Effective Date: 2024

Pacific View Tax (“we,” “us,” or “our”) is committed to protecting and respecting your privacy. This Privacy Policy outlines the types of personal information we collect from you, how we use and protect it, and your rights with respect to your personal information. By using our website [insert URL] and services, you agree to the terms of this Privacy Policy.

SMS opt-in consent or phone numbers for SMS purposes will NOT be shared with third parties and affiliates for marketing purposes.

1. Information We Collect

We collect both personal and non-personal information in order to provide our tax-related services. This information may include, but is not limited to:

Personal Information

Personal information refers to any information that can be used to identify you. We may collect the following personal information when you interact with our website or use our services:

  1. Full Name

  2. Email Address

  3. Phone Number

  4. Mailing Address

  5. Social Security Number (SSN) or Tax Identification Number (TIN)

  6. Income and Financial Information (e.g., W-2 forms, 1099 forms, tax returns)

  7. Bank Account Information (for payment purposes)

  8. IP Address (for account security and fraud prevention)

  9. Date of Birth

  10. Tax Filing History

Non-Personal Information

Non-personal information includes data that does not directly identify you. We may collect the following non-personal information automatically as you navigate through our website:

  1. Browser Type

  2. Operating System

  3. Device Information

  4. Browsing Behavior (e.g., pages visited, time spent on the site)

  5. Cookies and Tracking Technologies (see Cookies section below)

Information from Third Parties

We may also collect information about you from third-party partners, such as payment processors or marketing affiliates, as well as publicly available sources. For example, if you choose to use a third-party tax service provider, we may receive relevant data from them to assist in preparing your tax returns.

2. How We Use Your Information

The personal information we collect is used for various purposes related to providing our tax services and managing our business operations. Specifically, we may use your information to:

  1. Prepare and File Your Tax Returns: To provide you with accurate tax preparation services, file your returns, and advise on tax-related matters.

  2. Communicate with You: To contact you regarding updates on your tax preparation status, respond to inquiries, and send you notifications regarding tax filings, deadlines, and changes in tax laws.

  3. Provide Customer Support: To provide support services, including responding to questions, troubleshooting, and addressing any issues related to our services.

  4. Billing and Payments: To process payments, send invoices, and manage payment disputes.

  5. Marketing and Promotions: If you have opted into our marketing communications, we may send you promotional emails about tax tips, services, or special offers. You may unsubscribe at any time.

  6. Compliance with Legal Obligations: To comply with regulatory, tax, and accounting requirements, as well as to protect against fraud and money laundering.

  7. Improve Services: To enhance our website, services, and user experience by analyzing site usage and customer feedback.

3. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience on our website. Cookies are small files placed on your device that allow us to identify you and track your preferences. These technologies help us:

  1. Improve Site Functionality: Cookies allow our website to remember your preferences (e.g., language selection, form information) to provide a more personalized experience.

  2. Analyze Website Traffic: We use cookies to monitor website traffic and gather statistical data to improve the website’s performance.

  3. Advertise and Market Our Services: Cookies may be used to display relevant advertisements based on your interests, both on our site and across third-party platforms.

You can control and manage cookies through your browser settings. If you prefer not to receive cookies, you can adjust your browser settings to refuse cookies or notify you when a cookie is being set. However, disabling cookies may affect the functionality of our website and services.

4. Sharing and Disclosure of Your Information

We do not sell your personal information to third parties. However, we may share your information in the following circumstances:

  1. With Service Providers: We may share your personal data with third-party service providers that help us deliver our services, such as payment processors, email communication platforms, cloud storage providers, or customer support systems. These providers are contractually obligated to safeguard your data and only use it for specific purposes.

  2. With Business Partners: If you request referrals or additional services (e.g., financial planning, investment advice), we may share your data with trusted partners who can offer those services.

  3. For Legal and Compliance Purposes: We may disclose your personal information to comply with applicable laws, regulations, or legal processes, such as in response to subpoenas, court orders, or requests by government authorities.

  4. In the Event of a Merger or Acquisition: In the event of a merger, acquisition, or sale of all or a portion of our business, your personal information may be transferred as part of the transaction action.

5. Data Security

We take your privacy seriously and implement a variety of technical and organizational measures to protect your personal data. These measures include:

  1. Encryption: Sensitive information, such as financial data and SSN, is encrypted during transmission via SSL/TLS.

  2. Access Control: Access to personal data is restricted to authorized personnel only, and we maintain strict internal policies regarding data access.

  3. Regular Security Audits: We conduct regular security audits and vulnerability assessments to identify and mitigate potential risks to your data.

  4. Data Storage: We store your personal information on secure servers protected by firewalls and other security technologies.

However, no method of transmission over the Internet or method of electronic storage is 100% secure, and we cannot guarantee absolute security. In the unlikely event of a data breach, we will notify affected users in compliance with applicable laws.

6. Your Data Privacy Rights

You have several rights regarding your personal data. Depending on your location and the applicable laws, you may have the following rights:

Access and Rectification

You have the right to request access to the personal data we hold about you and request corrections to inaccurate or incomplete information.

Deletion

You can request that we delete your personal information under certain circumstances, such as when the data is no longer necessary for the purposes for which it was collected or if you withdraw your consent.

Data Portability

You have the right to request a copy of your personal data in a structured, commonly used, and machine-readable format, and to transfer that data to another service provider.

Objection to Processing

You may object to the processing of your personal data for marketing purposes or if the processing is based on legitimate interests.

Withdraw Consent

If we are processing your personal data based on your consent, you have the right to withdraw that consent at any time. This will not affect the lawfulness of processing based on consent before its withdrawal.

Opt-Out of Marketing Communications

You may opt out of receiving marketing communications from us at any time by clicking the “unsubscribe” link in our emails or contacting us directly.

California Residents (CCPA Rights)

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

  1. Request a copy of the personal information we have collected about you in the past 12 months.

  2. Request the deletion of your personal data, subject to certain exceptions.

  3. Opt-out of the sale of your personal information (if applicable).

7. Children’s Privacy

Our website and services are not intended for children under the age of 13. We do not knowingly collect personal information from children. If you believe that we have collected personal information from a child under 13, please contact us immediately, and we will take steps to delete such information.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, services, or legal requirements. Any changes will be posted on this page with an updated “Effective Date.” Please review this Privacy Policy periodically to stay informed about how we are protecting your information.

9. Contact Us

If you have any questions or concerns about this Privacy Policy or our privacy practices, please contact us at:

Pacific View Tax

5811 Olivas Park Dr. Ste 200 Ventura CA 93003

Phone: 805-985-9640

Email: tax@pacificviewtax.com

Website: www.pacificviewtax.com

This Privacy Policy aims to provide a transparent overview of how we handle personal data. Please ensure that it complies with local laws, such as **CCPA** for California residents, and any other relevant legislation. 

Pacific View Tax SMS Terms and Conditions

1. Consent for SMS Communication

By opting in for SMS communications from Pacific View Tax, you agree to receive text messages related to the specific services and updates described below. Any information collected as part of the SMS consent process will be kept confidential and will not be shared with third parties. SMS opt-in consent or phone numbers for SMS purposes will NOT be shared with third parties and affiliates for marketing purposes

2. Consent for SMS Communication

You may receive the following types of SMS communications based on your relationship with Pacific View Tax:

For Customers and Clients:

  1. Updates on the status of your tax preparation or filing.

  2. Notifications regarding upcoming appointments, document requests, or deadlines.

  3. Alerts about service updates, promotions, or important tax-related news.

3. Standard Messaging Disclosures

  1. Message and data rates may apply, depending on your mobile carrier plan.

  2. You can opt-out of receiving SMS messages at any time by texting “STOP.”

  3. For assistance or additional information, text “HELP” or visit: https://pacificviewtax.com/privacy-policy/

Message and data rates may apply. You can opt-out at any time by texting ‘STOP.’ For assistance, text ‘HELP’ or visit https://pacificviewtax.com/privacy-policy/.