Privacy Policy
Protecting your privacy is very important to us at ROK Financial. This privacy policy explains the types of information we may collect from you, and informs you how we may use or disclose that information. This policy applies to personal information we collect when we provide financial products and services to clients and former clients of ROK Financial.
Collecting Information From You
- We will collect personal information so that we can prepare your tax return. This information includes your name, address, social security number, income and deductions data, and other information about you and your dependents that we need to prepare your tax return.
- We may collect other information in connection with transactions beyond tax return preparation that you would like to complete with us. This information may include your name, address and certain other information such as checking, debit and credit account numbers, balances and payment history, income, assets, and social security number.
- We may collect information about you from the IRS and other third parties such as credit reporting agencies in connection with transactions you would like to complete with us. This could include information about your tax return, tax refund, or refund anticipation loans.
- We may collect information about you when you inquire about services or request information from us. This information may include your name, telephone number, mailing address and e-mail address.
How We Disclose Your Information
We may disclose your tax return information to the Internal Revenue Service (IRS) and law enforcement officials, and in certain other lawful purposes. We may disclose information to a service provider in order to perform a service for us or on our behalf, such as companies that print letters or manage our e-mail for us. We do not share your information with non-affiliated third parties, nor do we sell or rent your information to third party direct marketers.
- If you elect to receive a refund anticipation loan or if you elect to pay your tax preparation fees from your tax refund, you will be presented with a loan application and agreement and/or refund processing agreement. By accepting these agreements and/or signing the consent form presented to you, you are authorizing ROK Financial to disclose your tax return information to the lending bank. You should review these agreements and the privacy policies of the lending bank to understand how it may use and disclose your personal information.
What We Do To Protect Your Information
ROK Financial maintains policies and procedures designed to restrict access to your personal information in several ways. These include programs and specifications for physical security and records retention and disposal; computer and communication security measures reflected in system design, password protection, and data management practices; and other measures to restrict access to the data we hold in physical and electronic forms.
www.rokfinancial.com
ROK Financial’s web site may contain links to third party web sites or offers for services from third parties. For any such third party products or services, you should carefully read the privacy policies of the third parties providing such products or services and any terms and conditions applicable to such products or services.
Additional Uses
ROK Financial may use information you provide to communicate with you about products and services available through ROK Financial. If at any time you wish to limit the offers or promotions you receive from us, you may call (801) 582-6400 or email us at info@rokfinancial.com. We will use reasonable efforts to comply with your request, although it may still be necessary for us to send you information from time to time about transactions.