Stanza Tax Services (“we”, “our”, “us”) respects your privacy. This page explains what information we collect, how we use it, and the choices you have.
Information we collect
We collect the information you choose to share when you contact us or book an appointment — typically your name, email, phone number, preferred language, and a description of what you need help with. When we prepare your taxes or services we collect the documents and identifiers required for those specific filings.
How we use information
We use your information to respond to your inquiry, schedule appointments, prepare the services you request, and follow up afterwards. We do not sell your information to third parties.
Confidentiality of tax and financial information
As a paid tax preparer, we treat the information in your tax returns and financial records as confidential. Consistent with our obligations under federal law (including Internal Revenue Code Section 7216 and the Gramm-Leach-Bliley Act), we do not use or disclose your tax return information for any purpose other than preparing and filing your returns, except with your consent or as permitted or required by law. We maintain a written information security program with administrative, technical, and physical safeguards designed to protect this information.
Sharing
We may share information with government agencies as required to file your returns and with service providers that help us operate (such as email and anti-spam services). All providers are bound by their own obligations to safeguard your data.
Retention
Tax and business records are retained as required by federal and California law. Contact-form messages are retained for as long as needed to respond to your inquiry.
Your choices
You may request a copy of the information we hold about you, ask us to correct it, or request deletion where the law permits. To do so, contact us using the details on the Contact page.
California privacy rights
If applicable, California residents may have certain rights under California law, including the California Consumer Privacy Act (CCPA) as amended by the California Privacy Rights Act (CPRA). These rights may include the right to know what personal information we collect, the right to request access or correction, and the right to request deletion. Even where these laws may not formally apply to our business, we will make reasonable efforts to honor verified privacy requests. We do not sell your personal information for money, and we do not share it for cross-context behavioral advertising. To submit a request, contact us using the details below; we may need to verify your identity and will aim to respond within a reasonable timeframe.
Do Not Track and browser signals
Some browsers offer a “Do Not Track” (DNT) signal or similar privacy preferences. Industry standards for responding to such signals have not been finalized, and our website may not automatically respond to DNT signals at this time. You can still control non-essential cookies and tracking through the cookie consent banner or the Cookie Preferences link in the footer.
Security
We use reasonable technical and organizational safeguards (encryption in transit, access controls, secure document exchange) to protect your information.
Changes to this policy
We may update this Privacy Policy from time to time. When we do, we will revise the “Last updated” date below. Material changes will be reflected on this page, and we encourage you to review it periodically.
Contact us
Questions about this Privacy Policy? Reach us at info@stanzatax.com or visit our Contact page.
Last updated: