Privacy Policy
How Rachelle's Tax Service collects, uses, and protects information submitted through this website.
Note: This policy should be reviewed by qualified counsel before final publication.
Information Submitted Through Forms
When you submit a form on this website—such as a consultation request—we may collect your name, email address, phone number, state, the type of service you are interested in, your client type, your preferred contact method, and your message. This information is used to respond to your inquiry and to provide the services you request.
Contact Details
Contact details you provide are used to communicate with you regarding your inquiry and any engagement that may follow. We do not sell your personal information.
Website Analytics
This website may use analytics to understand how visitors use the site, such as pages visited and general traffic patterns. Analytics data is generally aggregated and does not identify you personally.
Cookies
This website may use cookies and similar technologies to improve functionality and user experience. You can control cookies through your browser settings. Disabling cookies may affect some features of the site.
CRM Processing
Information submitted through our forms may be processed through our customer relationship management (CRM) system to manage inquiries, follow-up communications, and client relationships.
Appointment Scheduling
If you schedule an appointment, the information you provide—including your name, contact details, and the appointment time—is used to confirm and manage your booking.
Communications
With your consent, we may communicate with you by phone, email, or text message regarding your inquiry or appointment. You may opt out of certain communications at any time.
Security
We take reasonable measures to protect information submitted through this website. However, no method of transmission over the internet is completely secure. Do not submit sensitive information such as Social Security numbers, bank credentials, or passwords through general forms or unsecured email.
Third-Party Providers
We may use third-party providers for services such as CRM, calendar scheduling, and analytics. These providers may process information necessary to deliver their services and are expected to handle data responsibly.
Data Retention
We retain information submitted through this website for as long as necessary to fulfill the purposes for which it was collected and to comply with applicable obligations.
User Choices
You may request access to, correction of, or deletion of certain personal information you have submitted. You may also opt out of certain communications. To exercise these choices, contact us using the information below.
Contact Information
Questions about this policy can be directed to rachellestaxservice@hotmail.com or by calling (951) 369-3392.
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