PRIVACY POLICY FOR STRATFORD TAX & WEALTH GROUP
Effective Date: February 24, 2024
This Privacy Policy governs the manner in which Stratford Financial Solutions, Inc., doing business as Stratford Tax & Wealth Group, collects, uses, maintains, stores, and discloses information collected from users in connection with the operation of the website located at www.stratfordtaxgroup.com. This policy applies exclusively to information voluntarily submitted by users through the website and does not govern data collected through other means unless expressly stated.
Stratford Financial Solutions, Inc. is the sole owner and custodian of any personal data voluntarily submitted through the website. The information collected may include, but is not limited to, name, address, phone number, email address, social security number, tax identification number, payment details, and other personally identifiable or financial information necessary to fulfill the user’s inquiry, request, or transaction. This information is collected directly from users when submitted via email, intake forms, upload fields, scheduling tools, or contact submissions.
No personal data submitted through the website shall be sold, rented, leased, or distributed to any third party for marketing purposes. Data will be used exclusively to respond to user-initiated requests, process payments, deliver services, or comply with legal obligations. Certain information may be disclosed to trusted service providers solely to the extent necessary to complete such services on behalf of Stratford Financial Solutions, Inc., and only under binding confidentiality agreements.
Unless the user affirmatively opts out, Stratford reserves the right to use the submitted email address and contact information for the limited purpose of providing future communications, including service notices, product updates, legal notices, changes to this Privacy Policy, or promotional offers related to Stratford’s tax, accounting, or educational services. Users may withdraw such consent at any time by written notice, without penalty or effect on any prior lawful use of the data.
Users retain the right to access, review, correct, or request deletion of any personally identifiable information held by Stratford. Such requests must be submitted in writing via the contact information provided below. Upon receipt of a verifiable request, Stratford shall comply with all applicable obligations under federal and Texas law to provide, amend, or delete such data unless legally prohibited.
All sensitive information transmitted through the website—including but not limited to payment data, tax documents, or personally identifiable financial data—is protected by industry-standard encryption technologies during both transmission and storage. Users may confirm secure transmission by verifying the presence of a closed lock icon in their browser or the use of “https” in the website URL. Offline, access to personal data is restricted to authorized personnel whose job responsibilities require such access, such as billing, compliance, or client services. All servers, databases, and computing devices on which such data is stored are maintained under physically secure and access-controlled conditions and protected by updated security protocols.
Stratford reserves the right to modify or amend this Privacy Policy at any time without prior notice. All changes will be posted to this page and are effective upon publication. Users are responsible for reviewing the policy periodically to ensure continued agreement. Continued use of the website constitutes acceptance of any revised terms.
In the event of any concern, inquiry, or dispute regarding the interpretation or enforcement of this Privacy Policy, users are encouraged to contact Stratford Financial Solutions, Inc. directly using the contact details below. All such matters shall be governed exclusively by the laws of the State of Texas.
Contact Information
Stratford Financial Solutions, Inc.
Attn: Privacy Compliance
414 E. Loop 281, Suite 17
Longview, TX 75605
Phone: (903) 215-8043
Email: admin@stratfordtaxgroup.com
CALIFORNIA PRIVACY RIGHTS NOTICE (CCPA ADDENDUM)
Effective Date: February 24, 2024
Pursuant to the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), California residents are entitled to the following rights regarding the collection and use of their personal information by Stratford Financial Solutions, Inc., doing business as Stratford Tax & Wealth Group.
Stratford collects personal information defined under Cal. Civ. Code § 1798.140(v) for purposes related to providing professional tax, accounting, and financial services. This includes identifiers (e.g., name, address, social security number, IP address), financial information, commercial data, and internet activity related to user interactions with our website.
Stratford does not sell or share personal information as defined under Cal. Civ. Code § 1798.140(ad) and § 1798.140(ah), nor does it engage in cross-context behavioral advertising.
California residents have the following rights under the CCPA:
The right to know what personal information we collect, disclose, and the purposes thereof;
The right to request deletion of personal information, subject to statutory exceptions;
The right to correct inaccurate personal information;
The right to limit the use and disclosure of sensitive personal information;
The right to opt out of any “sale” or “sharing” of personal information, if applicable;
The right to non-discrimination for exercising privacy rights.
To exercise any of these rights, you may submit a verifiable consumer request by contacting us at admin@stratfordtaxgroup.com or (903) 215-8043. We may require proof of identity to process such requests. Requests will be responded to within the timeframes required by Cal. Civ. Code §§ 1798.130 and 1798.145.
This section supplements but does not limit the general Privacy Policy. Stratford will not collect additional categories of personal information or use collected information for materially different purposes without providing notice to affected individuals.
EUROPEAN UNION GDPR COMPLIANCE NOTICE (GDPR ADDENDUM)
Effective Date: February 24, 2024
This section applies exclusively to individuals located in the European Economic Area (EEA) and the United Kingdom and is provided in accordance with the General Data Protection Regulation (Regulation (EU) 2016/679) and the UK GDPR.
Stratford Financial Solutions, Inc. acts as a data controller for the personal data submitted to us through www.stratfordtaxgroup.com. Personal data may include name, contact information, financial identifiers, and any information voluntarily provided through online forms or communications.
We process your data solely under lawful bases as outlined in Article 6 of the GDPR, including:
Consent given explicitly for one or more specified purposes;
Necessity for the performance of a contract or to take steps prior to entering into a contract;
Compliance with legal obligations;
Legitimate interests pursued by Stratford, except where overridden by your fundamental rights and freedoms.
Personal data submitted through our site may be transferred to and processed in the United States. By providing personal data, users acknowledge that data may be transferred outside the EEA or UK and consent to such processing, subject to standard contractual clauses or other lawful mechanisms ensuring adequate protection.
Data subjects have the following rights under the GDPR:
The right to access their personal data;
The right to rectification of inaccurate or incomplete data;
The right to erasure (“right to be forgotten”), subject to lawful limitations;
The right to restrict processing;
The right to object to processing;
The right to data portability;
The right to withdraw consent at any time, without affecting prior lawful processing;
The right to lodge a complaint with a supervisory authority in the relevant jurisdiction.
To exercise these rights, contact us at admin@stratfordtaxgroup.com. All data requests will be reviewed and processed within the timelines required by the GDPR. We reserve the right to verify identity prior to fulfilling any data subject request.