Privacy Policy

SBZ Tax & Accounting ("SBZ Tax," "we," "us") operates sbztax.com. This policy explains what information we collect through this website, how we use it, and the choices you have. It applies to the website only; information you share with us as a client is additionally protected under our engagement terms and applicable law, including IRC §7216 restrictions on the use and disclosure of tax return information.

Information we collect

• Information you submit. When you use our consultation or quote forms, we collect the details you provide: name, email address, phone number, business name, the topic you need help with, an optional revenue range, and any notes you include.
• Usage information. Basic technical data such as IP address, browser type, pages visited, and referring page, collected through server logs and — only if you accept them — analytics cookies. Non-essential cookies stay off unless you choose "Accept" in the cookie notice.

How we use information

• To respond to your inquiry and schedule consultations
• To provide, administer, and improve our services and this website
• To protect against spam and abuse of our forms
• To meet legal and professional obligations

We do not use website form submissions for third-party advertising, and we do not sell personal information.

How information is shared

We share information only with service providers who help us operate this website and communicate with you — such as our website hosting provider and our email delivery provider — under terms that limit their use of your information to providing those services. We may also disclose information if required by law or to protect our legal rights.

Data retention

Form submissions are retained as long as needed to respond to your inquiry and, if you become a client, as part of our client records. You may ask us to delete inquiry information at any time using the contact below.

Security

We use reasonable administrative and technical safeguards to protect the information collected through this site. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Children

This website is intended for adults and is not directed to children under 16. We do not knowingly collect personal information from children.

California privacy rights (CCPA/CPRA)

If you are a California resident, you have the right to:

• Know what personal information we collect and how it is used
• Access the personal information we hold about you
• Correct inaccurate personal information
• Delete personal information, subject to legal retention requirements
• Opt out of sale or sharing of personal information
• Non-discrimination for exercising any of these rights

We do not sell or share personal information as those terms are defined by the CCPA/CPRA. To exercise any of these rights, email hello@sbztax.com or call (818) 748-2020. We will verify your request and respond within the timeframes required by law.

Changes to this policy

We may update this policy from time to time. The "Last updated" date above reflects the most recent revision. Material changes will be posted on this page.

Contact

SBZ Tax & Accounting
hello@sbztax.com · (818) 748-2020