Bold Tax Law. (“Bold Tax,” “Firm,” “we,” “us,” or “our”) values the privacy of those (“you,” “your,” or “user(s)”, as applicable) who visit its (“Website”), contact the Firm and/or engage, access, or use its services (our “Services”), and any other individuals the Firm obtains their Personal Information (define below). The Firm is the data controller of the Personal Information we process, and is therefore responsible for ensuring that the systems and processes we use are compliant with data protection laws, to the extent applicable to us.
We may collect your information in a variety of ways through your use of the Website or Services including when you visit or browse the Website and its pages, fill out and submit a form, submit a video or a review, access and use our Services, use our Live Chat, leave comments in our blog, or in connection with other features or resources available on our Website and Services. The type of information we collect varies and may include:
When you contact us or access and use our Website and Services, we may collect a variety of information. Some of the types of information that we collect include:
“Personal Information” is information that can be used to identify you as an individual. Personal Information we collect includes, but not limited to, first name, last name, personal address, phone number, email address, certain Usage Data (defined below) under applicable laws, such as internet protocol (IP) addresses, other information collected through cookies that may be considered Personal Information under applicable laws, and credit card information. You are not required to provide Personal Information to us, but if you choose not to do so, in many cases we will not be able to provide you with our Services or respond to any questions or comments you may have.
We collect Personal Information from a number of sources, either directly from the data subjects, or from clients, and colleagues. Where the Firm receives data from its clients about employees, customers or other individuals, the client is responsible for ensuring that any such data transferred to us is in compliance with applicable data protection laws.
“Location Data” is a category of Personal Information collected about the location of a mobile device or computer, including:
Non-personal information is information that does not necessarily identify you as an individual (“Non-personal Information”). This may include a variety of information, including, but not limited to, Usage Information (defined below) and information related to your interaction with our Website and Services.
“Usage Information” or “Usage Data”—information about an individual’s online activity, such as:
Generally, we do not consider Usage Data as Personal Information because Usage Data by itself usually does not identify an individual. Personal Information and Usage Data, as well as different types of Usage Information, may be linked together and, once linked, may identify an individual person. Some Usage Data may be Personal Information under applicable law and will be treated as such. If we do combine Non-personal Information with Personal Information, the combined information will be treated as Personal Information for as long as it remains combined.
California law requires us to disclose how we respond to web browser Do Not Track (“DNT”) signals. We do not respond to or take any action with respect to a DNT configuration set in your internet browser, and therefore, do not disable tracking.
We may collect, process, use or disclose your Personal Information for the following purposes:
Our legal basis for this collection, processing, use, or disclosure of your information above is that it is in our legitimate interest or a third party’s interest to do so as it is necessary; for our compliance with legal obligations (including our professional and ethical duties as attorneys); consistent with applicable laws; to establish, enforce, or defend our legal rights; to protect the rights of third parties; for fulfillment of Services; and/or to develop and grow our business and Services and promote the Firm’s reputation. In some cases, this processing is necessary to perform a contract to which you are a party.
We may also use your information:
Our legal basis to use your information for marketing and client development purposes is that it is in our legitimate interest to develop and grow our business and Services and promote the Firm’s reputation. Because of this legitimate interest, we do not usually need your consent to send you promotional communications. However, where consent is needed, we will ask for this consent separately and clearly. You can opt out anytime by emailing us at email@example.com and/or proceed with the link available to unsubscribe in the email sent to you, as applicable.
We may ask you to confirm or update your marketing preferences if you instruct us to provide further services in the future, or if there are changes in the law, regulation, or the structure of our business.
We share and publish Personal Information we collect with certain third parties, as we deem necessary, with your consent, or as we see appropriate in connection with delivering, operating, maintaining and/or providing the Website or Services to you. They include:
Except as otherwise stated in this Policy, we do not sell, rent, or otherwise share Personal Information to anyone and may only share it with third parties described above.
We may collect, use, transfer, and disclose Non-personal Information for any purpose. This Non-personal Information that you provide to us, or that is automatically collected is not sold to other parties, but may be disclosed with our affiliates, contractors and other third parties as we deem necessary or as we see appropriate in connection with delivering, operating, maintaining, and/or providing our Website and Services as described in this Policy.
It is important to us that you are able to access and review the Personal Information we have about you and make corrections to it or delete it, as necessary. If you are a client, you can access your client folder on our or our third party provider’s cloud storage to manage and correct the information we have on file about you. If you have any questions about how to access your Personal Information, please contact us at firstname.lastname@example.org.
You have the following rights, which you can exercise free of charge:
The Personal Information we collect is stored in one or more databases hosted by one or more third parties. We require companies performing Services on our behalf to protect your Personal Information in a manner appropriate to the type and sensitivity of the information, and to use it only in connection with those Services.
In general, we will retain Personal Information of Website visitors or potential clients for at least 3 years from the date of our last interaction with you, unless a longer retention period is required or permitted by law. We will retain and store Personal Information of our clients, such as names, emails, addresses, and payment histories, as well as files and information regarding client engagements and matters, for at least 7 years from the date of our last interaction with our clients – unless a longer retention period is required or permitted by law. We may then destroy such files without further notice or liability. If you wish that we no longer use your information to provide you Services, contact us at email@example.com.
We retain and use Non-personal Information for as long as needed to provide our Website and Services and as necessary to comply with our legal obligations, resolve disputes, perform fraud prevention efforts, and enforce our agreements.
To help protect the privacy of Personal Information you transmit through use of our Website and Services, we maintain physical, technical and administrative safeguards. We update and test our security technology on an ongoing basis. We restrict access to your Personal Information to our employees, independent contractors, and our third party vendors who need to know that information to provide benefits or Services to you. Those processing your information will do so only in an authorized manner and are subject to a duty of confidentiality. All payment or credit card information you provide to us is stored on our third party provider’s secure servers. Our third party provider uses encryption technology to ensure safeguards are in place. We have appropriate security measures to prevent Personal Information from being accidentally lost, or used or accessed unlawfully.
In addition, we train our employees about the importance of confidentiality and maintaining the privacy and security of your information. We commit to taking appropriate disciplinary measures to enforce our employees’ privacy responsibilities.
We follow generally accepted standards to protect the Personal Information submitted to us, both during transmission and once we receive it. However, no method of transmission over the Internet, security system, or method of electronic storage, is 100% secure. Although we do our best to protect your Personal Information, we do not guarantee the security of any information you transmit to us or provide online. Any transmission of Personal Information is at your own risk. If you have any questions about security on our Website or Services, you can contact firstname.lastname@example.org.
The safety and security of your information also depends on you. Where we have given you (or where you have chosen) access to certain parts of our Website or Services, you are responsible for keeping this access confidential. We ask you not to share this access with anyone. We urge you to be careful about giving out personal or private information in public areas of the Website. The information you share in public areas may be viewed by any user of the Website.
We also have procedures in place to deal with any suspected data security breach. We will notify you and any applicable regulator of a suspected data security breach where we are legally required to do so.
Our Website and Services are not directed at children or users under the age of 13. If we learn that we have collected the Personal Information of a child under 13, or equivalent minimum age depending on jurisdiction, we will take steps to delete the information as soon as possible.
You may request us to have access, correct, amend, update, or delete your Personal Information, or update your preferences, including opting out of particular communications, by contacting email@example.com. Please remember that limited communications may be necessary in order to complete your transaction or for you to participate in our Services.
J.D. Houvener, CEO, Bold Tax Law
6100 219th Street Southwest #480
Mountlake Terrace, WA 98043