Privacy Policy

We comply with IRS regulations and California state laws for tax preparation services.

1. Information We Collect

We collect personal information that you provide directly to us, including:

  • Name, email address, phone number
  • Identification documents for tax and Notary services
  • Financial information necessary for tax preparation
  • Business information for LLC services

2. How We Use Your Information

We use your information to:

  • Provide the services you requested
  • Communicate with you about your services
  • Comply with legal and regulatory requirements
  • Improve our services

3. Information Sharing

We do not sell your personal information. We may share information:

  • With the IRS and state tax authorities as required for tax filing
  • With the California Secretary of State for LLC services
  • As required by law or legal process

4. Data Security

We implement industry-standard security measures to protect your information, including:

  • SSL/TLS encryption for data in transit
  • Encrypted storage for sensitive data
  • Access controls and authentication
  • Regular security audits

5. Your Rights (CalOPPA Compliance)

California residents have the right to:

  • Know what personal information we collect
  • Request access to your personal information
  • Request deletion of your personal information
  • Opt-out of sale of personal information (we do not sell personal information)

6. Data Retention

We retain tax records for a minimum of 7 years as required by IRS regulations. Other records are retained as needed for business and legal purposes.

7. Contact Us

For privacy inquiries, contact us at [email protected].

8. Changes to This Policy

We may update this policy periodically. Changes will be posted on this page with an updated date.