What Personal Information We Collect
We collect personal information about you for the purpose of offering or furnishing our products and services to you. The types of personal information we collect may include:
- Contact information, such as name, mailing and e-mail address;
- Information we receive from you on tax organizers, applications or other forms. This information may include your social security number, assets and income;
- Bank details and financial history, including your transactions with us and our affiliated companies;
- Information you may authorize us to obtain from others, such as consumer credit reports and medical information;
- Information we receive from prospective client meetings;
- Information from public sources (such as web directories and information);
- Information provided to GRF for its own uses; and
- Information on what data is downloaded from the GRF website.
Our website does not collect any personal information about you unless you specifically and knowingly provide such information. Visitors to our website may choose to interact with our website in ways that require us to gather personally-identifying information. For example, visitors may choose to submit a Request for Proposal on our website. In each case, our firm collects such information insofar as is necessary or appropriate to fulfill the purpose of the visitor’s interaction with our website. Our firm does not disclose personally-identifying information other than as described below. Visitors are never obligated to supply personally-identifying information, though the failure to disclose information may prevent them from engaging in certain website-related activities.
Disclosure and Transfer of Personal Information
TAY Authorized Accountants and Auditors respects your privacy. We disclose personal information only to those employees and service providers who (i) need to know that information in order to provide requested client services, and (ii) have agreed not to disclose it to others. TAY Authorized Accountants and Auditors does not otherwise share any personal information with third parties who are not service providers unless otherwise required or authorized by applicable law.
If you have supplied your contact information to TAY Authorized Accountants and Auditors, our firm may occasionally send you electronic industry alerts, solicit your feedback, inform you of upcoming firm events or share current general news about our firm. Electronic communications include an easy unsubscribe option, providing you with the option to opt out of receiving correspondence of this nature in the future.
We may disclose information to comply with applicable laws and regulations, such as to respond to a subpoena or similar legal process, to protect against misuse or unauthorized use of our website, to limit our legal liability, and to protect our rights or to protect the rights, property, or safety of visitors of this website or the public, and to otherwise cooperate with law enforcement or regulatory authorities.
We may transfer or share a copy of personal information about you in the event that TAY Authorized Accountants and Auditors goes through a business transition, such as a merger, being acquired by another company, or selling a portion of its assets. You will be notified via email or prominent notice on our website prior to a change of ownership or control of your personal information, if your personal information will be used contrary to this policy.
We strive to provide you with relevant and useful information related to our products, services and industry news. You can update your communication preferences at any time by visiting the preference center within your online account on our website(s). Additionally, you can contact us using the information listed at the bottom of this policy to make changes to your communication preferences. Any promotional emails that we send will include a link at the bottom of the email to unsubscribe.
TAY Authorized Accountants and Auditors may retain your Personal information as long as necessary for the provision of the services, internal analytical purposes, or to comply with its legal obligations, resolve disputes and enforce agreements (e.g. settlement). The criteria used to determine the retention periods include: (i) how long the personal data is needed to provide the services and operate the business; (ii) the type of personal data collected; and (iii) whether we are subject to a legal, contractual or similar obligation to retain the data (e.g., mandatory data retention laws, government orders to preserve data relevant to an investigation, or data that must be retained for the purposes of litigation or disputes).
TAY Authorized Accountants and Auditors takes all appropriate measures reasonably necessary to protect against the unauthorized access, use, alteration, or destruction of personal information.
In order to respect the privacy of minors, TAY Authorized Accountants and Auditors does not knowingly collect, maintain or process personal Information submitted online via our Internet Services by anyone under the age of 18.