Prosperity One Financial Group LLC (“Prosperity One,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information entrusted to us. This Privacy Policy describes how we collect, use, maintain, protect, and disclose information when you visit our websites, communicate with us, use our online platforms, submit forms or documents, purchase products or services, schedule appointments, participate in training or partner programs, or otherwise interact with Prosperity One.
This Privacy Policy applies to Prosperity One websites, online portals, forms, applications, client and partner platforms, communications, and services that link to this Policy.
1. Information We May Collect
Depending on your relationship with Prosperity One and the services you request, we may collect information including:
- Name, mailing address, email address, and telephone number
- Business name, title, and business contact information
- Appointment and communication preferences
- Information submitted through contact forms, questionnaires, applications, surveys, and online portals
- Tax-preparation and financial information when necessary to provide requested tax or advisory services
- Identification and documentation provided for tax preparation, compliance, identity verification, or related professional services
- Information regarding tax-professional, tax-software, service-bureau, partner, training, or business-development relationships
- Transaction, billing, subscription, and payment-related information
- Website and application usage information, including device, browser, IP address, cookies, and similar technical information
- Records of communications with us, including email, telephone, SMS/text messaging, chat, and customer-support interactions
- Other information you voluntarily provide to us
Payment card information may be processed by third-party payment processors and may not be stored directly by Prosperity One.
2. Tax Return Information
When Prosperity One provides tax-return preparation or related services, information received or generated in connection with those services may constitute tax return information subject to applicable federal law, including Internal Revenue Code Section 7216 and related regulations.
Prosperity One does not use or disclose tax return information for purposes prohibited by applicable law. When taxpayer consent is legally required before information may be used or disclosed for a particular purpose, we will seek the required consent separately and in the manner prescribed by applicable law.
A general acceptance of this Privacy Policy does not replace any taxpayer consent that must separately satisfy applicable tax-law requirements.
3. How We Use Information
We may use information to:
- Provide and administer requested products and services
- Prepare, process, review, or support tax and advisory engagements
- Establish and manage client, customer, partner, preparer, or user accounts
- Process payments and subscriptions
- Schedule and manage appointments
- Provide customer service and technical support
- Communicate regarding services, appointments, transactions, account activity, applications, onboarding, renewals, and other relationship-related matters
- Deliver educational programs, training, courses, or partner resources
- Administer tax-software, service-bureau, practice-development, or related business programs
- Maintain records and satisfy legal, regulatory, security, accounting, and compliance obligations
- Prevent fraud, misuse, unauthorized activity, or security incidents
- Improve our websites, systems, services, communications, and customer experience
- Send marketing communications where permitted by law and consistent with applicable consent requirements
- Carry out other purposes disclosed when information is collected or otherwise permitted by law
4. SMS and Mobile Information
Prosperity One Financial Group LLC Messaging Terms and Conditions
Message type: informational.
By opting in, you agree to receive informational text messages from Prosperity One Financial Group LLC. Informational text messages may include appointment reminders, account notifications, and customer service messages.
SMS consent is optional and is not a condition of purchasing goods or services.
Message frequency may vary. Message and data rates may apply.
Opting Out and Getting Help
You may reply STOP to opt out of text messages or HELP for assistance.
After you reply STOP, you will receive confirmation that you have been unsubscribed and will receive no further messages from Prosperity One Financial Group LLC unless you subsequently opt in again. To opt in again, use the SMS Consent choice on our contact form.
Carriers are not liable for delayed or undelivered messages.
The terms for this informational messaging program are also available on our SMS Terms and Conditions page.
Data Sharing
Customer data is not shared with third parties for promotional or marketing purposes. Mobile opt-in and consent are never shared with anyone for any purpose. Any information sharing that may be mentioned elsewhere in this Privacy Policy excludes mobile opt-in data.
SMS Contact Information
For questions about SMS messages or privacy, contact Prosperity One Financial Group LLC at 404-618-0555, email clientservices@prosperity1fg.com, or visit https://prosperity1fg.com/contact-prosperity-one/.
Safeguards for Mobile and Personal Information
We maintain administrative, technical, and organizational safeguards designed to prevent unauthorized access, use, disclosure, alteration, or sharing of personal information, including mobile information. Mobile opt-in data and SMS consent are not sold, rented, or transferred to external organizations for marketing or promotional purposes, and they are excluded from any information-sharing practices described elsewhere in this Privacy Policy.
5. Email Communications
We may send transactional, service-related, educational, or marketing email communications consistent with your relationship with Prosperity One and applicable law.
Marketing emails will include an appropriate method to unsubscribe. Unsubscribing from marketing communications does not necessarily prevent us from sending communications necessary to administer an existing engagement, account, transaction, subscription, or other service relationship.
6. How Information May Be Disclosed
Subject to applicable privacy and tax-information restrictions, information may be disclosed when reasonably necessary to:
- Service providers that assist us with technology, hosting, communications, document management, payment processing, professional software, customer support, cybersecurity, accounting, or other business operations
- Professional advisers such as attorneys, accountants, auditors, insurers, or compliance professionals
- Government agencies, courts, regulators, tax authorities, or law-enforcement authorities when required or permitted by law
- Protect the rights, safety, property, security, or lawful interests of Prosperity One, our clients, users, or others
- Facilitate a corporate transaction such as a merger, acquisition, financing, restructuring, or sale, subject to applicable legal restrictions
- Carry out another purpose specifically authorized by you
Service providers are expected to process information only for authorized purposes and to maintain safeguards appropriate to the nature of the information they receive.
Tax return information remains subject to applicable tax-law restrictions regardless of this general disclosure section.
7. Information Security
Prosperity One uses administrative, technical, and physical safeguards designed to protect personal and confidential information against unauthorized access, use, disclosure, alteration, or destruction.
Our information-security practices may include measures involving access controls, authentication, secure systems, employee and contractor controls, service-provider oversight, backups, encryption where appropriate, monitoring, and incident-response procedures.
No method of electronic transmission or storage can be guaranteed to be completely secure. Accordingly, while we work to protect information, we cannot guarantee absolute security.
8. Document and Data Storage
Prosperity One may use secure or access-controlled technology providers and cloud-based systems to support document collection, client communication, tax preparation, workflow management, customer relationship management, training, payment processing, and other business functions.
Access to information is limited according to legitimate business and professional needs.
9. Cookies and Similar Technologies
Our websites and online services may use cookies, pixels, analytics tools, and similar technologies to:
- Operate websites and online services
- Remember preferences
- Understand website usage and performance
- Improve user experiences
- Measure marketing effectiveness
- Detect and prevent fraud or misuse
Your browser may allow you to manage or block certain cookies. Disabling some technologies may affect website functionality.
10. Third-Party Websites and Services
Our websites or platforms may link to third-party websites, applications, payment processors, software platforms, or other services.
Their privacy practices are governed by their own policies. Prosperity One is not responsible for the privacy practices of third parties that operate independently from us.
11. Data Retention
We retain information for periods reasonably necessary to:
- Provide requested services
- Maintain business and professional records
- Fulfill contractual obligations
- Satisfy tax, legal, regulatory, insurance, accounting, and compliance requirements
- Resolve disputes
- Prevent fraud
- Enforce agreements
Retention periods vary depending on the nature of the information and the applicable requirements.
12. Your Privacy Choices
Depending on applicable law and the nature of your relationship with Prosperity One, you may have rights concerning your personal information, which may include rights to request access, correction, deletion, or information regarding certain processing practices.
These rights may be limited where Prosperity One is required or permitted to retain information for tax preparation, regulatory, contractual,professional, fraud-prevention, legal, or compliance purposes.
To make a privacy request, contact us using the information below.
13. Children’s Privacy
Our services are not directed to children under 13 for independent use. We do not knowingly solicit personal information directly from children under 13 through our general websites or marketing services.
Information about dependent children may, however, be provided by a parent, guardian, taxpayer, or authorized person when reasonably necessary for tax preparation or another lawful professional service.
14. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our business, technology, legal requirements, or privacy practices.
The effective date at the top of this page identifies the latest revision. Material changes may be communicated through our website, platform, email, or other appropriate means.
15. Contact Us
Questions regarding this Privacy Policy or our privacy practices may be directed to:
Prosperity One Financial Group LLC
Website: www.prosperity1fg.com
Email: clientservices@prosperity1fg.com
For privacy-related requests, please include sufficient information for us to identify and respond to your request.