Your Privacy Matters

    Privacy Policy

    How Choice Tax Planning collects, uses, and protects your personal and financial information.

    Effective Date: October 2, 2026  ·  Last Updated: October 2, 2026

    1. Introduction

    Choice Tax Planning (“we,” “us,” or “our”), located at 635 Splitrail Ct, Livermore, California 94551, is committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, share, and protect information when you visit our website at https://www.choicetaxplanning.com/, contact us, or use our tax planning services.

    By using our website or services, you agree to the terms of this Privacy Policy.

    2. Information We Collect

    We may collect the following types of information:

    a. Personal Identification Information

    • Full name
    • Email address
    • Phone number
    • Mailing address

    b. Financial Information

    • Income and tax-related data you voluntarily provide
    • Business financial information
    • Documents uploaded for tax planning purposes

    c. Technical Information

    • IP address
    • Browser type and version
    • Pages visited and time spent on site
    • Referring URLs and device information

    d. Communications

    • Messages, emails, or form submissions you send us
    • Appointment and consultation records

    3. How We Collect Information

    We collect information:

    • Directly from you when you fill out a contact or intake form
    • When you schedule a consultation or appointment
    • Through cookies and tracking technologies on our website
    • Through email, phone, or SMS communications
    • From third-party tools we use to deliver our services

    4. How We Use Your Information

    We use your information to:

    • Provide tax planning, advisory, and related services
    • Respond to your inquiries and schedule consultations
    • Send appointment reminders, follow-ups, and service updates
    • Comply with federal and state tax laws and regulations
    • Improve our website and service delivery
    • Send marketing communications (with your consent; you may opt out at any time)
    • Protect against fraud, unauthorized activity, or legal claims

    5. How We Share Your Information

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

    • Service providers who assist in operating our website and delivering services (e.g., scheduling software, CRM platforms, email providers), all bound by confidentiality agreements
    • Tax authorities and government agencies as required by law (e.g., IRS, California FTB)
    • Professional advisors such as attorneys or CPAs when needed to deliver your services
    • Law enforcement or regulatory bodies when required by law, court order, or to protect our legal rights

    6. Cookies and Tracking Technologies

    Our website uses cookies and similar technologies to enhance your browsing experience, analyze site traffic, and support marketing efforts. You may adjust cookie preferences in your browser settings. Note that disabling cookies may affect website functionality.

    7. California Privacy Rights (CCPA)

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

    • Know what personal information we collect and how it is used
    • Access your personal information
    • Delete your personal information (subject to certain exceptions)
    • Opt out of the sale of your personal information (we do not sell your data)
    • Non-discrimination for exercising your privacy rights

    To exercise these rights, contact us at the information below.

    8. Financial Privacy (GLBA)

    As a tax planning firm, we are subject to the Gramm-Leach-Bliley Act (GLBA). We maintain physical, electronic, and procedural safeguards to protect your nonpublic personal financial information. We limit sharing of your financial data to what is necessary to provide our services.

    9. Data Security

    We implement industry-standard security measures including encryption, secure access controls, and secure data storage to protect your information. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

    10. Data Retention

    We retain your personal and financial information for as long as necessary to provide services, comply with legal obligations (including IRS and California record-keeping requirements), and resolve disputes. Tax-related records are typically retained for a minimum of seven (7) years.

    12. Children’s Privacy

    Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe a minor has provided us with personal information, please contact us immediately.

    13. 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 or services after changes are posted constitutes your acceptance of the updated policy.