Privacy Policy
Effective Date: 05 – 09 – 2025
Last Updated: 05 – 09 – 2025
Perfinity ITP (“Company,” “we,” “our,” or “us”) values your trust. This Privacy Policy explains how we collect, use, share, and protect your personal information when you visit www.PerfinityITP.com
(the “Site”), use our tax software, mentorship services, or otherwise engage with us.
By using our Site or services, you agree to the terms of this Privacy Policy.
1. Information We Collect
We may collect the following information directly from you:
Personal Identifiers: Full name, email address, phone number, mailing address.
Billing & Payment Information: Credit/debit card information or other payment details.
Identification Information: Government-issued ID, tax documents, or other information necessary to provide tax services.
Technical & Tracking Information: Information automatically collected via cookies and similar technologies, including IP address, browser type, and usage data (through Google Analytics).
2. How We Use Your Information
We use the information we collect to:
Provide and improve our tax software and mentorship services.
Communicate with you about your account, services, or inquiries.
Process billing and payment transactions.
Send promotional emails, newsletters, and marketing campaigns.
Ensure compliance with applicable laws and regulations.
Monitor usage of our Site and improve user experience.
3. How We Share Information
We do not sell your personal information. However, we may share information in the following ways:
Service Providers & Partners: With our trusted partners, including Prepfinity tax software, payment processors, and cloud service providers, who assist in delivering our services.
Legal & Compliance: When required by law, regulation, or legal process.
Business Transfers: In the event of a merger, acquisition, or sale of business assets.
4. Data Storage & Security
Your data is stored securely on cloud-based services. We implement industry-standard measures to protect your personal information from unauthorized access, use, or disclosure. However, no system is 100% secure, and we cannot guarantee absolute protection.
5. Cookies & Tracking
We use Google Analytics and similar tools to understand how visitors use our Site. Cookies may be used to track your activity and improve your experience. You may disable cookies through your browser settings, but some features of the Site may not function properly.
6. Marketing Communications
By providing your contact information, you consent to receive marketing emails and SMS messages about our services. You may opt out at any time by following the unsubscribe link in our emails or replying “STOP” to SMS messages.
7. Your Privacy Rights
Since we only serve U.S. residents, your rights are governed by U.S. and Florida privacy laws. Depending on your location, you may have the right to:
Request access to the personal information we hold about you.
Request correction or deletion of your personal information.
Opt out of receiving marketing communications.
To exercise your rights, contact us at admin@PerfinityITP.com
or call us at 929-271-9571.
8. Children’s Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.
9. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated “Last Updated” date.
10. Contact Us
If you have any questions or concerns about this Privacy Policy or how your information is handled, please contact us:
Perfinity ITP
Email: admin@PerfinityITP.com
Phone: 929-271-9571
Website: www.PerfinityITP.com
State of Registration: Florida