Privacy Policy
Effective date: January 1, 2024 • Last updated: January 1, 2026
Taxes & Accounting Solutions ("we," "us," or "our"), operated by Monica Pacheco, EA, is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard information when you visit our website or use our services.
1. Information We Collect
We may collect the following types of information:
- Contact information: Name, email address, phone number, and business name provided when you schedule a consultation or contact us.
- Financial and tax information: Documents and data you share with us in the course of providing tax, accounting, or IRS representation services.
- Usage data: General information about how you interact with our website (pages visited, time spent), collected through standard server logs or analytics tools. We do not sell this data.
2. How We Use Your Information
We use the information we collect to:
- Provide tax preparation, bookkeeping, payroll, and IRS representation services
- Schedule and conduct consultations
- Communicate with you about your account or service updates
- Comply with legal, regulatory, and professional obligations
- Improve our website and services
We do not sell, rent, or trade your personal information to third parties for marketing purposes.
3. How We Protect Your Information
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, disclosure, alteration, or destruction. Client financial documents are handled in accordance with IRS standards and applicable California law.
4. Third-Party Services
We may use third-party tools to support our operations (for example, Calendly for appointment scheduling). These services have their own privacy policies, and we encourage you to review them. We share only the minimum necessary information with these providers to deliver our services.
5. California Privacy Rights (CCPA)
If you are a California resident, you have the right to request access to the personal information we have collected about you, request deletion of your personal information, and opt out of any sale of personal information. To exercise these rights, contact us using the information below. We do not sell personal information.
6. Data Retention
We retain client tax records and related documents for the period required by IRS guidelines and California law (generally a minimum of 7 years from the date of filing), or longer where legally required.
7. Cookies
Our website may use minimal cookies for basic functionality. We do not use cookies to track your activity across other websites or to display targeted advertising.
8. Children's Privacy
Our services are not directed to children under 13. We do not knowingly collect personal information from children under 13.
9. Changes to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date. Continued use of our website after changes constitutes acceptance of the updated policy.
10. Contact Us
If you have questions about this Privacy Policy or wish to exercise your rights, please contact us:
- Email: info@taxesaccountingsolutions.com
- WhatsApp: Message us on WhatsApp
- Location: California, USA