Privacy Policy

BETAS Firm LLC, doing business as Best Emerald’s Tax & Advisory Services (“BETAS Firm,” “we,” “us,” or “our”), respects your privacy. This Privacy Policy explains how information is collected, used, disclosed, and protected when you visit betasfirm.com, contact us through the website, or schedule an appointment using a link provided on the website.

This policy applies to information collected through the BETAS Firm website and communications initiated through the website. Separate secure platforms used for tax, insurance, Medicare, payment, electronic-signature, and other professional services may have their own privacy policies.

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1. Information Collected Through Our Website

We may collect basic information that you voluntarily provide, including:

• Your name
• Telephone number
• Email address
• General location
• Preferred service
• Appointment date and time
• Preferred communication method
• A brief description of the assistance you are requesting
• Information included in a general inquiry or message

Please provide only the general information necessary for us to understand your request and prepare for your consultation.

2. Information We Do Not Request Through the Website

BETAS Firm does not request or intentionally collect the following through general website forms, Calendly questions, text messages, or ordinary email:

• Social Security numbers
• Taxpayer identification numbers
• Tax returns or tax documents
• Bank account or payment-card numbers
• Insurance applications
• Medical records
• Prescription information
• Detailed health information
• Government identification documents
• Passwords or account credentials

Please do not include sensitive personal information in an appointment description or general inquiry.

When sensitive information is required to provide a service, we will direct you to an authorized secure platform or provide another approved submission method.

3. How We Use Your Information

We may use information submitted through our website to:

• Respond to your questions or requests
• Schedule, confirm, and manage appointments
• Identify the general service you are requesting
• Prepare for your consultation
• Communicate appointment reminders or service-related updates
• Direct your inquiry to the appropriate BETAS Firm team member
• Provide access to an appropriate secure platform when additional information is required
• Maintain business and administrative records
• Improve our website, services, and client experience
• Protect against fraud, misuse, or security threats
• Comply with applicable legal and regulatory requirements

We use the information only for legitimate business purposes related to your inquiry, appointment, requested service, website administration, or legal obligations.

4. How Information May Be Shared

We may share limited personal information only when reasonably necessary with:

• BETAS Firm personnel or contractors who need the information to respond to your inquiry or provide administrative support
• Website hosting, scheduling, email, telephone, text-messaging, and other technology service providers
• Authorized secure platforms used to provide tax, insurance, Medicare, payment, electronic-signature, or other requested services
• Professional organizations, carriers, or service providers involved in assisting with a service you requested, when appropriate and authorized
• Government agencies, regulators, courts, or law-enforcement authorities when required by law or valid legal process
• Other parties when necessary to protect our rights, prevent fraud, investigate misuse, or address a security concern

BETAS Firm does not sell or rent personal information collected through its website.

Third-party platforms and service providers may process information according to their own privacy policies and security practices.

5. Cookies and Automatically Collected Information

When you visit our website, BETAS Firm and its website hosting or technology providers may automatically collect certain technical information, including:

• Your Internet Protocol (IP) address
• Browser type and device type
• Operating system
• Approximate geographic location
• Referring website
• Pages visited and links selected
• Date, time, and duration of your visit
• Website interactions and performance information

Our website may use cookies and similar technologies that help the website function properly, remember preferences, measure website traffic, improve performance, and protect against spam or misuse.

You may manage or block cookies through your browser settings. Disabling certain cookies may affect how some website features operate.

BETAS Firm does not use cookies to collect Social Security numbers, tax documents, banking information, medical records, or other sensitive documents.

6. How We Protect Your Information

BETAS Firm uses reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, loss, misuse, alteration, or disclosure. These safeguards may include:

• Limiting access to information to personnel who have a legitimate business need
• Using passwords, access controls, and multi-factor authentication when available
• Directing sensitive documents to authorized secure platforms
• Maintaining appropriate physical security for paper and electronic records
• Training personnel on confidentiality and secure information handling
• Securely disposing of information when it is no longer required
• Evaluating the security practices of service providers that handle information on our behalf

Please remember that no website, electronic transmission, storage system, or communication method can be guaranteed to be completely secure. For this reason, sensitive information should not be submitted through ordinary email, text messages, Calendly questions, or general website forms.

7. How Long We Retain Information

BETAS Firm retains personal information only for as long as reasonably necessary to:

• Respond to an inquiry or complete an appointment
• Provide or administer a requested service
• Maintain appropriate business and client records
• Satisfy legal, tax, insurance, regulatory, contractual, or reporting requirements
• Resolve disputes or enforce agreements
• Prevent fraud, misuse, or security incidents

Retention periods may vary depending on the type of information, the service requested, and applicable legal or regulatory requirements.

When information is no longer reasonably needed, BETAS Firm will take appropriate steps to securely delete, destroy, or de-identify it, subject to legal requirements and the limitations of backup or archival systems.

Information processed through third-party platforms may be retained according to those providers’ own retention policies.

8. Your Privacy Choices and Requests

Depending on applicable law and the nature of your relationship with BETAS Firm, you may contact us to request that we:

• Confirm whether we maintain personal information about you
• Provide access to certain personal information
• Correct or update inaccurate information
• Delete information that is no longer required
• Update your communication preferences
• Stop sending nonessential promotional communications

You may also manage cookies through your browser settings, as described in Section 5.

To protect your information, we may need to verify your identity before completing a request. Certain requests may be limited or denied when information must be retained to comply with legal, tax, insurance, regulatory, contractual, fraud-prevention, or recordkeeping requirements.

Requests involving information maintained by a third-party platform may need to be submitted directly to that provider under its privacy policy.

BETAS Firm will not discriminate against you for making a privacy request permitted by applicable law.

9. Children’s Privacy

The BETAS Firm website is intended for a general adult audience and is not directed to children under 13 years of age. We do not knowingly request or collect personal information directly from children under 13 through general website forms or appointment-scheduling questions.

Parents and legal guardians should not submit a child’s Social Security number, tax records, medical information, insurance information, government identification documents, or other sensitive information through the public website, ordinary email, text messages, or Calendly questions.

When information about a dependent or minor is required for tax, insurance, Medicare, Medicaid, transportation, document-assistance, or another requested service, it should be provided by the child’s parent or legal guardian through the secure submission method designated by BETAS Firm or the applicable service platform.

If you believe that a child under 13 has submitted personal information directly through our website, please contact us so that we can review the situation and take appropriate action, including deletion when required.

10. Third-Party Websites and Platforms

The BETAS Firm website may contain links to, or features provided by, third-party websites and platforms. These may include:

• Appointment-scheduling services
• Website hosting and analytics providers
• Secure tax and client-document portals
• Payment-processing services
• Electronic-signature platforms
• Insurance, Medicare, and carrier platforms
• Mapping, telephone, email, and text-messaging services
• Social-media websites
• Other professional service platforms

When you select an external link or use a third-party feature, you may be directed to a website or service that BETAS Firm does not operate or control.

Information submitted directly through a third-party platform is also subject to that provider’s privacy policy, terms, security practices, and retention procedures. We encourage you to review the applicable privacy policy before submitting personal or sensitive information.

The inclusion of a link or third-party feature does not mean that BETAS Firm controls or endorses all of that provider’s privacy or security practices.

11. Changes to This Privacy Policy

BETAS Firm may update this Privacy Policy periodically to reflect changes in our services, website features, technology, business practices, or applicable legal and regulatory requirements.

When the policy is updated, we will revise the “Last Updated” date displayed at the top of this page. We may also provide an additional notice on the website when a change is significant.

Material changes affecting how previously collected personal information is used or shared will not be applied retroactively without appropriate notice or consent when required by applicable law.

We encourage you to review this Privacy Policy periodically to remain informed about our privacy practices.

12. Contact Us

If you have questions about this Privacy Policy, our information practices, or a privacy-related request, please contact:

BETAS Firm LLC
Best Emerald’s Tax & Advisory Services
104 Center Avenue, Suite 206
Kodiak, Alaska 99615

Email: we.assist@betasfirm.com
Phone: (907) 512-7808

When emailing about a privacy request, please use “Privacy Request” in the subject line and provide only the general information necessary for us to identify and respond to your request.

Please do not send Social Security numbers, tax documents, banking information, medical records, insurance applications, passwords, or other sensitive information through ordinary email.

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