A) Client Privacy Notice
At The New York Tax Group we believe that it is essential to protect the privacy of client information. The nature and importance of our client relationships require the highest standards of confidentiality and discretion. We have prepared this notice to provide our clients with a summary of the non-public information that we may collect and maintain during the course of our relationship; our policy regarding the use of that information; and the measures we take to safeguard that information. We do not sell non-public information to anyone and only share it with others as described in this notice.
Information We Collect
In the course of our business relationship, we obtain non-public information about clients, including:
1) Information we receive from you on applications, surveys or other documents and forms (such as your name, address and social security number and information about your employment, income, assets, beneficiaries and investment objectives).
2) Information about your transactions with us, our affiliates or others (such as account activity, loan history and transaction information from other banks and financial advisers with whom you work).
3) Information we might receive from outside agencies or other advisers or investment managers with whom you work.
We do not disclose any non-public information about our clients or former clients to anyone, except as permitted by law to facilitate our services to our clients or as otherwise required by law. As allowed by law, we share information about current and former clients among our affiliates as necessary to help us service your account with us. We also provide restricted client information to non-affiliated companies that require the information to provide specific services to client accounts.
We have implemented procedures designed to restrict access to your non-public personal information to those employees who need it to perform their job responsibilities. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your non-public information.
B) Additional Privacy Notice
Information You Submit
In general, you can visit the Site without telling us who you are or revealing any personal information about yourself. However, the Site may contain forms that require users to provide contact information (like their name, telephone and e-mail address). We use the submitted information to send users information about the firm, or for replying to specific requests for information. The information a user submits will not be shared with any third party.
We reserve the right to disclose personally identifiable information in special cases when we have reason to believe that disclosing this information is necessary to identify, contact or bring legal action against someone who may be causing injury to or interference with (either intentionally or unintentionally) our rights or property, other visitors, or anyone else that could be harmed by such activities. We also reserve the right to disclose visitor information when we believe in good faith that the law requires it.
Links to Other Websites
From time to time, we may collect general, non-personal, statistical information about the use of the Site, such as how many visitors visit a specific page on the Site, how long they stay on that page and which hyperlinks, if any, they ”click” on. We collect this information through the use of ”cookies” and other tracking technologies, which are discussed in greater detail below. We collect this information in order to determine which areas of the Site are most popular and to enhance the Site for visitors. We may group this information into aggregate visitor data in order to describe the use of the Site to our existing or potential business partners or other third parties, or in response to a government request. We may also group preferences information that we collect from visitors into aggregate data for the same purposes. However, please be assured that this aggregate data will in no way personally identify you or any other visitors to the Site.
Tracking and Statistics
We may employ statistical and analytical software to automatically track how the content provided at this Site is linked to and how often and in what sequence it is viewed. This tracking allows us to gain a better understanding of potential areas for improvement so as to continually improve the relevance of and accessibility to the content we provide.
Tracking technologies may record information such as Internet domain and host names; Internet protocol (IP) addresses; browser software and operating system types; clickstream patterns; and dates and times that our Site is accessed. An IP address is a number that is automatically assigned to your computer whenever you are surfing the web. Web servers, for example, automatically identify your computer by its IP address.
We have taken reasonable and appropriate steps, by implementing certain hardware and software safeguards, to protect the information that you share with us from unauthorized access or disclosure. However, no data transmission over the Internet can be guaranteed to be 100% secure. As a result, while we strive to protect your information and privacy, we cannot guarantee or warrant the security of any information you disclose or transmit to us online and cannot be responsible for the theft, destruction or inadvertent disclosure of such information.
This Site is not intended for use by children under 13. We do not knowingly collect personally identifiable information from anyone under 13 years of age. If you are under 13, please do not submit any personal information on the Site.