741 W Main St, El Centro, CA 92243


Privacy Policy

C&L Tax Consultants
Last Updated: 02/04/26

 

C&L Tax Consultants (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, communicate with us, or use our tax preparation and consulting services. This policy is designed to comply with applicable California laws, including the California Consumer Privacy Act (CCPA/CPRA).

Information We Collect

Identifiers

We may collect personal identifiers, including:

  • Name
  • Phone number
  • Email address
  • Mailing address
  • IP address
  • Any other information you voluntarily provide

Client & Tax-Related Information

Information you provide for tax preparation, filing, consultation, and compliance purposes.

Communication Information

  • Records of text messages, emails, and phone calls
  • SMS consent and opt-in records

Internet Activity Information

Collected through website activity, such as:

  • Cookies
  • Website analytics
  • Browsing behavior
  • Form submissions

Other Information You Provide

Information submitted through forms, in person, over the phone, by email, or via text message.

How We Use Your Information

We may use your information to:

  • Provide and manage tax services
  • Communicate with you regarding appointments, documents, deadlines, and updates
  • Verify your identity
  • Send important tax reminders and service-related notifications
  • Improve our website and services

Comply with legal and regulatory obligations

Phone Numbers & SMS/Text Messaging

How We Collect Phone Numbers

Most clients provide their phone numbers in person or over the phone during normal business interactions. Phone numbers may also be collected:

  • Through office sign-in sheets or intake forms
  • When you contact us by phone
  • When you voluntarily submit your number through our website or online scheduling tools

Use of Phone Numbers for Text Messaging

By providing your mobile phone number, you consent to receive SMS/text messages from C&L Tax Consultants related to:

  • Appointment reminders
  • Document requests
  • Filing and service updates
  • Tax deadline reminders
  • General client communications

We do not sell or misuse your phone number. It is used solely to communicate with you regarding services provided by C&L Tax Consultants.

SMS/Text Messaging Policy (Carrier Compliance)

By providing your phone number, you explicitly agree that:

 

  • C&L Tax Consultants may send you SMS/text messages using the number you provide
  • Messages may be sent manually or via automated systems
  • Message frequency may vary based on your service needs
  • Standard message and data rates may apply depending on your carrier
  • You may opt out of SMS messages at any time by replying STOP
  • You may request assistance by replying HELP
  • Your name and phone number may be used to personalize messages
  • Consent to receive SMS messages is not required to purchase or use our services

 

SMS messages are used only for existing or prospective client communications and are not used for marketing without explicit consent.

Information Sharing (SMS-Specific Requirement)

Mobile Opt-in, SMS Consent, and phone numbers collected for SMS communication purposes will not be shared with any third party or affiliates for marketing purposes.

We may share personal information only as necessary for:

  • Service Providers: Vendors who support operations (e.g., SMS platforms, email tools, analytics, scheduling tools) solely for delivering services
  • Legal Compliance: When required by law or legal process
  • With Your Authorization: When you explicitly permit sharing

 

We do not sell personal information, including phone numbers.

Cookies and Website Tracking

Our website may use cookies, analytics tools, and similar technologies to enhance user experience and understand website traffic, including:

  • Google Analytics
  • Google scheduling tools (such as Google Calendar scheduling)
  • Contact form submissions
  • Embedded social media features (Facebook, Instagram)

Cookies may track pages visited, time spent on the site, and general browser data. You can disable cookies through your browser settings, though this may affect website functionality.

Third-Party Links

Our website may contain links to third-party websites or social media platforms. We are not responsible for the privacy practices or content of those sites and encourage you to review their privacy policies.

Sensitive Tax Information

Tax documents and financial information are used solely for tax preparation and related services. We follow all applicable federal and California tax privacy and confidentiality laws. We do not disclose tax information except as required by law or with your explicit authorization.

Document Submission Methods

Clients may submit documents via:

  • Email
  • In-person drop-off
  • Text message (if chosen by the client)

While we take reasonable steps to protect information, email and text messaging are not always fully secure. We recommend secure methods when available.

Email Communications

By providing your email address, you consent to receive communications related to:

  • Appointments
  • Document requests
  • Service updates
  • Tax reminders
  • Important notifications

You may opt out of non-essential emails at any time. Service-related emails may continue while services are active.

Your California Privacy Rights (CCPA/CPRA)

California residents have the right to:

  • Know what personal information we collect and how it is used

  • Access their personal information
  • Request deletion (subject to legal exceptions)
  • Correct inaccurate information
  • Opt out of sale or sharing (we do not sell data)
  • Limit use of sensitive personal information

To exercise your rights, contact us at:
📞 760-352-3148
Identity verification may be required.

Non-Discrimination

We do not discriminate against individuals for exercising privacy rights under California law.

Data Security

We use reasonable administrative, technical, and physical safeguards to protect personal information. However, no system is completely secure.

Data Retention

We retain personal information only as long as necessary to:

  • Provide tax services
  • Comply with legal and regulatory requirements

Maintain required business records

Children’s Privacy

We do not knowingly collect personal information from children under the age of 13.

Changes to This Privacy Policy

We may update this Privacy Policy periodically. Changes will be posted with an updated “Last Updated” date.

Contact Us

If you have questions about this Privacy Policy or your rights, contact us:

C&L Tax Consultants
📍 741 W Main St, El Centro, CA 92243
📞 760-352-3148