PRIVACY NOTICE
Last updated: 12 March 2026
This privacy notice for Balboa Tax & Accounting (“Balboa,” “we,” “us,” or “our”) describes how and why we may collect, store, use, and share (“process”) your information when you use our services (“Services”), such as when you:
• Visit our website or any website of ours that links to this privacy notice
• Engage with us in other related ways, including consultations, sales inquiries, marketing communications, or events
Questions or concerns?
Reading this privacy notice will help you understand your privacy rights and choices. If you do not agree with our policies and practices, please do not use our Services. If you still have any questions or concerns, please contact us at Support@balboatax.com.
SUMMARY OF KEY POINTS
This summary provides key points from our privacy notice. You can find more detailed information by reviewing the sections below.
What personal information do we process? When you visit, use, or navigate our Services, we may process personal information depending on how you interact with Balboa Tax & Accounting, the choices you make, and the products and features you use.
Do we process sensitive personal information? We do not process sensitive personal information.
Do we receive any information from third parties? We do not receive personal information from third parties unless necessary to provide services requested by you.
How do we process your information? We process your information to provide, improve, and administer our Services, communicate with you, maintain security and fraud prevention measures, and comply with legal obligations.
In what situations do we share personal information? We may share information in specific circumstances with trusted service providers that support our operations.
How do we keep your information safe? We implement technical and organizational safeguards designed to protect your information. However, no system can guarantee absolute security.
What are your rights? Depending on where you are located, you may have rights regarding access, correction, deletion, or restriction of your personal information.
How can you exercise your rights? You may contact us directly using the contact information provided in this notice.
1. WHAT INFORMATION DO WE COLLECT?
Personal information you disclose to us
In short: We collect personal information that you voluntarily provide.
We collect personal information that you provide when you:
• Request information about our services
• Schedule consultations
• Communicate with our team
• Engage with us through our website or other channels
The personal information collected may include:
• Name
• Email address
• Job title or role
• Business information such as accounting software used
• Estimated annual revenue or business size
Sensitive Information. We do not process sensitive personal information.
All personal information you provide must be accurate and complete. You are responsible for notifying us of any changes.
Information automatically collected
When you visit our website or use our Services, certain technical information may be collected automatically. This may include:
• Internet Protocol (IP) address
• Device and browser characteristics
• Operating system
• Language preferences
• Referring URLs
• Device identifiers
• Website usage data
This information helps us maintain security, analyze website performance, and improve our Services.
2. HOW DO WE PROCESS YOUR INFORMATION?
We process your personal information to:
• Provide and administer our accounting, tax, and advisory services
• Respond to inquiries and client communications
• Improve our website and service offerings
• Maintain security and prevent fraud
• Analyze usage trends and improve user experience
• Send relevant marketing communications where permitted by law
• Comply with legal and regulatory obligations
3. LEGAL BASES FOR PROCESSING
Where required by law, we rely on valid legal bases to process personal information, including:
• Your consent
• Legitimate business interests
• Compliance with legal obligations
• Protection of vital interests
4. WHEN AND WITH WHOM DO WE SHARE YOUR INFORMATION?
We may share your information with trusted service providers who assist us in operating our business, such as:
• Website analytics providers (for example Google Analytics)
• Technology vendors that support our systems
• Professional service providers assisting with operations
Information may also be disclosed when required by law or during business transactions such as mergers or acquisitions.
5. COOKIES AND TRACKING TECHNOLOGIES
We may use cookies and similar technologies to collect and store certain information related to website usage. These technologies help us:
• Maintain website functionality
• Improve performance
• Understand visitor behavior
You may adjust your browser settings to reject cookies, although this may affect website functionality.
6. HOW LONG DO WE KEEP YOUR INFORMATION?
We retain personal information only as long as necessary to fulfill the purposes outlined in this notice unless a longer retention period is required by law.
When information is no longer needed, it will be securely deleted or anonymized.
7. HOW DO WE KEEP YOUR INFORMATION SAFE?
We implement reasonable administrative, technical, and organizational safeguards designed to protect personal information.
However, no electronic transmission or storage system can guarantee complete security.
8. YOUR PRIVACY RIGHTS
Depending on applicable laws, you may have rights to:
• Access personal information we hold about you
• Request corrections to inaccurate data
• Request deletion of personal information
• Restrict or object to processing
• Withdraw consent where applicable
Requests may be submitted by contacting us directly.
9. DO NOT TRACK FEATURES
Some browsers include Do Not Track signals. At this time, there is no universal standard for responding to these signals, and our website does not currently respond to them.
10. CALIFORNIA PRIVACY RIGHTS
California residents may have specific rights under the California Consumer Privacy Act (CCPA), including the right to request access to or deletion of personal information collected by businesses. Requests may be submitted using the contact details provided below.
11. UPDATES TO THIS NOTICE
We may update this privacy notice periodically to reflect changes in legal requirements or our business practices. The updated notice will be posted with a revised date.
12. CONTACT INFORMATION
If you have questions about this privacy notice or our data practices, please contact us at:
Balboa Tax & Accounting Services
12397 Lewis Street, Suite 203
Garden Grove, CA 92840
United States
Email: Support@balboatax.com
13. REVIEW, UPDATE, OR DELETE YOUR DATA
You may request access to, correction of, or deletion of your personal information by contacting us. We will respond in accordance with applicable data protection laws.
14. DATA PRIVACY
Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt in data and consent will not be shared with any third parties.
15. OPT OUT
If you wish to stop receiving communications from Balboa Tax & Accounting, you may opt out by following the unsubscribe instructions included in our communications or by contacting us directly.
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