1.Introduction
The XXI Group is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and protect your personal information.
2.Information We Collect
We collect the following types of information:
– Personal Information: Name, address, email address, phone number, social security number, and other identifying information.
– Financial Information: Income, tax records, investment information, and other financial data necessary for tax preparation and financial planning.
– SMS Opt-In Information: Name and phone number provided for the purpose of receiving SMS updates and appointment reminders.
How We Collect Information:
We collect your personal information in the following ways:
– Verbal communication
-The “Contact Us” form on our website
3.How We Use Your Information
The information we collect is used to provide our services, including:
– Preparing and filing tax returns
– Providing financial advice and planning
– Communicating with you about your services, including updates and appointment reminders
– Improving our services and customer experience
4.Sharing of Information
We do not sell or share your SMS opt-in or phone numbers for the purpose of SMS marketing or any other third party purposes.
5.Data Security
We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, use, or disclosure. Your information is stored securely , and we use industry- standard encryption to protect your data.
6.Data Retention
We retain your personal information, including SMS opt-in information , until we receive written notice from you requesting the deletion or termination of such information. Financial information and other data are retained as long as necessary to fulfill the services you request and comply with legal obligations.
7.Your Rights
You have the right to access, update, or delete your personal information. You may also request a copy of the information we hold about you. To exercise these rights, please contact us at the contact information provided below.
8.Cookies and Tracking Technologies
We do not use cookies or tracking technologies to collect information about your online activities across different websites.
9.Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new policy on our website. Your continued use of our services after any changes indicates your acceptance of the new Privacy Policy.
10.Contact Information
For any questions or concerns regarding this Privacy Policy, please contact us at:
– Email: [email protected]
– Phone: (678) 271-0366
– Address: 155 Westridge Pkwy Ste 110, McDonough, GA 30253