Last Updated: 08/23/2024

 

Welcome to Synergy Wealth and Tax, PLLC (“we,” “us,” or “our”). We are committed to protecting your privacy and ensuring that your personal information is handled in a safe and responsible manner. This Privacy Policy outlines how we collect, use, disclose, and protect your information when you visit our website  www.synergytaxandwealth.com (the “Site”).

 

1. Information We Collect

 

We may collect the following types of information when you visit our Site:

 

    •    Personal Information: This includes information that can be used to        identify you as an individual, such as your name, email address, phone number, and mailing address.

    •    Non-Personal Information: This includes information that does not directly identify you. We may collect information about your usage of the Site, such as your IP address, browser type, operating system, referring URLs, page views, and other related information.

 

2. How We Use Your Information

 

We use the information we collect for the following purposes:

 

    •    To provide and improve our Site and services.

    •    To respond to your inquiries, questions, and requests.

    •    To send you administrative information, such as updates to our terms, conditions, and policies.

    •    To personalize your experience on our Site.

    •    To analyze usage patterns and trends to enhance user experience.

    •    To detect, prevent, and address technical issues and security threats.

 

3. Sharing of Information

 

We may share your information in the following circumstances:

 

    •    With Service Providers: We may share your information with third-party service providers who perform services on our behalf, such as website hosting, data analysis, and customer service.

    •    For Legal Compliance: We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., a court or government agency).

    •    Business Transfers: If we are involved in a merger, acquisition, or asset sale, your information may be transferred as part of that transaction.

    •    With Your Consent: We may share your information for any other purpose with your explicit consent.

 

4. Cookies and Tracking Technologies

 

Our Site may use cookies and similar tracking technologies to enhance your browsing experience. Cookies are small data files stored on your device. You can choose to accept or decline cookies through your browser settings. However, please note that disabling cookies may affect the functionality of the Site.

 

5. Data Security

 

We implement appropriate technical and organizational measures to protect your information from unauthorized access, use, or disclosure. However, no method of transmission over the internet or method of electronic storage is 100% secure. Therefore, while we strive to protect your information, we cannot guarantee its absolute security.

 

6. Your Rights and Choices

 

Depending on your location, you may have certain rights regarding your personal information, including:

 

    •    The right to access, correct, or delete your personal information.

    •    The right to object to or restrict the processing of your personal information.

    •    The right to data portability.

    •    The right to withdraw your consent to the processing of your information at any time.

 

To exercise these rights, please contact us using the contact information provided below.

 

7. Third-Party Links

 

Our Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites. We encourage you to read the privacy policies of any linked websites you visit.

 

8. Minors’ Privacy

 

Our Site is not intended for individuals under the age of 18. We do not knowingly collect personal information from minors under the age of 18. If you are a parent or guardian and believe your child has provided us with personal information, please contact us, and we will take steps to delete such information.

 

9. Changes to This Privacy Policy

 

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the “Last Updated” date at the top. We encourage you to review this Privacy Policy periodically for any changes.

 

10. Contact Us

 

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:

 

Synergy Wealth and Tax, PLLC

4960 S. Gilbert Road

Suite 1-464

Chandler, AZ 85249

 

Disclaimer: This privacy policy is for informational purposes only and does not constitute legal advice. It is important to consult with a qualified attorney to ensure that your privacy policy complies with all applicable laws and regulations, especially considering any jurisdiction-specific requirements or regulations such as the GDPR or CCPA.