At Bhatt Advisory LLC, we value the trust you place in us and are committed to the responsible management, use, and protection of our client's personal information. This privacy policy outlines our practices regarding the handling of your nonpublic personal information.
Collection of Nonpublic Personal Information
We collect nonpublic personal information about you that is provided to us by you or obtained with your authorization. This information can include, but is not limited to, your identity, income, net worth, and tax liabilities.
Disclosure of Information
For both current and former clients, Bhatt Advisory LLC does not disclose any nonpublic personal information obtained in the course of our practice, except as required or permitted by law. This includes but is not limited to disclosures to law enforcement and regulatory authorities in response to subpoenas or for fraud prevention. A third-party, in this context, refers to any person or company other than the client themselves.
Your nonpublic personal information is not disclosed to any other entity, including the Internal Revenue Service, state tax authorities, unmarried partners, relatives, real estate agents, mortgage brokers, banks, or any other person or company, without your express authorization.
Third-Party Contractors and Service Providers
We may engage third-party contractors or service providers, such as software vendors, to assist in preparing our products and services. These third parties will either be bound by contractual obligations to safeguard your information or will have been verified to possess compliant security and privacy practices.
Protection of Information
Bhatt Advisory LLC maintains physical, electronic, and procedural safeguards to protect your nonpublic personal information. These safeguards comply with or exceed the applicable laws and requirements for a Financial Institution. We retain records of the professional services provided to assist with your professional needs and to comply with legal obligations.
Authorization and Opt-Out Options
Authorization for Disclosure: You may authorize the disclosure of certain tax return information to third-parties via IRS Form 8821 Tax Information Authorization.
Opt-Out: You may request in writing that we no longer collect, share, or retain your personal information. However, this may impact our ability to provide professional services. We are also required by law to retain records for a specific period. Consent to collect your information is assumed unless we receive written notice within 30 days of receipt of this policy.
Response to Unauthorized Disclosure
If you suspect unauthorized disclosure of your nonpublic personal information, you are advised to contact the IRS Criminal Investigation Division at (800) 829-0433 and may also seek legal counsel.
Contact Information
For questions or concerns regarding this privacy policy, please contact Bhatt Advisory LLC directly at contact@bhattadvisory.com.
Bhatt Advisory LLC
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Email us: contact@bhattadvisory.com
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