Privacy Policy
Last Updated: September 28, 2025
Your privacy is important to us. Learn how we collect, use, and protect your personal information.
APA Financial Services ("we," "our," or "us") is committed to protecting your privacy and ensuring that your personal data is handled securely and transparently. This Privacy Policy explains how we collect, use, share, and protect your information when you interact with us online or offline.
We always clearly identify ourselves in correspondence and on our website. Our principal business is providing advice and arranging transactions on behalf of clients in relation to taxes, accounting, and financial planning. To provide these services, we may need to collect and process your personal information.
By using our website or services, you agree to the terms of this Privacy Policy.
Information We Collect
You may visit our website without directly identifying yourself. However, we may collect:
Technical Information:
Domain name, IP address, browser type, operating system, referral links, pages visited, access times, and dates.
Personal Information (provided by you):
Name, email address, postal address, phone number, and other information when you:
- Subscribe to newsletters
- Register for events, webinars, or seminars
- Download white papers or other content
- Contact us through forms or email
How We Use Your Information
We process your data for the following purposes, based on applicable legal grounds:
Consent
Sending newsletters, marketing communications, or event invitations (if you opt in).
Contractual Necessity
Providing financial, tax, and accounting services you have requested.
Legal Obligation
Fulfilling tax, regulatory, and compliance requirements.
Legitimate Interests
Improving our website, preventing fraud, and securing our systems.
✓ We will never use your personal data in a way that is incompatible with these purposes.
Data Retention
We only keep your personal data for as long as necessary:
Once data is no longer needed, it will be securely deleted or anonymized.
No Sale of Personal Data
APA Financial Services does not sell, rent, or share your personal data with third parties or affiliates for their marketing or promotional purposes. This includes mobile opt-in data, phone numbers, and SMS consent records. Any mobile opt-in information you provide will only be used to deliver the communications and services you have requested.
Your Privacy Rights
Depending on your location, you may have the following rights under GDPR, UK GDPR, CPRA, and other privacy laws:
Right of Access
Request a copy of your personal data
Right to Rectification
Correct inaccurate or incomplete data
Right to Erasure
Request deletion ("right to be forgotten")
Right to Restrict Processing
Limit how we use your data
Right to Data Portability
Request transfer of your data in a machine-readable format
Right to Object
Object to certain types of processing (e.g., direct marketing)
Right to Withdraw Consent
Revoke consent at any time
Right to Non-Discrimination
Under CPRA, you will not be denied services for exercising your rights
To exercise these rights, please contact us at Privacy@APATaxes.com with proof of identity.
Data Security
We take appropriate technical and organizational measures to protect your personal data, including:
Encryption of sensitive data (e.g., payment information)
Access controls and secure storage
Regular monitoring for unauthorized access
Note: However, please note that no method of transmission over the internet is 100% secure.
Children's Privacy
Our services are not directed to individuals under the age of 16. We do not knowingly collect personal information from children. If you believe we have unintentionally collected such information, please contact us so we can delete it.
Business Relationships & External Links
Our website may contain links to third-party websites. APA Financial Services is not responsible for the privacy practices or content of those websites.
Changes to This Policy
We may update this Privacy Policy from time to time. The "Last Updated" date at the top will reflect the most recent revision. We encourage you to review this page periodically.
Your continued use of our website or services after updates means you accept the revised policy.
Contact Us
If you have any questions, concerns, or requests regarding your personal data, please contact:
17 E Monroe St, Suite 178, Chicago, IL 60603