This Privacy Policy describes Spiegel & Utrera, P.A. ("SU")’s approach to Privacy and provides information about how SU collects, uses, processes, and discloses personal information.

If you have questions about this Privacy Policy or would like to exercise any of your privacy rights, you can use our online Privacy Form, or you may contact Customer Care at compliance@amerilawyer.com or 305-854-6000.

What This Privacy Policy Covers

This Privacy Policy describes how Spiegel & Utrera, P.A. ("SU") uses personal information in connection with goods and services sold by SU, our apps, and the use of the amerilawyer.com website unless otherwise listed below.

Activities not covered by this Privacy Policy are:

• Personal information that may be collected or used by other businesses when you click on third-party links found on our website or use social media widgets that we provide. You can refer to the privacy policy of third-party websites and services for information about their privacy practices.
• Personal information collected and used in connection with SU’s employment activities, including activities related to job applicants.

SU’s Approach to Privacy

SU takes your privacy seriously and is mindful of potential concerns about how we use the personal information we collect from and about you. In addition to this Privacy Policy, we have internal policies and practices designed to keep your personal information secure and to ensure that information about you is only used consistent with this Privacy Policy. When building products we strive to apply principles of Privacy-by-Design and have privacy and security teams that are committed to ensuring that your personal information is safe and handled properly.

The Personal Information We Collect

In this section of the Privacy Policy, we explain the types of personal information we may collect. The specific information that we may collect about you depends on the type of interaction and the types of products considered or purchased.

SU potentially collects the following categories of personal information:

• Identifiers: Examples of the types of identifiers that SU may collect include real names, nicknames, signatures, postal addresses, online identifiers, Internet Protocol addresses, email addresses, and account numbers.
• Sensitive Information: Examples include social security numbers, driver’s license, state identification card, passport numbers, and usernames and passwords for accounts connected to amerilawyer.com.
• Biometric information: With your consent, SU may work with third-party vendors to use technology to verify your identity by comparing a digital image of your face to the picture on the government identification you provide.
• Characteristics protected under some laws: Examples include age, national origin, citizenship, marital status, medical information, sex, and veteran or military status. SU does not use this type of information to analyze your health, sex, gender identity, or sexual orientation.
• Commercial information: Examples include records of business and other property owned, products or services purchased, obtained, or considered from SU or our partners, and other purchasing or consuming histories or tendencies. Internet information: Examples include browsing history, search history, information about the device used to access our website or applications, and information regarding your interaction with websites, applications, or advertisements.
• Geolocation information: SU may collect information about where you reside, do business, or are otherwise located.
• Audio and visual information: SU may make audio recordings of telephone calls. We may make visual recordings if you agree that we may videotape or photograph you.
• Professional, business, and employment-related information: Examples include information about businesses you are associated with in government records, your professional status and affiliations, employment history, salary, and employment status.
• Other types of information: Examples include physical characteristics, telephone number, insurance policy number, financial information, and health insurance information.

Where We Collect Personal Information

SU collects personal information from various sources, including customers, related parties, service providers, professionals (including attorneys and tax experts), business partners, affiliates, subsidiaries, publicly available sources, and unrelated parties.

How We Use the Personal Information We Collect

• Providing Products and Services
• Security
• Marketing and Advertising
• Product Development
• Analytics
• Operational Purposes
• Financial Reporting
• Meeting Legal Requirements
• Business Transfers

How We Disclose Personal Information

SU may disclose personal information to:

• Service Providers
• Businesses Providing Services
• Professionals (including attorneys and Tax Experts)
• Business Partners
• Parties Related to You
• Government Entities
• Public Disclosures
• Registered Agent Requests
• Required by Law
• Parties Related to SU

How Long We Retain Your Personal Information

SU retains your personal information for at least as long as it is necessary to fulfill the purposes for which we collected the data, to provide you with services and products, to comply with our data retention obligations, and to successfully run our business.

Your Options Regarding Personal Information Collected by SU

You have the right to:

• Request specific information about what information SU has collected about you.
• Request a copy of your personal information.
• Request corrections to inaccuracies in your personal information.
• Request the deletion of your personal information.

How to Submit a Request for Access, Correction, or Deletion of Personal Information

You can submit a request by emailing compliance@amerilawyer.com or by calling 305-854-6000.

Opting Out of Promotional Communications

• Opting Out of Promotional Email: You can opt out by using the “Unsubscribe” link in an email from us or by emailing compliance@amerilawyer.com.
• Opting Out of Marketing Calls: You can request to be placed on SU’s internal “Do Not Call” list by emailing compliance@amerilawyer.com.
• Opting Out of SMS/Text Messages: Reply STOP to any SMS/text received from SU or contact compliance@amerilawyer.com.

SU’s Security and Identity Verification Practices

SU is committed to protecting personal information and ensuring our products and services are provided securely. Security measures include physical, technical, and administrative safeguards. However, no method of transmission over the Internet is 100% secure.

If you believe that you have discovered a security vulnerability or that your personal information has been misused, please let us know immediately by submitting your concerns through our online Privacy Form.

For additional privacy-related inquiries, please contact us at compliance@amerilawyer.com or call 305-854-6000.