Privacy Notice
Francis Sameon, CPA ("we," "us") is a tax practice licensed in California (CPA License No. 127845). This notice explains what personal information we collect through this website and in the course of providing tax services, how we use and protect it, and the choices you have.
Information we collect
- This website. This site has no forms and does not ask you for personal information. Our hosting provider, Cloudflare, processes standard technical data (such as IP address and browser type) to deliver the site and protect it from abuse.
- Booking a call. When you book a meeting, our scheduling page (hosted by Google) collects your name, email address, and answers to a few short questions about your tax situation.
- Email. Information you choose to send us by email.
- Clients. Once we are engaged, the information needed to prepare your returns, such as identification numbers, income, account, and family information. We collect this only through the secure upload link we send you.
How we use it
We use your information to respond to inquiries, schedule meetings, decide whether we are a good fit, provide and bill for our services, and meet our legal and professional obligations. We do not sell or rent personal information, and we do not use it for advertising.
Tax return information
Under Section 7216 of the Internal Revenue Code, we will not use or disclose your tax return information for any purpose other than preparing and filing your returns without your written consent, except as the law permits or requires.
When we share information
We do not share nonpublic personal information with nonaffiliated third parties except as permitted by law, including:
- Service providers that help us operate, such as Google Workspace (email, calendar, file storage), Cloudflare (website hosting), and our tax preparation and e-filing software, each bound by confidentiality and security obligations.
- Taxing authorities, such as the IRS and state agencies, when filing returns on your behalf.
- When required by law, subpoena, or professional regulators such as the California Board of Accountancy, or for a professional peer or quality review.
- Anyone else you authorize in writing.
How we protect it
We maintain a written information security program consistent with the Federal Trade Commission's Safeguards Rule, including multi-factor authentication, encrypted storage, and access limited to the people who need it. Please do not send Social Security numbers, account numbers, or tax documents by regular email. Use the secure link we provide instead.
How long we keep it
We retain client records for as long as the law and professional standards require, generally seven years after the related return is filed, and then dispose of them securely. Information from prospective clients who do not engage us is deleted within a reasonable time.
Cookies and tracking
This website does not use advertising cookies, analytics trackers, or tracking pixels, and does not allow third parties to track your activity across other websites. Cloudflare may set strictly necessary cookies to protect the site from abuse. Because we do not track visitors, we do not change our practices in response to browser "Do Not Track" signals.
Your choices
You may ask us to tell you what personal information we hold about you, correct it, or delete it, subject to records we must keep by law or professional rules. Email info@samtaxco.com to make a request.
Children
This website is not directed to children under 16, and we do not knowingly collect their information through it.
Changes to this notice
If we update this notice, we will post the new version here with a new effective date. We will notify current clients by email of any material change.
Contact
Francis Sameon, CPA
California CPA License No. 127845
info@samtaxco.com