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California Notice at Collection

Notice at Collection

Optima Tax Relief, LLC is collecting your personal information and sensitive personal information to support its business operations, including for the business purposes listed in the chart below. We collect only a limited amount of sensitive personal information.

We will not sell the personal information, including any sensitive personal information, we collect or share it with third parties for cross-context behavioral advertising.

To view our full privacy policy, visit privacy.

We may collect the personal information and sensitive personal information categories listed in the tables below. The tables also list, for each category, our expected retention period and use purposes.

Personal Information Category	Business Purpose
Identifiers, such as real name, alias, postal address, unique personal identifier, online identifier, Internet Protocol address, email address, account name, Social Security number, driver’s license number, passport number, or other similar identifiers.	To fulfill or meet the reason you provided the information. For example, verifying your identity when responding to inquiries, providing services, determining suitability for employment, managing employment relationships, and facilitating business relationships with you (as applicable). To advertise our products and services to you. To provide, support, personalize, and develop our Website, products, and services. To create, maintain, customize, and secure your account with us. To process your requests, purchases, transactions, and payments and prevent transactional fraud. To provide you with support and to respond to your inquiries, including to investigate and address your concerns and monitor and improve our responses. To personalize your Website experience and to deliver content and product and service offerings relevant to your interests, including targeted offers and ads through our Website, third-party sites, and via email or text message (with your consent, where required by law). To carry out our obligations and enforce our rights arising from any contracts entered into between you and us, including for billing and collections. To help maintain the safety, security, and integrity of our Website, products and services, databases and other technology assets, and business. For testing, research, analysis, and product development, including to develop and improve our Website, products, and services. To protect the rights, property, or safety of us, our employees, or others. To respond to law enforcement requests and as required by applicable law, court order, or governmental regulations. As described to you when collecting your personal information or as otherwise set forth in the CCPA.
California Customer Records personal information, which includes a name, signature, Social Security number, physical characteristics or description, address, telephone number, passport number, driver’s license or state identification card number, insurance policy number, education, employment, employment history, bank account number, credit card number, debit card number, or any other financial information, medical information, or health insurance information. Some personal information included in this category may overlap with other categories.	To fulfill or meet the reason you provided the information. For example, verifying your identity when responding to inquiries, providing services, determining suitability for employment, managing employment relationships, and facilitating business relationships with you (as applicable). To advertise our products and services to you. To provide, support, personalize, and develop our Website, products, and services. To create, maintain, customize, and secure your account with us. To process your requests, purchases, transactions, and payments and prevent transactional fraud. To provide you with support and to respond to your inquiries, including to investigate and address your concerns and monitor and improve our responses. To personalize your Website experience and to deliver content and product and service offerings relevant to your interests, including targeted offers and ads through our Website, third-party sites, and via email or text message (with your consent, where required by law). To carry out our obligations and enforce our rights arising from any contracts entered into between you and us, including for billing and collections. To help maintain the safety, security, and integrity of our Website, products and services, databases and other technology assets, and business. For testing, research, analysis, and product development, including to develop and improve our Website, products, and services. To protect the rights, property, or safety of us, our employees, or others. To respond to law enforcement requests and as required by applicable law, court order, or governmental regulations. As described to you when collecting your personal information or as otherwise set forth in the CCPA.
Protected classification characteristics under California or federal law, such as age (40 years or older), race, color, ancestry, national origin, citizenship, religion or creed, marital status, medical condition, physical or mental disability, sex (including gender, gender identity, gender expression, pregnancy or childbirth and related medical conditions), sexual orientation, reproductive health decision-making, military and veteran status, or genetic information (including familial genetic information).	To fulfill or meet the reason you provided the information. For example, verifying your identity when responding to inquiries, determining suitability for employment, and managing employment relationships. To create, maintain, customize, and secure your account with us. To process your requests, transactions, and payments and prevent transactional fraud. To provide you with support and to respond to your inquiries, including to investigate and address your concerns and monitor and improve our responses. To help maintain the safety, security, and integrity of our Website, products and services, databases and other technology assets, and business. For testing, research, analysis, and product development, including to develop and improve our Website, products, and services. To respond to law enforcement requests and as required by applicable law, court order, or governmental regulations. To comply with legally mandated reporting requirements to government entities. As described to you when collecting your personal information or as otherwise set forth in the CCPA.
Commercial information, such as records of personal property, products or services purchased, obtained, or considered, or other purchasing or consuming histories or tendencies.	We do not collect this information.
Biometric information, such as genetic, physiological, behavioral, and biological characteristics, or activity patterns used to extract a template or other identifier or identifying information, such as, fingerprints, faceprints, and voiceprints, iris or retina scans, keystroke, gait, or other physical patterns, and sleep, health, or exercise data.	We do not collect this information.
Internet or other similar network activity, such as browsing history, search history, information on a consumer’s interaction with a website, application, or advertisement.	To fulfill or meet the reason you provided the information. For example, responding to inquiries, providing services, managing employment relationships, and facilitating business relationships with you (as applicable). To advertise our products and services to you. To provide, support, personalize, and develop our Website, products, and services. To create, maintain, customize, and secure your account with us. To process your requests, purchases, transactions, and payments and prevent transactional fraud. To provide you with support and to respond to your inquiries, including to investigate and address your concerns and monitor and improve our responses. To personalize your Website experience and to deliver content and product and service offerings relevant to your interests, including targeted offers and ads through our Website, third-party sites, and via email or text message (with your consent, where required by law). To help maintain the safety, security, and integrity of our Website, products and services, databases and other technology assets, and business. For testing, research, analysis, and product development, including to develop and improve our Website, products, and services. As described to you when collecting your personal information or as otherwise set forth in the CCPA.
Geolocation data, such as physical location or movements.	To fulfill or meet the reason you provided the information. For example, responding to inquiries, providing services, managing employment relationships, and facilitating business relationships with you (as applicable). To advertise our products and services to you. To provide, support, personalize, and develop our Website, products, and services. To personalize your Website experience and to deliver content and product and service offerings relevant to your interests, including targeted offers and ads through our Website, third-party sites, and via email or text message (with your consent, where required by law). To help maintain the safety, security, and integrity of our Website, products and services, databases and other technology assets, and business. For testing, research, analysis, and product development, including to develop and improve our Website, products, and services. As described to you when collecting your personal information or as otherwise set forth in the CCPA.
Sensory data, such as audio, electronic, visual, thermal, olfactory, or similar information.	We do not collect this information.
Professional or employment-related information, such as current or past job history or performance evaluations.	To fulfill or meet the reason you provided the information. For example, responding to inquiries, determining suitability for employment, and managing employment relationships with you (as applicable). To provide, support, personalize, and develop our Website, products, and services. To create, maintain, customize, and secure your account with us. To process your requests and prevent transactional fraud. To provide you with support and to respond to your inquiries, including to investigate and address your concerns and monitor and improve our responses. To carry out our obligations and enforce our rights arising from any contracts entered into between you and us. To help maintain the safety, security, and integrity of our databases and other technology assets, and business. For testing, research, analysis, and product development, including to develop and improve our Website, products, and services. To protect the rights, property, or safety of us, our employees, or others. To respond to law enforcement requests and as required by applicable law, court order, or governmental regulations. As described to you when collecting your personal information or as otherwise set forth in the CCPA.
Non-public education information, which may include education records directly related to a student maintained by an educational institution or party acting on its behalf, such as grades, transcripts, class lists, student schedules, student identification codes, student financial information, or student disciplinary records.	To fulfill or meet the reason you provided the information. For example, responding to inquiries, determining suitability for employment, and managing employment relationships with you (as applicable). To create, maintain, customize, and secure your account with us. To process your requests and prevent transactional fraud. To provide you with support and to respond to your inquiries, including to investigate and address your concerns and monitor and improve our responses. To carry out our obligations and enforce our rights arising from any contracts entered into between you and us. To help maintain the safety, security, and integrity of our databases and other technology assets, and business. For testing, research, analysis, and product development, including to develop and improve our Website, products, and services. To protect the rights, property, or safety of us, our employees, or others. To respond to law enforcement requests and as required by applicable law, court order, or governmental regulations. As described to you when collecting your personal information or as otherwise set forth in the CCPA.
Inferences drawn from other personal information, such as a profile reflecting a person’s preferences, characteristics, psychological trends, predispositions, behavior, attitudes, intelligence, abilities, and aptitudes.	We do not collect this information.

Sensitive personal information is a subtype of personal information consisting of specific information categories. While we collect information that falls within the sensitive personal information categories listed in the table below, the CCPA does not treat this information as sensitive because we do not collect or use it to infer characteristics about a person.

Sensitive Personal Information Category	Business Purpose
Government identifiers, such as your Social Security number, driver’s license, state identification card, or passport number.	To fulfill or meet the reason you provided the information. For example, verifying your identity when responding to inquiries, providing services, determining suitability for employment, managing employment relationships, and facilitating business relationships with you (as applicable). To provide, support, personalize, and develop our Website, products, and services. To create, maintain, customize, and secure your account with us. To process your requests, purchases, transactions, and payments and prevent transactional fraud. To provide you with support and to respond to your inquiries, including to investigate and address your concerns and monitor and improve our responses. To help maintain the safety, security, and integrity of our Website, products and services, databases and other technology assets, and business. For testing, research, analysis, and product development, including to develop and improve our Website, products, and services. To protect the rights, property, or safety of us, our employees, or others. To respond to law enforcement requests and as required by applicable law, court order, or governmental regulations. As described to you when collecting your personal information or as otherwise set forth in the CCPA.
Complete account access credentials, such as user names, account numbers, or card numbers combined with required access/security code or password.	To fulfill or meet the reason you provided the information. For example, verifying your identity when responding to inquiries, providing services, determining suitability for employment, managing employment relationships, and facilitating business relationships with you (as applicable). To advertise our products and services to you. To provide, support, personalize, and develop our Website, products, and services. To create, maintain, customize, and secure your account with us. To process your requests, purchases, transactions, and payments and prevent transactional fraud. To provide you with support and to respond to your inquiries, including to investigate and address your concerns and monitor and improve our responses. To personalize your Website experience and to deliver content and product and service offerings relevant to your interests, including targeted offers and ads through our Website, third-party sites, and via email or text message (with your consent, where required by law). To carry out our obligations and enforce our rights arising from any contracts entered into between you and us, including for billing and collections. To help maintain the safety, security, and integrity of our Website, products and services, databases and other technology assets, and business. For testing, research, analysis, and product development, including to develop and improve our Website, products, and services. To protect the rights, property, or safety of us, our employees, or others. To respond to law enforcement requests and as required by applicable law, court order, or governmental regulations. As described to you when collecting your personal information or as otherwise set forth in the CCPA.
Precise geolocation, such as your physical location within a small area (1,850 feet radius).	We do not collect this information.
Racial or ethnic origin.	To fulfill or meet the reason you provided the information. For example, managing employment relationships with you (as applicable). To provide you with support and to respond to your inquiries, including to investigate and address your concerns and monitor and improve our responses. To help maintain the safety, security, and integrity of our Website, products and services, databases and other technology assets, and business. To protect the rights, property, or safety of us, our employees, or others. To respond to law enforcement requests and as required by applicable law, court order, or governmental regulations. To comply with legally mandated reporting requirements to government entities. As described to you when collecting your personal information or as otherwise set forth in the CCPA.
Religious or philosophical beliefs.	We do not collect this information.
Union membership.	We do not collect this information.
Mail, email, or text messages contents not directed us.	To fulfill or meet the reason you provided the information. For example, responding to inquiries, providing services, determining suitability for employment, managing employment relationships, and facilitating business relationships with you (as applicable). To provide, support, personalize, and develop our Website, products, and services. To create, maintain, customize, and secure your account with us. To process your requests, purchases, transactions, and payments and prevent transactional fraud. To provide you with support and to respond to your inquiries, including to investigate and address your concerns and monitor and improve our responses. To personalize your Website experience and to deliver content and product and service offerings relevant to your interests, including targeted offers and ads through our Website, third-party sites, and via email or text message (with your consent, where required by law). To carry out our obligations and enforce our rights arising from any contracts entered into between you and us, including for billing and collections. To help maintain the safety, security, and integrity of our Website, products and services, databases and other technology assets, and business. For testing, research, analysis, and product development, including to develop and improve our Website, products, and services. To protect the rights, property, or safety of us, our employees, or others. To respond to law enforcement requests and as required by applicable law, court order, or governmental regulations. As described to you when collecting your personal information or as otherwise set forth in the CCPA.
Genetic data.	We do not collect this information.
Unique biometric information used for identification.	We do not collect this information.
Health information.	To fulfill or meet the reason you provided the information. For example, managing employment relationships with you (as applicable). To process your requests and prevent transactional fraud. To provide you with support and to respond to your inquiries, including to investigate and address your concerns and monitor and improve our responses. To help maintain the safety, security, and integrity of our services, databases and other technology assets, and business. For testing, research, analysis, and product development, including to develop and improve our Website, products, and services. To protect the rights, property, or safety of us, our employees, or others. To respond to law enforcement requests and as required by applicable law, court order, or governmental regulations. As described to you when collecting your personal information or as otherwise set forth in the CCPA.
Sex life, or sexual orientation information.	We do not collect this information.

Retention of Personal Information and Sensitive Personal Information

We take reasonable steps to ensure your personal information, including your sensitive personal information, is retained for the minimum period necessary to achieve the purposes described in this Notice. The criteria for determining the duration for which we will retain your personal information and sensitive personal information are as follows:

We will retain your information for as long as: We maintain an ongoing relationship with you (for example, while you remain an employee or a partner in our tax partner network); or Your information is reasonably necessary for the purposes described in this Notice.
The duration of any applicable limitation period prescribed under applicable law; and
In the event any legal claims are anticipated or brought, we may continue to retain your information for such
additional periods as are necessary in connection with that claim.

During the time we retain your personal information and sensitive personal information, we will limit our use of that information to the storage of that information, except to the extent that information is needed for the purposes described in this Notice or such information needs to be reviewed in connection with any legal claim or other obligation under applicable law.

To the extent applicable or permitted under applicable law, upon the conclusion of the time periods described above we will

permanently delete or destroy the relevant personal information and sensitive personal information, or
archive your personal information and sensitive personal information so that it is beyond use; or
identify, aggregate, or otherwise anonymize the relevant personal information and sensitive personal information so that it can no longer identify, relate to, describe, or be capable of being associated with, or reasonably be linked to, you or your household.

If you have any questions about this Notice or need to access it in an alternative format due to having a disability, please contact privacy@optimataxrelief.com and (800)536-0734.

Updated: 12/27/2023

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Let Optima Tax Relief Help

Call 1-800-536-0734 for a free consultation.

California Notice at Collection

Notice at Collection

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California Notice at Collection

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