Infinity Privacy Policy
Effective Date: Jan 01, 2014
We may collect the following types of personal information directly from you or through your interactions with us:
- Personal Identification Information: Name, address, email address, phone number, Social Security number, or Tax Identification number.
- Financial Information: Income details, banking information, investment holdings, tax returns, and related financial data.
- Business Information: Business name, EIN, formation documents, revenue, expenses, and ownership details.
- Technical Information: Information you voluntarily provide when contacting us, completing forms, or using our website.
We also collect information about your interactions with our website through cookies, usage analytics, and other tracking technologies. This information includes IP address, browser type, device information, and browsing behavior.
1. Information We Collect
2. How We Use Your Information
We use your information for the following purposes:
- Service Delivery: To prepare tax returns, provide tax planning, accounting, business advisory, and financial services.
- Compliance: To meet legal, regulatory, and professional obligations, including IRS and state requirements.
- Communication: To contact you about your accounts, inquiries, services, updates, and notices.
- Improvement: To enhance our services, website functionality, and customer experience.
- Marketing: To share insights, newsletters, and promotional materials (with your consent, where applicable).
3. Mobile Information Sharing
We do not share mobile information for marketing purposes without explicit consent. However, we may share your information in the following circumstances:
- With Service Providers: Third-party vendors who assist with payroll processing, tax filing, cloud storage, or other necessary business operations.
- With Government Authorities: When required by law, such as tax authorities (IRS, state agencies) or legal proceedings.
- With Business Partners: If you have authorized us to share your information for specific services or referrals.
- For Security and Fraud Prevention: To protect against fraud, security threats, or unauthorized access to data.
4. How We Protect Your Information
We implement robust security measures to safeguard your personal information, including:
- Data encryption for electronic communications and storage.
- Secure access controls to restrict unauthorized access.
- Regular security audits and updates to our systems.
- Training our team to handle personal data responsibly.
We also have measures in place to prevent unauthorized sharing of user data.
While we strive to protect your information, no method of transmission or storage is 100% secure. We encourage you to use caution when sharing sensitive information electronically.
5. Sharing Your Information​​​​​​​
We do not sell or rent your personal information. We may share your data with third parties only in the following circumstances:
- Service Providers: Trusted partners who assist in delivering our services, such as software providers or tax authorities.
- Legal Compliance: When required by law, regulation, or court order.
- Business Transactions: If we merge, sell, or reorganize our business, your information may be transferred as part of that process.
- With Your Consent: For other purposes disclosed to you and agreed upon by you.
Consumer data will not be transferred to external organizations without user consent, except as required by law or for necessary business operations.
All third parties are contractually obligated to maintain the confidentiality and security of your information.
6. Your Rights
7. Retention of Information
8. Cookies and Tracking Technologies
Our website uses cookies and similar technologies to enhance user experience, analyze website performance, and deliver personalized content. You can manage your cookie preferences through your browser settings.​​​​​​​
9. Third-Party Links​​​​​​​
Our website may contain links to external websites. We are not responsible for the privacy practices or content of third-party sites. We encourage you to review their privacy policies.
By using our services, you acknowledge that you have read, understood, and agreed to the terms of this Privacy Policy.
If you have any questions or concerns regarding this Privacy Policy, please contact us:
Infinity Financial Advisor
5555 West Loop S Ste 420
Bellaire, TX 77401
713-766-6500
Infinity Financial Advisors ("we," "our," "us") values your trust and is committed to protecting your privacy. This Privacy Policy describes how we collect, use, and safeguard your personal information when you engage with our services or visit our website at https://thinkinfinity.us. By using our services or website, you agree to the practices described in this policy.
You have the following rights regarding your personal information:
- Access: Request a copy of the data we hold about you.
- Correction: Update or correct inaccurate information.
- Deletion: Request the deletion of certain personal information, subject to legal and regulatory requirements.
- Opt-Out: Opt out of marketing communications at any time.
To exercise your rights, please contact us at 713-766-6500 or via email at info@infinityfa.us.
To opt out of future SMS communications, reply STOP to any message you receive from us.
We retain your personal information only as long as necessary to:
- Fulfill the purposes outlined in this policy.
- Comply with legal and regulatory requirements.
- Resolve disputes and enforce agreements.
When your information is no longer required, we securely dispose of it.
10. Updates to this Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our practices, technology, or legal obligations. The updated policy will be posted on our website with the "Effective Date" noted.
11. Contact Us
Thank you for trusting Infinity Financial Advisors. Your privacy is our priority.
12. Acknowledgment
By engaging with Infinity Financial Advisors, you acknowledge that you have read, understood, and agreed to the terms of this Privacy Policy.
