Effective Date: 04/01/2025

 

At GT Business Advisory (“we,” “our,” or “us”), your privacy is a top priority. This Privacy Policy explains how we collect, use, protect, and share your information when you use our website, contact us, or engage our tax planning services. This policy applies to all visitors, clients, and users located in the United States.

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1. Information We Collect

We collect personal information to provide you with customized tax planning and advisory services. The types of information we may collect include:

- Name, email address, phone number, and business name
- Financial details and tax documents shared during consultations or through our website
- Other personal or business information you submit voluntarily
- IP address, browser type, and device information
- Usage data, such as pages visited and time spent on the site
- Cookies and similar technologies (see Section 6)

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2. How We Use Your Information

We use your personal information to:
- Deliver tax planning and consulting services
- Respond to your inquiries or support requests
- Improve our website, services, and user experience
- Send administrative or promotional communications (with your consent)
- Comply with legal and regulatory obligations

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3. How We Share Your Information

- We only share your data in the following cases:
With third parties that help us deliver our services (e.g., secure hosting, email providers, document management)
- If required by law, regulation, subpoena, or government request
- When necessary for business, legal, or compliance support

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4. Security of Your Information

We use commercially reasonable technical and organizational measures to protect your information from unauthorized access, loss, or misuse. However, no method of transmission or storage is 100% secure.

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5. Retention of Data

We retain your information only as long as necessary for business purposes, legal obligations, or to resolve disputes.

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6. Cookies and Tracking Technologies

We use cookies and similar technologies to:
- Improve website performance
- Understand user behavior
- Personalize your experience

You can control cookies through your browser settings.

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7. Your Rights and Choices

You may have the right to:
- Access or update your personal information
- Request deletion of your data (subject to legal obligations)
- Opt out of marketing emails by using the unsubscribe link or contacting us directly

To exercise your rights, email us at admin@gt-business-advisory.com

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8. Children’s Privacy

Our services are not intended for individuals under 13. We do not knowingly collect data from children.

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9. Third-Party Links

Our website may link to third-party sites. We are not responsible for their privacy practices or content. Please review their policies before submitting personal information.

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10. Updates to This Policy

We may update this Privacy Policy periodically. We’ll notify you by revising the “Effective Date” or by other appropriate means.

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11. Contact Us

If you have any questions or concerns about this Privacy Policy or your personal information, contact us at:

 

admin@gt-busiiness-advisory.com
(631) 268-5718

 

12. Notice to California Residents (Your California Privacy Rights)

If you are a California resident, you have specific rights under the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA). This section applies only to individuals residing in California.

 

Categories of Personal Information We Collect*

We have collected the following categories of personal information in the past 12 months:
- Identifiers (e.g., name, email address, phone number)
- Commercial information (e.g., tax service history)
- Internet or other electronic network activity (e.g., browsing behavior, IP address)
- Professional or employment-related information (if you provide it)
- Sensitive personal information (e.g., financial data provided for tax planning)

We collect this information directly from you or automatically through your use of our website.

 

Purposes for Collection

 

See Section 2 ("How We Use Your Information") for more details.

 

Your Rights Under CPRA
As a California resident, you may request:
- what personal information we collect, use, disclose, and share
- a copy of your personal information
- your personal information (subject to certain exceptions)
- inaccurate personal information
- to OPT OUT of the sale or sharing of your personal information (we **do not** sell or share personal information for cross-context behavioral advertising)
- to Limit Use and Disclosure of sensitive personal information (we only use this as necessary to provide services)

 

How to Submit a Request
You may exercise your CPRA rights by:
- Emailing us at: admin@gt-business-advisory.com
- Calling us at: (631) 268-5718
- Submitting a request via our website contact form

 

We will verify your identity before fulfilling your request and respond within the timeframes required by law.

 

Authorized Agents
You may designate an authorized agent to submit a request on your behalf. The agent must provide proof of authorization and verification of identity.

 

Non-Discrimination
We will not discriminate against you for exercising your privacy rights under the CPRA.