Tax Defense Partners, LLC (“TDP”), is committed to keeping accurate, confidential, secure and private any and all of your personal information that you may submit to us, and/or we may collect during your use of our website, or those of any of our affiliates, and/or your use of our online facilities and services, or those of any of our affiliates (such websites and online facilities and services being hereinafter collectively referred to as “TDP Online Functions”). This “Privacy Policy Agreement” codifies the terms of our Privacy Policy, as it exists and as it may be amended from time to time, and you accept this Privacy Policy Agreement, and any subsequent amendments as an express condition to your use and continued use of any TDP Online Functions. This Privacy Policy Agreement shall apply to TDP, TDP’s affiliates and you, and any of your affiliates whose personal information you may provide to TDP in connection with your use of TDP’s Online Functions. If at any time you do not agree, do not access any TDP Online Functions, contact us and we will purge your personal information from any and all TDP Online Functions that you notify us in writing that you accessed. As an express condition to your use of any of TDP’s Online Functions you are consenting to the following data procedures:

Collection of Information  The TDP Online Functions collect various types of information, such as:  Voluntarily provided information which may include your name, address, email address, billing and/or credit card information etc., that you may request us to use when you purchase products and/or services, and to deliver the products and fulfill the services you have requested, through TDP Online Functions.

Information automatically collected when you access TDP Online Functions, which may include cookies, third party tracking technologies and server logs.

Please rest assured that TDP Online Functions shall only collect personal information that you knowingly and willingly provide by way of original or response emails, surveys, membership forms, client intake forms and forms designed to organize, analyze and present financial data necessary to represent you before federal and state income tax authorities. It is the intent of TDP Online Functions to use personal information only for the purpose for which it was requested and any additional uses specifically provided in the TDP Online Functions.

TDP may collect anonymous demographic information, such as age, gender, household income, political affiliation, race and religion. We may also gather information about the type of browser you are using, IP address or type of operating system to assist us in providing and maintaining superior quality service.

You should review the privacy policies and statements of any website or online services you choose to access or frequent as a means to better understand the way in which other websites garner, make use of and share information they collect.

Payment  This Agreement also incorporates by reference ordering and payment terms provided to you on the website of TDP or any of its affiliates for Services offered to you by TDP.  For Services offered on a payment or subscription basis, the following terms apply, unless TDP notifies you otherwise in writing.:

Payments will be billed to you in U.S. dollars, and your account will be debited when you purchase or subscribe and provide your payment information, unless stated otherwise in the program ordering or payment terms for a given TDP Services offering.

You must pay with one of the following:

  1. On TDP’s or any of TDP’s affiliate’s e-commerce sites, with a valid credit card acceptable to TDP or TDP affiliate, as the case may be; otherwise as may be arranged with you by TDP:
  2. A valid debit card acceptable to TDP
  3. Sufficient funds in a checking or savings account to cover an electronic debit of the payment due; or
  4. By another payment option TDP provides you in writing.

If your payment and registration information is not accurate, current, and complete and you do not notify TDP promptly when such information changes, we may suspend or terminate your account and refuse any use of the Services.

If you do not notify TDP of updates to your payment method (e.g., credit card expiration date), to avoid interruption of your service, TDP may participate in programs supported by your card provider (e.g., updater services, recurring billing programs, etc.) to try to update your payment information, and you authorize us to continue billing your account with the updated information that TDP obtains.

Additional cancellation or renewal terms may be provided to you on the website for the Services.

Confidential Information  You agree that you will not disclose our Confidential Information to any person or entity, other than as necessary to use the services and information provided on TDP. You will not use or permit the use of any Confidential Information except as necessary in connection with the services and information. Confidential Information means all information or material, which is obtained from password-protected portions of TDP, and is or should be known or understood to be confidential or proprietary by an individual exercising reasonable judgment.

 

We may tell you about other TDP services. You may be offered other services, products, or promotions by TDP. Additional terms and conditions and fees may apply.

 

Use of Information TDP Collects TDP may collect and use personal information to assist in the operation of our TDP Online Functions and to ensure delivery of the services you need request. At times, we may find it necessary to use personally identifiable information as a means to keep you informed of other possible products and/or services that may be available to you from TDP. TDP may also contact you to ask you to complete surveys and/or research questionnaires so we can get your opinion of current or potential services TDP may be offer in the future.

TDP does not now, nor will we in the future, sell, rent or lease any of our customer lists and/or names to any unaffiliated third parties.

TDP may deem it necessary to follow websites and/or pages that our users of TDP Online Functions may visit to assess what types of services and/or products may be the most relevant or popular among TDP customers or the general public.

TDP may disclose your personal information, without prior notice to you, only if required to do so in accordance with applicable laws and/or in a good faith belief that such action is necessary or required to:

Conform with any decrees, laws and/or statutes or comply with any judicial or governmental regulatory process served upon TDP and/or our TDP Online Functions;

Maintain, safeguard and/or preserve all the rights and/or property of TDP; and

Respond to exigent circumstances to safeguard the personal safety of users of TDP Online Functions and/or the general public.

Children Under Age of 13 TDP does not knowingly collect personal identifiable information from children under the age of thirteen (13) without verifiable parental consent. If it is determined that such information has been inadvertently collected, we shall immediately take the necessary steps to ensure that such information is deleted from our TDP Online Function’s database(s). Anyone under the age of thirteen (13) must seek and obtain parent or guardian permission to use TDP Online Functions as an express condition to such use.

Unsubscribe or Opt-Out All users and/or visitors to TDP Online Functions have the option to discontinue receiving communication from us by way of email or newsletters. To discontinue or unsubscribe from any TDP Online Functions please send an email expressing that you wish to unsubscribe to unsubscribe@taxdefensepartners.com. If you wish to unsubscribe or opt-out from any third party websites, you must go to that specific website to unsubscribe and/or opt­ out.

Links to Other Web Sites Our TDP Online Functions do contain links to affiliate and other websites, services and functions. TDP does not claim nor accept responsibility for any privacy policies, practices and/or procedures of other such websites. Therefore, we encourage all users and visitors to be aware when they leave our TDP Online Functions and to read the privacy statements of each and every website that collects personally identifiable information. The aforementioned Privacy Policy Agreement applies only and solely to the information collected by TDP Online Functions.

Security  TDP shall prudently assess, maintain and deploy physical, procedural and technical security with respect to our offices and information storage facilities to prevent the loss, misuse, unauthorized access, disclosure or modification of your personal information under our control.

DoubleClick  We use Google Analytics remarketing codes to log when users view specific pages or take specific actions on a website. This allows us to provide targeted advertising in the future. If you do not wish to receive this type of advertising from us in the future you can opt out using the DoubleClick opt-out page or the Network Advertising Initiative opt-out page.

Changes to Privacy Policy Agreement  TDP reserves the right to update and/or change the terms of our Privacy Policy, and we will post any amendments to the Privacy Policy Agreement contemporaneously published in connection with, and accessible from, any TDP Online Functions so that our users and/or visitors are always aware of the type of information we collect, how it will be used, and under what circumstances, if any, we may disclose such information. If TDP decides to use any personally identifiable infom1ation on file in a manner materially different from that which was stated in the Privacy Policy Agreement extant upon submission and collection, the user or users shall be promptly notified by email for the purpose of granting, or declining to grant, permission for such use.

Acceptance of Terms  By accessing and using TDP Online Functions you are hereby accepting the terms and conditions stipulated in this Privacy Policy Agreement. If you are not in agreement, then refrain from use, or further use, of TDP Online Functions as the case may be. Your continued use of TDP Online Functions signifies your express consent to the contemporaneous Privacy Policy Agreement, as is, or may be, amended.

How to Contact Us  If you have any questions or concerns regarding the Privacy Policy Agreement, please contact us at the following mailing address or email:

Mailing Address:
Tax Defense Partners
6345 Balboa Blvd. Bldg. IV, Suite 285
Encino, California 91316

Email: DefenseGuru@taxdefensepartners.com

1/24/16