Privacy Policy
Your Privacy is Important to Us
What Personal Information Do We Collect?
Chad Rasul, CPA may collect Personal Information relating to you, including:
- name
- contact details (such as work or home address, email and phone numbers)
- date of birth
- government identifiers (such as social security number and passport details)
- financial information
To meet your needs during tax return preparation, tax and financial planning, and tax compliance engagements, we collect various types of Personal Information about you from the following sources:
- Information that we receive from you when you meet with us in person or over the phone, when you send us information by mail or e-mail, through our website, on tax preparation worksheets, and on other documents or forms that we use in preparing your tax return or in providing other services for you. Such information includes, for instance, your name, address, social security number, income, investment and other assets, and other tax and financial attributes about you.
- Information we receive from you when your browser interacts with us when you visit our website. Such information includes information transmitted on an internet “cookie,” such as your password to our website, your preferences on the website, and your internet service provider’s address.
- Information we receive from a consumer reporting agency, such as your credit history and outstanding loan balances.
How does Chad Rasul, CPA collect Personal Information?
- You may provide it directly to Chad Rasul, CPA.
- Chad Rasul, CPA may obtain it through current or previously provided services.
- Chad Rasul, CPA may receive it from third parties, such as your employer/partnership, or a tax authority and/or other relevant authority/administrative bodies.
Privacy of Your Mobile Opt-In and Data
At Chad Rasul, CPA, we respect your privacy and are committed to protecting your personal information. When you opt in to receive mobile communications from us, your phone number and any related data will be kept strictly confidential. We do not sell, share, or distribute your mobile opt-in information to third parties, including other companies or marketing agencies. Your data is used solely for providing our services, sending important updates, and communicating relevant information. If you ever wish to opt out, you can do so at any time by replying “STOP” to our messages.
following terms regarding how we handle your data:
• Data Collection. We will collect your name, email address, mailing address, and mobile phone number when you sign up for SMS updates. The information will be collected via the website contact form, email, rental agreement, or third-party reservation systems.
• Data Usage. We use your data solely for sending updates, promotions, and reminders related to our products or services
• Data Security: We protect your data with secure storage measures to prevent unauthorized access.
• Data Retention. We retain your information as long as you are subscribed to our SMS service. You
may request deletion at any time.
• MESSAGE AND DATA RATES MAY APPLY. Your mobile carrier may charge fees for sending or
receiving text messages, especially if you do not have an unlimited texting or data plan.
• Messages are recurring, and message frequency varies
• Contact Chad Rasul, CPA at (786) 828-5172 or (415) 996-0284 or chad@ohiobs.com for HELP or to STOP receiving messages
• Opt-Out: You can opt out of the SMS list at any time by texting, emailing, or replying STOP w UNSUBSCRIBE to chad@ohiobs.com or (786) 828-5172 or (415) 996-0284. After unsubscribing, you will receive a final SMS to confirm you have unsubscribed and we will remove your number from our list within 24 hours
• You can send HELP for additional assistance, and you will receive a text including our Phone number, email and website We are here to help you
• Non-Sharing Clause: We do not share your data with third parties for marketing purposes. Chad Rasul, CPA will not sell, rent. or share the collected mobile numbers
“Thank you for choosing Chad Rasul, CPA! By opting in, you agree to receive important updates, appointment reminders, and promotional messages. Message frequency may vary. Message & data rates may apply. Reply HELP for help, STOP to opt out.”
What aggregated and non-Personal Information does Chad Rasul, CPA collect?
“Cookies” are data files that are placed on your device or computer and often include an anonymous unique identifier. HubSpot cookies are used to track user activity and behavior, including form submissions, clicks, and page views, so we can improve our website and services. A cookie file is stored in your web browser and allows the website or a third party to recognize you and make your next visit easier and the website more useful for you. The use of cookies is now standard for most websites. Essentially, cookies are a user’s identification card for the Chad Rasul, CPA servers. Web beacons are small graphic files linked to our servers that allow us to track your use of our website and related functionalities.
Specifics include:
- Information about your web browser, Internet Protocol (IP) address, time zone, and some of the cookies that are installed on your device.
- Additionally, as you browse our website, we may collect information about the individual web pages or products that you view, what websites or search terms referred you to our website and information about how you interact with our website. We refer to this automatically collected information as “Device Information.”
IP address data collection
While registration is not required for you to use a website, there may be circumstances in which you choose to register for our services, to attend our events or to receive ongoing updates from Chad Rasul, CPA . In these cases, Chad Rasul, CPA may collect your Personal Information and contact you to invite you to our events, provide you with information about our services, publications and products, or for other marketing purposes.
Email alerts – Chad Rasul, CPA offers an email alert service to website visitors, in which we send subscribers email updates for certain new information added to our website. If you decide to subscribe, we will collect Personal Information from you, such as your name and email address.
Surveys – Chad Rasul, CPA may conduct surveys via our website. Survey participants may be asked for Personal Information or other information (name, contact information, etc.) in addition to opinions or feedback. The type of information collected in surveys will vary.
Thought leadership registration – Chad Rasul, CPA occasionally requires registration in exchange for our thought leadership, such as white papers or articles. Your Personal Information or other information may be required in registration forms, and the type of information collected from you will vary according to the information you provide.
Our services – When you register for our services, you may be asked for information via onboarding documentation, which may include additional details with respect to the usage or protection of your information. Should you provide any information to us in contemplation of receiving our services but then are unable to do so, any such information will be treated as described below.
Career opportunities – If you have applied for employment with Chad Rasul, CPA , your information submitted with your job application will be added to our recruitment system and used for recruitment and other customary human resources purposes.
If you have opted out from receiving future Chad Rasul, CPA thought leadership, event invitations or Firm communications, your contact details will remain on our opt-out list to prevent you from receiving any further publications, invitations, or Firm communications from Chad Rasul, CPA . This does not apply to any Chad Rasul, CPA invoices or other communications we may be required to provide (for example, federal notifications in connection with tax services provided to you).
Managing cookies on your device
- Essential/strictly necessary cookies: Some cookies we use are essential to the functioning of the website.
- Analytical/performance cookies: Allow us to recognize and count the number of visitors and see how visitors move around the website when using it. This will help us improve the way the website functions.
- Functionality cookies: Used to recognize you when you return to the website. This enables us to personalize our content for you, greet you by name, and remember your preferences.
- Targeting cookies: Record your visit to the website, the pages you have visited, and the links you have followed. We will use this information to make the website more relevant to your interests.
Third-party cookies
- Tracking cookies: Follow on-site behavior and tie it to other metrics, allowing better understanding of usage habits.
- Optimization cookies: Allow real-time tracking of user conversion from different marketing channels to evaluate their effectiveness
- Partner cookies: Provide marketing conversion metrics to our partners so they can optimize their marketing efforts.
Using your browser to control cookies:
How do we use your Personal Information?
Chad Rasul, CPA facilitates event registration via our website or, at times, via third-party websites. Personal Information or other data may be collected via event registration forms, and the type of information collected will vary. Chad Rasul, CPA may share registrant information with third parties in association with the event. Examples of “third parties” include hotels, sponsors or cosponsors, promoters, event organizers (including via third-party websites), speakers, panelists, etc. Please check the details provided at individual events to understand fully how your information will be used and retained.
Your rights
Are children permitted to use our website?
Our website is not intended for use by, or to sell products and services to, children under the age of 13. Consistent with the Federal Children’s Online Privacy Protection Act of 1998 (COPPA), we do not knowingly collect, use, or disclose Personal Information from anyone under the age of 13 without obtaining the required parental consent. If we determine upon collection that users are under this age, we will not use or maintain their Personal Information without their parent’s or guardian’s consent. If we become aware that we have unknowingly collected Personal Information from a child under the age of 13, we will make reasonable efforts to remove this information from our database. We strongly recommend that minors 13 years of age or older ask their parents for permission before sending any information about themselves to anyone over the internet, and we encourage parents to teach their children about safe internet use practices.
Links to other websites
Our service may contain links to other websites that are not operated by Chad Rasul, CPA. If you click on a third-party link, you will be directed to that third-party’s website. We strongly advise you to review the privacy policy of every website you visit. We have no control over and assume no responsibility for the content, privacy policies or practices of any third-party websites or services
How do we protect the confidentiality and security of your Personal Information?
Users should also be aware of how they handle and disclose their Personal Information and should avoid sending such information through insecure email. Please refer to the Federal Trade Commission’s website at https://www.consumer.ftc.gov/topics/privacy-identity-online-security for information about how to protect yourself against identity theft.
Former client data protection
Users outside the United States of America
General Data Protectional Regulation (GDPR)
Sensitive data: We do not collect sensitive data, for example, biometric data, health data, or data revealing racial or ethnic origin, from visitors to the website.
Onward transfer: Except as otherwise provided in this Privacy Policy, we only disclose Personal Information to third parties who reasonably need to have access to it for the purpose of the transaction or activity for which it was originally collected or to provide services to or perform tasks or our behalf or under our instruction. All such third parties must agree to use such Personal Information we provide to them only for the purposes for which we have engaged them, and they must either: (a) comply with the EU-US Privacy Shield Principles or another mechanism permitted by the applicable EU & Swiss data protection law(s) for transfers and processing of Personal Information, or (b) agree to provide adequate protections for the Personal Information that are no less protective than those set out in this Privacy Policy. Where we have knowledge that an entity to whom we have provided Personal Information is using or disclosing Personal Information in a manner contrary to this Privacy Policy, we will take reasonable and appropriate steps to prevent, remediate, or stop the use or disclosure.
Authorized transfer: We also may disclose Personal Information for other purposes or to other third parties when you have consented to or requested such disclosure. Please be aware that we will disclose Personal Information in response to lawful requests by public authorities, including to meet national security or law enforcement requirements. We are not liable for appropriate onward transfers of personal data to third parties.
Data processors: We may retain third parties to process or analyze Personal Information we collect from the website. For example, a website may be maintained or hosted by a third-party service provider, a promotion may be administered by a sales promotion agency, and/or products may be fulfilled by a wholesaler. These suppliers and other third parties who provide services for us are contractually obligated not to use Personal Information about you except as we authorize.
Profiling: We may analyze Personal Information we have collected about you to create a profile of your interests and preferences so that we can contact you with information that is relevant to you. We may make use of additional information about you when it is available from external sources to help us do this effectively. We may also use Personal Information about you to detect and reduce fraud and credit risk.
Your rights: Your rights include: (a) a right to withdraw your consent to the processing of Personal Information about you to which you have previously given consent; (b) a right to object to processing of Personal Information about you for the purpose of direct marketing; and (c) a right to have incorrect Personal Information about you corrected or removed.
Our pledge to you
Updates to this Privacy Policy
Contact us
📧 Email: chad@ohiobs.com
📞 Phone: (786) 828-5172 or (415) 996-0284