PRIVACY POLICY
Effective Date: 1/25/2019
Last Updated: 4/29/2025
Grimsdale Financial Solutions (“we,” “our,” or “us”) values your trust and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your data when you visit our website or use our tax and financial services.
1. Information We Collect
We may collect the following types of information:
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Personal Information: Name, email address, phone number, mailing address, Social Security number, date of birth, and other identifiers necessary for tax or financial services.
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Financial Information: Bank account numbers, tax documents, investment details, and other financial data provided to us.
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Usage Data: Information about your interaction with our website (e.g., IP address, browser type, pages visited, time spent).
2.How We Use Your Information
We use your information to:
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Provide tax preparation, financial planning, investment advisory, and related services
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Communicate with you via email or phone regarding your services or inquiries
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Send you updates, newsletters, or promotional content (you may opt out at any time)
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Comply with legal obligations and prevent fraud
3. How We Share Your Information
We do not sell your personal information. We may share your data only in the following circumstances:
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With service providers who assist in delivering our services (e.g., secure payment processors, document management tools)
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When required by law, regulation, or legal process
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With your consent
4. Data Security
We implement reasonable security measures to protect your personal and financial information, including encrypted data transmission and secure storage practices.
5. Your Choices and Rights
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You may request access to or correction of your personal data.
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You may opt out of promotional emails by following the unsubscribe link.
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You may contact us to request deletion of your data, subject to any legal obligations.
6. Third-Party Links
Our website may include links to third-party websites. We are not responsible for the privacy practices or content of those sites.
7. Children’s Privacy
Our services are not intended for children under 13, and we do not knowingly collect information from them.
8. Contact Us
If you have questions or concerns about this Privacy Policy or your personal data, please contact us:
