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CIMA Advisory Group values your privacy and is committed to safeguarding your personal information. This Privacy Policy describes how we collect, use, store, and share your data in connection with our tax, business consultation, and business coaching services.
We may collect various types of personal and professional information either provided by you directly or gathered through your use of our services:
Personal Identifiable Information (PII): Name, date of birth, Social Security Number (SSN), tax identification numbers, mailing address, email address, and phone numbers.
Financial Information: Bank account details, investment information, income, expenses, and other relevant financial data necessary for tax filings, business consultations, and coaching services.
Employment and Business Details: Information about your employer, job position, salary, business ownership details, business goals, and other relevant data for coaching and consulting.
Coaching Session Information: Data related to goals, challenges, and progress notes from business coaching sessions.
Legal and Compliance Information: Documents or statements relevant to tax filings and regulatory compliance.
Communication Data: Information you share with us via email, phone, or in person, which may be recorded to enhance our services.
The information we collect is used to provide effective tax, business consulting, and coaching services, which may include:
Tax Filings: Preparing and submitting required documentation to federal, state, and local tax authorities.
Regulatory Compliance: Ensuring compliance with applicable legal requirements, including identity verification and fraud prevention.
Business Coaching: Supporting your professional development through business coaching, which may include goal setting, tracking progress, and offering tailored guidance.
Financial Services: Assisting with financial planning, risk assessment, and other advisory functions.
Communication: Informing you of updates, reminders, or other relevant notifications about your tax, business, and coaching engagements.
We may share your information with trusted third parties in the following circumstances:
Government Authorities: Submitting required information to federal and state tax agencies and other regulatory bodies.
Financial Institutions: Sharing necessary data with banks, credit unions, or financial advisors for financial management and transaction facilitation.
Insurance Companies: Providing relevant information for clients seeking insurance-related consultations.
Professional Advisors and Service Providers: Working with accountants, auditors, legal advisors, or coaching experts who support our services. These parties are contractually bound to safeguard your information.
Legal Requirements: Responding to subpoenas, court orders, or other lawful government requests as needed to exercise our legal rights.
We do not sell or lease your information to third parties for marketing purposes.
We take data security seriously and employ various measures to protect your personal information from unauthorized access, loss, or misuse. This includes encryption, secure storage, and controlled access protocols.
We retain your information as long as needed to provide our services or meet legal obligations, after which data will be securely deleted or anonymized.
You have specific rights regarding your personal information:
Access and Correction: You may request access to your data and correct inaccuracies.
Data Deletion: Subject to legal obligations, you may request the deletion of your information from our records.
Data Portability: You may request a copy of your data in a portable format.
Opt-out of Communications: You may opt out of receiving non-essential communications.
Our website may use cookies to enhance your experience, track site usage, and remember your preferences. You may adjust your browser settings to control cookie usage.
Our services are intended for adults and are not directed toward individuals under 18. We do not knowingly collect information from minors. If we discover any data from a minor has been collected, we will delete it promptly.
CIMA Advisory Group reserves the right to modify this Privacy Policy to reflect changes in our practices or legal requirements. Please review this page periodically for updates. If substantial changes are made, we will notify you via email or by posting a prominent notice on our website.