Privacy Policy

Effective Date: June 2024

Seales Advisory Solutions, Inc. (“we” or “us” or “SAS”) is committed to protecting the privacy of our users. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our website https://iadvisors.io (the “Site”). Please read this Privacy Policy carefully. If you do not agree with the terms of this Privacy Policy, please do not access the Site.

We reserve the right to make changes to this Privacy Policy at any time and for any reason. We will alert you about any changes by updating the “Effective Date” of this Privacy Policy. You are encouraged to periodically review this Privacy Policy to stay informed of updates. You will be deemed to have been made aware of, will be subject to, and will be deemed to have accepted the changes in any revised Privacy Policy by your continued use of the Site after the date such revised Privacy Policy is posted.

Collection of Information: We collect information regarding you that:

    • We receive from you on applications, tax organizers, worksheets and other documents.
    • You authorize us to receive from brokerage firms, law firms, our website, other CPA firms, bank, mortgage companies, the Internal Revenue Service and/or other authorized third parties.

Use of Information: We may use the information we collect from you to:

      • Provide, maintain, and improve our services such as providing you tax, audit, consulting and/or accounting services.
      • Respond to your inquiries and fulfill your requests.
      • Send you administrative information, such as updates to our policies.
      • Detect, investigate, and prevent fraudulent transactions and other illegal activities.
      • Comply with applicable laws, regulations, and legal processes.

    Disclosure of Information: We may disclose your information to third parties only in the following circumstances:

        • With your consent.
        • As required or permitted by law, in which we will provide you notice, unless prohibited under law.
        • We do not sell your Personally Identifiable Information (“PII”) to third parties, nor do we share it with third parties except as described in this Privacy Policy. We may share your PII with (a) third party service providers; (b) business partners; (c) affiliated companies within our corporate structure; and (d) as needed for legal purposes. Third party service providers have access to PII only as needed to perform their functions, and they must process the PII in accordance with this Privacy Policy.
      1. Text Messaging: By providing your phone number, you consent to receive text messages from us for informational purposes. Message frequency may vary. Message and data rates may apply. You can opt-out at any time by replying STOP to any message.

      Security: SAS is committed to ensuring that your Personally Identifiable Information (“PII”) is secure.

        • Except as otherwise described in this notice, we restrict access to PII and other personal data about you to employees of our firm or third-party service providers who need to know such information in order to provide the services you request. We maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your PII from unauthorized access, alteration, or premature destruction.
        • SAS will dispose of its records that contain nonpublic personal information by modifying the personal information to make it unreadable or undecipherable. We may make nonpublic personal information unreadable or undecipherable by erasing, shredding or other means. We may also dispose of nonpublic personal information by contracting with a vendor engaged in the business of disposing of records (in the same manner described above) that contain confidential information.

      Your Choices: You have the right to opt-out of receiving communications from us by following the instructions provided in such communications.

      Contact Us: If you have any questions or concerns about this Privacy Policy, please contact us at [email protected].

      By using the Site, you agree to the terms and conditions of this Privacy Policy. If you do not agree with any term in this Privacy Policy, please do not provide any personal information or use the Site.