Privacy Policy
This Privacy Policy explains how Pacific Tax Financial LLC ("we," "us," or "our") collects, uses, discloses, and protects personal information when you visit pacifictaxfinancial.com or interact with our services.
Effective Date: February 13, 2026
Information We Collect
We may collect personal information you provide directly to us, including name, email address, and phone number, when you submit a form, request information, or communicate with us.
We may also collect certain information automatically through cookies and similar technologies, such as IP address, device identifiers, browser type, pages viewed, referring/exit pages, and approximate location.
How We Use Your Information
We use personal information to operate our business and provide services, including to:
- Respond to inquiries and requests submitted through our forms or live chat.
- Schedule consultations and communicate about your request.
- Provide and improve our services, website experience, and customer support.
- Process payments and related transactions when applicable.
- Analyze website performance and marketing effectiveness.
- Comply with legal, regulatory, and professional obligations.
Cookies, Analytics, and Advertising Technologies
We use cookies and similar technologies to support site functionality, understand usage, and measure marketing performance. We may use tools such as Google Tag Manager and the Meta (Facebook) Pixel to help analyze traffic, attribute conversions, and improve advertising relevance.
You can control cookies through your browser settings and, where available, through our cookie preference tools. If you disable cookies, some parts of the site may not function as intended.
Live Chat
If you use our live chat, we may collect the information you choose to share, such as your name, email, phone number, and the content of your messages. We use this information to respond to you and improve customer support.
Third-Party Services We Use
We may use trusted third-party service providers to support our website, communications, and operations, including:
- GoHighLevel (CRM and client communications management)
- Stripe (payment processing)
- Google Tag Manager (tag deployment and analytics management)
- Meta (Facebook) Pixel (advertising performance measurement)
These providers may process personal information on our behalf in accordance with their own privacy policies and contractual obligations.
How We Share Information
We do not sell personal information. We may share personal information in limited circumstances, such as:
- Service providers who help us operate our website and deliver services (e.g., CRM, payments, analytics).
- Advertising and measurement partners (e.g., Meta) to measure and improve marketing performance, where permitted by law.
- Legal compliance when required to comply with law, regulation, subpoena, court order, or lawful request.
- Business protection to protect rights, security, and prevent fraud or misuse.
Please Do Not Submit Sensitive Information Through Website Forms
Do not submit Social Security numbers, tax returns, bank account details, payment card numbers, or other sensitive personal information through website contact forms or live chat. If we need sensitive information, we will provide a secure method.
Data Retention
We retain personal information only as long as reasonably necessary to provide services, comply with legal obligations, resolve disputes, and enforce agreements. Retention periods vary based on the nature of the information and applicable requirements.
Security
We use reasonable administrative, technical, and physical safeguards designed to protect personal information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
Your Choices
You may opt out of marketing communications at any time by following unsubscribe instructions (where provided) or by contacting us. You can also adjust cookie settings in your browser and, where available, through cookie preference tools to limit tracking technologies.
California Privacy Rights (CPRA / CCPA)
If you are a California resident, you have rights under the CCPA as amended by the CPRA, including the right to request access to, deletion of, or correction of personal information, and to opt out of the sale or sharing of personal information for cross-context behavioral advertising. We do not sell personal information. We may share limited information with advertising partners (such as Meta) to measure and improve marketing performance. You may opt out of this type of sharing by adjusting your cookie preferences or contacting us at contact@pacifictaxfinancial.com. We may need to verify your identity before processing your request.
Categories of Personal Information We May Collect
- Identifiers (name, email, phone number, IP address)
- Internet activity (site interactions, pages viewed, device and browser information)
- Commercial information (services requested or purchased)
- Inferences drawn from website activity to improve services and marketing
Do Not Track
Some browsers offer a “Do Not Track” setting. Our website does not currently respond to Do Not Track signals.
Children’s Privacy
Our website is not intended for children under 13, and we do not knowingly collect personal information from children. If you believe a child has provided us personal information, contact us and we will take appropriate steps to delete it.
No Tax Advice or Client Relationship
Information on this website is provided for general informational purposes and is not tax, legal, or accounting advice. Submitting a form or contacting us does not create a client relationship. A client relationship is established only through a signed engagement agreement.
Updates to This Policy
We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.
Contact Us
If you have questions about this Privacy Policy or your personal information, contact:
Pacific Tax Financial LLC
Email: contact@pacifictaxfinancial.com
Cookie Notice
We use cookies and similar technologies to improve website functionality, analyze traffic, and support marketing efforts. You may accept or manage your preferences through your browser settings and, where available, through cookie preference tools.
Contact Form Consent
By submitting a contact form, you agree that Pacific Tax Financial LLC may contact you regarding your inquiry. Your information will be handled in accordance with this Privacy Policy.
SMS Consent:
If you provide your phone number and opt in, you agree to receive text messages from Pacific Tax Financial LLC related to your inquiry, including appointment scheduling and service communications. Message and data rates may apply. Message frequency varies. Reply STOP to opt out and HELP for help. Consent is not a condition of purchase.
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