IRS Circular 230 Disclosure: Any U.S. federal tax advice contained in this website is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter contained in this website.

The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for individual advice regarding your own situation.

© 2024 The Mallory Firm, PLLC | Principal Office: Southlake, TX 

The following is the legal and privacy policy of Mallory Financial Group, L.L.C.; hereinafter (“the Company”).

This agreement (“Privacy Policy”) specifies what information Mallory Financial Group, L.L.C. (“Company,” “we” or “us”) collects from you (“User,” “your,” or “you”) when you visit www.onlytaxdeductions.com (“Site”) and/or use the products or services available on or through the Site, how we use the information we collect, with whom we share it, and how we safeguard your Personal Information. This Privacy Policy also describes the choices we offer User regarding our collection and use of Personal Information. Firm respects your privacy and is committed to protecting it through our compliance with this Privacy Policy.

PLEASE READ THIS PRIVACY POLICY CAREFULLY. BY USING THE SITE, YOU AGREE TO THE TERMS OF THIS PRIVACY POLICY. IF YOU DO NOT AGREE WITH THE TERMS OF THIS PRIVACY POLICY, YOU SHOULD DISCONTINUE USE OF SITE IMMEDIATELY.

Special Notice to California Residents—In meeting California Civil Code Section 1798.83, we do not share information with third parties for direct marketing purposes, unless you agree to this disclosure by actually providing your information to a third party website or company advertising on our website. To prevent the disclosure of your personal information to 3rd party providers for purposes of direct marketing, do not op-in to any promotion or advertisement a third party may run on our website. If User is a California resident, such User understands and accepts the above and that User is utilizing the Site at User’s own risk.

Information We Collect

When you use the Site, we may collect Personal Information and/or General Internet Traffic Information (“GITI”), as defined below, from you.

For purposes of this Privacy Policy, “Personal Information” includes, but is not limited to, information about you that can uniquely identify you, such as your name, address, telephone number, computer IP address, and email address, general demographic information disclosed to us by your choosing to provide such information when interacting with the Site. The term “Personal Information” does not include GITI.

For purposes of this Privacy Policy, the term “GITI” includes, but is not limited to:

• Information about the devices you use to access the Internet (such as the IP addresses and the type of the devices used, their operating systems types and web Browsers);
• Dates, times and duration of visits to the Site (including whether you are a repeat or first time visitor);
• Information regarding actions taken on the Site (such as page views and site navigation patterns); and
• Information collected by automated means, such as cookies. A “cookie” is a small text file that websites send to a visitor’s computer or other Internet-connected devices to uniquely identify the visitor’s Browser or store information or settings in the Browser.

Personal Information and GITI is collected in various ways, such as your signing up for a mailing list or requesting information from us, filling out a form on the Site, registering an account on the Site, and/or purchasing products or services on the Site.

How We Use the Information We Collect

Aside from GITI that is collected, User may visit the Site anonymously by refusing to submit any Personal Information to the Site.

The ways in which we use your Personal Information and/or GITI include, but are not limited to:

• Registering you for an account on the Site, managing and maintaining your account;
• Providing products or services you request;
• Analyzing our current product and service offerings and to help identify our client’s current and future needs;
• Responding to your questions and comments and providing customer support;
• Communicating with you about our products and services and our offers, events, and promotions;
• Complying with applicable legal requirements and industry standards;
• Assisting our returning registered visitors with their log-in processes;
• Personalizing User’s experience;
• Understanding how Users as a group use the services and resources provided on the Site;
• Improving the Site;
• Gathering feedback User provides to improve Firm’s products and services;
• Processing payments;
• Sending Users information that User requested or agreed to receive regarding topics we think will be of interest to Users;
• Submitting periodic emails to User-submitted email address(es) that respond to User inquiries, questions, and/or other requests;
• For other purposes similar to those listed herein.

What We Do with User’s Information

Firm utilizes data collection, storage, processing practices and security measures that reasonably protect against unauthorized access, alteration, disclosure and/or destruction of User’s personal information, username, password, transaction information and data stored on the Site. Specifically, sensitive and private data exchanged between the Site and User occurs over a SSL secured communication channel and is encrypted and protected with digital signatures.

Company does not share, sell, trade, exchange or rent any of your Personal Information to or with any other entities or third parties except as described in this Privacy Policy.

We may disclose your Personal Information to contractors, service providers, and other third parties we use to support our business. Specifically, Company may disclose your Personal Information as necessary to validate a credit card transaction and/or in our own marketing. Such third parties are bound by contractual obligations to keep User’s Personal Information confidential and use it only for the purposes for which we disclose it to them. We may also disclose your Personal Information to: (i) comply with any court order, law, or legal process, including to respond to any government or regulatory request; (ii) enforce or apply other agreements; and/or (iii) if we believe disclosure is reasonably necessary or appropriate to protect the rights, property, or safety of Company, our clients, or others.

We also reserve the right to disclose your Personal Information to a buyer of Company or other transferee in the event of a merger, divestiture, restructuring, reorganization, dissolution, sale, or other transfer of some or all of Company’s assets. Should such a sale, merger, or transfer occur, we will make reasonable efforts to direct the transferee to use Personal Information in a manner that is consistent with this Privacy Policy.

Visitors’ GDPR Rights

If you are within the European Union, you are entitled to certain information and have certain rights under the General Data Protection Regulation. Those rights include:

We will retain the any information you choose to provide to us until the earlier of: (a) you asking us to delete the information, (b) our decision to cease using our existing data providers, or (c) the Company decides that the value in retaining the data is outweighed by the costs of retaining it.

You have the right to request access to your data that the Firm stores and the rights to either rectify or erase your personal data.

You have the right to seek restrictions on the processing of your data.

You have the right to object to the processing of your data and the right to the portability of your data.

To the extent that you provided consent to the Company’s processing of your personal data, you have the right to withdraw that consent at any time, without affecting the lawfulness of processing based upon consent that occurred prior to your withdrawal of consent.

You have the right to lodge a complaint with a supervisory authority that has jurisdiction over issues related to the General Data Protection Regulation.

We require only the information that is reasonably required to enter into a contract with you. We will not require you to provide consent for any unnecessary processing as a condition of entering into a contract with us.

Your Choices

We offer you the following choices about what information we collect from you and how we communicate with you:

• Most internet browsing software (“Browsers”) will tell you how to stop accepting new cookies, how to be notified when you receive a new cookie, and how to disable existing cookies. Please note, however, that without cookies you may not be able to take full advantage of all of the Site’s features, and the Site may malfunction as a result.
• Marketing Emails. You may choose not to receive marketing email communications from us by clicking on the “unsubscribe” link at the bottom of our marketing emails or by adjusting your email preferences using your account on the Site.

Third Party Websites

Users may find advertising or other content on the Site that link to the websites and services of our partners, suppliers, advertisers, sponsors, licensors and/or other third parties. User understands and accepts that Company does not control the content or links that appear on these websites and Company is not responsible for the practices employed by websites linked to or from the Site. In addition, these websites or services, including their content and links, may be constantly changing. These websites and services have their own privacy policies and customer service policies. Browsing and interacting on third party website(s), including websites which have a link to the Site, is subject to that website’s own terms and conditions; User enters such websites at his, her, or it’s own risk.

Information Security

Company implements security measures in an effort to protect your Personal Information from unauthorized access, use, alteration, disclosure or destruction. However, no electronic transmission of information can be entirely secure; we cannot guarantee that the security measures we have in place will never fail, or that such measures will always be sufficient or effective.

Children Under the Age of 13

The Site is not directed to, and Company does not knowingly collect or solicit Personal Information from, children under the age of 13. If we learn we have collected or received Personal Information from a child under the age of 13, we will make reasonable efforts to delete such information. If you believe we might have any information from or about a child under the age of 13, please contact us at hello@malloryfinancialgroup.com.

Changes to Our Policy

If you have any additional questions or concerns about this privacy policy, please contact us via the phone number, contact form or mailing address listed on this website. If our information practices change in a significant way, we will post the policy changes here. Company reserves the right to update or change this Privacy Policy at any time. If our information practices change in a significant way, we will post the policy changes here. User acknowledges and agrees that it is User’s sole responsibility to review this privacy policy periodically and become aware of modifications.

How to Contact Us

If you have any questions about this Privacy Policy or our privacy practices, you may email us at hello@malloryfinancialgroup.com or contact us via the phone number, contact form or mailing address listed on this website. You may also contact us via the phone number, contact form or mailing address on the Site at any time to:

• see what data we have about you, if any;
• change/correct any data we have about you;
• ask us to delete any data we have about you; and/or
• opt out of future communications from us.

Testimonials Posted On This Site Should Not Be Construed As A Guarantee Of Results

Testimonials posted on this website from past clients of the Company do not constitute a guarantee, warranty, or prediction regarding the outcome of your taxes. The outcome depends on the specifics of your situation.