Privacy Policy

This Privacy Policy describes how We collect, use, and protect information collected from You through or by means of this Site.  Please read this Privacy Policy before using, or submitting information through, the Site.

  1. Definitions. The following terms have the following meaning in this Privacy Policy:
    • (a) “We”, “Us”, “Our”, or “Adams Brown” mean AdamsBrown, LLC, AdamsBrown Wealth Consultants, LLC, AdamsBrown Technology Specialists, LLC, and all other subsidiaries, parent entities, divisions, departments, and affiliates of AdamsBrown, LLC.
    • (b) “Site” or “Sites” means the Adams Brown website or websites used for Adams Brown matters and includes, without limitation,  https://adamsbrowncpa.com/; https://www.adamsbrownwc.com/; https://www.agriculture.cpa/; https://www.adamsbrowntech.com; and any other related websites used by Adams Brown now or in the future.
    • (c) “You” or “Your” means You, Your registered business, and any of Your employees, officers, representatives, or agents who may use the Sites.
    • (d) “Data” means information of any kind that You upload, input, or submit to or through Our Sites.
  1. General Types of Information. You may provide Us with two (2) types of information during Your use of the Sites, namely, (a) anonymous information We collect; and (b) personal information that You voluntarily submit to Us.  Additionally, this Privacy Policy applies to personal information collected by Us through other means, including, without limitation, in-person consultations or information shared directly through e-mail or mail.
  2. Anonymous or Non-Personally Identifiable Information. When You visit a Site, We may automatically collect information from You.  For example, Our web servers may automatically collect anonymous information that describes how You navigate Our Sites.  This information includes the number and frequency of visits to the Sites, the portions of the Sites used, as well as the anonymous information that Your web browser automatically sends to Us, such as browser type, Internet Protocol address, and referral information (how You got to a particular page).  We may also determine what technology is available through Your browser to serve You the most appropriate version of a webpage.  For example, We may determine that You have installed a version of Flash, and We will then send to You, if available, the appropriate Flash version of the webpage rather than an HTML page.
    • We use anonymous or non-personally identifiable information to: (i) provide, test, improve, promote, and personalize Our Sites; (ii) fight spam and other forms of abuse; and (iii) conduct research and generate information about how people use and interact with Our Sites.
  1. Personally Identifiable Information. Personally identifiable information (“PII”) is information that identifies You, such as Your name, age, postal address, telephone number, email address, employer or business name, and other information once it is associated with Your PII.  We will ask You to provide PII when You request assistance on Our Site, create an account, subscribe to Our newsletters, subscribe to Our events, purchase or remit payment for products or services, upload information to a Site, contact Us with a question or concern, or participate in other activities when You visit a Site.  We may also collect publicly available information about You from other sources, such as information from newspapers, blogs, commercial websites, or third-party data aggregators; We may use such information to supplement Your PII maintained by Us.  We may also collect other PII that You voluntarily disclose on a Site, absent any request from Us.
  2. Client Personally Identifiable Information. If You are Our client, We may collect certain PII from You, including, without limitation, Your name, address, Social Security number, tax identification number, age, corporate name and structure, internal accounting methods, financial status, assets, income, tax information, retirement and estate plan information, transaction history, account balance, payment history, investment objectives, marital status, family relationships, and other personal information. This information may also be secured from the sources described below and is subject to the conditions stated below:
    • (a) Sources. The PII referenced in this Section 5 may be secured or received from sources such as (i) Your transactions with Us, Our affiliates and third parties; (ii) Your broker-dealer, investment advisor, or financial representative; (ii) Your inquiries by mail, telephone, email, or face-to-face conversations; (iii) interviews with any of the foregoing parties; and (iv) agreements, applications, forms, and other documents received from You or any of the foregoing parties; and (v) information You submit voluntarily to Us.
    • (b) Disclosure. Except as stated in this Privacy Policy, We will not sell, license, transmit, or disclose Your PII outside of Adams Brown and Our affiliated companies.
    • (c) Internal Use. We restrict access to such PII to Our personnel and Our affiliates and subsidiaries. We maintain physical, electronic, and procedural safeguards to protect such PII.
    • (d) Security. Our Sites use various security devices and methods where appropriate to protect Your PII and Your Data or Your content depending on the nature of the Site, and We take reasonable measures to help ensure that Your information remains reliable, accurate, complete, and current.  Unfortunately, no data transmission over the internet is one hundred percent (100%) secure.  We will take reasonable measures, which We believe are appropriate to protect Your PII from loss, misuse, alteration, or destruction; however, We cannot ensure or warrant the security of that information.
    • (e) Fulfillment, Changes, and Communications. We use PII for the purpose for which You provided it, such as to fulfill Your request for services or information, to process and administer Your requests, and to activate any online account You may have with Us.  We may also use PII to notify You of changes to this Site, to provide You with news, email offers, and other information, to let You know about other information and services that may be of interest to You, and to tailor Our online offerings to Your preferences.  You may opt-out of receiving marketing or advertising messages at any time by clicking on the unsubscribe link at the bottom of Our marketing or advertising emails, texting STOP to any SMS message (messaging and data rates may apply), or by contacting Us at marketing@adamsbrowncpa.com or through Our Connect With Us form at https://adamsbrowntech.com/contact.
    • (f) Third-Party Policies. If We use agents, contractors, or other companies to perform services on Our behalf, We will require that they protect Your PII in accordance with this Privacy Policy.  On the other hand, You must be comfortable with the privacy policies of any other sites You authorize to gather information from Us, as the privacy policies of such other sites will govern the use of Your PII once it has been transmitted by Us.
    • (g) Website Analysis. We may also combine anonymous usage information collected from Your visit to the Site with that of other users to determine which features and areas of the website are most popular. This aggregated information does not contain PII.
    • (h) Permitted Disclosures. We may disclose and/or transmit PII to the following parties under the following circumstances: (i) to You, if You direct Us to do so; (ii) to unaffiliated financial or software services providers, hosting service providers, transfer agents, custodians, and trustees, banks, financial representatives, proxy services, vendors, affiliates, licensees, licensors, affiliates, solicitors, printers, or third parties who assist Us or who perform services on Our behalf in order to provide You with products and services or to affect transactions that You request or authorize; (iii) to third parties if We are compelled to do so by law; (iv) to third parties in order to protect any account You may have with Us from fraud, misfeasance, malfeasance, or other wrongful act; and (v) to a potential buyer or successor in interest in the event Adams Brown is sold or participates in a merger or consolidation, and Our Data and/or Your PII is one of the assets involved in the sale, merger, or consolidation.
    • (i)   Disclosure Required by Law. From time-to-time, We may be required to disclose Your PII in response to a court order, subpoena, government investigation, or as otherwise required by law.  We also reserve the right to report to law enforcement agencies any activities that We, in good faith, believe to be unlawful.  We also may disclose certain PII when We believe that such disclosure is reasonably necessary to protect the rights, property, and safety of others or Ourselves.
  1. Cookies. We may use cookies.  Cookies are information files that Our Sites may send to Your computer to provide extended functionality and to allow Us to collect anonymous data to track usage patterns, monitor activity, and administer the Sites.  Cookies let Us “remember” information about Your preferences and allow You to move about Our Site without reintroducing Yourself.  We may use cookies for a number of purposes, such as tracking usage patterns on the Site and measuring the effectiveness of the Site.  If You have an account with Us, We may use cookies to access, retrieve, or store Your PII, such as Your password and/or user ID, so You do not have to enter it more than once.  You may disable cookies, receive a warning before a cookie is placed on Your computer, and erase cookies from Your hard drive through use of options or preferences menus in Your browser.  It is possible, however, that some parts of Our Site will not operate correctly if You disable the cookie feature.  You should consult with Your browser’s provider/manufacturer if You have any questions regarding disabling cookies.
  2. Children Under the Age of 13. Our Sites and related services are not intended for children under 13 years of age.  No one under the age of 13 may provide any personal information to, or on, any Site.  We do not knowingly collect personal information from children under 13.  If You are under 13, do not use or provide any information on Our Site, or on or through any of the features/functionality, make any purchases through any Site, use any of the interactive, transmittal, or public comment features that may be available on any Site, or provide any information about Yourself to Us, including Your name, address, telephone number, e-mail address or any screen name or username You may use.
    • If We learn that We have collected or received personal information from a child under 13 without verification of parental consent, We will delete that information.  If You believe We might have any information from or about a child under 13, please contact Us at marketing@adamsbrowncpa.com or through Our Connect With Us form at https://adamsbrowntech.com/contact.
  1. Do Not Track. Do Not Track is a preference You can set in Your browser to let websites You visit know that You do not want them collecting certain information about You. We do not currently respond to, or honor, Do Not Track signals or requests from Your browser.
  2. Links. From time-to-time, Our Sites may provide links to other websites not owned or controlled by Us that We use to provide You services or think might be useful or of interest to You. We cannot, however, be responsible for the privacy practices used by other website owners or the content or accuracy of those other websites. Links to various non-Adams Brown websites do not constitute or imply endorsement by Us of these websites, any products, or services described on these sites, or of any other material contained in them.
  3. Social Media Integration. Our Sites may contain links to and from social media platforms.  On occasion, You may choose to connect to Us through a social media platform, such as Facebook, Twitter, Instagram, Google, etc. When You do, We may collect additional information from or about You, such as Your screen names, profile picture, contact information, contact list, and the profile pictures of Your contacts, through the social media platform.  Please be advised that social media platforms may also collect information from You. When you click on a social plug-in, such as Facebook’s “Like” button, Twitter’s “tweet” button, or the Google+, that particular social network’s plugin could be activated and Your browser may directly connect to that provider’s servers.  We do not have control over the collection, use, or sharing practices of social media platforms.  We therefore encourage You to review their usage and disclosure policies and practices, including their data security practices, before using the social media platforms.
  4. Transfer of Information to the United States. If You reside outside of the United States, please be aware that any information You provide to Us will be transferred to and processed in the United States. If You do not wish for Us to transfer Your PII into the United States, do not submit it to Us.  If You provide Us with Your PII, We will treat Your submission of that information as Your consent to allow Us to transfer it to the United States. Any such PII that We collect from You will be treated in accordance with this Privacy Policy.
  5. Copy of Personally Identifiable Information. You may obtain a copy of Your PII by contacting Your representative at Adams Brown or by contacting Us online by using Our Connect With Us form.  For Your protection, You may be required to provide proof of Your identity to obtain a copy of Your PII.  You may correct any errors in Your PII by providing Us with the correct information.
  6. Retention of Personally Identifiable Information. We will usually store the Data and/or PII We collect about You for no longer than necessary for the purposes for which it was collected, including (a) during the duration of Your use of Sites, unless You request that We delete Your information sooner as set forth in Section 14 below; (b) for the purposes of satisfying any legal or reporting requirements; and/or (c) in accordance with Our legal obligations and legitimate business interests.  To determine the appropriate retention period for PII, We consider the amount, nature, and sensitivity of the PII, the potential risk of harm from unauthorized Use or disclosure of Your PII, the purposes for which We process Your PII, and the applicable legal requirements.
  7. Deletion of Personally Identifiable Information. Upon Your written request, We will delete Your PII, except in the following circumstances: (a) to comply with applicable laws, rules, or regulations; (b) to comply with a civil, criminal, or regulatory inquiry, investigation, subpoena, or summons by governmental authorities; (c) to cooperate with law enforcement agencies concerning conduct or activity that are reasonably and in good faith believed to violate applicable law; (d) to investigate, establish, exercise, prepare for, or defend legal claims as permitted by applicable law; (e) to provide a product or service specifically required by You, perform a contract to which You are a party, fulfill the terms of a written warranty, or take steps at Your request prior to entering into a contract; (f) to prevent, detect, protect against, or respond to security incidents identity theft, fraud, harassment, malicious or deceptive activity, or other illegal activity as permitted by applicable law; (g) preserve or ensure integrity or security as permitted by applicable law; (h) to engage in public or peer-reviewed scientific or statistical research in the public interest that adheres to all other applicable ethics and privacy laws; (i) to assist another controller, processor, or third party with obligations under applicable privacy laws to the extent permitted by applicable law; (j) to debug, identify, or repair errors that impair existing intended functionality; (k) to exercise free speech, ensure the right of another consumer to exercise that consumer’s right of free speech, or exercise another right provided for by law; (l) to comply with applicable laws related to electronic communications and privacy; (m) to enable solely internal uses that are reasonably aligned with Your expectations based on Your relationship with Us; and/or (n) to otherwise use Your PII internally in a lawful manner that is compatible with the context in which You provided Your PII.  If We delete Your PII upon Your written request, You may not be able to access some areas of the Site.
  8. Changes to Privacy Policy. We may change this Privacy Policy at any time. Please check this Privacy Policy frequently for changes. Your continued use of a Site means that You accept the terms of this Privacy Policy, and that We have the right to use information We collect from You, whether PII or anonymous, as stated in this Privacy Policy.  If You do not accept the terms of this Privacy Policy, You must not use this Site.  Use of the Site after a change to this Privacy Policy means that You accept the changes made to the terms of this Privacy Policy.
  9. Contacting Us. If You have any additional questions, please feel free to contact Us at marketing@adamsbrowncpa.com or through Our Connect With Us form at https://adamsbrowntech.com/contact.
  10. California Citizens and Residents. This following privacy notice in this Section 17 is for California residents and supplements the information set forth above in this Privacy Policy and applies solely to all visitors, users, and others who reside in the State of California (“CA Consumers”), and only to the extent, if any, the California Consumer Privacy Act of 2018 (“CCPA”), as amended by the California Privacy Rights Act of 2020 (“CPRA”), applies to information We collect. In providing this notice, We are not waiving Our rights to object to the applicability or enforceability of the CCPA or CPRA to Our business.
    1. Where noted in this Section 17, the CCPA temporarily exempts personal information reflecting a written or verbal business-to-business communication (“B2B personal information”) from some of its requirements.  There are additional exemptions and exclusions which may apply to personal information collected.
    • Right to Know. You have a right to know the following information for the twelve- (12-) month period preceding Your request:
      • The categories of personal information We have collected about or from You;
      • The categories of sources from which We collected Your personal information;
      • Our business or commercial purpose for collecting or sharing Your personal information;
      • The categories of third parties with whom We have shared Your personal information;
      • The specific pieces of Your personal information We have collected; and
      • If We sold or disclosed Your personal information for a business purpose, two separate lists disclosing:
        • Sales, identifying the personal information categories that each category of recipient purchased; and
        • Disclosures for a business purpose, identifying the personal information categories that each category of recipient obtained.
    • Process To Submit A Request. To submit a verified request for this information, You may email marketing@adamsbrowncpa.com with the subject line “California Rights Request”, submit an online request using Our Connect With Us form at https://www.adamsbrowntech.com/contact and referencing California Rights Request, or call (316) 425-7775.  You may also designate an authorized agent to submit a request on Your behalf by submitting written proof of such authorization via e-mail to marketing@adamsbrowncpa.com.
    • Collection Notice. Below are lists of categories of personal information that We may have collected about CA Consumers in the twelve (12) months preceding the date this Privacy Policy was last updated, including (i) the business or commercial purpose for said collection; (ii) the categories of sources from which We may have collected the personal information; and (iii) the categories of third parties with whom We may have shared the personal information:
    • Categories of Personal Information Collected.  The categories of personal information We have collected include, but may not be limited to:
      • First and Last Name (including Display Name)
      • Social Security Number, Driver’s License Number, Passport Number
      • Age and Date of Birth
      • Information about Spouse and/or Dependents
      • Employer
      • Phone Number
      • Fax Number
      • E-mail address
      • IP Address (for general statistics on usage and abuse prevention)
      • Current Occupation
      • Financial Information
      • Audio and Visual Information
      • Inferences drawn from the above categories to create a profile about a consumer
      • Geolocation data
    • Categories of Sources.  Categories of sources from which We collect personal information include, but may not be limited to:
      • You directly
      • public records
      • governmental entities
      • non-affiliated third parties
      • social media networks
      • affiliated third parties
    • Business Purpose for Collection.  The business purposes for which We collect personal information include, but may not be limited to:
      • To fulfill the reason You provided the information; to provide You with support; and to respond to Your inquiries.
      • To provide, support, personalize, and develop Our Sites, products, and/or services.
      • To maintain the safety, security, and integrity Our Sites, products, services, databases and other technology assets, and business.
      • To create, maintain, customize, and secure Your account with Us.
      • To process Your requests, purchases, transactions, and payments and prevent transactional fraud.
      • To personalize Your experience and to deliver content and product and service offerings relevant to Your interests, including targeted offers and ads through Our Sites, third-party sites, and via email or text message (with Your consent, where required by law).
      • For testing, research, analysis, and product development, including to develop and improve Our Sites, products, and/or services.
      • To respond to law enforcement requests and as required by applicable law, court order, or governmental agencies.
      • As described to You when collecting Your personal information or as otherwise set forth in the applicable intake forms.
      • To evaluate or conduct a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of Our assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which personal information held by Us is among the assets transferred.
    • Categories of Third Parties Shared.  The categories of third parties with whom We share personal information include, but may not be limited to:
      • advertising networks
      • internet service providers
      • data analytics providers
      • service providers
      • government entities
      • operating systems and platforms
      • social media networks
      • non-affiliated third parties
      • affiliated third parties
    • Right to Correct Inaccurate Personal Information. You have the right to request that We correct any inaccurate personal information that We maintain about You.
      • Process To Submit A Request. To submit a verified request to correct inaccurate personal information, You may email marketing@adamsbrowncpa.com with the subject line “California Rights Request”, submit an online request using Our Connect With Us form at https://www.adamsbrowntech.com/contact and referencing California Rights Request, or call (316) 425-7775.  You may also designate an authorized agent to submit a request on Your behalf by submitting written proof of such authorization via e-mail to marketing@adamsbrowncpa.com.
    • Right of Deletion. You have a right to request that We delete the personal information We have collected from or about You; provided, however, We may keep Your personal information in the following circumstances: (i) to comply with applicable laws, rules, or regulations; (ii) to comply with a civil, criminal, or regulatory inquiry, investigation, subpoena, or summons by governmental authorities; (iii) to cooperate with law enforcement agencies concerning conduct or activity that are reasonably and in good faith believed to violate applicable law; (iv) to provide a product or service specifically required by You, perform a contract to which You are a party, fulfill the terms of a written warranty, or take steps at Your request prior to entering into a contract; (v) to preserve or ensure integrity or security as permitted by applicable law; (vi) to engage in public or peer-reviewed scientific or statistical research in the public interest that adheres to all other applicable ethics and privacy laws; (vii) to debug, identify, or repair errors that impair existing intended functionality; (viii) to exercise free speech, ensure the right of another consumer to exercise that consumer’s right of free speech, or exercise another right provided for by law; (ix) to comply with the California Electronic Communications Privacy Act; or (x) to enable solely internal uses that are reasonably aligned with Your expectations based on Your relationship with Us.
      • Process To Submit A Request. To submit a verified request to delete your personal information, you may email marketing@adamsbrowncpa.com with the subject line “California Rights Request”, submit an online request using Our Connect With Us form at https://www.adamsbrowntech.com/contact and referencing California Rights Request, or call (316) 425-7775. You may also designate an authorized agent to submit a request on Your behalf by submitting written proof of such authorization via e-mail to­­­­­­­­­­­­o marketing@adamsbrowncpa.com.
    • Disclosure and Sharing. We may disclose Your personal information to a third party for a business purpose. When We disclose personal information for a business purpose, to the extent required by law, We enter a contract that describes the purpose and requires the recipient to both keep that personal information confidential and not use it for any purpose except performing the contract.  The CCPA prohibits third parties who purchase the personal information We hold from reselling it unless You have received explicit notice and an opportunity to opt-out of further sales.
      • Disclosures of Personal Information for a Business Purpose.  In the preceding twelve (12) months, We may have disclosed the following categories of personal information for a business purpose:
        • Category A: Identifiers.
        • Category B: California Customer Records personal information categories.
        • Category C: Protected classification characteristics under California or federal law.
        • Category D: Commercial information.
        • Category F: Internet or other similar network activity.
        • Category G: Geolocation data.
        • Category I: Professional or employment-related information.
        • Category J: Non-public education information.
        • Category K: Inferences drawn from other personal information.
      • Sales of Personal Information.  In the preceding twelve (12) months, we have not sold personal information.
    • Right of Non-Discrimination.  We will not discriminate against You if You choose to exercise Your rights under the CCPA and/or CPRA.  Unless legally permitted, Company will not:
      • Deny You goods or services, unless providing some personal information is necessary for Us to perform a contract with You or provide goods or services that You requested.
      • Charge You different prices for goods or services.
      • Provide You with a different level or quality of goods or services.
      • Make suggestions that We may do any of the above.
    • California Minors. If You are a California resident under the age of eighteen (18), California Business and Professions Code § 22581 permits You to request and obtain removal of content or information You have publicly posted on any of Our Sites or social media accounts.  To make such a request, please send an email with a detailed description of the specific content or information to ­­­­­­­­­­­­­­marketing@adamsbrowncpa.com or fill out Our Connect With Us form at https://www.adamsbrowntech.com/contact.  Please be aware that such a request does not ensure complete or comprehensive removal of the content or information You have posted and there may be circumstances in which the law does not require or allow removal even if requested.
    • Right to Limit Use and Disclosure of Sensitive Personal Information. You have the right to direct Us to limit Our use of sensitive personal information to that use which is necessary to perform the services or provide the goods You request from time-to-time and for other business purposes authorized by the CPRA.
      • Process To Submit A Request. To submit a verified request to limit Your sensitive personal information, You may email marketing@adamsbrowncpa.com with the subject line “California Rights Request”, submit an online request using Our Connect With Us form at https://www.adamsbrowntech.com/contact and referencing California Rights Request, or call (316) 425-7775. You may also designate an authorized agent to submit a request on Your behalf by submitting written proof of such authorization via e-mail to ­­­­­­­­­­­­­­­marketing@adamsbrowncpa.com.
        • Verification of Requesting Party. In all cases, in order to ensure Your personal information is not disclosed to unauthorized parties, and to protect against fraud, We will verify Your identity before responding to Your request. To verify Your identity, We will generally match the identifying information provided in Your request with the information We have on file about You. Depending on the sensitivity of the personal information requested, We may also utilize more stringent verification methods to verify Your identity, including requesting additional information from You and/or requiring You to sign a declaration under penalty of perjury.
        • Response to Your Request. Once verified, We will work to respond to Your request within forty-five (45) days of receipt.  If We require more time (up to ninety 90 days), We will inform You of the reason and extension period in writing.  If You have an account with Us, We will deliver Our written response to that account.  If You do not have an account with Us, we will deliver Our written response by mail or electronically, at Your option.  Any disclosures We provide will only cover the twelve- (12-) month period preceding Your request. The response We provide will also explain the reasons We cannot comply with a request, if applicable.  For data portability requests, We will select a format to provide Your personal information that is readily useable and should allow You to transmit the information from one entity to another entity without hindrance. We do not charge a fee to process or respond to Your request unless it is excessive, repetitive, or manifestly unfounded.  If We determine that the request warrants a fee, We will tell You why We made that decision and provide You with a cost estimate before completing Your request.
        • Retention of Personal Information. We will usually store Your personal information We collect about You for no longer than necessary for the purposes for which it was collected, including (a) during the duration of Your use of Sites, unless You request that We delete Your information sooner; (b) for the purposes of satisfying any legal or reporting requirements; and/or (c) in accordance with Our legal obligations and legitimate business interests.  To determine the appropriate retention period, We consider the amount, nature, and sensitivity of the personal information, the potential risk of harm from unauthorized Use or disclosure of Your personal information, the purposes for which We process Your personal information, and the applicable legal requirements.