Fort Collins Tax Service, LLC dba Financial Planning Fort Collins may collect, use, and be responsible for certain personal information about you. This privacy policy concerns the collection and use of information and data that apply to your visit to and use of our website.

Types of information we collect and process.

We may collect, use, and are responsible for certain personal information that you provide when you voluntarily sign up for our newsletter, submit a contact form through our website, or otherwise contact us via an online form or e-mail. The information collected may include your first name, last name, email, address, and/or phone number. You may visit the website anonymously and are not required to provide any personally identifiable information to merely access or visit the website.

We may also collect “cookies” and other information concerning how our website is accessed and used. This may include non-personal information such as Internet Protocol addresses, browser types, browser versions, pages of the website that you visit, time spent on those pages, the time and date of your visit, links you click, and other device identifiers and diagnostic data. You can disable cookies on your browser or indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of the website.

If you are located in the European Economic Area (the “EEA”), we are regulated under the General Data Protection Regulation (“GDPR”) which applies across the European Union. We are responsible as data controller of that personal information for the purposes of the GDPR.

How we use your personal information.

We may collect and use your personal information and other data:

• to provide and maintain our website
• to notify you about changes to our website and the services and products we offer
• to provide customer support
• to gather analysis or other information so we can improve our website and services
• to monitor the usage of our website
• to detect, prevent, and address technical issues
• to provide you with updates, offers, and general information about the goods and services we offer unless you have opted not to receive such information. You may opt out of receiving any promotional or marketing communications from us by following the unsubscribe link or instructions provided in any email we send.

Sharing your personal information.

Except for the following, we will not share, sell, or transfer your personal information without your consent.

We may share your personal information in the good faith belief that such action is necessary:

• to comply with a legal obligation
• to protect and defend our rights or property
• to prevent or investigate possible wrongdoing in connection with our website
• to protect the personal safety of users of the website or the public
• to protect against legal liability.

We may also share your personal information with certain third-party service providers whom we employ or utilize to facilitate the website and our services, to provide the website or services on our behalf, or to perform other functions related to our services and the use and function of our website. These third-party service providers have access to your personal information only to perform these tasks on our behalf and are obligated not to disclose or use it for any other purpose. However, not personally-identifiable visitor information may be provided to other parties for marketing, advertising, or other uses.

Why we collect and use your personal information.

We collect and use your personal information under the following lawful bases:

• Where it is needed to provide you with our products or services, such as deciding whether or not to offer a product or service to you or to accept you as a customer
• Where it is in our legitimate interests to do so, such as managing our products and services, testing the performance of our products, services, and internal processes, for management of our business operations, to keep and monitor our communications with you, for market research, for direct marketing communications to you, and where we need to share your personal information with people or organizations in order to run our business
• To comply with our legal obligations, and
• With your consent or explicit consent, such as for direct marketing communications.

Retention of your personal information.

Unless we tell you otherwise, we will hold your personal information based on the following criteria:

• For as long as we have reasonable business needs, such as managing our relationship with you and managing our operations
• For as long as we provide products or services to you, and/or
• As may be required or advisable under legal and regulatory requirements or guidance.

Protecting your personal information.

Our web server uses Secure Socket Layer (SSL) technology to maintain the safety of your personal information when you submit or access your personal information online. We also take reasonable measures to protect the security of your personal information when it is stored electronically. However, no method of transmission over the Internet or method of electronic storage is completely secure and we cannot guarantee absolute security of your personal information.

Use and transfer of information out of the EEA.

This website is operated in the United States and third parties with whom we might share your personal information are also located in the United States. If you are located in the EEA or elsewhere outside of the US, please note that any information you provide to us will be transferred to the US and by providing any such information to us, you consent to this transfer.

Your rights.

If you are a resident of the EEA, you have certain right concerning the protection of your personal information. If you wish to be informed of what personal information we hold about you or if you would like to remove or change any of your personal information, please contact us.

You have the following rights concerning the protection of your personal information:

• The right to access, update, or delete the information we have on you
• The right to rectification or correction if your personal information is inaccurate or incomplete.
• The right to object to our processing of your personal information.
• The right to restrict the processing of your personal information.
• The right to be provided with a copy of the information we have about you for data portability
• The right to withdraw your consent to process your personal information.

For further information on the rights to which you may be entitled under the GDPR, please visit https://ico.org.uk/for-organisations/guide-to-the-general-data-protection-regulation-gdpr/individual-rights/.

Third Party Links.

Occasionally, at our discretion, we may include links to third-party sites our website. These third-party sites have separate and independent privacy policies. We therefore have no responsibility or liability for the content and activities of these linked websites. Nonetheless, we seek to protect the integrity of our website and welcome any feedback about these websites.

Online Privacy Policy Only.

This online privacy policy applies only to information collected through our website and not to information collected offline. Please click here to download a copy of our most recent Privacy Policy Notice.

Your Consent.

By using our website, you consent to our website’s privacy policy.

Updates to our privacy policy.

If we decide to change our privacy policy, we will update the Privacy Policy modification date below. This policy was last modified on July 1, 2018.

Contact Us.

If you have questions about this privacy policy, or if you with to exercise your rights, you can contact us by going to the Contact section of the website. You may also contact us by phone at 970.225.0504.