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Effective Date: 9/05/2024
Sorenson Tax LLC (“Sorenson Tax,” “we,” “us,” or “our”) is committed to safeguarding your privacy and protecting your personal information as you use our website and the professional services we offer (the “Services”). This Privacy Policy outlines what personal information we may collect, how we may use and share that information, and your rights regarding your personal data.
PLEASE READ THIS PRIVACY POLICY CAREFULLY BEFORE USING THE SITE OR SERVICES. BY ACCESSING THE SITE AND/OR USING THE SERVICES, YOU CONSENT TO THE POLICIES OUTLINED HEREIN.
When accessing or using certain features of the Site, your actions will also be subject to any applicable terms, conditions, and agreements, including third-party policies. If any conflict arises between this Privacy Policy and third-party policies, the terms of the third-party policies will govern.
What is Personal Information?
"Personal Information" refers to data you voluntarily provide that specifically identifies an individual (e.g., name, address, telephone number, email address) or information linked to such identifiers. It may include transaction details, online data from social media, or publicly available information. Aggregate information or similar data we collect about Site usage is not classified as Personal Information.
To Whom Does This Privacy Policy Apply?
This Privacy Policy applies to Sorenson Tax LLC, the entity responsible for processing your personal data. It sets out how we process your Personal Information while providing our professional Services. In this Privacy Policy, we refer to handling, collecting, protecting, and storing your Personal Information as "processing." We provide Services either directly to you or through an arrangement with another party (e.g., your employer).Sorenson Tax LLC will protect your Personal Information with confidentiality and only disclose it as detailed in the "To Whom Will We Disclose Your Personal Information?" section below.
What Personal Information Do We Collect?
Sorenson Tax LLC may collect the following types of Personal Information:
• Name
• Contact details (e.g., home or work address, email, phone numbers)
• Date of birth
• Government identifiers (e.g., Social Security number)
• Financial information
What Aggregated and Non-Personal Information Do We Collect?
We may use standard internet technology to track your Site usage, including cookies and web beacons. This helps us customize services, deliver targeted communications, and measure the effectiveness of our online efforts. Cookies may be used to personalize your experience on the Site. If you decline cookies, certain features of the Site may not be available to you.
How Do We Collect Personal Information?
Sorenson Tax LLC may collect Personal Information in several ways:
• Directly from you
• Through the provision of our Services
• From third parties, such as your employer, tax authorities, or relevant administrative bodies
This Personal Information can be received in any manner, including in-person discussions, telephone conversations, and electronic or other written communications. Without access to all the Personal Information that we need, we may be unable to provide or complete the Services.
If another party provides your Personal Information to us, they must comply with relevant privacy laws. If you believe a third party has not fulfilled their obligations, please contact them directly.
Disclosing Personal Information About Third Parties
If you provide Personal Information about third parties (e.g., spouse, children, joint account holders), ensure you have the necessary permissions to share their data with us. Please share a copy of this Privacy Policy with them before disclosing their information.
Are Children Allowed to Use Our Site?
Our Site is not intended for use by children under the age of 13, or to sell products or services to children under the age of 13. Consistent with the Federal Children’s Online Privacy Protection Act of 1998 (COPPA), we do not knowingly collect, use, or disclose Personal Information from anyone under the age of 13 without obtaining the required parental consent. If we determine upon collection that users are under this age, we will not use or maintain their Personal Information without their parent’s or guardian’s consent. If we become aware that we have unknowingly collected Personal Information from a child under the age of 13, we will make reasonable efforts to remove this information from our database. If you are a parent or guardian and believe that we might have any information from or about a child under age 13, please contact us by one of the following methods: (i) by email at discover@sorensontax.com, or (ii) by mail at PO Box 1051, Tillamook, Oregon 97141. We will review the request and respond promptly. We strongly recommend that minors 13 years of age or older ask their parents for permission before sending any information about themselves to anyone over the Internet and we encourage parents to teach their children about safe internet use practices.
How Do We Use Your Personal Information?
Sorenson Tax LLC processes your Personal Information for several purposes, including:
• Establishing or maintaining our relationship with you
• Providing Services to you or the entity that engaged us
• Managing your account and customer support
• Conducting research and analysis on your usage of our Services
• Tailoring your experience and communicating relevant content
• Complying with legal, regulatory, or professional obligations
We may use financial information or payment method to process payment for any purchases, invoices, subscriptions, or sales made on or through the Site or in connection with the Services, to protect against or identify possible fraudulent transactions, and otherwise as needed to manage our business.
On What Basis Do We Process Personal Information?
We process your Personal Information based on the following grounds:
• Contractual necessity (e.g., providing Services)
• Legitimate interests (e.g., managing client engagements, protecting business interests)
• Legal, regulatory, or professional obligations
To Whom Will We Disclose Your Personal Information?
In connection with one or more of the purposes outlined in this Privacy Policy, we may disclose your Personal Information to:
• Employees or Contractors of Sorenson Tax LLC: To ensure the proper delivery of our services.
• Authorized Individuals: Those you have specifically requested us to share information with, such as your spouse or partner.
• Regulatory and Legal Authorities: Competent authorities, including courts and regulatory bodies, to comply with legal, regulatory, or professional obligations or requests.
• Vendors and Service Providers: Authorized vendors and service providers who assist in managing, supporting, and maintaining our services and infrastructure. These parties are contractually obligated to uphold confidentiality and privacy standards consistent with this Privacy Policy.
• Third Parties: In the course of providing services to you or the entity that has engaged us, we may disclose information to relevant third parties as necessary.
Additionally, we may disclose your information under the following circumstances:
• Legal Obligations: In response to a subpoena, court order, or other legal requests from law enforcement or government agencies, or as required by law. We may also disclose information to establish or exercise our legal rights or defend against legal claims.
• Protection and Compliance: When we believe disclosure is necessary to investigate, prevent, or address illegal activities, suspected fraud, or other wrongdoing; to protect the rights, property, or safety of Sorenson Tax LLC, our clients, or others; to comply with legal requirements; or to enforce our Site's terms and conditions or other policies.
• Corporate Transactions: In connection with significant business transactions, such as a merger, acquisition, sale of assets, or bankruptcy. Any future entities we work with will adhere to the same privacy obligations outlined in this policy.
We may also share aggregated and/or non-personal information with third parties in the above situations. This information does not contain Personal Information and may be used for general business analysis, targeted advertising, or improving our services.
Sorenson Tax LLC does not sell or lease your Personal Information to others.
How Do We Keep Your Personal Information Secure?
We implement commercially reasonable standards of technology and operational security to protect your Personal Information from loss, misuse, unauthorized access, disclosure, alteration, or destruction. Access to your Personal Information is limited to authorized personnel who are aware of their privacy obligations. However, we cannot guarantee the security of your information, as no system is entirely foolproof. We assume no liability for any disclosure due to transmission errors, unauthorized access by third parties, or other events beyond our control.
If we become aware of a security breach, we will attempt to notify you using the contact information we have on file. Depending on your location, you may have the right to receive this notice in writing.
We encourage users to exercise caution when handling and disclosing their Personal Information and to avoid sending sensitive information through unsecured email.
For tips on protecting yourself against identity theft, please refer to the Federal Trade Commission’s website: FTC Privacy & Identity.
How Long Will We Keep Your Information?
We retain Personal Information as long as necessary to fulfill the purposes outlined in this Privacy Policy, comply with legal requirements, or maintain records for potential litigation or investigations related to our services. Additionally, you or other users may have the option to save information on the Site, including data made public or shared with specific users.
What Are Your Rights Regarding Your Personal Information?
You have various rights regarding your Personal Information, including the right to:
Access: Obtain confirmation that we are processing your Personal Information and request a copy of the data we hold about you.
Correct: Request that we update or correct inaccurate or incomplete information.
Depending on your location, you may also have the right to:
Delete: Request that we delete your Personal Information or restrict its use.
Object: Object to the processing of your Personal Information.
However, we may retain a copy of relevant information to comply with legal requirements or maintain records for potential litigation or investigations.
You can choose not to provide certain information, but this may limit your ability to use certain features of the Site or services, such as registering, purchasing products or services, or participating in surveys.
To exercise your rights or if you have any questions about our use of your Personal Information, please contact us using the details provided below.
Changes to This Privacy Policy
We reserve the right to modify this Privacy Policy at any time to reflect changes in our practices, laws, or industry standards. We may notify registered users of significant changes by sending an email to the address provided in your account or by posting a notice on the Site. Your continued use of the Site and services after changes are posted constitutes your acceptance of the updated Privacy Policy.We recommend checking the Site periodically to stay informed of any updates to this Privacy Policy and other applicable policies. It is your responsibility to review and become familiar with any modifications.
Your California Privacy Rights
Effective January 1, 2005, under California Civil Code Section 1798.83, if an individual who is a California resident has provided Personal Information to a business in connection with a business relationship that is primarily for personal, family, or household purposes, and if that business has within the immediately preceding calendar year disclosed such an individual’s Personal Information to a third party and knows or should have known that such third party used the information for its own direct marketing purposes, then that business is obligated to disclose in writing to such individual upon request, what Personal Information was shared and with whom it was shared.
Any request for a disclosure required under this California law should be sent to us via email or via regular mail at the addresses listed under the “Questions” section below.
Please note that under this law, we are not required to respond to your request more than once in a calendar year, nor are we required to respond to any request that is not sent to the designated email or mailing address.
International Visitors The Site and the Services are hosted in and provided from the United States. If you use the Site or the Services from the European Union, New Zealand, or other regions with laws governing data collection and use that differ from U.S. law, please note that you are transferring your personal data to the United States. The United States does not have the same data protection laws as the EU, New Zealand, and some other regions. By providing your Personal Information, you consent to the transfer of your personal data to the United States and the use of your Personal Information in accordance with this Privacy Policy.
