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Terms of Service

At Marcus CFO, we are committed to protecting and respecting your privacy. This Privacy Policy sets out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us. Please read the following carefully to understand our views and practices regarding your personal data and how we will treat it.

For the purposes of this Privacy Policy, “personal data” means any information relating to an identified or identifiable natural person.

We may collect personal data about you when you:

  • Contact us via our contact page or email address 
  • Use our website 
  • Visit our office 
  • Interact with us on social media 
  • Provide us with services or products
  • Make a purchase from us  

The types of personal data we may collect include, but are not limited to: 

  • Your name and contact details such as address, email address, telephone number. 
  • Any financial information you provide to us such as credit card numbers. 
  • Details of your visits to our website or office and the resources that you access. 
  • Information about any transactions carried out between you and us on or in relation to this website, including information relating to any purchases you make of our goods or services. 
  • Any other information that you choose to send to us.

We may use your personal data for the following purposes: 

  • To provide our services and products to you 
  • To process payments from you 
  • To communicate with you 
  • For the purposes of customer service and support 
  • To respond to your enquiries 
  • To identify usage trends and patterns in order to help us develop, administer and improve our website, services and products. 
  • To enable us to send you information about our services or products that we think may be of interest to you. 

We may share your personal data with third parties for the following reasons: 

  • If we are under a duty to disclose or share your personal data in order to comply with any legal obligation, or in order to enforce or apply our Terms of Service and other agreements; or to protect the rights, property, or safety of Marcus CFO LLC, our customers, or others. 
  • If we are sold to or merged with a third party as part of our business restructuring process. 

We take reasonable steps to ensure that the personal data you provide is kept secure and accurate. We have implemented appropriate physical, technical, organizational and administrative security measures designed to protect your information from unauthorized access and use. We will only retain your personal data for as long as necessary for the purposes set out in this Privacy Policy. 

If you wish to exercise any of your rights under applicable law with respect to your personal data (e.g., access, rectification, deletion or restriction of processing, etc.), please contact us at contact@marcuscpa.co or 312-560-9880. 

We reserve the right to update this Privacy Policy from time to time without giving notice. Any changes we may make to our Privacy Policy in the future will be posted on this page and where appropriate, notified to you by email. Please check back frequently to see any updates or changes to our Privacy Policy.

If you have any questions or concerns regarding this Privacy Policy, please do not hesitate to contact us at contact@marcuscpa.co or 312-560-9880..  We are here to help and will respond as quickly as possible.  Thank you for taking the time to read our privacy policy.  We appreciate your understanding and cooperation. 

Last Updated: 1/4/2023.  Marcus CFO LLC. All rights reserved.

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