Privacy policy

This policy explains how Mauricio Midence Tax Practice ("we") handles information collected through this website.

Information we collect

Information you submit through our forms, such as your name, email, phone number, the services you're interested in, and any message you include. When you start our intake, we save your name and mobile number as soon as you enter them, so a team member can follow up even if you don't finish. We also collect usage data, such as pages visited, and with your permission, analytics and advertising data described below.

How we use it

• To respond to your request and schedule consultations.
• To provide the services you engage us for.
• To call or text you about your request when you ask us to or agree to it.
• To route you to the right team member, including with help from our virtual assistant.

Cookies, pixels, and similar tools

Essential cookies keep the site working, remember your language, and store your privacy choices. With your permission, we also use analytics tools to measure visits and clicks, and advertising pixels from partners such as Google and Meta to measure our ads and show you relevant ones on other sites. These tools are on by default for California visitors. You can turn them off at any time with Your Privacy Choices in the footer of any page, and a Global Privacy Control signal from your browser turns off advertising automatically.

Visitor identification

With advertising tools on, we may work with partners that match website activity, such as pages viewed, with contact details they already hold, like an email address. If you are identified this way, we may email you about our services. We only call or text you if you give us your number and agree to it, for example through one of our forms. To stop this, turn off advertising in Your Privacy Choices, use Global Privacy Control, or click unsubscribe in any email.

Sharing

We do not sell your personal information for money. If you allow advertising cookies, limited online identifiers (such as a cookie ID, device data, and pages viewed) are shared with advertising partners, which California law treats as "sharing" for cross-context behavioral advertising. You can opt out at any time with Your Privacy Choices, and we honor the Global Privacy Control (GPC) browser signal as an opt-out. We do not share mobile numbers or text messaging opt-in data with third parties for their marketing purposes. Tax return information is never used for advertising and is never shared with advertising partners. We use service providers, such as our CRM, phone and messaging systems, and secure document portal, only to operate our business.

Our virtual assistant

To answer you 24/7, our first response by chat, text, or phone may come from our virtual assistant, an automated system that uses artificial intelligence and works for our team. It answers common questions, collects details about your request, and routes you to the right team member. A person on our team reviews your case and is available whenever you ask for one. Calls with our team, including with the assistant, may be recorded and transcribed for quality and to serve you, and we tell you so at the start of the call. Recordings and transcripts are handled under this policy.

Client documents

Tax and financial documents should be sent through our secure client portal, not through website forms, text messages, or email.

Your choices and California rights

You can ask us to access, correct, or delete your information, and California residents have additional rights under state law, including the right to opt out of the sale or sharing of personal information. Use Your Privacy Choices in the footer, turn on Global Privacy Control in your browser, or contact us at midencemtaxservices@gmail.com or (510) 669-5659. We will not treat you differently for using these rights.

Contact

Mauricio Midence Tax Practice, 2552 Appian Way, Pinole, CA 94564.