Privacy Policy
About This Privacy Policy
RCA Tax Services ("RCA," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy describes how we collect, use, share, and safeguard personal information obtained from individuals who visit our website, contact us, request information, or engage with our marketing communications — including SMS/text messages and emails.
By submitting a form on our website, providing your phone number or email address, or otherwise communicating with us, you acknowledge that you have read and understood this Privacy Policy. Your continued use of our website or services constitutes acceptance of this policy and any updates we may make to it.
Information We Collect
We may collect the following categories of personal information when you interact with our website, contact forms, or marketing channels:
- Identity Information: first name, last name
- Contact Information: email address, phone number (including mobile), mailing address
- Financial Information: general income range and tax situation as voluntarily disclosed
- Communication Preferences: your opt-in or opt-out choices for SMS and email communications
- Technical Information: IP address, browser type, device type, operating system, referring URLs, pages visited, and time spent on pages
- Message Content: any information you voluntarily provide in the message field of our contact form
We collect information directly from you (when you submit a form or contact us), automatically through your use of our website (via cookies and similar technologies), and, in limited circumstances, from third-party services used to operate our communications platforms.
How We Use Your Information
We use the personal information we collect for one or more of the following purposes:
- To respond to your inquiry, schedule consultations, and provide requested services
- To send you SMS/text messages and emails relating to our services, promotions, updates, and educational content — subject to your consent
- To improve our website, services, and marketing communications
- To comply with applicable legal obligations, including tax and financial regulations
- To prevent fraud, unauthorized access, and other prohibited activities
- To analyze how our website is used and measure the effectiveness of our communications
- To manage our client and prospect relationships
We will not use your personal information for purposes materially different from those described here without first obtaining your consent or as otherwise required or permitted by law.
SMS / Text Message Communications
Our SMS communications may include appointment reminders, service updates, promotional offers, tax tips, and other informational content related to RCA Tax Services. Message frequency varies based on your interactions with us.
How to Opt Out: You may opt out of SMS messages at any time by replying STOP to any text message you receive from us. After sending STOP, you will receive a single confirmation message and no further messages will be sent unless you re-opt in. You may also contact us at [email protected] to request removal.
Help: For assistance, reply HELP to any of our text messages or contact us directly at the information in the Contact section below.
We comply with the Telephone Consumer Protection Act (TCPA) and all applicable state laws governing text message marketing. We do not sell or transfer your mobile number to any third party for their own marketing purposes.
- You may opt out at any time by replying STOP to any message
- Reply HELP for assistance
- Message and data rates may apply
- Message frequency varies
- Carriers are not liable for delayed or undelivered messages
Email Marketing Communications
Our email communications may include newsletters, tax planning tips, service announcements, promotional offers, event invitations, and other content related to RCA Tax Services. We comply with the CAN-SPAM Act and applicable state and international email marketing laws.
How to Opt Out: You may unsubscribe from marketing emails at any time by clicking the "Unsubscribe" link included in the footer of every marketing email we send, or by contacting us directly at [email protected] with "Unsubscribe" in the subject line. We will process your request within ten (10) business days.
Please note that even if you opt out of marketing emails, we may still send you transactional or relationship-based communications — such as appointment confirmations, responses to your inquiries, or information required by law.
- Every marketing email includes a clear unsubscribe mechanism
- We honor opt-out requests within 10 business days
- Our emails accurately identify RCA Tax Services as the sender
- We do not use deceptive subject lines or misleading header information
Data Sharing & Disclosure
We do not sell your personal information. We may share your information in the following limited circumstances:
- Service Providers: We may share information with trusted third-party vendors who assist in operating our website, CRM, SMS platform, email platform, scheduling tools, or other business functions — subject to appropriate confidentiality agreements
- Legal Compliance: We may disclose information when required by law, court order, or government authority, or when necessary to protect our legal rights
- Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred to a successor entity, subject to the same or equivalent privacy protections
- Consent: We may share information with third parties when you have given explicit consent for such sharing
We do not share your mobile number or email address with third parties for their own independent marketing purposes.
Cookies & Tracking Technologies
Our website may use cookies, web beacons, pixels, and similar tracking technologies to enhance your browsing experience, analyze site traffic, and improve our services. These technologies may collect information such as your IP address, browser type, pages visited, and time on site.
You may configure your browser to refuse cookies or to alert you when cookies are being sent. However, disabling cookies may affect the functionality of certain parts of our website. By continuing to use our website without adjusting your cookie settings, you consent to our use of cookies as described in this policy.
We may use third-party analytics tools (such as Google Analytics) and advertising pixels that place cookies on your device. These third parties have their own privacy policies governing the information they collect.
Data Retention
We retain personal information for as long as is reasonably necessary to fulfill the purposes described in this Privacy Policy, maintain our business records, comply with legal obligations, resolve disputes, and enforce our agreements. The specific retention period depends on the nature of the information and the purpose for which it was collected.
When personal information is no longer needed, we take reasonable steps to securely delete or anonymize it in accordance with our internal data retention policies and applicable law.
Your Rights & Choices
Depending on your location and applicable law, you may have certain rights regarding your personal information, which may include:
- Access: the right to request a copy of the personal information we hold about you
- Correction: the right to request correction of inaccurate or incomplete information
- Deletion: the right to request deletion of your personal information, subject to certain legal exceptions
- Opt-Out: the right to opt out of SMS marketing, email marketing, and certain uses of your data at any time
- Restriction: the right to request that we limit the processing of your personal information in certain circumstances
- Portability: the right to receive your personal information in a structured, machine-readable format, where applicable
To exercise any of these rights, please contact us using the information in the Contact section below. We will respond to your request within a reasonable timeframe and in accordance with applicable law. We may need to verify your identity before processing certain requests.
California residents may have additional rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA). We do not sell personal information as defined under California law.
Third-Party Services
Our website may contain links to or integrations with third-party websites, services, or platforms — including but not limited to booking tools (Calendly), customer relationship management systems (GoHighLevel), Google Maps, and social media platforms (LinkedIn, Instagram, Facebook). These third-party services operate under their own privacy policies, which we encourage you to review.
We are not responsible for the privacy practices or content of any third-party services, and this Privacy Policy does not apply to those services. Any information you provide directly to a third-party service is governed solely by that party's privacy policy.
Data Security
We implement commercially reasonable technical, administrative, and physical safeguards designed to protect your personal information against unauthorized access, disclosure, alteration, and destruction. These measures include encrypted data transmission, access controls, and vendor security assessments.
However, no method of data transmission or storage over the internet is completely secure. While we strive to protect your information, we cannot guarantee absolute security. You provide information to us at your own risk. In the event of a data breach that affects your rights and freedoms, we will notify you as required by applicable law.
Children's Privacy
Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a minor, please contact us immediately and we will take prompt steps to delete such information.
Changes to This Policy
We reserve the right to modify this Privacy Policy at any time. Changes will be effective immediately upon posting to our website, unless otherwise stated. The "Last Updated" date at the top of this page will reflect the date of the most recent revision.
We encourage you to review this Privacy Policy periodically. Your continued use of our website or services following the posting of changes constitutes your acceptance of the revised policy. If changes are material, we may provide additional notice through our website or by direct communication.
Contact Us
If you have questions, concerns, or requests related to this Privacy Policy or our data practices, please contact us through any of the following channels:
- Email: [email protected]
- Phone: (714) 558-8712
- Mail: RCA Tax Services · 429 S Bristol St Unit #2 · Santa Ana, CA 92703
We will acknowledge your inquiry promptly and respond within a reasonable timeframe — typically within five (5) to ten (10) business days.