At Menifee Tax Prep, LLC, protecting your privacy and securing your financial information is our highest priority. This Privacy Policy outlines how we collect, use, protect, and handle your information in accordance with California state law, the Franchise Tax Board (FTB), and Internal Revenue Service (IRS) regulations, including IRS Section 7216 and the Gramm-Leach-Bliley Act (GLBA).
1. Information Collected via Our Website
Our public website is designed strictly for informational purposes and to facilitate initial contact. The only personal information collected directly through this website is the standard contact data you voluntarily provide via our “Request a Consultation” form. This may include:
- Your name and/or business name
- Your email address
- Your phone number
- General, non-sensitive inquiries regarding the type of service you require
⚠️ CRITICAL SECURITY NOTICE: DO NOT SUBMIT SENSITIVE DATA
Please DO NOT enter sensitive Personally Identifiable Information (PII) such as Social Security Numbers (SSN), Employer Identification Numbers (EIN), bank account details, or specific financial figures into our website’s contact forms. We will never ask for this data via an initial web form. All sensitive tax and financial data will be collected securely only AFTER your consultation, via our encrypted 256-bit secure client portal.
2. How We Use Your Information
The contact information collected on this website is used exclusively to:
- Respond to your initial inquiry and schedule your zero-obligation consultation.
- Provide you with a quote for our tax preparation or bookkeeping services.
- Send you a secure invitation to our encrypted client portal if you choose to engage our services.
We do not sell, rent, or trade your personal or contact information to any third parties for marketing purposes.
3. Disclosure of Information (IRS Sec. 7216 & GLBA)
As a professional tax preparation firm, we are subject to strict federal and state confidentiality laws. Under IRS Section 7216 and GLBA guidelines, your tax return information is strictly confidential. We will not disclose your personal or financial data to any third party without your explicit, written consent, except as specifically required by law (such as e-filing your finalized, approved return with the IRS and the California Franchise Tax Board).
4. Data Security & The Client Portal
We do not store tax documents or sensitive financial files on our public-facing website server. All tax document exchange, signature routing, and sensitive data collection is handled through our dedicated, third-party professional tax software portal (Drake), which utilizes bank-level 256-bit encryption to ensure your data remains protected from unauthorized access.
5. California Privacy Rights
Under the California Online Privacy Protection Act (CalOPPA), California residents have the right to know what personal information is being collected and how it is being used. Because we only collect basic contact information via this website, you may contact us at any time to request the deletion of your consultation request data from our email servers, provided it is not required to be retained under federal tax preparation record-keeping mandates.
6. Changes to This Policy
We reserve the right to update this Privacy Policy as our business practices or legal requirements evolve. Any changes will be posted on this page with an updated “Effective Date.”
7. Contact Us
If you have any questions or concerns regarding this Privacy Policy or how your data is handled, please discuss them with us during your consultation or reach out to Menifee Tax Prep, LLC directly.