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Better Financial Future

Better Financial FutureBetter Financial FutureBetter Financial Future

510•933•8500

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  • More
    • Home
    • Services
      • Tax Preparation
      • Accounting & Bookkeeping
      • Small Business Services
      • Audit & IRS Support
      • Insurance Solutions
    • About Us
    • Resources
      • Blogs
      • FAQ's
      • Financial Calculators
    • Client Portal
    • Tax Update
    • Contact Us
    • Privacy Policy
    • Terms & Conditions
    • Refer a Friend Program

510•933•8500

Better Financial Future

Better Financial FutureBetter Financial FutureBetter Financial Future

EN

  • Home
  • Services
    • Tax Preparation
    • Accounting & Bookkeeping
    • Small Business Services
    • Audit & IRS Support
    • Insurance Solutions
  • About Us
  • Resources
    • Blogs
    • FAQ's
    • Financial Calculators
  • Client Portal
  • Tax Update
  • Contact Us
  • Privacy Policy
  • Terms & Conditions
  • Refer a Friend Program

privacy policy

 

Better Financial Future Privacy Policy
Effective Date: 01/01/2026

1. Introduction
BFF Advisors (“we,” “us,” “our”) is committed to protecting your privacy. This Privacy Policy describes our practices regarding the collection, use, and sharing of your personal information, especially in light of recent updates to comply with new privacy regulations effective in 2026. By using our website or services, you agree to the practices outlined below.

2. What Personal Information We Collect
We may collect the following categories of personally identifiable information:

  • Contact information: name, email address, phone number, billing/shipping address.
  • Device & usage data: IP address, browser type/version, device type, pages visited, date/time stamps.
  • Service data: details you provide when requesting quotes, scheduling, or paying for services.
  • Mobile data: device ID, mobile carrier, location (when accessing via mobile).
  • Additional Data: demographic info, preferences, and any other information you voluntarily provide.

3. How We Use Your Personal Information
Your data is used to:

  1. Provide and fulfill services: bookings, payments, estimates, scheduling.
  2. Improve user experience: personalize content, optimize website performance.
  3. Communications: respond to inquiries, send updates, confirmations, reminders.
  4. Marketing: send promotional emails/SMS (only with your explicit consent).
  5. Legal & operational purposes: fulfill contracts, legal compliance, fraud detection, security.

4. Opt-In Information & How It’s Shared 

  • Marketing communications are only shared with third-party providers (e.g., email/SMS platforms) for message delivery.
  • Your mobile opt-in consent is not shared with third parties or affiliates.
  • New in 2026: You can now manage your marketing preferences more easily through your account settings or via direct links in our messages.

5. Cookies & Tracking Technologies
We use cookies, web beacons, tags, and scripts to:

  • Support site functionality;
  • Remember preferences;
  • Analyze site performance and usage;

You can control cookies via your browser settings. We are committed to transparency about tracking and offer you options to disable non-essential cookies.

6. How We Store & Protect Your Data
Your information is stored securely using encryption and industry-standard safeguards. Access is limited to authorized personnel and trusted partners following strict confidentiality protocols. Despite these measures, no system guarantees complete security.

7. Data Sharing & Disclosure
We may share your information with:

  • Service providers (analytics, payments, communication);
  • Affiliates and subcontractors, under confidentiality agreements;
  • Legal authorities, to comply with legal obligations or protect rights;

Important 2026 Update: We do not sell or rent your personal data. We are committed to transparency and have enhanced our sharing policies to align with new privacy laws.

8. Data Retention
We keep your personal data only as long as necessary for the purpose, legal requirements, or dispute resolution. After that, we securely delete or anonymize your information.

9. International Data Transfers
Your data may be processed in countries outside the U.S., including jurisdictions with different data protection laws. We implement standard contractual clauses and other lawful transfer mechanisms to safeguard your data.

10. Your Rights & Choices
You have control over your private data:

  • Opt in/out of marketing communications anytime via links or reply commands (“STOP,” “UNSUBSCRIBE”);
  • Access, update, correct, or delete your data — contact us at the email below;
  • Manage cookies and tracking preferences through your browser settings;
  • 2026 Update: We now provide a centralized privacy portal where you can view and modify your preferences and download your data securely.

11. Changes to this Policy
Any updates will be posted here, with significant changes communicated via email or website notifications. The “Last Updated” date at the top will be revised accordingly.

12. Contact Us
For questions, privacy requests, or to exercise your rights:

BFF Advisors
Email: Tax@bffadvisors.com
Phone: 510-933-8500
Address: 2033 Gateway Place, San Jose, CA 95110


Copyright © 2017 BFF Advisors - All Rights Reserved.

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