Tax Rep LLC is committed to safeguarding your privacy. Contact us at hello@TaxRepLLC.com if you have any questions or problems regarding the use of your Personal Data and we will gladly assist you.
For the purpose of GDPR, the data controller is Tax Rep LLC
Data we gather
Information you have provided us with
The information we ask for depends on the services or product that we’ve contracted with you to deliver. For orders processed through credit cards, we ask for your name, address, email, phone, company name, and credit card information, which is stored in a PCI-compliant format on a third-party shopping cart system we use.
For marketing agency services, we ask for information that we need to complete your website, newsletter, social media or other services. These include but are not limited to photos, certifications, bio information, type of ideal client, testimonials, logo design preferences, and similar information. We may also ask for login information to your social media and/or newsletter accounts so we can deliver our services.
For training services including CPE delivery, we’ll ask for answers to polling questions and encourage you to ask questions during the webinar. This information is collected and stored for CPE compliance purposes.
Information automatically collected about you
This includes information that is automatically stored by cookies and other session tools. For example, dates and times of transactions you make with us, your IP address, appointment scheduling information, your shopping history (if there is any), information about emails we send you such as open rate and bounce rate, and similar information. This information is used to improve your customer experience. When you use our services or look at the contents of our website, your activities may be logged.
Information from our partners
We gather information from our trusted partners with confirmation that they have legal grounds to share that information with us. This is either information you have provided them directly with or that they have gathered about you on other legal grounds. A list of our partners is shown later in this policy.
Publicly available information
We might gather information about you that is publicly available. For example, if you have an existing website, we’ll save you time by copying over some of the information available on that website to use in our service delivery to you. We’ll also look for your social media links as well as monitor how your site is ranking by searching for your company name, your name, and services in Google. This is all for the purpose of improving your results with our services.
How We Use Your Personal Data
We use your Personal Data in order to:
- provide our service to you. This includes for example delivering services and products you have paid for; answering customer service and billing questions; providing you with promotional items at your request and communicating with you in relation to those products and services; communicating and interacting with you; and notifying you of changes to any services.
- enhance your customer experience;
- fulfill an obligation under law or contract, such as maintenance of your CPE records.
With your consent we Process your Personal Data for the following purposes:
- to notify you about changes to our services.
- to send you newsletters and campaign offers (from us and/or our carefully selected partners);
- for other purposes we have asked your consent for.
We Process your Personal Data in order to complete a contract or purchase obligation, to fulfill a legal obligation, and/or for legitimate business purposes.
Tax Rep LLC will also use the information which you provide in anonymized form (i.e. so that no individual users are identifiable) to determine demographic profiles and browsing patterns in order to
- develop marketing profiles and assist in business development;
- manage Tax Rep LLC’s relationship with its sponsors and partners;
- allow Tax Rep LLC to review, develop and improve its services.
Keeping your personal information up to date
We take all reasonable action to ensure that the information we collect and use is accurate, complete and up-to-date.
However, the accuracy of the information depends to a large extent on the information you provide. That’s why we recommend that you
- Keep us up-to-date with changes to your information such as your name and address; and
- Let us know if there are any errors in the information
You have the right to access your data and to ask us to make any changes to ensure that any Personal Information we hold about you is accurate and up to date. To request your data, go here. To make changes, simply send us an email with the old and new information so we can update our records.
You have the right to ask us to erase Personal Information we hold about you that is not legally required. Please note that if you request this and you have purchased from us or you have earned CPE with us in the past three years, we will give you a choice to erase those records as well. To ask us to erase all of your data, go here.
Who Else Can Access Your Personal Data
Personal Data about you is in some cases provided to our trusted partners and the data processors that we use in order to either make providing the service to you possible or to enhance your customer experience. We share your data with the following entities, who have their own privacy policies.
- Green & Sklarz LLC
- IRS Rep Conference, LLC (for purposes of accessing the conference)
- Green & Sklarz Foundation (for purposes of accessing the NE IRS Rep Conference)
In supplying Tax Rep LLC with your Personal Information, you agree that Tax Rep LLC may transfer that information to a third party who acquires all or substantially all of any Tax Rep LLC entity’s assets or stock or our Website services, or to a third party which we purchase or from which we acquire substantially all of its assets or stock, in each case whether by merger, acquisition, reorganization or otherwise.
In addition, it may be necessary to disclose your Personal Information if we are under a duty to disclose your Personal Information in order to comply with any legal obligation, enforce an agreement, or protect the rights, property, or safety of Tax Rep LLC and our contractors and employees.
How we secure your data
We do our best to keep your Personal Data safe. We use safe protocols for communication and transferring data. We use anonymizing where suitable. We monitor our systems for possible vulnerabilities and attacks.
Even though we try our best we cannot guarantee the security of information. However, we promise to notify suitable authorities of data breaches. We will also notify you if there is a threat to your rights or interests. We will do everything we reasonably can to prevent security breaches and to assist authorities should any breaches occur.
If you have an account with us, note that you have to keep your username and password secret.
Where Tax Rep LLC has given you (or where you have chosen) a password which enables you to access certain services or products, you are responsible for keeping this password confidential. We ask you not to share a password with anyone.
Please see our separate page on Cookies and how we use them.
We do not intend to collect or knowingly collect information from children. We do not target children with our services.
If you have any questions or concerns about Tax Rep LLC’s use of your Personal Information, please email hello@TaxRepLLC.com or write:
Tax Rep LLC
c/o Green & Sklarz LLC
One Audubon Street, 3rd Floor
New Haven, CT 06511