Our Privacy Policy

Purpose

At Fortune Foundations Business Consulting LLC dba Fortune Tax Alliance (“we”, “our”, or “us”), we understand the importance of privacy and are dedicated to safeguarding your personal information. This Privacy Policy outlines our practices concerning the collection, usage, disclosure, handling, and security of your data, in compliance with relevant federal and/or states laws and regulations, including the California Privacy Rights Act (“CPRA”). By using our technology and services, you consent to the terms outlined in this Privacy Policy.

Personal information we collect about you and how we use it

We collect several types of personal information depending on your relationship with us.

For Visitor of this Website: When visiting our websites or using our applications, we collect personal information to enhance your experience, improve marketing strategies, analyze visitor demographics, and optimize our platforms. This includes observing browsing patterns, search activities, online behavior, interests, and interactions across our websites, applications, systems, and advertisements, facilitated through technologies such as "Cookies".

For Tax Client: When utilizing our tax services, we collect comprehensive account details, financial personal information, life planning specifics, and other essential personal data for various purposes such as:

tax analysis;
developing strategies;
preparing and filing tax returns; and/or
providing support during audits or appeals.

For Account User: When you register for a User Account, we gather contact personal information like your first name, last name, email address, mailing address, and password. This enables us to set up your account securely, send you important service updates, communicate marketing personal information, and ensure your login is protected.

How we collect your personal information

We collect personal information in the following manner:

Directly from you as you provide them;
Automatically as you navigate through the site facilitated through Cookies, which may include usage details, IP addresses, and personal information collected through cookies and other tracking technologies; and/or
From a third party, in certain situations.

Use and Disclosure

We will use and disclose personal information for the particular purposes for which it was collected as set forth in the preceding section (“Primary Purpose”). We may also use personal information for a purpose other than the Primary Purpose (Secondary Purpose) if:

the individual has given their consent;
the individual would reasonably expect us to use or disclose the personal information for that Secondary Purpose; and/or
the Secondary Purpose is related to the Primary Purpose provided that it is not a sensitive personal information under relevant laws and regulations.

Depending upon the function or activity for which personal information has been collected, we may disclose personal information to third parties, including our affiliates, subsidiaries, directors, members, officers, contractors, service providers, successors and assigns, to achieve the Primary Purpose and Secondary Purpose or to introduce new services or products to you.

We may also disclose your personal information in order to:

Comply with any court order, law, or legal process, including responding to government or regulatory requests;
Enforce or apply our agreements, if any; and/or
Protect our rights, property, or safety, as well as that of our customers or others.

How do we protect your personal information

We implement security measures in accordance with federal and state laws and regulations, including the CPRA, to protect your personal information from unauthorized access and use. These measures include computer safeguards, secured files, and secure buildings.

Your rights

Your rights under this Privacy Policy shall include the right to:

Access to and obtain a copy of personal information;
Request the removal or deletion of your personal information;
Correct any inaccurate personal information;
Object to or restrict the processing of your personal information;
Request the portability of your personal information; and/or
Limit the use and disclosure of sensitive personal information.

Opt-Out

You have the right to opt out of certain uses and disclosures of your personal information. If you have consented to our processing of your personal information, you may withdraw that consent at any time and opt out of further processing. We will cease using your personal information unless there are other legal grounds that allow us to continue.

There are different ways you can exercise your right to opt out:

For email communications: You can opt out by clicking “unsubscribe” link at the bottom of any of our marketing emails or by contacting us directly at info@fortunetaxalliance.com.
For cookies and tracking technologies: You can set your browser to refuse all or some browser cookies or to alert you when cookies are being sent. You can also visit our Cookie Policy for more information on how to manage cookies. Please note that some parts or our website may become inaccessible or not function properly if you disable or refuse cookies.
For third party sharing: You can opt out by contacting us directly at info@fortunetaxalliance.com should you prefer that we do not share your personal information with third parties for marketing purposes.
For phone calls, physical mailing, short message service messages, or targeted advertising. You can opt out by contacting us directly at info@fortunetaxalliance.com.

Please note that opting out of certain uses and disclosures of your personal information may affect the services we provide to you. If you have any questions about your opt-out rights, please contact us at info@fortunetaxalliance.com.

Email records

We keep and retain email records for five years to meet regulatory requirements. Tax records are kept for a minimum of seven years to support audits and recordkeeping.

Minor’s data

We do not direct or target our services to individuals below the legal age of majority who lack the legal capacity under any applicable laws (“Minors”). We do not knowingly collect personal data from Minors without the express consent of their parents or guardians. If we learn that we have collected or received personal information from a minor without verification of parental consent, we will delete that information.

Updates to this Privacy Policy

We may update this Privacy Policy may be updated from time to time, and we encourage you to review it periodically. Any changes will be effective immediately and will be communicated to our Visitors, Users, and Clients.

Contact information

We ensure your identity verification before granting access to or making changes to your data, which may involve presenting proof of identification or specific information. We will address your request within forty-five days of verifying your identity. If additional time is needed, we will inform you in writing, explaining the reason for the delay and the extended timeline.

For question(s), comment(s), or feedback(s) regarding this Privacy Policy, please contact us using the following information:

Amanda North

357 N. Shelmore Blvd, MT. Pleasant, SC 29464

Phone: 843-314-4313 Email: info@fortunetaxalliance.com