Tax Season 2025

Privacy Policy for New Horizon Tax and Financial Services

Last Updated: 02/14/2024

Welcome to New Horizon Tax and Financial Services. We respect your privacy and are committed to protecting your personal data. This privacy policy will inform you as to how we look after your personal data when you visit our website (regardless of where you visit it from) and tell you about your privacy rights and how the law protects you.

1. Important Information and Who We Are

This privacy policy aims to give you information on how New Horizon Tax and Financial Services collects and processes your personal data through your use of this website, including any data you may provide through this website when you sign up for a newsletter, purchase a product or service, or take part in a competition.

New Horizon Tax and Financial Services is the data controller and responsible for your personal data (collectively referred to as "New Horizon Tax and Financial Services", "we", "us", or "our" in this privacy policy).

Contact Details: Our full details are: Full name of legal entity: New Horizon Tax and Financial LLC Email address: info@newhorizontaxfinancial.com Postal address: 2320 East North Street Suite E, Greenville, SC 29607 888-639-4796

2. The Data We Collect About You

Personal data, or personal information, means any information about an individual from which that person can be identified. It does not include data where the identity has been removed (anonymous data).

We may collect, use, store, and transfer different kinds of personal data about you which we have grouped together as follows:

• Identity Data includes first name, last name, username or similar identifier.
• Contact Data includes billing address, delivery address, email address, and telephone numbers.
• Financial Data includes bank account and payment card details.
• Transaction Data includes details about payments to and from you and other details of products and services you have purchased from us.
• Technical Data includes internet protocol (IP) address, your login data, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform, and other technology on the devices you use to access this website.
• Profile Data includes your username and password, purchases or orders made by you, your interests, preferences, feedback, and survey responses.
• Usage Data includes information about how you use our website, products, and services.
• Marketing and Communications Data includes your preferences in receiving marketing from us and our third parties and your communication preferences.

3. How is Your Personal Data Collected?

We use different methods to collect data from and about you including through:

• Direct interactions. You may give us your Identity, Contact, and Financial Data by filling in forms or by corresponding with us by post, phone, email, or otherwise.
• Automated technologies or interactions. As you interact with our website, we may automatically collect Technical Data about your equipment, browsing actions, and patterns.
• Third parties or publicly available sources. We may receive personal data about you from various third parties and public sources.

4. How We Use Your Personal Data

We will only use your personal data when the law allows us to. Most commonly, we will use your personal data in the following circumstances:

• Where we need to perform the contract we are about to enter into or have entered into with you.
• Where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests.
• Where we need to comply with a legal obligation.

5. Data Security

We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorized way, altered, or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors, and other third parties who have a business need to know. They will only process your personal data on our instructions, and they are subject to a duty of confidentiality.

6. Data Retention

We will only retain your personal data for as long as reasonably necessary to fulfill the purposes we collected it for, including for the purposes of satisfying any legal, regulatory, tax, accounting, or reporting requirements. We may retain your personal data for a longer period in the event of a complaint or if we reasonably believe there is a prospect of litigation in respect to our relationship with you.

7. Your Legal Rights

Under certain circumstances, you have rights under data protection laws in relation to your personal data, including the right to access, correct, erase, restrict or object to processing, and the right to data portability.

8. Third-Party Links

This website may include links to third-party websites, plug-ins, and applications. Clicking on those links or enabling those connections may allow third parties to collect or share data about you. We do not control these third-party websites and are not responsible for their privacy statements.

9. Changes to the Privacy Policy

We may update this privacy policy from time to time. The updated version will be indicated by an updated "Revised" date and the updated version will be effective as soon as it is accessible.

10. How to Contact Us

If you have any questions about this privacy policy, including any requests to exercise your legal rights, please contact us using the details set out above.