Privacy Policy

 

San Diego Tax Team (“we,” “our,” or “us”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website sandiegotaxteam.com, contact us, or engage our tax and bookkeeping services.

 

Phone Number Privacy Policy:

Use of Information: We use your phone number to send SMS messages regarding your inquiry and customer care related topics Mobile phone information or opt-in data collected will not be shared, sold, or disclosed to third parties or affiliates for marketing purposes. 

San Diego Tax Team: By texting us at (858) 284-0543, you consent to receive messages regarding your inquiry, service request, or appointment confirmation. Message frequency may vary. Message and data rates may apply. Reply STOP to unsubscribe. For details, view our privacy policy: https://www.sandiegotaxteam.com/Privacy-Policy

 

Data Sharing
• Customer data is not shared with 3rd parties for promotional or marketing purposes.
• Mobile opt-in and consent are never shared with anyone for any purpose. Any information sharing that may be mentioned elsewhere in this policy excludes mobile opt-in data.

Messaging Terms and Conditions
• By providing your phone number and agreeing to receive texts, you consent to receive text messages from San Diego Tax Team, from 858-284-0543 regarding account notification, customer care. Consent is not a condition of purchase. Message frequency varies. Message & data rates may apply. You can reply STOP to unsubscribe at any time or HELP for assistance. You can also contact us at 858-284-0543 or [email protected]. Mobile opt-in information is never shared with third parties.

 

1. Information We Collect

We may collect the following types of information:

a. Personal Information You Provide

  • Name, address, email address, phone number
  • Social Security Number, taxpayer identification number
  • Income, deductions, and other tax-related financial details
  • Payment and billing information
  • Any other information you choose to provide

b. Automatically Collected Information

  • IP address, browser type, device information, pages visited
  • Cookies and similar tracking technologies

2. How We Use Your Information

We use your information to:

  • Prepare and file your tax returns in compliance with IRS regulations
  • Provide accounting, bookkeeping, and consulting services
  • Respond to inquiries and provide customer support
  • Process payments and send confirmations
  • Maintain accurate records as required by law
  • Comply with IRS, state, and other legal obligations

3. IRS Section 7216 & Tax Preparer Confidentiality

We are bound by Internal Revenue Code §7216 and related IRS regulations, which strictly limit the disclosure and use of your tax return information.
We will not disclose your tax return information to third parties without your explicit written consent, except as allowed or required by law (e.g., to the IRS, state tax authorities, or authorized service providers assisting in tax preparation).

4. How We Share Your Information

We do not sell your personal information. We do not sell or transfer your data for marketing purposes. We may share it only:

  • With trusted service providers who assist in delivering our services (e.g., secure tax software providers, cloud storage, payment processors)
  • With government authorities when required by law
  • As part of a legal proceeding, subpoena, or investigation

All vendors we work with are contractually obligated to maintain the confidentiality and security of your information.

5. CCPA – Your California Privacy Rights

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

  • Know what personal information we collect, use, and disclose
  • Request access to your personal information
  • Request deletion of your personal information (subject to IRS and legal record retention requirements)
  • Opt-out of the sale of personal information (we do not sell your data)
  • Receive equal service and pricing regardless of exercising your privacy rights

To submit a CCPA request, contact us at (858) 284-0543 or [email protected] We will verify your identity before fulfilling any request.

6. Cookies & Tracking Technologies

Our website uses cookies to enhance your browsing experience, analyze traffic, and improve functionality. You may disable cookies in your browser, but certain features of our site may not work properly without them.

7. Data Security

We use industry-standard encryption and security measures to protect your personal and tax return information. While we strive to protect your data, no system can guarantee 100% security.

8. Record Retention

We retain your tax records for the period required by the IRS and applicable state laws (generally a minimum of 3 years), after which they are securely destroyed.

9. Changes to This Privacy Policy

We may update this Privacy Policy at any time. Updates will be posted on this page.

10. Contact Us

San Diego Tax Team
Website: sandiegotaxteam.com
Phone: (858) 284-0543
Email: [email protected]

 

 

 

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