Privacy Notice

1. Who we are

Caceros Income Tax is a tax preparation, payroll, notary, and bookkeeping office located at 2149 E Garvey Ave N, Suite A, West Covina, CA 91791. You can contact us at (626) 814-0346 or by email at info@cacerositax.com. In this notice, “we,” “us,” or “Caceros Income Tax” refers to this office and its authorized staff.

2. Scope of this notice

This notice applies to personal information we collect through our website, contact forms, appointment request forms, document uploads, chat, phone calls, text messages, email, office visits, and any other interaction with our services. It does not apply to third-party websites we may link to.

3. Information we collect

3.1 Information you provide

• Identifying and contact data: name, phone number, email address, mailing address, preferred language, and any other data you include in a form or message.
• Tax and financial information: income, employers, W-2, 1099, 1098, K-1, receipts, bank statements, business information, expenses, deductions, credits, taxpayer identification numbers, and other information needed to prepare returns or provide payroll or bookkeeping services.
• Notary information: document type, party details, government-issued identification, and any other data required by law to perform a notarization.
• Appointment and communication information: preferred date and time, modality (in person or online), appointment notes, and message and call history.
• Documents you share: copies of identification, prior-year returns, IRS or state letters, forms, and any other file you upload or deliver.

3.2 Sensitive information

To provide tax services we may need sensitive information such as Social Security numbers (SSN), Individual Taxpayer Identification Numbers (ITIN), bank account numbers, health information related to tax credits, and immigration or residency data. Please do not send this information by email or through web forms without speaking with us first. When we need it, we will collect it through secure channels or in person.

3.3 Information collected automatically

• Usage and device data: IP address, browser type, operating system, pages visited, time on site, referring source, and date and time of access.
• Cookies and similar technologies: session identifiers, preferences, and performance measurement. See section 7.
• Approximate location derived from your IP address or browser, if you choose to share it.

3.4 Information from third parties

We may receive information from third parties, such as employers, government agencies, financial institutions, tax software providers, or referrals, when necessary to provide the service you requested or to comply with the law.

4. How we use your information

We use your information for the following purposes:

• To prepare, review, sign, and file federal and state tax returns.
• To provide payroll, bookkeeping, and accounting services.
• To perform notary services and verify identities.
• To assist with ITIN applications and renewals and with IRS or state correspondence.
• To schedule, confirm, modify, or cancel appointments.
• To respond to questions, provide customer support, and send reminders.
• To comply with legal, tax, accounting, and notary obligations, including record retention.
• To prevent fraud, protect the security of our systems, and enforce our terms.
• To improve our website, services, and customer experience.
• To send administrative communications necessary to provide the service.

We do not use your information to make automated decisions that produce significant legal effects, nor for behavioral advertising based on sensitive data.

5. Legal bases for processing

Where required by law, we process your information based on: (a) your consent; (b) the necessity to perform a contract or take steps at your request before entering into a contract; (c) compliance with legal obligations; and (d) our legitimate interests in operating and protecting our business, provided your rights and interests do not override them.

6. With whom we share your information

We do not sell or share your personal information for cross-context behavioral advertising. We may share it in the following circumstances:

• Service providers. We share information with providers that help us operate, such as tax preparation software, web hosting, secure storage, email, telephony, payment processors, and backup services. These providers may use the information only to provide the contracted service and must protect it.
• Authorities and legal compliance. We may disclose information when required by law, court order, subpoena, or a competent authority, or when we believe in good faith that disclosure is necessary to protect our rights, the safety of individuals, or to investigate fraud.
• Business transfers. If our office merges, is sold, or transfers assets, your information may be transferred as part of the transaction, subject to the protections of this notice.
• With your authorization. We may share information with third parties when you request or expressly authorize it.

Tax preparers are subject to the confidentiality rules of the Internal Revenue Code (IRC § 7216) and IRS regulations. We do not disclose tax return information except as permitted by law or with your written consent.

7. Cookies and tracking technologies

We use cookies and similar technologies to operate the site, remember preferences, measure performance, and improve the experience. Categories we may use include:

• Strictly necessary cookies: for basic site operation.
• Performance and analytics cookies: to understand how the site is used.
• Functionality cookies: to remember your preferences.

You can control cookies through your browser settings. If you disable necessary cookies, some site features may not work properly. We currently do not respond to browser “Do Not Track” signals. If we add analytics or advertising tools in the future, we will update this notice and, where required by law, request your consent.

8. Third-party services on the site

Our site may include a Google map. Google may use cookies and its own technologies under its privacy policy. We may also use hosting providers, web fonts, and email services. These third parties have their own privacy policies, which we encourage you to review.

9. Data retention

We retain your information for as long as necessary to provide the requested services, comply with legal, tax, accounting, and notary obligations, resolve disputes, and enforce our agreements. Tax and payroll records are typically retained for at least seven (7) years, or for the period required by law. Notary records are retained as required by California law. When no longer needed, information is deleted or securely destroyed.

10. Information security

We use reasonable administrative, technical, and physical measures to protect your information, such as access controls, encryption in transit, secure storage, and staff training. No system is completely secure; therefore, please do not send Social Security numbers or sensitive documents by email or web forms without speaking with us first, and notify us immediately if you suspect unauthorized use of your information.

11. Your privacy rights

11.1 Rights under California law (CCPA/CPRA)

If you are a California resident, you may have the following rights:

• Right to know: request that we disclose what personal information we collect, use, share, and sell.
• Right to delete: request deletion of your personal information, subject to legal exceptions.
• Right to correct: request correction of inaccurate personal information.
• Right to opt out: of the sale or sharing of your personal information for cross-context behavioral advertising. We do not sell or share your information for those purposes.
• Right to limit: the use of sensitive personal information to what is necessary to provide the service.
• Right to non-discrimination: for exercising your privacy rights.

11.2 Other rights

Depending on your location, you may also have rights of access, portability, objection, and restriction of processing. To exercise any right, contact us by phone at (626) 814-0346 or by email at info@cacerositax.com. We will verify your identity before responding and, where permitted by law, may request additional information. You may designate an authorized agent to make a request on your behalf; we may require proof of authorization.

We will respond to verifiable requests within the timeframes established by law. If we cannot fulfill a request, we will explain the reasons.

12. Children’s privacy

Our services are directed to adults. We do not knowingly collect personal information from children under 13. If you believe a child has provided us with information, please contact us so we can delete it.

13. International transfers

Our services are provided primarily in the United States. If you access the site from outside the United States, your information may be processed and stored in the United States, where data protection laws may differ from those in your country.

14. Changes to this notice

We may update this notice from time to time. We will post the updated version on this page with the “Last updated” date. Material changes will be communicated in a reasonable manner. We encourage you to review this notice periodically.

15. Contact

If you have questions about this notice or about how we handle your information, contact us:

Caceros Income Tax
2149 E Garvey Ave N, Suite A
West Covina, CA 91791
Phone: (626) 814-0346
Email: info@cacerositax.com

This notice describes our general practices and is not a substitute for legal advice. If you have a specific situation, we recommend consulting a professional.

Back to site

View terms and conditions