Privacy Policy

Effective Date: 01/01/2004
Last Updated: 07/24/2025

This Privacy Policy explains how we handle your personal information with transparency, security, and full respect for your privacy rights under California and federal law.

We are committed to protecting your privacy and safeguarding the personal information you entrust to us. As licensed tax preparers, we collect and maintain sensitive data—including names, birthdates, Social Security numbers, and other tax-related details—for the sole purpose of preparing and filing accurate tax returns. This includes information about dependents and children, which is handled with the utmost care and confidentiality. Our services are not intended for children under the age of 13 outside of tax-related contexts. We do not knowingly collect information from minors unless it is necessary for tax filing and provided by a parent or legal guardian.

We do not sell, rent, or share your personal information—including phone numbers, email addresses, or tax data—with third parties for marketing or commercial purposes. Any use or disclosure of your information is strictly limited to what is necessary for tax preparation or legally required under federal or state law. In accordance with Internal Revenue Code §7216, we will never use your tax return information for any purpose other than preparing your return unless you provide explicit written consent.

Your data may be used to communicate with you about your tax filings, appointment reminders, or service updates. Consent for these communications may be provided through signed forms, email, or verbal confirmation. Once you have given consent, we may send messages or emails as part of an ongoing two-way client relationship.

As a California resident, you have specific rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA). These include the right to know what personal information we collect, the right to request deletion or correction of your data, and the right to opt out of any data sharing (though we do not engage in such practices). You may exercise these rights by contacting us via our contact form or by phone at (562) 595-6565. We will respond to verified requests within the timeframe required by law.

We maintain strict electronic and procedural safeguards to protect your information from unauthorized access, disclosure, or misuse. This includes secure data storage, encryption, access controls, and regular system updates. Our staff is trained to follow confidentiality protocols, and we continuously review our practices to ensure compliance with both California and federal regulations.

We may update this policy from time to time to reflect changes in law or our practices. Any updates will be posted here with a revised effective date.

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