Privacy Policy

Perez Tax Services (“Perez Tax Services,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal and financial information you share with us.

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This Privacy Policy explains how we collect, use, protect, retain, and disclose information when you visit our website, schedule a consultation, submit a form, upload documents, purchase services, communicate with us, or otherwise use our services.

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By using our website or providing information to Perez Tax Services, you acknowledge the practices described in this Privacy Policy.

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1. Information We Collect

Depending on how you interact with Perez Tax Services, we may collect the following categories of information:

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Personal Information

This may include:

• Full name

• Email address

• Telephone number

• Mailing address

• Date of birth

• Appointment and consultation information

• Communication preferences

• Information submitted through website forms
   

Tax and Financial Information

When necessary to provide tax preparation or related services, we may collect sensitive information including:
 

• Social Security numbers or taxpayer identification numbers

• Income and employment information

• Forms W-2, 1099, and other tax documents

• Bank and financial account information

• Filing status and dependent information

• Education and student-related tax information

• Business or self-employment income and expenses

• Prior-year tax return information

• Tax credits, deductions, and other information relevant to your return

• Copies of identification and supporting documentation

• Other information necessary to prepare, review, or assist with your tax return
   

Please provide sensitive tax documents only through the secure methods made available or approved by Perez Tax Services.
 

Payment Information

If you purchase a service or make a payment online, payment information may be processed by third-party payment processors made available through our website or otherwise used by Perez Tax Services.
 

Perez Tax Services generally does not directly receive or store your complete debit card or credit card number when payments are processed through a third-party payment provider.

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Website and Technical Information

When you visit our website, certain information may be collected automatically, including:

• IP address

• Browser type

• Device information

• Pages visited

• Approximate location derived from your IP address

• Date and time of access

• Referring website

• Website interactions

• Cookie and analytics information
   

2. How We Use Your Information

We may use information we collect to:

• Schedule and manage consultations and appointments

• Determine which tax preparation service may be appropriate for you

• Prepare, review, and assist with tax returns

• Communicate with you regarding your services

• Request additional documents or information

• Process payments and maintain transaction records

• Provide customer support

• Maintain required business and tax-preparation records

• Protect against fraud, unauthorized access, or misuse of our services

• Maintain and improve our website and services

• Comply with applicable federal, state, and local laws and professional requirements

• Respond to lawful requests from government agencies, courts, or regulatory authorities when required
   

We do not use your tax return information for unrelated purposes except when permitted by law or when any legally required authorization or consent has been obtained.
 

3. Tax Return Information

The confidentiality of taxpayer information is especially important to Perez Tax Services.
 

Tax return preparers are subject to federal requirements governing the use and disclosure of tax return information, including Internal Revenue Code Section 7216 and related regulations.
 

Perez Tax Services will not knowingly disclose or use your tax return information for purposes unrelated to preparing or assisting with your tax return unless the disclosure or use is permitted by law or you have provided any authorization required by law.
 

A website privacy policy does not replace any separate taxpayer consent that may be legally required before certain tax return information can be used or disclosed.
 

4. How We May Share Information

We do not sell your tax return information.
 

We may disclose personal information only when reasonably necessary to operate our business, provide services to you, comply with the law, or protect our business and clients.
 

Information may be provided to:

Website and Technology Providers
 

We may use third-party platforms and service providers to host our website, operate forms, schedule appointments, securely transmit information, communicate with clients, and provide other technology services.
 

Our website is currently operated using Wix and may use Wix-related services for website hosting, scheduling, forms, file uploads, analytics, or payments.
 

Payment Processors

Payment information may be provided directly to third-party payment processors for purposes of completing transactions, preventing fraud, processing refunds, and maintaining payment records.
 

Tax-Related Service Providers

Where legally permitted and necessary to provide tax preparation services, information may be processed through tax preparation software, electronic filing providers, secure document systems, or other service providers involved in preparing or transmitting a tax return.
 

Any disclosure of tax return information remains subject to applicable federal requirements.
 

Government and Legal Authorities

We may disclose information when required or permitted by law, including in response to:

• Valid subpoenas

• Court orders

• Government requests

• Tax administration requirements

• Regulatory obligations

• Other legally enforceable requests
   

We may also disclose information when reasonably necessary to protect the rights, safety, security, or property of Perez Tax Services, our clients, or others.
 

5. Cookies and Website Technologies

Our website may use cookies and similar technologies for functions such as:

• Keeping the website operational

• Understanding website traffic and performance

• Remembering certain visitor preferences

• Providing booking, payment, or form functionality

• Protecting the website against fraud or abuse
   

Some cookies may be placed by third-party services used on our website.
 

Where available, you may manage certain cookie preferences through our website's cookie settings or through your browser settings. Disabling certain cookies may affect how some parts of the website function.
 

6. Data Security

Because tax and financial information can be highly sensitive, Perez Tax Services takes reasonable administrative, technical, and physical measures designed to protect information against unauthorized access, disclosure, alteration, loss, or destruction.
 

These safeguards may include secure technology platforms, access controls, authentication measures, encryption where appropriate, and limitations on who may access client information.
 

However, no website, electronic communication method, or storage system can be guaranteed to be completely secure.
 

For your protection, please do not send Social Security numbers, tax documents, banking information, or other highly sensitive information through ordinary email, text message, social media direct message, or other unsecured communication methods unless specifically instructed to do so through an approved secure method.
 

7. Data Retention

We retain personal and tax-related information only for as long as reasonably necessary to:

• Provide requested services

• Maintain required tax-preparation and business records

• Meet legal or regulatory requirements

• Resolve disputes

• Prevent fraud

• Enforce agreements

• Protect legitimate business interests
   

Retention periods may vary depending on the type of information and applicable legal requirements.
 

When information is no longer reasonably required, we may securely delete, destroy, anonymize, or otherwise dispose of it in accordance with applicable requirements.
 

8. California Privacy Rights

If California privacy law applies to Perez Tax Services and to your information, California residents may have certain rights regarding their personal information, subject to applicable exceptions.
 

These rights may include the right to:

• Request information regarding personal information collected about you

• Request access to certain personal information

• Request correction of inaccurate personal information

• Request deletion of certain personal information

• Request information regarding certain disclosures of personal information

• Limit certain uses of sensitive personal information where applicable

• Opt out of certain sales or sharing of personal information where applicable

• Exercise applicable privacy rights without unlawful discrimination
   

Certain information may be exempt from some privacy requests because of federal or state tax laws, legal recordkeeping requirements, security obligations, or other applicable exceptions.
 

Perez Tax Services does not sell client tax return information.
 

To submit an applicable privacy request, please contact Perez Tax Services using the contact information listed at the end of this Privacy Policy.
 

We may need to verify your identity before completing certain requests.
 

9. Third-Party Websites and Services

Our website may contain links to or integrations with third-party websites, platforms, or services.
 

Perez Tax Services is not responsible for the privacy practices, security, or content of websites or services operated by third parties.
 

We encourage you to review the privacy policies of any third-party service before providing information to it.
 

10. Children's Privacy

Perez Tax Services' website and services are not directed toward children under 13.

We do not knowingly collect personal information directly from children under 13 through our website without authorization when legally required.
 

Information regarding a child or dependent may, however, be provided by a parent, guardian, or taxpayer when reasonably necessary for tax preparation purposes.
 

11. Communications

If you provide your email address or telephone number, we may use that information to communicate with you regarding:

• Appointments

• Requested services

• Missing documents

• Tax return preparation

• Payments

• Important account or service information

• Other communications reasonably related to your relationship with Perez Tax Services
   

Any use of taxpayer information for promotional or other purposes will remain subject to applicable restrictions governing tax return information.
 

12. Changes to This Privacy Policy

Perez Tax Services may update this Privacy Policy periodically to reflect changes to our services, technology, business practices, or legal requirements.
 

When we update this Privacy Policy, we will revise the “Last Updated” date at the top of this page.
 

We encourage you to review this Privacy Policy periodically.
 

13. Contact Us

If you have questions about this Privacy Policy, would like to make a privacy-related request, or have concerns about how your information is handled, please contact:
 

Perez Tax Services
Sacramento, California
Email: info@pereztaxservices.com
 

For your security, please do not include Social Security numbers, complete bank account numbers, copies of tax documents, or other highly sensitive information in a general privacy inquiry.