Last updated April 23, 2025
This Privacy Notice for Charles J. Zimmerer P.A. (“we,” “us,” or “our”) describes how and why we may collect, store, use, and/or share (“process”) your personal information when you use our services, including:
- Visiting our website at www.cjzfirm.com
- Using our legal or tax preparation services
- Engaging with us in related ways (marketing, events, or communication)
SUMMARY OF KEY POINTS
- What personal information do we process?
We may process your name, contact details, and information related to your interactions with our Services. - Do we process sensitive information?
Only if required and with your consent or as permitted by law (e.g., Social Security Numbers for tax filings). - Do we collect info from third parties?
No, we do not collect data from third parties. - Why and how do we use your information?
To provide our services, communicate with you, ensure security, comply with the law, and if applicable, for marketing (only using your contact info, not SSN). When and with whom do we share information?
We may share with service providers like Ultra Tax (for IRS submission only). We do not sell or market your data to others.- How do we keep your data safe?
We use secure physical and digital systems to prevent unauthorized access. - Your rights:
You may have the right to access, correct, or delete your information depending on your location. - Contact us:
Email: charles@cjzfirm.com | Phone: 786-464-0403
FACTS FOR OUR TAX PREPARATION CLIENTS
What does Charles J. Zimmerer P.A. do with your personal information?
We must provide this notice specifically for our tax preparation services. Federal law requires tax preparers to inform clients about their data practices.
What information do we collect for tax services?
Name (individual, business, entity)
Federal taxpayer ID (SSN, EIN, TIN)
Address, DOB, phone, email
All data included in your tax returns, including dependents’ info
How do we use and share this information?
| Reason for Sharing | Do We Share? | Can You Limit This? |
|---|---|---|
| Everyday business purposes (filing with IRS via Ultra Tax) | Yes – only for submission via Ultra Tax | Yes – you may choose to paper file |
| To market our services to you | Yes – using name, phone, email, and mailing address | Yes – ask us not to contact you |
| Joint marketing with financial companies | No | N/A |
| Info shared with affiliates | No | N/A |
| Info shared with nonaffiliates | No | N/A |
Note: Ultra Tax is only used for electronic transmission to the IRS. Your data is never sold or used for third-party marketing.
How we protect your data
We follow federal requirements, using digital and physical safeguards to protect your information.
We ask clients not to email documents with full Social Security Numbers. We aim to purge stored SSNs after service completion.
SMS Terms & Messaging Policy
By opting into SMS from a web form or other medium, you agree to receive SMS messages from the Law Office of Charles Zimmerer. This may include messages related to:
Appointment scheduling and reminders
Post-visit instructions
Lab notifications
Billing alerts
Account notifications
Order alerts and other service-related messages
Message frequency may vary. Message and data rates may apply depending on your mobile carrier.
You can opt out at any time by replying “STOP” to any message. For assistance, reply “HELP” or visit www.cjzfirm.com.
To learn more, please review our Privacy Policy and Terms of Service.
DEFINITIONS
Affiliates: None
Nonaffiliates: Companies not related to us (e.g., Ultra Tax for e-filing)
Joint Marketing: Not applicable—we do not jointly market financial products
Have questions or want to limit how we use your info?
📞 Call us: 786-464-0403
✉️ Email: charles@cjzfirm.com