Privacy Policy

Effective Date / Last Updated: August 31, 2026

 

Integra 360 Professional Group, LLC ("Integra 360," "we," "us," or "our") operates the website integra360usa.com (the "Site") and provides tax preparation, bookkeeping, accounting, and Social Security advisory services to clients in the United States and Brazil. This Privacy Policy explains how we collect, use, disclose, and protect personal information, and describes your rights regarding that information. This Policy is governed by the laws of the State of Florida and applicable U.S. federal law.

By using this Site or engaging our services, you agree to the practices described in this Privacy Policy.

 

1. Information We Collect

We may collect the following categories of information:

• Contact information: name, mailing address, email address, phone number.
• Tax and financial information: Social Security numbers or Individual Taxpayer Identification Numbers, income records, W-2s, 1099s, bank account and routing numbers, and other information necessary to prepare tax returns or provide bookkeeping and accounting services.
• Identity verification information: government-issued identification, date of birth.
• Communications: records of correspondence, consultation notes, and service requests submitted through the Site, phone, or email.
• Technical information: IP address, browser type, device information, and site-usage data collected automatically through cookies and similar technologies.

 

2. How We Use Your Information

We use personal information to:

• Prepare and file tax returns and related schedules;
• Provide bookkeeping, accounting, and Social Security advisory services;
• Communicate with you about your account, engagement, or services;
• Comply with IRS, Florida, and other applicable legal and regulatory requirements;
• Improve our Site and services;
• Send administrative or service-related communications.

We do not use or disclose your tax return information for marketing purposes except as permitted by law.

 

3. Tax Return Information - IRC Section 7216 Disclosure

As a paid tax return preparer, Integra 360 is subject to Internal Revenue Code Section 7216 and its implementing Treasury Regulations, which restrict the use and disclosure of information you provide to us in connection with the preparation of your tax return.

We will not disclose or use your tax return information for any purpose other than tax return preparation without your prior written consent, except where such use or disclosure is specifically permitted by Treasury Regulations without consent - for example: providing services to you within our firm, complying with a court order or other legal process, undergoing a quality or peer review, or disclosing limited information to our professional liability insurer in connection with a claim.

Where we compile statistical information for our own use, such information is anonymized and combined with data from at least ten (10) tax returns, consistent with IRS requirements.

If we ever wish to use or disclose your tax return information in a manner requiring your consent under Section 7216, we will request that consent in writing, separately from this Policy, and you may decline without affecting the tax preparation services we provide.

 

4. How We Share Your Information

We do not sell your personal information. We may share information with:

• Service providers who perform functions on our behalf (e.g., secure document storage, e-signature, IT support), under confidentiality and data-security obligations;
• Government authorities, including the IRS, Florida Department of Revenue, and Social Security Administration, as required to provide our services or by law;
• Professional advisors, such as our attorneys, auditors, or insurers, where necessary;
• Successors, in connection with a merger, acquisition, or sale of business assets, subject to confidentiality protections.

 

5. Data Security

Consistent with the Federal Trade Commission's Safeguards Rule (Gramm-Leach-Bliley Act) applicable to tax return preparers as financial institutions, we maintain a written information security program that includes:

• Administrative, technical, and physical safeguards appropriate to the sensitivity of the information we hold;
• Encryption of sensitive personal information in transit and at rest;
• Multi-factor authentication for access to systems containing client data;
• Employee training on data security and confidentiality;
• Periodic risk assessments and monitoring for unauthorized access;
• Secure disposal procedures for records no longer needed.

No method of transmission or storage is 100% secure. While we take reasonable steps to protect your information, we cannot guarantee absolute security.

 

6. Data Breach Notification

In the event of a breach of security affecting your personal information, we will notify affected individuals as required under the Florida Information Protection Act (FIPA), generally within thirty (30) days of discovery of the breach, and will notify the Florida Department of Legal Affairs and/or consumer reporting agencies where required by the number of individuals affected. We will also comply with any additional notification obligations under federal law or the law of your state of residence.

 

7. Data Retention

We retain personal and tax information for as long as necessary to provide services, comply with IRS record-retention requirements (generally a minimum of three years, and longer for certain records), satisfy legal or regulatory obligations, resolve disputes, and enforce our agreements. When information is no longer needed, we dispose of it securely.

 

8. Cookies and Tracking Technologies

Our Site may use cookies and similar technologies to operate the Site, remember preferences, and analyze site usage. You can control cookies through your browser settings; disabling cookies may affect Site functionality. We do not use cookies to track your tax return information.

 

9. Your Rights and Choices

You may:

• Request access to the personal information we hold about you;
• Request correction of inaccurate information;
• Request deletion of information, subject to our legal and regulatory retention obligations (in particular, IRS recordkeeping rules that require us to retain certain tax records regardless of a deletion request);
• Opt out of non-essential marketing communications at any time by contacting us or using the unsubscribe link in our emails, consistent with the CAN-SPAM Act;
• Withdraw any consent previously given under Section 3 above, without affecting the lawfulness of processing before withdrawal.

To exercise these rights, contact us using the information in Section 12 below.

 

10. Children's Privacy

Our services are directed to adults. We do not knowingly collect personal information from children under 13. If we learn we have inadvertently collected such information, we will delete it.

 

11. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The "Last Updated" date at the top of this Policy indicates when it was last revised. Material changes will be posted on this page.

 

12. Contact Us

If you have questions about this Privacy Policy or wish to exercise your rights, please contact us:

Integra 360 Professional Group, LLC
7751 Kingspointe Pkwy, Ste 120, Office 01
Orlando, FL 32819, United States
Phone: (407) 349-3328
Email: info@integra360usa.com
Website: integra360usa.com

 

13. Governing Law

This Privacy Policy is governed by the laws of the State of Florida, without regard to its conflict-of-laws principles, and by applicable U.S. federal law, including the Internal Revenue Code, the Gramm-Leach-Bliley Act, and the Florida Information Protection Act.