Privacy policy.
SOS Accounting and Tax Services Privacy Policy
Effective Date: November 26, 2025
SOS Accounting and Tax Services (“we,” “our,” “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and when you engage our services. We are based in California and serve clients nationwide.
By using our website, you agree to the terms of this Privacy Policy.
1. Information We Collect
We may collect personal information that you voluntarily provide through:
a. Contact Forms
Name
Email address
Phone number
Message details
b. Newsletter Sign-Up
Name (optional)
Email address
c. Booking or Consultation Forms
Contact details
Business details
Service preferences
d. Service Engagement
If you become a client, we may collect additional information necessary to perform tax, bookkeeping, or IRS representation services, including but not limited to:
Financial documents
Tax records
Identification documents
Business information
We never sell this information.
2. Automatically Collected Information
When you visit our website, we may automatically collect:
IP address
Browser type
Device information
Pages visited
Time spent on site
Cookies and similar tracking technologies
This data helps us improve website performance and user experience.
3. How We Use Your Information
We may use your information to:
Respond to inquiries
Schedule consultations
Provide tax, bookkeeping, and IRS representation services
Email newsletters and educational updates
Improve website functionality
Comply with legal obligations
We only use your data for legitimate business purposes.
4. Sharing Your Information
We may share information with:
Trusted third-party service providers (e.g., email platforms, scheduling tools, secure file portals)
Tax authorities (IRS or state agencies) only when required or authorized by you
Legal authorities if required by law
We do not sell or rent your personal information.
5. Cookies & Tracking Technologies
We use cookies to:
Improve website performance
Remember user preferences
Analyze website traffic
Types of Cookies We Use
Essential cookies: Required for basic site functionality.
Analytics cookies: Help us understand how visitors use the site.
Functionality cookies: Remember your preferences.
Managing Cookies
You can disable cookies in your browser settings. Doing so may affect website performance.
6. Email Communications
By subscribing to our newsletter, you agree to receive:
Tax updates
IRS alerts
Bookkeeping tips
Company news
You may unsubscribe at any time by clicking “Unsubscribe” at the bottom of any email.
We do not spam or sell email lists.
7. Data Security
We use reasonable administrative, technical, and physical safeguards to protect your information.
However, no method of online transmission is 100% secure.
We encourage you to avoid sending sensitive documents through unsecured channels.
8. Children’s Privacy
Our services are not intended for individuals under the age of 18, and we do not knowingly collect their information.
9. Your Rights (California Residents)
Under California law (CalOPPA & CCPA), you may request:
Access to your personal information
Correction or deletion of your information
Information on how your data is used
To opt out of data sharing (we do not sell data)
To submit a request, contact us at:
331-240-1934 or [add your email]
10. Third-Party Links
Our website may contain links to external websites.
We are not responsible for the content or privacy practices of those sites.
11. Updates to This Policy
We may update this Privacy Policy periodically.
Changes will be posted on this page with a new effective date.
12. Contact Us
If you have questions about this Privacy Policy or your personal information, contact us:
SOS Accounting and Tax Services
📞 331-240-1934
📧 theresa@soslegalhelp.com
📍 Based in California — Serving Clients Nationwide.