Privacy & trust

Privacy Policy

How ForMyTax handles information submitted through our website, guide requests, appointment pathways, and other online interactions.

Effective date: July 31, 2026

Please do not submit Social Security numbers, tax returns, account credentials, banking information, or other sensitive tax documents through ordinary website forms or email. We provide secure document instructions when appropriate.

Information we collect

We may collect information you choose to provide, including your name, email address, telephone number, audience or service interest, appointment details, and messages. Our systems may also receive limited technical information such as browser type, referring page, approximate location, and website activity used for security, reliability, and measurement.

How we use information

Deliver requested guides, resources, and related educational communications.
Respond to questions, schedule consultations, and route inquiries to the appropriate team.
Operate, secure, troubleshoot, and improve the website and its services.
Maintain business records and comply with applicable legal or professional obligations.

Email communications

If you request a guide or agree to receive updates, we may send the requested resource and occasional relevant tax-planning or service information. You may unsubscribe through the link in a marketing email. Transactional replies concerning a request or appointment may still be sent when necessary.

How information is shared

We do not sell personal information. We may use service providers that help us host the website, store lead information, deliver email, schedule appointments, monitor security, or operate our practice. They receive information only as needed to perform those services. We may also disclose information when legally required or necessary to protect rights, safety, or systems.

Retention and security

We retain information for as long as reasonably needed for the purpose collected, business records, security, and legal obligations. We use administrative and technical safeguards appropriate to the type of information involved, but no online system can guarantee absolute security.

Your choices

You may ask to access, correct, or delete information submitted through the website, subject to legal and professional recordkeeping requirements. You may also opt out of marketing email at any time.

Children

The website is intended for adults and is not directed to children under 13. We do not knowingly collect personal information from children through website lead forms.

Contact

Questions or privacy requests may be directed through our contact page or by calling the Bellflower office at 323-613-9085.