Message and data rates may apply depending on your mobile carrier and service plan.
You may opt out of SMS communications at any time by replying STOP to any text message. After opting out, no further SMS messages will be sent unless you provide consent to opt in again.
For assistance, reply HELP to any message or contact P4 Tax & Consulting through our website contact page below. Reply STOP to opt out. Message frequency may vary. Message and data rates may apply.
P4 Tax & Consulting Contact Page
SMS consent and mobile information will not be shared, sold, rented, or disclosed to third parties or affiliates for marketing or promotional purposes.
- Opt-Out Rights
5.1 You may opt out of receiving direct marketing communications from P4 Tax & Consulting, LLC at any time by:
- replying STOP to any SMS/text message;
- using the unsubscribe link included in marketing emails where applicable; or
- contacting us directly through our website:
P4 Tax & Consulting Contact Page
- Disclosure of Personal Information
6.1 P4 Tax & Consulting, LLC may disclose your Personal Information only in the following circumstances:
(a) to your authorized representative with your consent, whether written, verbal, electronic, or implied;
(b) to accountants, legal advisors, IT service providers, payment processors, financial institutions, governmental agencies, law enforcement, or regulatory authorities where necessary to provide services or comply with legal obligations; and
(c) where disclosure is otherwise permitted or required by law.
- Protection of Personal Information
7.1 Personal Information collected by P4 Tax & Consulting, LLC may be stored electronically and/or in hard copy format. We take commercially reasonable measures to safeguard Personal Information against loss, misuse, unauthorized access, disclosure, alteration, or destruction.
7.2 Access to Personal Information is restricted to authorized personnel and service providers who require access to perform legitimate business functions.
7.3 If P4 Tax & Consulting, LLC determines that Personal Information is no longer needed for the purpose for which it was collected, we will take reasonable steps to securely destroy or permanently de-identify that information where required by law.
- Access to and Correction of Personal Information
8.1 You may request access to Personal Information held by P4 Tax & Consulting, LLC by contacting us through our website:
P4 Tax & Consulting Contact Page
8.2 Access may be denied in certain circumstances permitted by law, including where disclosure would impact the privacy of others, reveal confidential commercial information, or pose security or legal concerns.
8.3 If you believe your Personal Information is inaccurate, incomplete, or outdated, please contact us so we may update our records.
- Website Usage and Cookies
9.1 While our Website is professionally hosted and secured, no method of transmission over the Internet is completely secure. Any transmission of information to P4 Tax & Consulting, LLC is done at your own risk.
9.2 Our Website may use cookies and similar technologies to improve user experience, analyze website traffic, and support marketing activities. Information collected may include:
- IP address;
- browser type;
- device information;
- pages visited;
- referring websites; and
- dates and times of access.
9.3 You may adjust your browser settings to refuse cookies; however, some Website functionality may be affected.
9.4 P4 Tax & Consulting, LLC is not responsible for the privacy practices or content of third-party websites linked from our Website.
- Complaints or Questions
10.1 Any questions, requests, or complaints regarding this Privacy Policy or the handling of your Personal Information should be submitted through:
P4 Tax & Consulting Contact Page
We will make reasonable efforts to respond within 30 days.
10.2 Any suspected breach of this Privacy Policy will be investigated, and appropriate corrective action will be taken where necessary.
Disclaimer
P4 Tax & Consulting is not a licensed CPA firm providing assurance services.