LEGAL & PRIVACY
Why we provide this notice
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some, but not all, sharing. It also requires us to tell you how we collect, share, and protect your information.
Information we collect
The personal information we collect and share depends on the product or service you have with us. This may include Social Security number and income, account balances and payment history, and transaction history.
All financial companies need to share customers’ personal information to run their everyday business. Here are the reasons Gambit may share, and whether you can limit it.
Everyday business purposes
Process transactions, maintain accounts, respond to court orders and legal investigations, or report to credit bureaus. Gambit shares: Yes. You can limit: No.
Our marketing purposes
To offer our products and services to you. Gambit shares: Yes. You can limit: No.
Joint marketing with financial companies
Gambit shares: Yes. You can limit: No.
Affiliates’ everyday business: transactions & experiences
Gambit shares: Yes. You can limit: No.
Affiliates’ everyday business: creditworthiness
Gambit shares: No. We do not share.
Affiliates marketing to you
Gambit shares: No. We do not share.
Nonaffiliates marketing to you
Gambit shares: No. We do not share.
To limit our sharing
If you prefer to limit sharing, you can contact us at any time.
If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share as described here, but you can contact us at any time to limit sharing.
COMPLIANCE DISCLAIMER
This website and the services provided by Gambit are for tax preparation purposes only and are not a substitute for legal or investment advice. Gambit is not a law firm, does not employ attorneys, and cannot provide legal advice. Consult a qualified lawyer for legal matters.
Our services are delivered by California Tax Education Council Registered Tax Preparers, IRS-authorized Enrolled Agents, and Certified Public Accountants. We are not a CPA firm.
Gambit provides professional tax preparation services to individuals and businesses. While we serve many industries, including real estate professionals, we do not provide real estate brokerage or investment advisory services. Tax advice here is informational only and should not be relied on instead of professional advice tailored to your situation.