Privacy

This Privacy Policy describes how American Tax Partners, LLC a Missouri-based Limited Liability Company (“The Company”) collects, uses, and discloses certain personal data obtained through our public website at www.amtaxpartners.com and our other business processes.

Visitors and any users of the site are referred to as “user,” “you,” and “your” and the Company is referred to as “we,” “us,” and “our.”  The Company processes personal data as a Controller as defined by the European Union’s General Data Protection Regulation (GDPR). By accessing the website you are considered to use of the website and accept our Privacy Policy without modification.

Personal Information Collection and Use

In general, you can visit our website without telling us who you are or revealing any information about yourself. There are times, however, when we ask for personally identifiable information from you, such as your name, company, e-mail address, phone number, and address (“Personal Information”). We request this information in order to correspond with you, to provide you with a subscription to a newsletter or publication, to notify you about events, or otherwise to respond to your requests or provide you with information that we consider may be of interest to you. Where applicable, we will differentiate between personal data fields that are optional and those that are mandatory to obtain the requested information. Your provision of such information is voluntary.

If you receive a marketing e-mail from The Company, you will be provided with an automated way to opt out (unsubscribe) from that particular communication or from all marketing e-mails sent by our Company. Please follow the instructions on the e-mail you received. If you have received unwanted e-mail from our Company, please forward a copy of that e-mail to info@americantaxpartners.com.

Please note that if you reply to an address in one of our marketing e-mails or otherwise send a communication to us, your communication will not create a lawyer-client relationship with us. Do not send us any information that you or anyone else considers to be confidential or secret unless we have first agreed to be your lawyers in that matter. Any information you send us before we agree to be your lawyers cannot be protected from disclosure.

Collection of Personal Information

We collect the following categories of Personal Information about Site visitors, clients, prospective clients, suppliers and other third parties:
Basic data: Name, gender, title, organization, job responsibilities, phone number, mailing address, email address, and contact details.

Registration data:  Newsletter requests, seminar registrations, subscriptions, downloads, and username/passwords.
Marketing data: Data about individual participation in conferences and in-person seminars, credentials, associations, product interests, and preferences.

Compliance data: Government identifiers, passports or other identification documents, dates of birth, beneficial ownership data, and due diligence data.

Device data: Computer Internet Protocol (IP) address, unique device identifier (UDID), cookies and other data linked to a device, and data about usage of our Sites (Usage Data).

We collect Personal Information from a number of sources, either directly from the data subjects, or from clients, colleagues and publicly available sources. Where the Company receives data from its clients about employees, customers or other individuals, the client is responsible for ensuring that any such data is transferred to us in compliance with applicable data protection laws.

Use of Personal Information

The purposes for which we use Personal Information, and the legal bases for such processing, are as follows:
To provide tax compliance services and respond to inquiries we use basic data, registration data, client service data, and device data.  We need to process your information in this way in order to perform our obligations under our contracts with our clients.
To manage our business operations and administer our client relationships we use basic data, registration data, marketing data and client service data.  This processing is necessary in order to perform our obligations under our contracts with our clients (e.g. issuing and processing invoices) and suppliers (e.g. managing the supply of goods and services to the Company).

To make our Sites more intuitive and easy to use we use device data.  It is necessary for our legitimate interests to monitor how our Sites are used to help us improve the layout and information available on our Sites and provide a better service to our Site users.

To provide relevant marketing such as providing you with information about events or services that may be of interest to you including tax preparation services, tax updates, client conferences or networking events, and groups of specific interest (e.g. specific types of networking groups) we use marketing data, basic data, registration data, client service data, and device data. It is necessary for our legitimate interests to process this information in order to provide you with tailored and relevant marketing, updates and invitations.

To address compliance and legal obligations, such as checking the identity of new clients and to prevent money laundering and/or fraud we use compliance data, basic data, registration data, and device data. This processing is necessary for the purposes of complying with legal requirements to which we are subject.

Sharing of Personal Information

We may share Personal Information with the following categories of recipients:
Suppliers and service providers: We share Personal Information with suppliers and service providers to enable such parties to perform functions on our behalf and under our instructions in order to carry out the purposes identified above.  These include: infrastructure and IT services providers; third party consultants who provide us with support in respect of business analytics and marketing campaigns. We require such parties to provide reasonable security for Personal Information and to use and process such Personal Information on our behalf only.

Financial institutions: We share Personal Information with financial institutions in connection with invoicing and payments.
Mandatory disclosures and legal claims: We share Personal Information in order to comply with any subpoena, court order or other legal process, to comply with a request from our regulators, governmental request or any other legally enforceable demand.  We also share Personal Information to establish or protect our legal rights, property, or safety, or the rights, property, or safety of others, or to defend against legal claims.

If you have questions about the parties with which we share Personal Information, please contact us at info@amtaxpartners.com.

International Data Transfers

These Web Sites are hosted on our web servers in the United States. If you are located in a non-US jurisdiction, your provision of Personal Information or other access to our Web Sites constitutes your transfer of such data to the United States, a jurisdiction that may not provide a level of data protection equivalent to the laws in your home country.

Security Measures and Breach Response

The Company maintains appropriate technical and organizational security measures to protect the security of your Personal Information against the loss, misuse, unauthorized access, disclosure or alteration.

We use a range of physical, electronic, and managerial measures to ensure that we keep your Personal Information secure, accurate and up to date. These measures include:
education and training to relevant staff to ensure they are aware of our privacy obligations when handling Personal Information
administrative and technical controls to restrict access to Personal Information on a ‘need to know’ basis
technological security measures, including encryption and anti-virus software

You acknowledge that the Personal Information you voluntarily share could be accessed or tampered with by a third-party.  You agree that we are not responsible for any intercepted information shared through our Site without our knowledge or permission.  Additionally, you release us from any and all claims arising out of or related to the use of such intercepted information in any unauthorized manner.  You agree to notify us for any breach of security or unauthorized use of your information.
We have taken steps to build and manage a system that you can use with confidence. However, you should never transmit any private documents or other Personal Information to us by email. If you do send information to us by email, you should use password protected files. We recommend that you use our secure online upload services that we setup for you when you use our Service.

Should there be a potential breach of Personal Information, we have procedures in place to respond. The breach will be identified, the scope will be determined, and we will make reports and/or notification if we are legally required to do so.

Data Retention and Your Rights

We will hold your Personal Information on our systems for the longest of the following periods: (i) as long as is necessary for the relevant activity or services; (ii) any retention period that is required by law; (iii) the end of the period in which litigation or investigations might arise in respect of the services.
You have various rights in relation to your Personal Information. Specifically, you have a right to:
obtain confirmation that we are processing your Personal Information and request a copy of the Personal Information we hold about you ask that we update the Personal Information we hold about you, or correct such personal information that you think is incorrect or incomplete ask that we delete Personal Information that we hold about you, or restrict the way in which we use such

Personal Information

object to our processing of your Personal Information.
To exercise any of your rights, or if you have any other questions about our use of your Personal Information, please contact us at info@amtaxpartners.com.

Links to Other Web Sites

The privacy practices set forth in this Privacy Statement are for our website only. This website may contain links to other sites. The Company is not responsible for the privacy practices or the content of such sites. If you link to or otherwise visit any other site, please review the privacy policies posted at that site.
Cookies and Passive Tracking

A “cookie” is an element of data that can be sent to your browser. Your browser may then store it on your system based on the preferences you have set on your browser. Cookies gather information about your operating system including, but not limited to, browser type, and Internet Protocol (IP) address. The Company web site uses this information to analyze the traffic on our web site, and better serve you when you return to our web site. It is not our intention to use such information to personally identify a user. You have the option to configure your Internet browser to notify you when you receive a cookie, giving you the chance to decide whether to accept it. Further, you have the option to block all cookies. Please note, however, that if you refuse or otherwise block cookies you may not be able to use all of the functionality available on the web site.
Revisions to this Privacy Statement

The Company reserves the right to change this Privacy Policy from time to time. Please check the Privacy Statement frequently and particularly before you submit additional Personal Information via the Web Site. All revisions to this Privacy Statement will be posted on the web site via a link from the homepage. We also display the effective date of the Privacy Statement on the top of this page.