+1 (469) 331-6169 filing@taxbuddy.com
Effective: January 1, 2026 · Last updated: January 1, 2026
SSBA Financial Advisory INC is committed to protecting personal information. Located at 8 The Green STE R, Dover, DE 19901, we comply with the FTC Act, the Gramm-Leach-Bliley Act (GLBA), IRC Section 7216, and applicable state data breach notification requirements. This policy explains how we collect, use, share, and safeguard the personal information entrusted to us.
This Privacy Policy applies to:
We may collect the following categories of personal information:
We collect personal information for the following purposes:
Your personal information may be used for:
We may share your personal information with the following categories of recipients:
We implement safeguards in compliance with the GLBA Safeguards Rule to protect your personal information. Our security measures include SSL encryption for data in transit and secure server storage for data at rest. We regularly review and update our security practices to address emerging threats.
We retain personal information for as long as reasonably necessary to fulfill the purposes for which it was collected, comply with regulatory requirements, and support our legitimate business interests. When information is no longer needed, we securely dispose of it.
You have the right to:
If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA), including the right to know what personal information we collect, the right to request deletion, and the right to opt out of the sale or sharing of personal information. To exercise these rights, please contact us using the information provided below.
In the event of a data breach involving your personal information, we will notify you in accordance with applicable state and federal laws. We maintain incident response procedures to detect, investigate, and respond to potential data security incidents promptly.
Under the Gramm-Leach-Bliley Act (GLBA), you have the right to opt out of the sharing of your nonpublic personal information with non-affiliated third parties. To exercise this right, please contact us at filing@taxbuddy.com.
Our website uses cookies — small text files stored on your device — to customize your browsing experience and remember your preferences. Acceptance of cookies is discretionary; you may configure your browser to decline them, although this may affect certain website functionality. For more details, see our Cookie Policy.
If you have questions or concerns about this Privacy Policy, or wish to exercise any of your rights, please contact our Grievance Officer:
