Privacy Policy

Protecting your information is important to us. The following information set forth our general privacy practices and principles that apply to information we collect through our website located at www.vitaefinancial.com (the “Website”), which is owned or operated by Latino Tax and Business Services, LLC, or companies related by common ownership or control (collectively, “we,” “us,” or “our”).

This privacy notice does not apply to products or services provided, or information obtained, other than through the Website. We do not intentionally collect information from persons under the age of 18, so please do not use this Website if you are under the age of 18. We may change this notice from time to time. If we significantly change our collection, use, or disclosure practices, we will notify you. This Privacy Notice is effective as of December 1, 2018.

Our Website is used to provide you information about the products and services we offer including:

  • Services for businesses such as tax and bookkeeping services, accounting services, payroll and payroll payment services, audit representation and incorporation services.
  • Personal services such as individualized tax services, tax preparation and financial planning.

If you visit one of our retail offices listed on our Website, our Retail Office Privacy Notice will apply to information we collect from you at that office.

What information do we collect from you?

As part of providing products and services to you, we may collect information, including personal information, about you or your business. Personal information is data that can be used to identify you. The information includes but is not limited to:

  • Technical information about your use of our site including IP address, device identifier, and viewing information
  • Geo-location information telling us from where you are accessing the Website

How do we collect information from you?

We collect the information listed above directly from you when you visit our Website.

As part of offering and providing customizable and personalized services, we use cookies and other online tracking technologies, such as web beacons, to store and sometimes track information about you. We may use these technologies to:

  • Evaluate, monitor and analyze the use of our site and its traffic patterns to help improve our site and services.
  • Assist us with ad reporting functions, such as to learn which ads are bringing users to our Website.

The Website permits you to use a third party social networking platform such as Facebook, YouTube, Twitter, and Google+. These plug-ins allow you to follow us on those services. When you use social networking platforms and plugins, you share your information with them and their privacy notice applies to their disclosure of such information.

What choices do you have about the collection of information about you?

You can disable cookies in your browser, choose not to use social networking plug-ins, or opt-out of our marketing related e mails.

How do we use your information?

Our main goal in collecting information is to improve the site and provide you with the best possible experience. For example, by using the information we collect, we can provide you with an easy to use and readily available forum to ask questions about our products and services.

Who is collecting your information?

We collect your personal information and may use third party service providers to assist with that collection.

With whom do we share your information?

We share your information to provide you with the services you request, (e.g. to relevant tax authorities in the case of tax preparation services or state agencies in the case of entity formation), with companies who assist us in providing services, or when we need to protect our Website or information. We do not sell your personal information to third parties.

As we continue to develop our business, we may buy or sell businesses or assets. In such transactions, confidential customer information generally is one of the transferred business assets. In the event of a transaction involving the sale of some or all of our businesses, customer and site visitor information may be one of the transferred assets and may be disclosed in connection with negotiations relating to a proposed transaction. In such case, the transferred information may become subject to a different privacy notice.

How can I control my personal information?

We offer our customers choices for the collection, use and sharing of personal information.

You may contact us at privacy@vitaetax.com if you wish to view, edit, or delete your personal information from our database, and we will use commercially reasonable efforts to accommodate your request.

If you believe that any inaccurate or inappropriate information has been obtained or provided to others through your use of this Website, you should contact a representative at privacy@vitaetax.com

How do we protect your information?

We maintain physical, electronic and administrative policies and procedures designed to restrict access to your information. These include programs and specifications for physical security and records retention and disposal; computer and communication security measures reflected in system design, password protection, and data management practices; and other measures to restrict access to the data we hold in physical and electronic forms.

Who do you contact with questions or concerns about our Privacy Notice?

If you have questions or need further assistance, please send an e-mail with your questions or comments to privacy@vitaetax.com or write us at:

Latino Tax and Business Services, LLC (dba Vitae® Financial)

Attn: Privacy

1330 W Francisquito Ave Suite B-1, West Covina, CA 91790

Call us at 1-888 Vitae 4 ME
to schedule your FREE consultation.

1-888 VITAE 4 ME
1-888-848-2346