Privacy Policy

The Phillips Group, Inc. has created this statement so that you understand the specific ways in which we demonstrate our respect for your privacy. We appreciate and value that you entrust us with your sensitive personal information. The primary guide in our privacy policy is our professional and personal commitment to ensuring that you have confidence in our professionalism and dedication to client service. 

The core of our commitment is that we do not share any personal information that you entrust to us with any third parties for their marketing purposes. We treat your personal information with the utmost respect, consistent with this privacy policy. 

Information We Collect, or You Provide 

We collect nonpublic personal information about you from the following sources: 

• Information we receive from you on applications, tax organizers, worksheets, and other  documents; 

• Information we receive from you via interviews and phone calls with you, or letters or emails we receive from you;

• Information about your transactions with us, our affiliates, or others; 

• Information we receive from a consumer-reporting agency or state or federal tax authority. 

How We Use the Information We Collect, or You Provide 

As a general rule, we do not disclose personal information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following situations:

• to provide you with any service(s) you engage us to provide; 

• to send you information or materials you request; 

• to maintain a record of your payments and other transactions with our firm;

• to respond to your questions and comments and provide client support; 

• to communicate with you about our services, offers, and promotions; 

• to operate, evaluate, and improve our business and the services we offer;

• to enforce our Terms of Service and other agreements;  

• to comply with applicable legal requirements and industry standards; and 

• for any other purpose for which you provide your consent.  

How We Use Electronic Mail (Email) 

The Phillips Group, Inc sends billing information, product information, service updates, service notifications, and other communications to you via email. Email communications will contain instructions describing how you can opt-out of receiving future emails from us, however, if you opt-out of future emails, you may not receive critical service notifications and other communications. We strongly recommend that you do not opt-out (unsubscribe) from our communications.

How We Share Your Personal Information 

We may disclose personal information that we collect, or you provide (as described in this Privacy  Policy): 

• to contractors, service providers, and other third parties we use to support our business;

• to comply with any court order, law, or legal process, including responding to any government or regulatory request; 

• to enforce or apply our Terms of Service and other agreements; 

• for any other purpose which is incidental to the normal use of the services; and

• for any other purpose for which you provide your consent. 

Third-Party Providers 

Without limiting the foregoing, we may also employ third-party companies and individuals to facilitate our service(s) and to process data, perform related services, or to assist us in analyzing how our service(s) is/are being used (collectively, “Third Party Providers”). These Third Party Providers may have access to your personal information for purposes of performing these tasks on our behalf and may have the right to retain and use personal information or other information through the performance of these tasks on an aggregated and de-identified basis in accordance with the terms of the applicable Third  Party Provider’s privacy policy. The Phillips Group requires that all providers have established procedures and controls designed to protect client confidentiality and maintain data security, and we advise you to review the privacy policies of the Third Party Providers. However, we have no control over and assume no responsibility for the content, privacy policies, or practices of any Third Party Providers, their sites, or services. 

Third-Party Providers may include, but are not limited to, the following: 

Tax & Accounting Software. We use Third Party Providers to record your business and personal financial data and to generate tax-basis financial statements from this data. We also use Third  Party Providers to plan for and prepare your federal and state tax returns, including Income Tax  Returns. Currently, The Phillips Group, Inc uses the following third-party tax & accounting  software services: 

• Intuit. You can learn about Intuit’s privacy practices at https://www.intuit.com/privacy.

• BotKeeper. You can learn about BotKeeper’s privacy practices at https://www.botkeeper.com/legal#privacy.

• Reach Reporting. You can learn about Reach Reporting’s privacy practices at https://reachreporting.com/privacy.

Data Storage. We use Third Party Providers to electronically store your data. Currently, The  Phillips Group, Inc uses the following third-party data storage services: 

• Microsoft. You can learn about Microsoft’s privacy practices at https://privacy.microsoft.com/en-us/privacystatement. 

• Canopy. You can learn about Canopy’s privacy practices at https://www.getcanopy.com/privacy-policy.

• SafeSend. You can learn about SafeSend’s privacy practices at https://safesend.com/legal-policies/privacy-statement.php. 

• Datto, Inc. You can learn about Datto, Inc.’s privacy practices at https://www.datto.com/legal/privacy-policy.

• JumpCloud. You can learn about JumpCloud’s privacy practices at https://jumpcloud.com/privacy.

• Rightworks. You can learn about Rightworks’ privacy practices at https://www.rightworks.com/privacy-policy/.

Payment Processors. We use Third Party Providers to process payment transactions. Your payment card details are not stored by The Phillips Group, Inc. If you authorize us to process a payment, your payment card details are encrypted and securely stored by our third-party payment processors, including to automatically bill your payment card on a recurring basis (when requested by you). We currently use the following third-party payment processing  services: 

• CPACharge. You can learn about CPACharge’s privacy practices at https://www.cpacharge.com/features/security. 

• Intuit. You can learn about Intuit’s privacy practices at https://www.intuit.com/privacy.

Analytics. We may use Third Party Providers to monitor and analyze the use of our website. We  currently use the following third-party analytics services: 

• Google Analytics. You can learn about Google’s privacy practices at https://www.google.com/intl/en/policies/privacy.  

Other Service Providers. We also use Third Party Providers for marketing, technical, operational, and other services, including as follows: 

• MailChimp. You can learn about Mail Chimp’s privacy practices at https://mailchimp.com/legal.  

• Adobe. You can learn about Adobe’s privacy practices at https://www.adobe.com/privacy. 

• Intelecis. You can learn about Intelecis’ privacy practices at https://www.intelecis.com/wpautoterms/privacy-policy/.

• Crexendo. You can learn about Crexendo’s privacy practices at https://www.crexendo.com/privacy/.

• Calendly. You can learn about Calendly’s privacy practices at https://calendly.com/privacy.

Security 

The Phillips Group, Inc. takes protecting your information seriously and implements strict measures to secure your personal information from accidental loss and from unauthorized access, use, alteration,  and disclosure. We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic,  and procedural safeguards that exceed federal and state regulations to guard your nonpublic personal information. 

However, the safety and security of your information also depend on you. Where we have given you (or where you have chosen) a password for access to our client portal or certain parts of our website, you are responsible for keeping this password confidential. We ask you not to share your password with anyone. We urge you to be careful about giving out information in public areas, such as on our company  Social Media pages or our live Webcasts. The information you share in public areas may be viewed by any person or entity and is not controlled or controllable by The Phillips Group, Inc.

For more information about our security information security practices, please contact our vCIO: Frans Trisnadi, CEO of Intelecis, at (949) 996-0993.

California Privacy Rights 

Under California Civil Code Section 1798.83, California-based clients are entitled to request information relating to whether a business has disclosed personal information to any third parties for the third parties’ direct marketing purposes. That notice will identify the categories of information shared and will include a list of the third parties and affiliates with which it was shared, along with their names and addresses. If you are a California resident and would like to make such a request, please submit your request in writing at the address information at the bottom of this policy. 

Privacy Policy Changes 

Although most changes are likely to be minor, The Phillips Group, Inc may change its Privacy Policy from time to time and at our firm’s sole discretion. Our firm encourages visitors to check this page for any changes to its Privacy Policy. Your continued use of this site after any change in this Privacy Policy will constitute your acceptance of the such change. 

If you have any questions about this policy, please do not hesitate to email us at legal@phillipsgrouptax.com or write to us at: 

The Phillips Group 

2300 E. Katella Ave., Suite 405

Anaheim, CA 92806