Disclaimer & Privacy

Navolio & Tallman LLP (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains what personal data (defined below) we collect from users of our websites, including www.ntllp.cpa and all related websites, platforms, and web-based services (the Sites”), and any other technologies, features, content, products, and services that we offer (collectively, our “Services); how we use that information; and how we may share it with others. We encourage you to read this Privacy Policy and reach out to us using the contact methods at the end of the Privacy Policy if you have any questions.

This Privacy Policy also does not apply to third-party websites, products, or services, even if they may link to our Sites or if our Sites link to them. We recommend that you review the privacy practices of those third parties before accessing third-party websites and sharing any personal data.

1. Collection of Personal Data

For the purposes of this Privacy Policy, “personal data” means information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with an identifiable individual. Personal data does not include “aggregate” or other non-personally identifiable information. Aggregate information is information that we collect about a group or category of products, services or users that is not personally identifiable or from which individual identities are removed. We may collect the following personal data about you:

a. Personal Data You Provide Us

We may collect personal data directly from you through your use of the Services, including:

• Identifiers and Contact Information, such as name, email address, mailing address, company affiliation, phone number, and user ID and password (via our third-party provider, CCH),
• Government Identification and Verification Information, such as driver’s license, passport number, state identification number, or other government-issued ID number, and Social Security number.
• Financial Information, such as financial account information, financial statements and invoices, Tax ID number, investment account and portfolio information, lease and mortgage information, payroll, historical tax audit and filing documents, and debit or credit card information (via our third-party payment processor, CPACharge).
• Regulatory Compliance Information as required for purposes such as client onboarding procedures and conflict assessments, and other due diligence.
• Business Information, such as employment information and information related to your professional qualifications, designations and memberships.
• Demographic Information, such as your racial or ethnic origin, gender, age, military status, or veteran’s status.

b. Personal Data Collected Automatically

Our Services may use cookies and other tracking technologies such as web beacons, embedded scripts, and tags, which collect information from you automatically as you use our Sites, including:

• Browser and device data. When you use our Sites, we may automatically collect information such as IP address, geolocation data, device identifier, device type, operating system and Internet browser type, screen resolution, operating system name and version, device manufacturer and model, language, plug-ins, add-ons, and the language version of the Sites you are visiting.
• Usage data. When you use our Sites, we may automatically collect information such as browsing history, time spent on the Sites, pages visited, links clicked, language preferences, patterns of use, and the pages that led or referred you to our Sites. We also collect information about your online activities on websites and connected devices over time and across third-party websites, devices, apps, and other online features and services.

For more information, please review Section 4 (“Cookies and Other Tracking Technologies.”)

c. Personal Data We Collect from Others

We may also collect personal data via our service providers, including those providing hosting, analytics, customer and technical support, and other services.

2. Use of Personal Data

We generally use the personal data we collect from you in the following ways:

• Provide, operate, and maintain the Services
• Improve, personalize, and expand the Services
• Provide customer service and support
• Communicate with you, including to provide you with updates and other information relating to the Services, and for marketing and promotional purposes through email and any other channels you choose to communicate with us
• To contact you regarding changes to the Services and/or any of our policies
• Perform internal analytics
• Marketing
• For systems and data security
• To prevent unauthorized, improper, or illegal activities on the Sites
• For internal business purposes
• Evaluate or conduct a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of our assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which personal data held by us about the users of our Services is among the assets transferred
• Comply with our legal obligations, including to respond to subpoenas, court orders, or legal process, and to establish or exercise our legal rights or defenses against legal claims
• For other specific purposes disclosed at the time you provide your information, or as otherwise authorized by law.

3. Disclosure of Personal Data

We may disclose personal data to the following third parties:

• Service providers. We may disclose personal data to our service providers to provide the Services, such as processing your payment information and managing your online account. We may also provide personal data to lawyers, other accountants, and providers of outsourced taxed services, consistent with additional notices provided to you and in accordance with our legal and professional obligations.
• Compliance and harm prevention. Under certain circumstances, we may be required to disclose your personal data if required to do so by law or in response to valid requests by public authorities.
• Business transfers and transactions. If we are involved in a merger, acquisition, asset sale, or other corporate combination, your personal data may be transferred to the acquiring or surviving entity.

4. Cookies and Other Tracking Technologies

We use cookies and similar tracking technologies to track the activity on the Sites and we hold certain information. Cookies are files with a small amount of data which may include unique identifier, and are sent to your browser from a website and stored on your device. We also use other tracking technologies, such as beacons, tags and scripts to collect and track information and to improve and analyze our Sites. Cookies on the Sites generally fall into the following categories:

• Strictly necessary cookies: These are required for the operation of the Sites. They include, for example, cookies that enable you to log into secure areas.
• Performance cookies: These allow us to recognize and count the number of users of the Sites and see how such users navigate through the Sites. This helps improve how the Sites work, for example, by ensuring that users can find what they are looking for easily.
• Functional cookies: These improve the functional performance of the Sites and make it easier for you to use. For example, cookies are used to remember that you have previously visited the Sites and asked to remain logged into it.

You can modify your browser settings to decline or accept certain cookies. However, if you decline certain cookies, some of our Sites’ features may not function as designed.

5. Exercising Choices and Preferences

You may opt-out of any emails that we send for advertising or other promotional purposes, including our newsletter, by clicking the “unsubscribe” links provided at the bottom of those emails. California Civil Code Section 1798.83 (“Shine the Light” Law) permits California residents who have supplied personal data, as defined in the statute, to us to, under certain circumstances, request information regarding third parties to whom we have disclosed certain categories of personal data during the preceding year for the third parties’ direct marketing purposes and to opt-out on a going forward basis of any such disclosure. We do not currently disclose personal data for these purposes. However, you may send any inquiries or questions regarding this policy to us using the contact information provided below.

6. Children’s Data

Our Services are not intended for children, and we do not knowingly collect any personal data from children under the age of 18. If you think that your child provided this kind of information on the Services, we strongly encourage you to contact us immediately, and we will do our best efforts to promptly remove such information from our records.

7. Nevada Privacy Notice

We do not “sell” personal data as that term is defined under Nevada law, but Nevada residents have the right to request to opt out of any future sale of their personal data under Nevada SB 220. If you are a Nevada resident and would like to make such a request, please contact us using the information at the bottom of this Privacy Policy. Please include your full name, email address, and postal address in your email or mail request so that we can verify your Nevada residence and respond. If we sell personal data after receipt of your request, we will make reasonable efforts to comply with your request.

8. Updates to this Privacy Policy

We may change this Privacy Policy from time to time to reflect changes in our data practices or relevant laws. We will let you know via email and/or a prominent notice on our Sites prior to the change becoming effective, and update “effective date” at the top of this Privacy Policy. We recommend periodically reviewing this Privacy Policy for any changes. Changes to this Privacy Policy are effective when they are posted on this page.

9. Contact Information

For questions or concerns regarding this Privacy Policy or your information, we can be contacted via the methods listed below:

• Email us at [email protected]
• Write us at 2121 N. California Blvd., Suite 610 Walnut Creek, CA 94596
• Call us at (415) 956-1750