PRIVACY POLICY

NexOne Consulting

Last Updated: December 20, 2024

1. INTRODUCTION

NexOne Consulting ("we," "us," or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you:

Visit our website (nexoneconsulting.com)

Use our services

Attend our events or programs

Communicate with us

Subscribe to our newsletters or marketing materials

Company Information:

Business Name: NexOne Consulting

Address: 218 S Main Street, Suite B, Fountain Inn, SC 29644

Contact: [email protected] | 864-417-7361

By using our services, you agree to the collection and use of information in accordance with this Privacy Policy.

2. INFORMATION WE COLLECT

2.1 Information You Provide Directly

Personal Identification Information:

Full name

Email address

Phone number

Mailing address

Date of birth

Social Security Number or ITIN (for tax services)

Business Information:

Business name and structure

EIN (Employer Identification Number)

Business address

Industry and business activities

Revenue and financial information

Financial Information:

Bank account information (for payroll services)

Income and expense records

Tax documents (W-2s, 1099s, receipts)

Credit card information (processed through secure payment processors)

Immigration-Related Information:

Passport information

Visa status

Country of origin

Immigration documents

Communication Data:

Content of emails, messages, and calls

Customer service inquiries

Feedback and survey responses

Consultation notes

2.2 Information Collected Automatically

Device and Usage Information:

IP address

Browser type and version

Device type and operating system

Pages visited and time spent

Referring website

Click patterns and navigation

Cookies and Tracking Technologies:

Session cookies

Persistent cookies

Web beacons

Analytics tools (Google Analytics, etc.)

2.3 Information from Third Parties

We may receive information from:

Payment processors (Stripe, PayPal, etc.)

Social media platforms (if you connect accounts)

Government agencies (for verification purposes)

Credit bureaus (for certain services)

Background check services (if applicable)

3. HOW WE USE YOUR INFORMATION

We use your information for the following purposes:

3.1 Service Delivery

Provide business consulting and coaching services

Prepare and file tax returns

Process business formation documents

Prepare ITIN applications

Provide translation and notary services

Manage payroll and bookkeeping

Process payments

3.2 Communication

Respond to your inquiries and requests

Send service-related notifications

Provide customer support

Send appointment reminders

Deliver course materials and resources

3.3 Marketing and Promotional

Send newsletters and educational content

Share special offers and promotions

Invite you to events and webinars

Conduct market research and surveys

Personalize your experience

3.4 Business Operations

Improve our services and website

Analyze usage patterns and trends

Develop new products and services

Prevent fraud and security threats

Comply with legal obligations

3.5 Legal and Compliance

Comply with tax laws and regulations

Respond to legal requests and court orders

Protect our rights and property

Enforce our Terms of Service

Maintain professional standards

4. LEGAL BASIS FOR PROCESSING (GDPR)

If you are in the European Economic Area (EEA), we process your personal data based on:

4.1 Consent

You have given clear consent for us to process your personal data for specific purposes.

4.2 Contract Performance

Processing is necessary to fulfill our contract with you or to take steps at your request before entering a contract.

4.3 Legal Obligation

Processing is necessary to comply with legal obligations (e.g., tax filing requirements).

4.4 Legitimate Interests

Processing is necessary for our legitimate business interests, such as improving services, fraud prevention, and direct marketing.

5. HOW WE SHARE YOUR INFORMATION

We do not sell your personal information. We may share your information in the following circumstances:

5.1 Service Providers

We share information with trusted third-party service providers who assist us:

Email Marketing:

MailerLite (email campaigns and automation)

Privacy Policy: https://www.mailerlite.com/legal/privacy-policy

Scheduling:

Calendly (appointment booking)

Privacy Policy: https://calendly.com/privacy

Payment Processing:

Stripe, PayPal (credit card processing)

Privacy Policy: https://stripe.com/privacy | https://www.paypal.com/privacy

Website Hosting:

Gohighlevel.com]

Privacy Policy:

Analytics:

Google Analytics (website traffic analysis)

Privacy Policy: https://policies.google.com/privacy

Communication:

Email service providers

SMS providers

Video conferencing tools (Zoom, etc.)

Tax Software:

Professional tax preparation software

Subject to IRS security requirements

All service providers are contractually obligated to protect your data and use it only for specified purposes.

5.2 Government Agencies

We share information with government agencies when:

Filing tax returns with the IRS or state agencies

Submitting business formation documents

Processing ITIN applications

Complying with legal requirements

Responding to lawful requests

5.3 Legal Requirements

We may disclose information when required to:

Comply with laws, regulations, or court orders

Protect our rights, property, or safety

Prevent fraud or illegal activities

Enforce our Terms of Service

Respond to emergency situations

5.4 Business Transfers

If NexOne Consulting is involved in a merger, acquisition, or sale of assets, your information may be transferred. We will notify you before your information becomes subject to a different privacy policy.

5.5 With Your Consent

We may share information with third parties when you give us explicit consent to do so.

6. DATA RETENTION

6.1 Retention Periods

Tax Records:

Retained for 7 years (IRS requirement)

May be retained longer if required by state law or audit

Business Formation Documents:

Retained for the duration of the business relationship plus 7 years

Client Communications:

Retained for 3 years after service completion

Financial Records:

Retained for 7 years after last transaction

Marketing Data:

Retained until you unsubscribe or request deletion

6.2 Deletion

After retention periods expire, we securely delete or anonymize your information unless:

Legal requirements mandate longer retention

There is an ongoing legal dispute

You request continued retention

7. DATA SECURITY

7.1 Security Measures

We implement reasonable security measures to protect your information:

Technical Safeguards:

SSL/TLS encryption for data transmission

Encrypted data storage

Secure servers and databases

Regular security updates and patches

Firewall protection

Multi-factor authentication

Physical Safeguards:

Secure office facilities

Locked file cabinets for physical documents

Restricted access to sensitive areas

Visitor logging and monitoring

Administrative Safeguards:

Employee confidentiality agreements

Background checks for employees

Regular security training

Access controls and permissions

Data breach response plan

7.2 No Absolute Security

While we strive to protect your information, no method of transmission or storage is 100% secure. We cannot guarantee absolute security.

7.3 Your Responsibility

You are responsible for:

Maintaining the confidentiality of your passwords

Using secure internet connections

Logging out of your account when finished

Notifying us of any suspected security breaches

8. YOUR PRIVACY RIGHTS

8.1 Access and Portability

You have the right to:

Request a copy of your personal data

Receive data in a structured, commonly used format

Transfer data to another service provider

8.2 Correction

You have the right to:

Request correction of inaccurate information

Update your personal information

Complete incomplete data

8.3 Deletion

You have the right to request deletion of your personal data, except when:

Required for legal compliance (e.g., tax records)

Needed to complete a transaction

Necessary to defend legal claims

Protected by freedom of expression

8.4 Restriction

You have the right to:

Restrict processing of your data

Object to certain uses of your information

Opt out of marketing communications

8.5 Objection

You have the right to:

Object to processing based on legitimate interests

Opt out of direct marketing at any time

Object to automated decision-making

8.6 Withdraw Consent

You have the right to:

Withdraw consent at any time

This does not affect the lawfulness of processing before withdrawal

8.7 Lodge a Complaint

You have the right to:

File a complaint with a supervisory authority

Contact the appropriate data protection authority in your jurisdiction

9. EXERCISING YOUR RIGHTS

To exercise any of your privacy rights:

Email: [email protected] Phone: 864-417-7361 Mail: 218 S Main Street, Suite B, Fountain Inn, SC 29644

Response Timeline:

We will respond within 30 days of your request

We may request verification of your identity

Some requests may require additional time (we will notify you)

Verification: To protect your privacy, we may ask you to verify your identity before fulfilling requests.

10. COOKIES AND TRACKING

10.1 What Are Cookies?

Cookies are small text files stored on your device when you visit our website.

10.2 Types of Cookies We Use

Essential Cookies:

Required for website functionality

Enable core features

Cannot be disabled without affecting functionality

Analytics Cookies:

Track how you use our website

Help us improve user experience

Provide usage statistics

Marketing Cookies:

Track your browsing across websites

Personalize advertising

Measure campaign effectiveness

Preference Cookies:

Remember your settings and preferences

Customize your experience

10.3 Cookie Management

How to Control Cookies:

Browser settings (most browsers allow you to refuse cookies)

Third-party opt-out tools

Do Not Track (DNT) signals

Disabling Cookies: Disabling cookies may affect website functionality and your user experience.

10.4 Third-Party Cookies

We may use third-party cookies from:

Google Analytics

Facebook Pixel

Social media platforms

Advertising networks

Each has their own privacy policies governing cookie use.

11. CHILDREN'S PRIVACY

Our services are not directed to individuals under 18 years of age.

We do not knowingly collect information from children under 18. If we learn we have collected information from a child under 18, we will delete it promptly.

If you believe we have collected information from a child, please contact us immediately.

12. CALIFORNIA PRIVACY RIGHTS (CCPA)

If you are a California resident, you have additional rights:

12.1 Right to Know

You have the right to request:

Categories of personal information collected

Specific pieces of personal information

Sources of information

Business purposes for collection

Third parties with whom we share information

12.2 Right to Delete

You have the right to request deletion of your personal information, subject to certain exceptions.

12.3 Right to Opt-Out

You have the right to opt out of the sale of personal information.

We Do Not Sell Personal Information

12.4 Right to Non-Discrimination

We will not discriminate against you for exercising your CCPA rights.

12.5 Authorized Agent

You may designate an authorized agent to make requests on your behalf.

To Exercise CCPA Rights: Email: [email protected] Phone: 864-417-7361 Mail: 218 S Main Street, Suite B, Fountain Inn, SC 29644

13. INTERNATIONAL DATA TRANSFERS

If you are located outside the United States:

13.1 Data Transfer

Your information may be transferred to and processed in the United States, where data protection laws may differ from your country.

13.2 Safeguards

We implement appropriate safeguards for international transfers, including:

Standard contractual clauses

Data processing agreements

Security measures compliant with applicable laws

13.3 Consent

By using our services, you consent to the transfer of your information to the United States.

14. DO NOT TRACK SIGNALS

Our website does not currently respond to "Do Not Track" (DNT) signals from browsers.

We may implement DNT compliance in the future as standards develop.

15. THIRD-PARTY LINKS

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these websites.

We encourage you to review the privacy policies of any third-party sites you visit.

16. CHANGES TO THIS PRIVACY POLICY

16.1 Updates

We may update this Privacy Policy periodically to reflect:

Changes in our practices

New legal requirements

Service improvements

Industry standards

16.2 Notification

We will notify you of material changes by:

Email notification

Website notice

Updated "Last Updated" date

16.3 Continued Use

Continued use of our services after changes constitutes acceptance of the updated Privacy Policy.

16.4 Review

We encourage you to review this Privacy Policy periodically.

17. CONTACT INFORMATION

For questions, concerns, or requests regarding this Privacy Policy:

NexOne Consulting 218 S Main Street, Suite B Fountain Inn, SC 29644

Email: [email protected] Phone: 864-417-7361 Website: nexoneconsulting.com

Data Protection Officer (if applicable): Susan Barrera - 864-417-7361

18. CONSENT

By using NexOne Consulting's services, you acknowledge that you have read and understood this Privacy Policy and consent to the collection, use, and disclosure of your information as described.

19. SPECIAL PROVISIONS FOR TAX CLIENTS

19.1 IRS Regulations

As a tax preparer, we are subject to IRS regulations regarding:

Data security (IRS Publication 4557)

Taxpayer information confidentiality

Data breach notification requirements

19.2 Tax Information

Tax return information is subject to additional protections under:

Internal Revenue Code Section 7216

IRS Regulations

State tax confidentiality laws

We cannot disclose your tax information without your written consent, except as required by law.

19.3 Written Consent

For certain disclosures of tax return information, we will obtain your written consent on IRS Form 8821 or similar authorization.

20. LANGUAGE

This Privacy Policy is available in English and Spanish. In case of any discrepancy, the English version shall prevail.

Esta Política de Privacidad está disponible en inglés y español. En caso de discrepancia, prevalecerá la versión en inglés.

ACKNOWLEDGMENT

By using our website and services, you acknowledge that you have read, understood, and agree to this Privacy Policy.