1. Introduction
Cordial Multi Services is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our website and services.
2. Information We Collect
Personal Information You Provide:
- Name, email address, and phone number
- Mailing address and residential information
- Immigration-related documents and personal identification information
- Tax documents, financial records, and business information (for tax preparation and bookkeeping services)
- Payment information (processed securely through third-party payment processors)
- Communication records and correspondence
Information Collected Automatically:
- Browser type and operating system
- IP address and device information
- Pages visited and time spent on our website
- Referring website information
- Cookies and similar tracking technologies
3. How We Use Your Information
We use the information we collect for the following purposes:
- Service Delivery: To provide, maintain, and improve our immigration, tax preparation, and bookkeeping services
- Tax Compliance: To prepare tax returns, maintain tax records, and comply with IRS and state tax requirements
- Bookkeeping: To maintain accounting records, prepare financial statements, and process payroll
- Communication: To respond to inquiries, provide updates, and send service-related notifications
- Payment Processing: To process payments and maintain billing records
- Legal Compliance: To comply with applicable laws, regulations, and government requests (including IRS, USCIS, and state authorities)
- Fraud Prevention: To detect and prevent fraudulent activities
- Service Improvement: To analyze usage patterns and enhance our services
- Marketing: To send promotional materials (only with your consent)
4. Information Sharing and Disclosure
We do NOT sell, rent, or trade your personal information. However, we may share your information in the following circumstances:
With Service Providers:
- Payment processors and financial institutions
- Cloud storage and hosting providers
- Email and communication service providers
- Tax software providers and accounting platforms (for tax preparation and bookkeeping services)
- Payroll processors (for payroll processing services)
Legal Requirements:
- When required by law, court order, or government agency request (including IRS, USCIS, and state authorities)
- To protect our legal rights and the rights of our clients
- To prevent fraud or illegal activities
- In response to valid subpoenas or warrants
- For tax compliance and reporting purposes
Business Transfers:
If our company is acquired or merged, your information may be transferred as part of that transaction.
5. Data Security
We implement industry-standard security measures to protect your personal information, including:
- Encryption of sensitive data in transit and at rest
- Secure payment processing through PCI-compliant payment gateways
- Regular security audits and vulnerability assessments
- Limited access to personal information (need-to-know basis)
- Secure document storage and retention practices
However, no method of transmission over the internet is 100% secure. We cannot guarantee absolute security of your information.
6. Data Retention
We retain your personal information for as long as necessary to provide our services and fulfill the purposes outlined in this Privacy Policy. Retention periods vary depending on the type of information and applicable legal requirements:
- Immigration Documents: Retained in accordance with USCIS requirements and applicable law
- Tax Records: Retained in accordance with IRS requirements (generally 7 years for tax purposes)
- Bookkeeping Records: Retained in accordance with business accounting standards and applicable law
- Payment Information: Retained for billing and accounting purposes as required by law
7. Your Privacy Rights
You have the right to:
- Access your personal information
- Request correction of inaccurate information
- Request deletion of your information (subject to legal obligations)
- Opt-out of marketing communications
- Request a copy of your information in a portable format
To exercise these rights, contact us at [email protected].
8. Cookies and Tracking Technologies
Our website uses cookies and similar tracking technologies to enhance your experience. You can control cookie settings through your browser preferences. Disabling cookies may affect the functionality of our website.
9. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of external websites. We encourage you to review their privacy policies before providing personal information.
10. Children's Privacy
Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children. If we become aware that a child has provided us with personal information, we will delete such information and terminate the child's account.
11. California Privacy Rights (CCPA)
If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA), including the right to know, delete, and opt-out of the sale of your personal information. We do not sell personal information. To exercise your CCPA rights, contact us at [email protected].
12. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. We will notify you of significant changes by posting the updated policy on our website and updating the "Last Updated" date. Your continued use of our services constitutes acceptance of the updated Privacy Policy.
13. Tax and Financial Data Protection
For clients using our tax preparation and bookkeeping services, we maintain heightened security measures for sensitive financial and tax information:
- Tax documents and financial records are encrypted and stored securely
- Access to tax and financial information is restricted to authorized personnel only
- We comply with IRS Publication 4557 regarding tax return preparer confidentiality
- We maintain confidentiality of all tax and financial information in accordance with applicable law
- Tax data is never shared with third parties except as required by law or with your explicit consent
14. Contact Information
Email: [email protected]
Phone: (940) 353-3884
Address: 528 Briar Oaks Dr, Lake Dallas, TX 75065