Privacy Policy – Tree Financial LLC
This Privacy Policy applies to users located in the United States and governs the collection, use, and protection of personal information by Tree Financial LLC (“Tree Financial,” “we,” “our,” or “us”). Tree Financial LLC owns and operates this website and acts as the data controller for personal information collected through it.
Please review this Privacy Policy carefully before using our website or submitting personal information. By using this website, you consent to the practices described below.
We are committed to safeguarding your personal data and maintaining its confidentiality and security.
OUR SERVICES
Tree Financial LLC provides professional tax consulting, accounting and financial consulting, medical billing and coding consulting, notary services, and assistance with forms and documentation. Tree Financial LLC is not a Certified Public Accounting (CPA) firm and does not employ Enrolled Agents.
CLIENT RESPONSIBILITIES
Clients are responsible for providing complete, accurate, and truthful information. Tree Financial LLC relies on information provided by clients and is not required to independently verify such information.
PERSONAL INFORMATION WE COLLECT
When you visit our website, we may automatically collect certain information about your device, including browser type, IP address, time zone, and cookies. We may also collect information about how you interact with the site, including pages viewed and referring websites (“Device Information”).
We may also collect personal information you voluntarily provide, such as name, address, email address, phone number, and payment information, when you schedule services, complete forms, or contact us.
WHY WE PROCESS YOUR DATA
We collect and process personal information only as necessary to operate our website, provide services, fulfill contractual obligations, and comply with applicable laws. Automatically collected data is used for website security, performance monitoring, and statistical analysis and does not personally identify individual users.
You may browse our website without providing personal information; however, certain services and features may require it. If you choose not to provide required information, some services may not be available.
YOUR RIGHTS (U.S., GDPR & CCPA)
Depending on your location and applicable law, you may have the right to:
- Request access to personal information we hold about you
- Request correction or deletion of your personal information
- Request restriction or limitation of processing
- Object to certain uses of your personal information
- Request data portability where applicable
- Opt out of the sale or sharing of personal information (CCPA)
- Withdraw consent where processing is based on consent (GDPR)
California residents may exercise rights under the California Consumer Privacy Act (CCPA), including the right to know, delete, and opt out of certain data uses. We do not sell personal information.
If you are located in the European Union, we process personal data under lawful bases including consent, contractual necessity, and legitimate business interests in accordance with the General Data Protection Regulation (GDPR).
To exercise any rights, contact us at treefinancialllc@gmail.com.
LINKS TO OTHER WEBSITES
Our website may contain links to third-party websites not owned or controlled by Tree Financial LLC. We are not responsible for the privacy practices of those websites and encourage you to review their policies.
INFORMATION SECURITY
We use reasonable administrative, technical, and physical safeguards to protect personal information. While we strive to protect your data, no method of transmission over the Internet is completely secure.
Client information is kept confidential and is not shared without consent, except as required by law.
LEGAL DISCLOSURE
We may disclose personal information if required by law, court order, or government request, or when necessary to protect our rights or safety.
Services are provided on a consulting basis only unless otherwise agreed in writing. Clients are solely responsible for filings, audits, penalties, and correspondence with taxing or regulatory authorities. Tree Financial LLC is not liable for penalties, interest, or issues arising from inaccurate client information, regulatory changes, or third-party actions.
CONTACT INFORMATION
For questions about this Privacy Policy or to exercise your privacy rights, please contact:
Email: treefinancialllc@gmail.com