Privacy Policy

1. Information We Collect

Information you give us

When you fill out a form on our website, call us, or email us, we may collect:

• Your name, email address, and phone number
• The service you are interested in
• Any details you choose to include in your message
• Your consent preferences, including whether you agreed to receive SMS messages

Please do not send Social Security numbers, tax returns, bank details, or other sensitive financial documents through our website forms. We will provide a secure way to share those documents once you become a client.

Information collected automatically

Like most websites, we automatically collect certain technical information when you visit, such as your IP address, browser type, device type, pages viewed, the website that referred you, and the date and time of your visit. We collect this through cookies and similar technologies, including analytics tools such as Google Analytics.

2. How We Use Your Information

• To respond to your inquiry and schedule consultations
• To provide the tax, accounting, and bookkeeping services you request
• To send appointment reminders and updates about your inquiry, including by SMS if you opted in
• To improve our website and understand how visitors use it
• To protect our website from spam, fraud, and misuse
• To comply with our legal and professional obligations

3. SMS Messaging

If you check the SMS consent box on our contact form, you agree to receive text messages from San Diego Tax Professionals about your inquiry, appointments, and account updates. Consent to receive text messages is not a condition of doing business with us.

• Message frequency varies based on your inquiry and services.
• Message and data rates may apply.
• Reply STOP at any time to unsubscribe. Reply HELP for help, or call us at (619) 282-1040.
• Carriers are not liable for delayed or undelivered messages.

We do not sell, rent, or share your mobile phone number or SMS opt-in consent with third parties or affiliates for their marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties, except with service providers that help us deliver messages to you.

4. How We Share Information

We do not sell your personal information. We share information only in these limited situations:

• Service providers: with trusted companies that help us run our website, deliver email and text messages, and manage our business, who may use the information only to provide services to us
• Legal requirements: when required by law, court order, or government request, or to protect our rights, our clients, or the public
• Business transfers: in connection with a merger, sale, or transfer of our practice, subject to the same protections described in this policy
• With your consent: when you direct us to share information

5. Client Tax Information

Information you provide to us as a tax client is handled confidentially and in accordance with the professional standards and federal and state laws that apply to tax preparers, CPAs, and Enrolled Agents. We do not use or disclose your tax return information for any purpose other than providing services to you, except as permitted or required by law or with your written consent.

6. Cookies and Analytics

Cookies are small files stored on your device that help our website work and help us understand how it is used. You can set your browser to refuse or delete cookies, although some parts of the website may not work properly as a result. To opt out of Google Analytics, you can install the Google Analytics Opt-out Browser Add-on, available from Google. Our website does not currently respond to “Do Not Track” browser signals.

7. How We Protect Your Information

We use reasonable administrative, technical, and physical safeguards to protect your information. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

8. How Long We Keep Information

We keep personal information only as long as needed for the purposes described in this policy, including to meet legal, tax, accounting, and professional record-keeping requirements.

9. Your California Privacy Rights

If you are a California resident, you may have the right to:

• Know what personal information we have collected about you and how we use it
• Request that we delete your personal information, subject to legal exceptions
• Request that we correct inaccurate personal information
• Opt out of the sale or sharing of your personal information (we do not sell or share personal information for cross-context behavioral advertising)
• Not be discriminated against for exercising these rights

To make a request, contact us using the details below. We will verify your identity before responding, and we will respond within the time required by law.

10. Children’s Privacy

Our website is not intended for children under 13, and we do not knowingly collect personal information from children under 13 through our website.

11. Links to Other Websites

Our website may link to other websites, such as the IRS refund tracker or our social media pages. We are not responsible for the privacy practices of those websites, and we encourage you to read their privacy policies.

12. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will post the updated version on this page and change the effective date above.