Summit Tax and Accounting, LLC ("Company," "we," "us," or "our") respects your privacy. This Privacy Policy sets forth the Company's policy with respect to the types of information we may collect from you or that you may provide when you visit summittax.com ("the Website"), including any content, services, and functionality made available through this Website, and when you interact with our promotional content on third-party websites.
We may use third-party platforms and service providers, such as client portals or practice management systems, to deliver services or communicate with clients. These third-party platforms operate independently and are governed by their own privacy policies and terms of use.
If you disagree with our Privacy Policy, your choice is not to use our Website. By accessing or using this Website, you agree to this Privacy Policy and our Terms of Use. This Privacy Policy may change from time to time, and your continued use of this Website after we make changes constitutes acceptance of those changes.
1. Children Under the Age of 18
Our website is not intended for individuals under the age of 18. We do not knowingly collect personal information from children under 18. If we become aware that we have collected personal data from a child under 18 without parental consent, we will delete it. If you believe we might have any such information, please contact us at [email protected — click to reveal].
2. When We Collect Information From You
We collect data when you access our Website, fill out forms, request services, make a purchase, sign up for our newsletter, respond to a survey, or use our Website via your browser's cookies. The Company may also receive your data indirectly from public databases, social media platforms, business partners, and third-party vendors.
3. What Types of Information We Collect
Voluntary Information: When you visit our Website or use our Services, we collect information you voluntarily provide, including your name, email address, mailing address, phone number, payment information, and other information provided through forms or communications.
Automatic Data Collection: We collect information automatically through cookies and other tracking technologies, such as your IP address, traffic and location data, logs, and other information. This helps us improve our Website and deliver better service. We do not engage in cross-site behavioral tracking to create detailed personal profiles or to target users based on sensitive characteristics.
4. How We Collect Information
The technologies we use for automatic data collection include cookies, web beacons, and Meta Pixels. You may refuse browser cookies by activating the appropriate setting in your browser, but doing so may limit certain features of the Website.
5. How We Use Your Information
We use your information to operate our Website and Services, communicate with you, process transactions, improve our offerings, market our services where permitted, detect and prevent fraud, and comply with legal obligations. We do not use automated decision-making that produces legal or similarly significant effects concerning individuals. We do not sell personal information or consumer data for monetary gain.
6. Cookie Policy
We use cookies and similar tracking technologies to enhance your experience, analyze traffic, and deliver personalized content. Types of cookies we use include essential cookies (necessary for Website function), preference cookies (to remember your settings), analytics cookies (to understand how users interact with our site), and marketing cookies (to measure marketing effectiveness). You can control cookies through your browser settings. For more information, visit allaboutcookies.org.
7. Third-Party Disclosures
The Website does not display third-party advertisements. The Company may use trusted third-party platforms to provide services, process payments, or manage client communications. Our Privacy Policy applies only to our Website. Client portals, payment processors, and practice management platforms used by the Company may collect and process information in accordance with their own privacy policies, which we encourage you to review.
8. How We Disclose Your Information
We may disclose aggregated, non-identifying information without restriction. We do not sell personal information. We may disclose personal information to service providers who perform services on our behalf, subject to confidentiality obligations, or to comply with court orders, laws, or legal processes. At this time, our Website does not respond to Do Not Track (DNT) signals.
9. How We Store and Protect User Information
The Company has implemented measures designed to secure your personal information from accidental loss and unauthorized access, including encryption of payment information, secure servers behind firewalls, and regular malware scanning. No transmission over the internet is completely secure. We retain your data for as long as necessary to fulfill the purposes for which it was collected, unless a longer retention period is required by law.
10. Your California Privacy Rights
If you are a California resident, California law may provide you with additional rights regarding our use of your personal information. To learn more, visit oag.ca.gov/privacy/ccpa. You may opt out of any applicable data sharing by emailing us at [email protected — click to reveal]. In the preceding twelve months, we have not sold personal information.
11. Your State Privacy Rights
State consumer privacy laws may provide residents with additional rights, including the right to confirm whether we process their personal information, access and delete certain personal information, correct inaccuracies, request data portability, and opt out of certain data processing. To exercise any of these rights, please contact us at [email protected — click to reveal].
12. Right to Opt Out
You may opt out of receiving marketing emails from us at any time by clicking the "Unsubscribe" link in our emails or contacting us at [email protected — click to reveal].
13. Your Data Protection Rights
Certain rights apply only to residents of jurisdictions where such rights are provided by law. These include the right to be informed, the right to access, the right to rectification, the right to erasure ("Right to be Forgotten"), the right to restrict processing, the right of portability, the right to object, and rights in relation to automated decision-making. The Company will not refuse goods or services to individuals who exercise their consumer rights. To exercise these rights, contact us at [email protected — click to reveal].
14. GDPR Notice (EU/EEA Residents)
Summit Tax and Accounting, LLC does not specifically market to or target individuals in the European Union. This section applies only where required by applicable law. If you are located in the EEA, the United Kingdom, or Switzerland, your personal data is protected by the GDPR. We process personal data on the following legal bases: your consent, the performance of a contract, compliance with a legal obligation, or our legitimate business interests. To exercise your rights or ask questions about our compliance, contact us at [email protected — click to reveal].
15. Changes to This Privacy Policy
The date this Privacy Policy was last revised is identified at the top of the page. We reserve the right to update this policy. If we make material changes, we will notify you by email. You are responsible for periodically checking this page for updates.
16. Contact
You may contact us regarding this Privacy Policy at:
Summit Tax and Accounting, LLC
3161 South West Temple #35306
Salt Lake City, UT 84165
Email: [email protected — click to reveal]