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Privacy Policy

Last Updated: December 15, 2024

At high-income.org, we are committed to protecting your privacy and maintaining the confidentiality of your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our website and services.

1. Information We Collect

1.1 Information You Provide

We collect information that you voluntarily provide to us when you:

  • Complete our savings evaluation form
  • Request professional matching services
  • Communicate with us via email or other channels
  • Subscribe to our newsletter or updates

This information may include:

  • Name and contact information (email, phone number, address)
  • Income information and financial profile data
  • Tax filing status and related information
  • Professional and employment information
  • Any other information you choose to provide

1.2 Automatically Collected Information

When you access our website, we automatically collect certain information, including:

  • IP address and browser type
  • Device information and operating system
  • Pages viewed and time spent on pages
  • Referral source and website navigation patterns
  • Cookies and similar tracking technologies

2. How We Use Your Information

We use the information we collect for the following purposes:

  • Service Delivery: To provide you with savings evaluations and professional matching services
  • Communication: To respond to your inquiries and provide customer support
  • Matching: To connect you with appropriate tax professionals in our network
  • Improvement: To analyze and improve our website, services, and user experience
  • Legal Compliance: To comply with applicable laws, regulations, and legal processes
  • Security: To protect against fraud, unauthorized access, and security threats
  • Marketing: To send you information about our services (with your consent)

3. How We Share Your Information

3.1 With Your Consent

We may share your information with third parties when you explicitly consent to such sharing, including:

  • Tax Professionals: When you request a professional match, we share relevant information with vetted tax attorneys and CPAs in our network
  • Service Providers: With trusted third-party vendors who assist in operating our website and delivering our services

3.2 Legal Requirements

We may disclose your information when required by law or in response to:

  • Court orders, subpoenas, or other legal processes
  • Requests from government agencies or law enforcement
  • Protection of our rights, property, or safety
  • Prevention of fraud or illegal activity

3.3 Business Transfers

In the event of a merger, acquisition, or sale of assets, your information may be transferred to the acquiring entity.

3.4 Aggregate Data

We may share anonymized, aggregate data that does not identify you personally for research, marketing, or analytical purposes.

4. Data Security

We implement robust security measures to protect your information, including:

  • Encryption of data in transit and at rest
  • Secure socket layer (SSL) technology
  • Access controls and authentication requirements
  • Regular security audits and monitoring
  • Staff training on data protection practices

However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

5. Attorney-Client Privilege

When you are matched with and engage a tax attorney through our service, communications between you and that attorney may be protected by attorney-client privilege. However, information shared with high-income.org before such engagement may not be privileged. We recommend discussing privilege considerations with your matched professional.

6. Your Privacy Rights

Depending on your location, you may have certain rights regarding your personal information:

  • Access: Request access to the personal information we hold about you
  • Correction: Request correction of inaccurate or incomplete information
  • Deletion: Request deletion of your personal information
  • Opt-Out: Opt out of marketing communications
  • Data Portability: Request a copy of your data in a portable format
  • Restriction: Request restriction of processing of your information

To exercise these rights, please contact us at privacy@high-income.org.

7. Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your experience on our website. You can control cookie preferences through your browser settings. Note that disabling cookies may limit your ability to use certain features of our website.

Types of cookies we use:

  • Essential Cookies: Required for basic website functionality
  • Analytics Cookies: Help us understand how visitors use our website
  • Preference Cookies: Remember your settings and preferences
  • Marketing Cookies: Track effectiveness of our marketing campaigns

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

9. Children's Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child, we will take steps to delete such information.

10. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. When information is no longer needed, we will securely delete or anonymize it.

11. International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence. These countries may have data protection laws different from those in your country. We take appropriate safeguards to ensure your information receives adequate protection.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on our website with a revised "Last Updated" date. Your continued use of our services after changes constitutes acceptance of the updated policy.

13. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us:

Email: privacy@high-income.org
Subject Line: Privacy Inquiry

We will respond to your inquiry within 30 days.

14. California Privacy Rights

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA):

  • Right to know what personal information is collected, used, shared, or sold
  • Right to delete personal information
  • Right to opt-out of the sale of personal information
  • Right to non-discrimination for exercising your rights

To exercise these rights, please contact us at privacy@high-income.org with "California Privacy Rights" in the subject line.

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