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How We Protect Your Data
San Diego Tax Associates ("we," "us," or "our") is committed to protecting the privacy and security of your personal and financial information. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you use our tax preparation, tax planning, and financial advisory services or visit our website. Last Updated: February 9, 2026.
In the course of providing tax preparation and financial advisory services, we collect personal information including: your name, date of birth, Social Security number or ITIN; spouse and dependent information; employment and income details from all sources; bank account information for refund processing; prior-year tax returns; business financial records and depreciation schedules; investment account statements; rental property records; and health insurance coverage information. We also collect website usage data automatically and may receive information from the IRS, state taxing authorities, and financial institutions.
Your data security is our priority. We use industry-standard safeguards including encryption, secure servers, access controls, regular audits, and monitoring tools to prevent.
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Our website may use cookies and analytics tools to enhance your browsing experience, understand user behavior, and improve performance. You can choose to disable cookies through your browser settings at any time can chnage and see the best thing.
Our website may use cookies and analytics tools to enhance your browsing experience, understand user behavior, and improve performance. You can choose to disable cookies through your browser settings at any time can chnage and see the best thing.
Your data security is our priority. We use industry-standard safeguards including encryption, secure servers, access controls, regular audits, and monitoring tools to prevent.
We may update this Privacy Policy occasionally to reflect changes in our practices or regulations. Updates will be posted here with a revised effective date and communicated through our website or email notifications to keep you fully informed and compliant.
