Privacy Policy

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PRIVACY POLICY

Your privacy is important to us. At Azulu Group LLC we are committed to your privacy and retaining your trust. We respect your right to keep your personal information confidential and to avoid unwanted solicitations. Please read this to learn how we handle your personal information.

Types of Information We Collect: We collect non-public personal information that is provided by you or obtained by us with your authorization to prepare your personal income tax returns and provide personal financial planning to you.

Examples of Sources from Which We Collect Information:

Client Interviews, tax return organizers, financial planning organizers, and financial history questionnaires: To properly prepare your income tax return and provide financial planning services, we receive information from you to complete your tax return or financial plan. This information is collected from you in written form, by phone, on-line, by mail and in personal interviews and consultations conducted by us, as well as by information we collect from others with your authorization.

Transaction information: This is information about your transactions with us and includes information necessary for billing and payment for our income tax preparation and financial planning services, as well as all correspondence between you and us. Transaction information would also include your payment history with us, billing records and any collection effort engaged in by us for payment of services rendered to you.

SMS Clause

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

General Restrictions on Disclosure of Non-Public Personal Information to Affiliates and Non-Affiliated Third Parties: As tax preparers, we are prohibited by the Internal Revenue Code Section 7216 from disclosing your income tax return information without your consent, other than for the specific purpose of preparing, assisting in preparing or obtaining and

Confidentiality and Security of Non-Public Personal Information: We restrict access to non-public personal information about you to those employees and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by (our employee code of conduct, if applicable), applicable law, our Code of Professional Conduct and non-disclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your non-public personal information.