Privacy Policy

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Coast Cities Tax Inc respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and share your information, including details about SMS communications.

1. Information We Collect

We may collect the following types of personal information when you visit our website, contact us, or use our services:

• Personal Information: Your name, email address, phone number, mailing address, and other details you provide when requesting tax preparation services.

• Financial Information: Documents and data necessary for preparing your tax returns.

• Communication Information: Any messages, emails, or SMS communications you send to us.

• Website Usage Information: Non-personal data such as browser type, device information, and pages visited, collected through cookies and similar technologies.

2. How We Use Your Information

We use your personal information to:

• Provide and manage tax preparation and related services.

• Communicate with you about your account, tax filings, appointments, and updates.

• Send reminders, confirmations, and other service-related messages (including SMS messages, if you consent).

• Improve our website, services, and customer experience.

• Comply with legal and regulatory requirements.

3. SMS Communications and Consent

If you choose to receive text messages from us:

• You will receive SMS messages related to your tax services, such as appointment reminders, updates, or confirmations.

• SMS consent is not shared with third parties or affiliates.

• You can opt out of receiving text messages at any time by replying “STOP” to any message or contacting us directly.

4. How We Share Your Information

We do not sell, rent, or trade your personal information.
We may share your information only in the following limited circumstances:

• Service Providers: With trusted vendors who help us operate our business (such as secure document storage, scheduling tools, or email systems). These providers are required to protect your information and use it only for the services they perform for us.

• Legal Requirements: When required by law or to respond to lawful requests from public authorities.

• With Your Consent: If you explicitly authorize us to share your information in a specific instance.

5. Data Security

We take reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, or disclosure.

6. Your Choices and Rights

You have the right to:

• Access and update your personal information.

• Withdraw your SMS consent or unsubscribe from communications.

• Request that we delete or correct your personal data, subject to legal and contractual limitations.

To exercise your rights, contact us using the information below.

7. Updates to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated “Effective Date.”

8. Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact us:

Coast Cities Tax Inc
5414 Foxtail Loop
Carlsbad, CA 92010
📞 Phone: 858-560-1040
📧 Email: malkin.jessica@gmail.com
🌐 Website: [Insert your website URL here]

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