Xeva Ventures LLC ("we," "us," "our") is committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, disclose, and protect the information you provide when you engage with our services or visit our website (the "Services").
By using our Services, you agree to the terms outlined in this Privacy Policy. If you do not agree, please refrain from using our Services.
We collect the following types of information to provide you with tailored financial and tax-related services:
Name, address, phone number, and email address. Social Security Number (SSN) or Tax Identification Number (TIN).Financial details, including income, expenses, assets, and liabilities. Bank account and payment information.
Employer Identification Number (EIN).Business structure and ownership details. Financial records, including profit and loss statements, balance sheets, and tax filings.
When you visit our website or interact with us online, we may automatically collect:
IP address, browser type, operating system, and device type.Pages visited, time spent on the website, and referral sources.Cookies and tracking technologies (see Section 8 for details).
We use the information we collect to provide, improve, and protect our Services, including:
Preparing and filing tax returns on your behalf.Developing customized tax and financial strategies.Maintaining accurate financial records for compliance and reporting.Communicating with you about your account, updates, or required actions.Ensuring compliance with legal and regulatory obligations.
We will only use your information for the purposes disclosed in this Privacy Policy or as otherwise agreed upon in writing.
If you are located in the European Economic Area (EEA), we process your personal information based on the following legal grounds:
Contractual Necessity: To perform the services you have requested.Consent: When you provide explicit consent for specific processing activities. Legal Obligations: To comply with applicable laws and regulations.Legitimate Interests: To improve our services and prevent fraud.
We do not sell your personal information to third parties. However, we may share your information with trusted third parties under the following circumstances:
We may share your information with vendors or contractors who perform services on our behalf, such as payment processors, cloud storage providers, or IT support.
We may disclose your information if required by law or in response to valid legal processes, such as subpoenas, court orders, or government audits.
In the event of a merger, acquisition, or sale of assets, your personal information may be transferred as part of the transaction, subject to confidentiality obligations.
If you are a California resident, you have the right to:
Request access to the personal information we have collected about you.Request deletion of your personal information, subject to legal obligations.Opt out of the sale of personal information (we do not sell personal data).Receive equal service and pricing, regardless of exercising privacy rights.
To exercise your rights, contact us using the information provided in Section 11.
If you are located in the EEA, you have the right to:
Access your personal data and receive a copy in a portable format.Request correction or deletion of inaccurate or outdated information.Restrict or object to data processing under certain conditions.Withdraw your consent at any time without affecting the lawfulness of prior processing.
To exercise your GDPR rights, please contact us using the details in Section 11.
We retain your personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy or as required by law. This includes:
Retaining tax records for a minimum of 7 years as mandated by tax authorities. Retaining financial records for compliance with accounting and legal standards.
After the retention period, your information will be securely deleted or anonymized.
We implement a variety of security measures to protect your personal information, including:
Secure data storage systems with encryption.Restricted access to sensitive information, limited to authorized personnel.Regular audits and monitoring to identify and mitigate security vulnerabilities.
However, no method of transmission over the internet or electronic storage is completely secure. While we strive to protect your data, we cannot guarantee absolute security.
We use cookies and similar technologies to enhance your online experience and analyze website performance.
Essential Cookies: Necessary for basic functionality, such as login and navigation.Analytical Cookies: Help us understand how users interact with our website. Marketing Cookies: Used for personalized advertising (if applicable).
You can manage your cookie preferences through your browser settings. Disabling cookies may affect the functionality of our website.
Our Services are not intended for children under the age of 18. We do not knowingly collect personal information from minors. If we become aware that we have inadvertently collected information from a child, we will take steps to delete it promptly.
If you access our Services from outside the United States, your information may be transferred to and processed in the United States. By using our Services, you consent to the transfer of your information to the United States, which may have different data protection laws than your country of residence.
If you have any questions, concerns, or requests regarding this Privacy Policy or your personal information, please contact us at:
Xeva Ventures LLC
We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, or legal requirements. When we make significant changes, we will notify you by posting an updated version on our website and revising the "Effective Date."
Your continued use of our Services after such changes constitutes your acceptance of the updated Privacy Policy.