Privacy Notice

Effective Date: October 1, 2023
Last Updated: August 22, 2024

We highly value your trust in us and want to assure you that your personal information is kept completely confidential by us. This Privacy Policy summarizes the manner in which Tavola Accounting LLC, Inc. (“Tavola Accounting LLC,” “we,” “our,” or “us”) collects, uses, maintains, and discloses information collected from users (each, a “User”) of the tavola.group website (“Site”). This privacy policy applies to the Site and all products and services offered by Tavola Accounting LLC.

1. Types of Personal Information We Collect

Personal Identification Information

Personal identification information is information that can be used to identify, contact, or locate a single person. We may collect this information from Users in a variety of ways, including but not limited to when Users visit our site, register, subscribe to newsletters, fill out forms, or use other features. This may include names, email addresses, mailing addresses, phone numbers, and other identifying details. Users may visit our Site anonymously. We collect personal identification information only if voluntarily provided.

Non-Personal Identification Information

We may collect non-personal identification information about Users when they interact with our Site, such as browser types, computer types, operating systems, internet service providers, and similar details.

Usage Data

We collect Usage Data automatically when Users interact with our Site, including IP addresses, browser types, pages visited, and time spent on the Site. If accessing via a mobile device, we may collect device information such as the mobile device ID, IP address, and mobile operating system.

Web Browser Cookies

Our Site uses “cookies” to enhance User experience. Users may set their browser to refuse cookies, though doing so may prevent proper functionality of the Site. We use both session and persistent cookies to improve your experience and for tracking purposes.

2. Other Information We Collect

We collect personal information from various sources in the course of tax preparation, tax and financial planning, accounting, audit, and other services. This information may include:

• Information from forms, tax preparation worksheets, or during meetings with you.
• Transactional information, such as payment history and account balances.
• Information received from you during online inquiries or communications.

3. Tracking Technologies

We use cookies, beacons, tags, and scripts to track activities and collect data on the Site. These help us monitor traffic, improve services, and analyze trends. You can manage cookie settings through your browser preferences.

4. Use of Your Personal Data

We may use the data we collect for:

• Providing and improving our services.
• Managing your account and providing customer support.
• Contacting you for updates, promotions, or news (with explicit consent).
• Processing transactions and handling billing and payments.
• Compliance with legal obligations, including tax and financial regulations.
• Business transfers (e.g., mergers or acquisitions), where personal data may be part of transferred assets.

5. SMS Data Collection and Use

We collect phone numbers for SMS communications, including important updates and promotional offers, only with explicit consent. You can opt out of SMS messages at any time by replying “STOP” to any message.

6. Legal Basis for Processing Personal Data (GDPR/CCPA)

We process personal data based on:

• Your consent.
• Performance of a contract.
• Compliance with legal obligations.
• Legitimate interests pursued by Tavola Accounting LLC, such as improving our services or conducting marketing.

7. Parties to Whom We Disclose Information

We do not disclose personal information about our clients to anyone, except in the following cases:

• To our employees or third-party service providers who need to know the information for providing services to you.
• To comply with legal obligations (e.g., subpoenas).
• As part of a business transaction (e.g., a merger or sale), provided that the recipient agrees to maintain confidentiality.
• With affiliates or third parties for consulting, marketing, or other services.

8. Retention of Your Personal Data

We retain personal data only as long as necessary to fulfill the purposes outlined in this policy, unless required by law to retain it longer. Usage Data may be retained for a shorter period unless needed to enhance security or improve functionality.

9. Transfer of Your Personal Data

Your personal information may be transferred and stored in countries outside your own, including the United States. We ensure that appropriate safeguards are in place to protect your data during such transfers.

10. Your Rights

If You Are a European Resident (GDPR):

• Right to Access: You can request to see the personal data we hold about you.
• Right to Correct: You can request corrections to any inaccurate data.
• Right to Erasure: You can ask us to delete your personal data when it is no longer necessary.
• Right to Object: You may object to the processing of your personal data in certain situations.
• Right to Data Portability: You can request a copy of your personal data in a commonly used format.
• Right to Withdraw Consent: You can withdraw your consent at any time by contacting us.

If You Are a California Resident (CCPA):

You have the right to:

• Request details of the personal information we collect, use, or disclose.
• Request the deletion of your personal data (with some exceptions).
• Opt-out of the sale of your personal data, though Tavola Accounting LLC does not sell personal data.

11. Protecting the Confidentiality and Security of Your Personal Information

We maintain physical, electronic, and procedural safeguards to protect personal data from unauthorized access. Access to data is restricted to authorized personnel, and we use encryption and secure storage methods to ensure protection. In the event of a business transfer, we will ensure that your personal data is handled securely by any new entity.

12. Business Transactions

In the event of a merger, acquisition, or asset sale, your personal data may be transferred to the acquiring entity. You will be notified if this occurs, and your information will remain protected under this privacy policy.

13. Changes to This Privacy Policy

Tavola Accounting LLC reserves the right to modify this Privacy Policy at any time. Any significant changes will be posted on this page, and we will notify you via email or other communication methods.

14. Your Acceptance of These Terms

By using this Site, you agree to this Privacy Policy. If you do not agree, please do not use the Site. Your continued use of the Site following any changes will constitute acceptance of those changes.

15. Contacting Us

If you have any questions about this Privacy Policy or your personal data, please contact us at:

Tavola Accounting LLC
2045 W Grand Ave, Ste B, PMB 28197
Chicago, IL 60612-1577
Phone: (847) 925-1489
Email: admin@tavola.group