Our Legal Disclosures are listed below and are updated as on November 18, 2024. If you have any questions or concerns about this Privacy Policy, please contact us at American Dream CPA PLLC, 2202 N West Shore Blvd Suite 200-1170, Tampa, FL 33607-5711. Telephone: (813)229-6600. Fax (813)229-6609. Email: Shanna@AmericanDreamcpa.com
This is our privacy policy as required by the Gramm-Leach-Bliley Act of 1999.
We collect nonpublic personal information about you from the following sources:
Information we receive from you on applications, tax organizers, worksheets and other documents.
Information about your transactions with us, our affiliates or others.
Information we receive from a consumer-reporting agency
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as required by law.
We restrict access to nonpublic personal information about you to those members of our firm who need to know that information in order to provide services to you. We maintain physical, electronic and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
Privacy Policy for American Dream CPA PLLC
American Dream CPA PLLC values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website [https://www.americandreamcpa.com/], engage with our services, or interact with us.
1. Information We Collect ~ We may collect the following types of information:
• Personal Information: Name, email address, phone number, mailing address, Social Security Number, tax identification numbers, and other information provided by you for tax preparation or other services.
Financial Information: Bank account details, payment information, and other financial data necessary for our services.
• Technical Information: IP address, browser type, operating system, and usage details collected through cookies and similar technologies.
2. How We Use Your Information ~ We use the information collected to:
• Provide, improve, and personalize our services.
• Communicate with you about appointments, updates, and inquiries.
• Process payments and manage your accounts.
• Comply with legal obligations and industry standards.
3. How We Share Your Information ~ We do not sell, trade, or rent your personal information. We may share your information:
• With trusted service providers who assist in delivering our services, such as software providers or payment processors.
• As required by law or in response to legal processes, such as subpoenas or regulatory requirements.
4. Personal Data Not Shared ~ We do not share your phone number or consent with third parties/affiliates or partners. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
5. Your Privacy Rights
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
6. Additional Privacy Rights
As a Florida-based CPA firm, we comply with applicable laws to protect your rights. You may:
• Request access to your data.
• Request corrections or updates to inaccurate information.
• Request deletion of your personal information, subject to legal and regulatory obligations.
7. Data Security
We implement appropriate technical and organizational measures to safeguard your personal information. However, no system can guarantee complete security.
8. Cookies and Tracking Technologies
We use cookies to enhance your browsing experience. You can manage your cookie preferences through your browser settings.
9. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for their privacy practices or content.
10. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with the updated effective date.
11. Contact Us
By using our website or services, you agree to this Privacy Policy.
This is our Terms of Service:
These Terms of Service govern your access to and use of our website, located at www.americandreamcpa.com , including any content, functionality, and services offered through the website (collectively, the "Services"). By accessing or using our Services, you agree to these Terms of Service. If you do not agree with these terms, please do not use our Services.
1. Scope of Services
We are a Certified Public Accounting (CPA) firm licensed in the state of Florida. Our website provides information about our services, including accounting, tax planning and preparation, consulting, and other related services (collectively, "Professional Services"). The use of this website does not establish a client-CPA relationship. Such a relationship is established only by a formal engagement letter signed by both parties.
2. Disclaimer
The information provided on this website is for informational purposes only and should not be construed as legal, accounting, or tax advice. While we make every effort to provide accurate and up-to-date information, we cannot guarantee its accuracy, completeness, or applicability to your specific situation. You should consult a qualified professional for advice tailored to your individual circumstances.
3. Privacy
Your privacy is important to us. Please refer to our privacy policies shown above for details on how we collect, use, and protect your personal information.
4. Limitation of Liability
To the fullest extent permitted by law, we will not be held liable for any direct, indirect, incidental, consequential, or punitive damages arising out of your access to or use of our Services. This includes, but is not limited to, errors or omissions in content, interruptions, or delays in service.
5. Third-Party Links
Our website may contain links to third-party websites or resources. These links are provided for your convenience and do not constitute an endorsement by us. We are not responsible for the content, privacy practices, or availability of these third-party websites.
6. Intellectual Property
All content on this website, including text, graphics, logos, images, and software, is the property of American Dream CPA PLLC or its licensors and is protected by intellectual property laws. You may not reproduce, distribute, modify, or use any content without our prior written consent.
7. User Conduct
You agree not to use our website for any unlawful or prohibited purposes, including but not limited to:
• Impersonating another person or entity.
• Transmitting spam, viruses, or malicious code.
• Interfering with the operation of our website or Services.
8. Changes to These Terms
We reserve the right to modify these Terms of Service at any time. Changes will be effective immediately upon posting to our website. Your continued use of the Services after any changes constitutes your acceptance of the revised terms.
9. Governing Law
These Terms of Service are governed by the laws of the State of Florida without regard to its conflict of law principles. Any disputes arising from or relating to these terms shall be resolved exclusively in the courts located in Hillsborough County, Florida.
SMS Communication Disclosures
1. Campaign Information
• Campaign Name: American Dream CPA PLLC Client Communication Campaign
• Campaign Description: This campaign is to communicate with clients concerning questions, answers, and appointment reminders.
• Message Frequency: You will receive up to an average less than 1 messages per week.
2. Terms of Service and Privacy Policy
• The Terms of Service and Privacy Policies are on this page located above this section.
3. Opt-In Language
• By texting to (813)229-6600, you consent to receive SMS messages from American Dream CPA PLLC
• Standard Rates: State that “Message and data rates may apply.”
• Opt-Out Instructions: Provide instructions for opting out, Text STOP to (813)229-6600 to stop receiving messages.”
4. Help Instructions:
Text “HELP” to (813)229-6600 for assistance.