Title: Privacy Policy
Effective Date: October 18, 2025
Company: Getco Financial LLC (“we,” “us,” “our”)
Contact: [getachewgid@getcofinancial.com], [Manchester, CT], [301-888-3616]

1) What this policy covers

This Privacy Policy explains how Getco Financial LLC collects, uses, discloses, and protects personal information when you visit our website, book appointments, contact us, or use our services (tax planning, tax preparation, IRS representation).

2) Information we collect

  • Identifiers / Contact: name, email, phone, address.
  • Professional / Business: company name, role, EIN.
  • Tax & Financial Data (client-provided): documents and details you share to perform services (e.g., W-2/1099 data, income/expense records).
  • Appointment & Communications: booking details (via Bookly), call notes, emails.
  • Website / Technical: IP address, device/browser, pages viewed, cookies/analytics.

3) How we collect it

  • Directly from you: web forms, email, phone, meetings, uploads.
  • Automatically: cookies, analytics, log files.
  • From third parties (with your consent or to perform services): payroll/HR platforms, bookkeeping software, prior tax preparers, government agencies (IRS/state) as authorized.

4) How we use your information

  • Provide and manage services (tax planning, preparation, IRS notices/audits/collections).
  • Verify identity, schedule appointments, and communicate with you.
  • Prepare filings, submissions, and correspondence with tax authorities you authorize.
  • Improve our website, security, and client experience.
  • Comply with legal/ethical obligations and enforce agreements.
  • Marketing (only with your consent or as permitted by law; you can opt out anytime).

5) Legal bases (if you’re in the EEA/UK)

  • Contract: to deliver requested services.
  • Legal obligation: recordkeeping, responding to lawful requests.
  • Legitimate interests: site security, service improvement.
  • Consent: where required (e.g., certain marketing/cookies).

6) Sharing & disclosure

We do not sell personal information. We may share with:

  • Service providers / processors: secure hosting (e.g., HostGator), email delivery (e.g., WP Mail SMTP/Google), scheduling (Bookly), document storage, e-signature, and analytics—solely to operate our services, under contracts that limit use.
  • Tax authorities & agencies: IRS/state/local as authorized or required by law.
  • Professional advisors: attorneys, CPAs/EA contractors bound by confidentiality.
  • Legal & compliance: to protect rights, safety, prevent fraud, or comply with law.
  • Business transfers: as part of a merger, acquisition, or asset transfer (with notice).

7) Data retention

We retain records only as long as necessary for the purposes above, to comply with law and professional standards (often 3–7 years, longer for certain tax matters), then securely delete/anonymize.

8) Security

We use administrative, technical, and physical safeguards appropriate for the sensitivity of tax and financial data, including access controls, encryption in transit (HTTPS), and strict need-to-know access. No method is 100% secure; please share documents via our approved channels only.

9) Your choices & rights

  • Access/Update/Deletion: request access, correction, or deletion where applicable.
  • Opt-out of marketing: use unsubscribe links or contact us.
  • Cookies: manage in your browser or via our cookie banner preferences.
  • EEA/UK/California residents: you may have additional rights (access, deletion, portability, restriction, objection). To exercise rights, see “Contact Us.”

10) International transfers

If we transfer data across borders, we use lawful mechanisms (e.g., SCCs) and appropriate safeguards.

11) Children’s privacy

Our services are not directed to children under 13 (or under 16 where applicable). We do not knowingly collect data from children.

12) Third-party links & tools

Our site may link to third parties (e.g., payment, scheduling, analytics). Their privacy practices are governed by their policies.

13) Changes to this policy

We may update this policy periodically. We’ll post the revised date at the top and, if material, notify you by website notice or email.

14) Contact us

  • Getco Financial LLC
    Email: [getachewgid@getcofinancial.com]
    Address: [Company Address]
    Phone: [301-888-3616]
    For rights requests, please specify your name, contact email, and the request type (access/correction/deletion/objection). We may need to verify your identity.

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