Gambit

GLBA Privacy Notice

WHAT DOES Gambit ("Gambit") DO WITH YOUR PERSONAL INFORMATION?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social Security number and income
  • Account balances and payment history
  • Transaction history

How?

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Gambit chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information

For our everyday business purposes—

such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

Does Gambit Share?
YES

Can You Limit Sharing?
NO

For our marketing purposes—
to offer our products and services to you

Does Gambit Share?
YES

Can You Limit Sharing?
NO

For joint marketing with other financial companies

Does Gambit Share?
YES

Can You Limit Sharing?
NO

For our affiliates’ everyday business purposes—

information about your transactions and experiences

Does Gambit Share?
YES

Can You Limit Sharing?
NO

For our affiliates’ everyday business purposes—

information about your creditworthiness

Does Gambit Share?
NO

Can You Limit Sharing?

We do not share
For affiliates to market to you

Does Gambit Share?
NO

Can You Limit Sharing?
We do not share

For nonaffiliates to market to you

Does Gambit Share?
NO

Can You Limit Sharing?
We do not share

To limit our sharing

Call (213) 664-2777

Visit us online: www.gambit.tax

Please note:

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 your information as described in this notice. However, you can contact us at any time to limit our 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. You should consult a qualified lawyer for any legal matters.

Our services are delivered by California Tax Education Council (CTEC) Registered Tax Preparers, IRS-authorized Enrolled Agents (EA), and Certified Public Accountants (CPA). 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.

Any tax advice contained on this site is not intended or written to be used, and cannot be used, for the purpose of avoiding IRS penalties. The information provided here is for informational purposes only and should not be relied on as a substitute for professional advice tailored to your specific situation.