Privacy Policy
This Privacy Policy explains how Pacific Tax Financial Professional Corporation ("we," "us," or "our") collects, uses, and protects personal information when you visit pacifictaxfinancial.com or interact with our services.
Effective Date: February 13, 2026
Important Notice Regarding Text Messaging Data
Pacific Tax Financial Professional Corporation does not sell, share, rent, or disclose customer opt-in information, including phone numbers, SMS consent, or messaging data, to any third parties or affiliates for marketing or promotional purposes.
All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Information We Collect
We collect personal information that you voluntarily provide through our website, including through our contact form and chat widget.
Our contact form allows users to submit inquiries by providing information such as name, email address, and message details. This form is used strictly for email or general communication purposes and does not collect SMS consent.
Our website chat widget form may collect name, email address, phone number, and additional information provided by the user. SMS consent is collected exclusively through the chat widget via an explicit, unchecked consent checkbox.
We may also collect limited technical data such as IP address, browser type, and device information through standard website analytics tools.
How We Use Your Information
- Respond to customer inquiries and service requests
- Provide customer support and follow-up communication
- Coordinate appointments and service-related interactions
- Maintain records of communication and consent
- Comply with legal and regulatory requirements
SMS Messaging & Compliance
SMS consent is collected exclusively through a chat widget form available on our website pacifictaxfinancial.com.
Users provide their phone number and explicitly opt in by checking an unchecked SMS consent checkbox before submitting their information.
- Types of Messages: Messages are strictly non-marketing and include responses to inquiries, appointment coordination, and service-related communications.
- Consent: SMS messages are only sent to users who have provided explicit consent via the chat widget checkbox.
- Message Frequency: Message frequency varies.
- Rates: Message and data rates may apply.
- Opt-Out: You may opt out at any time by replying STOP.
- Help: Reply HELP for assistance.
- Condition: Consent is not a condition of purchase.
How We Share Information
We do not sell, rent, or share personal information for marketing purposes.
We may share information only with trusted service providers necessary to operate our business, such as CRM platforms and communication providers, under strict confidentiality obligations.
SMS opt-in data and consent are never shared with third parties.
Cookies & Tracking Technologies
We use cookies and similar tracking technologies to enhance website functionality, analyze traffic, and improve user experience.
These technologies may collect information such as IP address, browser type, device information, and interaction with our website.
You can control or disable cookies through your browser settings. Disabling cookies may affect certain website functionality.
Data Retention
We retain personal information only as long as necessary to provide services, maintain records, and comply with legal obligations.
Security
We implement reasonable administrative, technical, and physical safeguards to protect personal information. However, no system can be guaranteed to be completely secure.
Your Rights
You may opt out of SMS communications at any time by replying STOP. You may also contact us to update or request deletion of your information where applicable.
Contact Us
Pacific Tax Financial Professional Corporation
Email: contact@pacifictaxfinancial.com
Website: pacifictaxfinancial.com
Schedule a Consultation
Let’s connect and discuss how we can help your company refine its tax strategy.