Benum Services

Last updated: November 29, 2023

Privacy Policy

Protecting your personal information is important to us. The following guidelines set forth our general privacy practices and principles that apply to information we collect through www.benumservices.com, which is owned and operated by BENUM LLC ("we," "us," or "our").

We utilize administrative, technical, and physical safeguards to protect your information. We protect information submitted to us, both during transmission and once we receive it. You can see “How do we secure your information?” for more information.

This privacy notice also details choices available to you regarding the use of, your access to, and how to update and correct your personal information.

WHAT INFORMATION DO WE COLLECT?

As part of providing products and services to you, we may collect information, including personal information about you, your spouse, your dependents, or your business when you use our services.

Personal information is data that can be used to identify you, your spouse or your dependents individually. The information we may collect includes, but is not limited to:

  • Contact Information (e.g., name, phone number, address, and e-mail address).
  • Social Security Number and other government identification numbers (e.g., EIN, ITIN and Driver’s License Number).
  • Date of Birth.
  • Demographic Information.
  • Financial Information (e.g., income, revenue, assets, credits, deductions, expenses and bank account information).
  • Payment Data (e.g., checking, debit and credit card account numbers, balances and payment history).
  • Health Information (e.g., health insurance status and financial information related to payment for healthcare services).
  • Professional or Employment-related Information.
  • Education Information.
  • Geo-location Information.
  • Website, and Email Usage Data (e.g., interaction with the website).
  • Device Information (e.g., internet protocol (IP) address, device type, unique identifier, app version, operating system, network data and phone state).
  • Login Information.

WHERE DO WE GET THIS INFORMATION?

To deliver the products and services you request, customize your experience, and better serve you, we collect information you voluntarily provide as part of using or requesting our products and services. This information includes information you provide as part of preparing your tax return, electronically filing your tax return, setting up an online account, authenticating your identity, applying for or purchasing a product or service. If you choose not to provide certain information we request, we may be unable to serve you, as our products or services may rely upon this information.

The Internal Revenue Service (IRS) or state taxing authorities may require we collect certain personal and system information in connection with preparing or electronically filing your tax return. This may include your name, Social Security Number, IP addresses and unique device identifiers.

We automatically collect certain information when you visit, use, or navigate our Services. This information may include device and usage information, such as your IP address, browser and device characteristics, operating system, language preferences, referring URLs, device name, country, location, information about how and when you use our Services, and other technical information. This information is primarily needed to maintain the security and operation of our Services, and for our internal analytics and reporting purposes.

We utilize certain web and wireless technologies to collect this information. These technologies include cookies. Please see “What type of web and wireless technologies (including cookies) do we use?

HOW DO WE USE YOUR INFORMATION?

We process your information to provide you with the products and services you request, communicate with you, for security and fraud prevention, and to comply with law. We may also process your information for other purposes with your consent.

  • To deliver and facilitate delivery of services to the user. We may process your information to provide you with the requested service.
  • To respond to user inquiries/offer support to users. We may process your information to respond to your inquiries and solve any potential issues you might have with the requested service.
  • To send administrative information to you. We may process your information to send you details about our products and services, changes to our terms and policies, and other similar information.
  • To request feedback. We may process your information when necessary to request feedback and to contact you about your use of our Services.
  • To protect our Services. We may process your information as part of our efforts to keep our Services safe and secure, including fraud monitoring and prevention.
  • To identify usage trends. We may process information about how you use our Services to better understand how they are being used so we can improve them.

WHO DO WE SHARE YOUR INFORMATION WITH?

The privacy and security of your information is important to us. We do not sell or rent your information (including your Social Security number). We may share your information to support the products and services you request, or to provide you information on products and services that may benefit you.

For example:

  • Communications with the IRS and State Taxing Authorities. The IRS and state taxing authorities may require or request we disclose certain personal and system information in order to process or electronically file your tax return. This information may include, but is not limited to, your name Social Security Number, IP addresses, unique device identifiers, bank account numbers, and tax return preparation user activity metrics (e.g., time to complete the tax return).
  • Responses to Legal Request. We may disclose your information when we have a good faith belief that such disclosure is required or permitted by law pursuant to a legal request. This may occur in connection with a court order, legal process, or other judicial, administrative, or investigative proceeding that produces a request for information from us. In certain situations, we may be required to disclose personal information in response to lawful requests by public authorities, including to meet national security or law enforcement requirements.
  • Protection of Us and Others. We may disclose your information when we believe that disclosure is necessary to protect your rights and safety, the rights and safety of others, or our rights and safety. We may disclose your information to proper federal, state or local officials in order to, and only to the extent necessary, inform the official of activities that may constitute, or may have constituted, a violation of any criminal law or to assist the official in investigating or prosecuting a violation of criminal law. As permitted by law, we may disclose your information to the IRS and Information Sharing and Analysis Centers (ISACs) for the prevention of stolen identity refund fraud (SIRF) and as related to potential cybersecurity threats.
  • Aggregate Data. We may disclose aggregate information compiled using information that does not identify you individually or personally. This may include, for example, the total number of visitors from a particular state or the average user age.

DO WE USE COOKIES AND OTHER TRACKING TECHNOLOGIES?

We may use cookies and similar tracking technologies (like web beacons and pixels) to access or store information. Specific information about how we use such technologies and how you can refuse certain cookies is set out in our Cookie Notice Page.

We use commonly used technologies, such as cookies, to remember you and to personalize your experience with features. We use these technologies to help us know your usage patterns, track your preferences and analyze how you use our services. Furthermore, we may receive reports on an individual or aggregate basis based on these technologies. You may opt out of some of these technologies.

  • Cookies. Cookies are a commonly used software technology that allows us to customize our website for you by placing small files on your computer or mobile device as you visit various components of our website. The purpose of cookies is to make your experience more convenient and personal. For example, knowing what products interest you help us tailor your experience to meet your needs.
    Cookies are small alphanumeric identifiers that a web server transfers to your computer via your Internet browser. When your Internet browser visits a web page, a cookie is set with a unique number. This number is recorded in a small text file that is transmitted to your computer and stored in the cookie directory of your hard drive. Then, when you visit each webpage on which the cookie technology is enabled, the website can recognize your browser as a unique user.
    You may adjust your browser settings to accept or deny all cookies, or to request your permission each time a site attempts to set a cookie. Although cookies are not required for some parts of our services, our services may not work properly if you disable cookies entirely.
  • Traffic Data. We collect information related to traffic on our website. We may collect and record information on pages visited, mouse movements and clicks, scrolling activity, keystroke data that you voluntarily enter on our website, HTML data on a page visited, IP address or information your browser provides to our web server, such as browser type, operating system, language, screen resolution, referring URL, etc. Our collection of website traffic information is anonymized and does not include personally identifiable information. We utilize this data to improve our website and the products and services offered to you.

HOW DO WE SECURE YOUR INFORMATION?

The security of your personal information is important to us. We utilize administrative, technical and physical safeguards to protect your information. If you have any questions about the security of our services, you can contact us at contact@benumservices.com

We protect information submitted to us, both during transmission and once we receive it. Nevertheless, no method of transmission over the Internet or method of electronic storage is 100% secure. Therefore, we cannot guarantee its absolute security.

We maintain physical, electronic, and procedural safeguards that comply with applicable law and federal standards and that are designed to restrict access to your information. These safeguards include programs and specifications for physical security and records retention and disposal, computer and communication security measures reflected in system design, data management practices, and other measures to restrict access to the data we hold in physical and electronic forms.

If we collect sensitive information (such as your Social Security Number) we will encrypt the transmission of that information using secure socket layer technology (SSL).

We may notify you by email, mail or telephone in the event of a data security incident and where permitted by law.

HOW LONG DO WE KEEP YOUR INFORMATION?

In accordance with applicable laws, we keep your information for as long as needed to serve you, maintain your account, as needed to operate our business, or to improve our offerings or develop new ones.

We retain your information (including geolocation data) for as long as needed to provide you our services. We may retain or use your information as necessary to comply with our policies, legal obligations, resolve disputes, and enforce our agreement.

The IRS requires us to retain filed tax returns for a period of at least three years.

DO WE COLLECT INFORMATION FROM MINORS?

Special Note to Parents.
Because of the nature of the services we provide, we do not market our services to children under the age of 13, nor do we knowingly collect information from children under the age of 13.

If you have questions or complaints regarding our privacy practices or principles, please contact us at contact@benumservices.com

HOW DO I UPDATE OR DELETE MY INFORMATION?

You may contact us regarding your information at contact@benumservices.com

Remember, some of the information we collect does not identify you personally or is not stored in an online accessible format. When you update or delete your information, we may maintain a copy of the information in our records. Additionally, if you request we permanently delete your information, we may still retain and use your information as necessary to comply with our legal obligations.

HOW DO I OPT OUT?

You may choose to limit our use or our ability to share your information in certain circumstances. Our ability to offer you certain products and services and your experience may be affected by your choice. To opt out of all communications, call us at 1-786-714-2781. You may, however, continue to receive email communications related directly to the services and products you purchase, such as payment receipts and e-file status notifications.

PRIVACY NOTICE UPDATE

We may update this privacy notice to reflect changes to our information practices. If we make a material change to this privacy notice, including a material change in the way we use any personal information collected, we will notify you by using one of the following methods at least thirty (30) days prior to the effective date of such change: (1) we will post a notice on our website describing the change, or (2) we will send you an email notifying you of the change.

WHERE CAN I GET FURTHER INFORMATION?

If you have any questions regarding this Privacy Policy, please contact BENUM LLC at contact@benumservices.com

EFFECTIVE DATE

This privacy notice was last updated and is effective November 29, 2023.


BENUM LLC

contact@benumservices.com

1-786-714-2781

BenumTax Advisors

With a burning desire to empower business owners, our services and efforts aim to help, educate and put your business into a higher gear so you can achieve your goals faster and leverage the stream of financial data your business produces.

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