Privacy Policy – Rodery Rosario Florimón LLC

The controller responsible for the personal information described in this Policy is:

Rodery Rosario Florimón LLC
152 East 118th Street, Suite 1
New York, NY 10035
United States

Email: Management@roderyrosarioflorimon.com
Rachel: (347) 745-8290
Main: (800) 716-9719

This Policy applies to information collected through:

• Our website and its pages, including roderyrosarioflorimon.com.
• Contact forms, information requests, and consultation forms.
• Reservations and appointments made through Calendly.
• Payments and transactions processed through Stripe.
• Communications by email, telephone, text message, or other authorized means.
• Providing tax preparation, business consulting, credit consulting, payroll, bookkeeping, and related services.

This Policy does not replace specific notices we may provide in contracts, tax consents, authorization forms, financial notices, credit forms, or documents required by the United States Internal Revenue Service ("IRS") or another governmental authority.

Depending on the nature of the interaction or service requested, we may collect the following categories of information:

Some data we process may be considered sensitive or highly confidential, including:

• SSN, ITIN y EIN.
• Tax and tax-return information.
• Income and net-worth information.
• Banking and payment information.
• Credit reports and histories.
• Identity information and official documents.
• Information about dependents.
• Immigration-related information when needed for tax or business services.

We limit collection of and access to sensitive information to what is reasonably necessary to provide services, meet legal obligations, prevent fraud, protect security, or follow valid client instructions.

We may collect information:

• Directly from you when you complete a form, request a consultation, or contact us.
• When you purchase or request one of our services.
• When you schedule an appointment through Calendly.
• When you make a payment through Stripe.
• When you provide us with tax, financial, or credit documents.
• From representatives, partners, employers, dependents, or other persons you authorize.
• From credit bureaus, creditors, financial institutions, tax authorities, or other authorized sources when necessary to provide a service or comply with law.
• Automatically through cookies, server logs, and similar technologies.

You must ensure that you are authorized to provide us with another person’s personal information.

We may use personal information for the following purposes:

• Respond to inquiries and requests.
• Schedule, confirm, modify, or cancel appointments.
• Prepare tax returns and related documents.
• Provide bookkeeping, payroll, and business consulting services.
• Analyze credit reports and provide credit guidance, when applicable.
• Prepare letters, disputes, responses, or documents related to contracted services.
• Process payments, refunds, disputes, and chargebacks.
• Verify identity and prevent fraud, abuse, or identity theft.
• Communicate with you about your services, documents, payments, appointments, or administrative matters.
• Comply with contractual, tax, regulatory, and legal obligations.
• Respond to requests from the IRS, state authorities, courts, government agencies, or authorized officials.
• Maintain business, accounting, and professional records.
• Protect the security, integrity, and operation of the website and our systems.
• Detect, investigate, and prevent unauthorized access, fraud, security incidents, or other illegal activity.
• Improve our services, processes, website, and user experience.
• Send educational, promotional, or marketing information when permitted by law and, when necessary, with your consent.
• Fulfill any other purpose disclosed when information is collected or authorized by you.

We will not use tax return information for purposes not permitted by applicable law without obtaining the required consent. In particular, the use or disclosure of tax return information may be subject to Section 7216 of the Internal Revenue Code and its regulations.

The United States does not have a single comprehensive federal privacy law establishing the same legal bases for every business. Depending on the information, service, and applicable law, we may process personal information based on:

• Service provision and contractual performance: to provide requested services, process payments, and manage a business relationship.
• Compliance with legal obligations: to comply with tax rules, IRS requirements, accounting obligations, court orders, government requests, and record-retention obligations.
• Consent: when you expressly authorize a use or disclosure, including certain uses of tax information, promotional communications, non-essential cookies, or disclosures to third parties.
• Legitimate business interests: to administer the business, protect our systems, prevent fraud, maintain security, and improve our services, provided those interests are not overridden by your rights.
• Protection of rights and safety: to investigate incidents, respond to claims, protect clients, employees, and the public, or enforce our agreements.
• Client instructions: when you ask us to share information with a preparer, provider, financial institution, credit bureau, or another authorized person.

We may share personal information only when reasonably necessary for the purposes described in this Policy, when you request it, or when the law permits or requires it.

Information provided to prepare a tax return may be subject to special protections. Rodery Rosario Florimón LLC:

• Uses tax information primarily to prepare, review, file, or administer requested tax services.
• Limits access to tax information to people who need it to perform their duties.
• Does not use or disclose tax return information for unauthorized purposes when the law requires consent.
• May require separate written or electronic consent before certain uses or disclosures.
• May share information with providers needed to deliver tax services, subject to applicable exceptions and requirements.
• May retain tax information for the period required by law, professional rules, contractual obligations, or legitimate defense needs.

Consents for the use or disclosure of tax information may have specific requirements concerning content, purpose, duration, recipients, and signature. A general consent included in this Policy does not replace a specific consent required by law.

Credit information may be subject to federal and state laws, including rules concerning consumer reports, information accuracy, privacy, and credit repair or consulting services.

Rodery Rosario Florimón LLC:

• Uses credit information to provide requested services.
• Does not guarantee removal of negative information, an increase in a credit score, or credit approval.
• Does not request or encourage the submission of false or misleading information.
• May share information with credit bureaus, creditors, or providers only when necessary for the service, when you authorize it, or when the law permits.
• May require additional authorizations before obtaining, reviewing, or disputing credit information.

Our website may use cookies, pixels, server logs, and similar technologies. These technologies may be used to:

• Maintain essential site functions.
• Remember preferences.
• Protect forms and sessions.
• Detect fraud and malicious activity.
• Understand site use and performance.
• Integrate third-party services such as Calendly and Stripe.
• Measure campaigns or improve user experience when those tools are enabled.

Our site may contain links or integrations with third-party services, including Calendly and Stripe. Those third parties may collect, use, and disclose information under their own terms and policies.

Rodery Rosario Florimón LLC does not control third-party privacy, security, availability, or content practices. We recommend reviewing:

• Calendly’s Privacy Notice.
• Stripe’s Privacy Policy.
• The privacy policies of any other provider that appears on the site or is used while providing a service.

We may contact you to:

• Respond to an inquiry.
• Administer a service or appointment.
• Send reminders, confirmations, or payment information.
• Request documents or required information.
• Send educational or promotional information when permitted.

You may request to stop receiving promotional communications by following the opt-out instructions in the communication or by sending a request to Management@roderyrosarioflorimon.com.

Even if you opt out of promotional communications, we may continue sending non-promotional communications needed to administer services, payments, appointments, security, or legal compliance.

We will not use tax return information for promotional activities when that use requires specific consent and consent has not been given.

We retain personal information only for as long as reasonably necessary to fulfill the purposes described in this Policy, including:

• Provide and administer services.
• Maintain tax, accounting, business, and professional records.
• Comply with legal, regulatory, and contractual obligations.
• Resolve disputes and enforce agreements.
• Prevent fraud and protect security.
• Defend claims or exercise legal rights.

Retention periods may vary depending on the type of information:

• Inquiries and contact requests are retained as long as needed to respond, follow up, and maintain business records.
• Appointment information is retained as long as needed to administer the appointment, provide the service, and maintain related records.
• Payment records are retained for the period required for accounting, tax, fraud prevention, audits, and dispute resolution.
• Tax documents and information are retained in accordance with applicable legal, tax, professional, and defense requirements.
• Credit information is retained during service delivery and as long as needed to document the work, comply with legal obligations, or resolve disputes.

When information is no longer needed, we will seek to delete, anonymize, or securely destroy it. We may retain information when necessary to meet a legal obligation, respond to an audit, protect rights, or resolve a claim.

We implement reasonable and appropriate administrative, technical, and physical measures to protect personal information against unauthorized access, loss, misuse, alteration, disclosure, or destruction.

These measures may include:

• Role-based and need-to-know access controls.
• Passwords and enhanced authentication.
• Multi-factor authentication when available.
• Encryption or data protection during transmission and, when appropriate, storage.
• Security, monitoring, and incident-detection tools.
• Staff training and supervision.
• Periodic risk assessments.
• Backups and recovery procedures.
• Physical protection of documents and devices.
• Secure deletion and destruction procedures.
• Review of security practices used by providers handling personal information.

No information storage or transmission system is completely secure. For this reason, we cannot guarantee absolute security. Users should avoid sending highly sensitive information by unencrypted email, public forms, or unauthorized channels.

If we determine that an incident affecting personal information has occurred, we will investigate it and take reasonable measures to contain, remediate, and prevent its recurrence.

When required by law, we will notify affected individuals and appropriate authorities within the timeframes and through the methods established by applicable law, including New York security-breach notification laws and other applicable federal or state requirements.

If information is subject to specific obligations related to the IRS, the Federal Trade Commission’s "FTC Safeguards Rule," the Gramm-Leach-Bliley Act, or other rules, we will also comply with applicable notification and response requirements.

Rodery Rosario Florimón LLC operates from the United States. Personal information may be stored or processed in the United States and may be accessible to providers located in other states or countries, depending on the services used and their own policies.

When information is transferred to a provider or different jurisdiction, we will seek to use reasonable and appropriate agreements, controls, and security measures to protect it.

Transfers of tax return information outside the United States may be subject to additional consent and protection requirements. We will not make such transfers when prohibited or when required authorizations have not been obtained.

Depending on your residence, the nature of the information, and applicable law, you may have the following rights:

• Request access to the personal information we maintain about you.
• Request a copy of your personal information in a reasonably usable format.
• Request correction of inaccurate or incomplete information.
• Request deletion of personal information.
• Request portability of certain personal information.
• Withdraw previously given consent when processing is based on consent.
• Request to stop receiving promotional communications.
• Request information about the categories of third parties with whom we share information.
• Request information about the categories of personal information collected and the purposes for its use.
• Submit a complaint about our privacy practices.
• Request review of a decision related to your request when required by applicable law.

These rights are not absolute. We may limit or deny a request when necessary to:

• Comply with legal or tax obligations.
• Retain records required by the IRS or another authority.
• Meet professional, contractual, or regulatory obligations.
• Protect the security of our systems.
• Prevent fraud or abuse.
• Protect rights, trade secrets, or third-party information.
• Complete a transaction or provide a requested service.
• Defend a legal claim.
• Meet requirements related to tax return information or credit information.

Deletion of information may not always be possible when legal retention obligations apply.

To submit a request, contact us by:

Email: Management@roderyrosarioflorimon.com
Rachel: (347) 745-8290
Main: (800) 716-9719
Mail: Rodery Rosario Florimón LLC, 152 East 118th Street, Suite 1, New York, NY 10035

Your request should include:

• Full name.
• Contact information.
• Clear description of the request.
• Related information or service type.
• Enough information to help us locate the relevant records.

We may request additional information to verify your identity and protect information against fraudulent requests. We will not request unnecessary sensitive information. If you submit a request on behalf of another person, we may require proof of legal authorization.

We will respond within the period required by applicable law or, when no specific period applies, within a reasonable period. If we cannot fulfill all or part of a request, we will explain why unless the law prohibits disclosing that information.

Rodery Rosario Florimón LLC seeks to comply with obligations applicable to businesses that collect or maintain personal information about New York residents, including reasonable-security and incident-response obligations under New York’s SHIELD Act and other applicable laws.

New York residents may contact us to request access, correction, deletion, information about disclosures, or assistance related to their data, subject to the legal exceptions described in this Policy.

New York may impose additional obligations concerning privacy, security, transparency, consumer protection, biometric data, financial information, or information about minors. We will review and update our practices as applicable laws and regulations evolve.

Other states’ privacy laws may provide additional rights. If you live in another state and believe a specific law provides additional rights, you may submit a request using the contact information in this Policy.

We will evaluate the request under the law applicable to your situation. When a state law requires a specific notice, right, verification method, or timeframe, we will apply the corresponding requirement.

Our website and services are directed to adults and are not specifically intended for children under 13.

We do not knowingly collect personal information directly from children under 13 through the website. If we discover that we collected personal information directly from a child under 13 without required parental consent, we will take reasonable steps to delete it unless the law requires retention.

Parents or guardians may provide information about their children or dependents when needed to prepare a tax return or provide another requested service. In those cases, the parent, guardian, or authorized representative is responsible for providing the information lawfully and reviewing the applicable documents.

We will not deny service, charge different prices, or provide a different level of service solely because a person exercises a privacy right recognized by applicable law.

However, certain services require specific information to be provided. If you do not provide the required information or request its deletion, we may be unable to complete the applicable service.

You are responsible for providing complete, accurate, and current information, especially when it is used to prepare tax returns, financial documents, payroll, credit applications, or official communications.

If you discover that provided information is incorrect, you should contact us as soon as possible to request a correction.

We may update this Privacy Policy to reflect changes in:

• Our operations or services.
• The tools and providers we use.
• Laws, regulations, or regulatory requirements.
• Our collection, use, disclosure, or security practices.
• Technology or security risks.

When we update the Policy, we will publish the revised version on the website and indicate the new update date. Changes take effect when published unless a different date is stated.

We recommend reviewing this Policy periodically.

If you have questions, concerns, or complaints about this Policy or our handling of personal information, contact us:

Rodery Rosario Florimón LLC
152 East 118th Street, Suite 1
New York, NY 10035
United States

Email: Management@roderyrosarioflorimon.com
Rachel: (347) 745-8290
Main: (800) 716-9719

You may also submit a complaint to the appropriate regulator, including the New York State Office of the Attorney General, the Federal Trade Commission, the IRS, or another authority with jurisdiction, depending on the nature of your concern.

Submitting a complaint to a government authority does not limit any rights you may have under applicable law.