TotalTaxGurus Privacy Policy

Effective Date: July 9, 2025

Introduction

This Privacy Policy explains how TotalTaxGurus collects, uses, shares, and protects personal information submitted through www.totaltaxgurus.com.

TotalTaxGurus is a California-based tax planning, tax preparation, bookkeeping, and IRS representation firm operated by federally authorized Enrolled Agents.

1. Information Collected

a. Information You Provide

When you fill out a form, request a consultation, schedule an appointment, upload documents, or request services, TotalTaxGurus may collect:

• Your name
• Email address
• Phone number
• Tax-related topics or questions you provide
• Appointment or intake information
• Any additional information voluntarily submitted

b. Automatically Collected Information

When you visit www.totaltaxgurus.com, certain technical information may be automatically collected, including:

• IP address
• Browser type and version
• Device type
• Pages visited and time spent on pages
• Referral source
• Date and time of access

This information helps improve website functionality, security, and user experience. Cookies and similar technologies may be used for these purposes. Cookie settings can typically be managed through your browser preferences.

2. How Information Is Used

TotalTaxGurus may use information to:

• Respond to inquiries or consultation requests
• Provide requested tax planning, preparation, bookkeeping, or representation services
• Maintain, improve, and personalize the website
• Send administrative, appointment, or service-related communications
• Comply with legal, regulatory, or professional obligations

TotalTaxGurus does not sell personal information or use client information for third-party advertising purposes.

3. Sharing of Information

TotalTaxGurus does not sell or share personal information as defined under the California Consumer Privacy Act (CCPA) or California Privacy Rights Act (CPRA).

Information may be shared only when necessary, including:

• Service Providers: Trusted vendors assisting with technology, website operations, secure document handling, scheduling, or communications under confidentiality obligations.
• Legal Requirements: When required by law, subpoena, court order, or governmental request.
• Business Transfers: In the event of a merger, acquisition, restructuring, or asset transfer.

4. Cookies

www.totaltaxgurus.com may use cookies or related technologies to improve website functionality, analyze traffic, and enhance user experience. You may disable cookies through your browser settings.

5. Data Retention

Personal information is retained only as long as reasonably necessary for legal, regulatory, operational, administrative, or professional purposes. Requests for deletion may be submitted using the contact information below.

6. California Privacy Rights

California residents may have rights under the CCPA and CPRA, including:

• The right to know what personal information is collected
• The right to request access to personal information
• The right to request deletion of personal information, subject to legal exceptions
• The right to understand how information is used
• The right to non-discrimination for exercising privacy rights

If privacy practices materially change in the future, this Privacy Policy will be updated accordingly.

7. Children’s Privacy

TotalTaxGurus does not knowingly collect personal information from individuals under the age of 13. The website is not directed toward children under 13.

8. Security

Reasonable safeguards are implemented to help protect personal information. However, no method of online transmission or electronic storage is completely secure, and absolute security cannot be guaranteed.

9. Third-Party Links

This website may contain links to third-party websites or services. TotalTaxGurus is not responsible for third-party privacy practices, policies, or content.

10. Changes to This Privacy Policy

This Privacy Policy may be modified or updated at any time. Changes become effective upon posting. Continued use of the website after revisions constitutes acceptance of the updated policy.

11. Contact Information

If you have questions regarding this Privacy Policy or wish to exercise applicable privacy rights, contact: