Clarity Tax Advisors

Privacy Policy 

Effective Date: March 23, 2026  │ Last Updated: April 8th, 2026 

Introduction 

At Clarity Tax Advisors, we take your privacy seriously. This Privacy Policy explains how we collect, use, protect, and share your personal and financial information when you engage with our services, visit our website, or interact with us through consultations, forms, or other communications. 

By submitting information through our forms, scheduling a consultation, or engaging our services, you acknowledge that you have read and agree to this Privacy Policy.

Information We Collect 

We collect information that you provide directly to us, as well as information generated through our services. This may include: 

1. Personal Information 

  • Name, email address, phone number, and mailing address 

  • Social Security Number (SSN) or Employer Identification Number (EIN) 

  • Date of birth and marital status 

  • Driver's license or government-issued ID (if required) 

2. Financial Information 

  • Tax returns (personal and business) from prior years 

  • Financial statements (Profit & Loss, Balance Sheet) 

  • Bank account information and statements 

  • Investment portfolio details and unrealized gains/losses 

  • Business entity structure and ownership documents 

  • Real estate holdings and property information 

  • W-2, 1099, and other income documentation 

  • Payroll records and retirement plan information 

3. Business Information 

  • Business name, type, and industry 

  • Gross revenue and profit margins 

  • Operating agreements and corporate documents 

  • Information about business processes, accounting systems, and operational practices 

4. Communication Records 

  • Email correspondence 

  • Phone call recordings and transcripts (via Read.AI or similar tools) 

  • Zoom meeting recordings and transcripts 

  • Survey responses and feedback 

  • Messages sent through The Wealth Society (School.com) or other platforms.

5. Usage Information 

  • Information about how you interact with our website, forms, and online tools 

  • IP address, browser type, and device information 

  • Pages visited and actions taken on our site 

How We Use Your Information 

We use the information we collect to: 

1. Provide Tax and Financial Services.

  • Prepare comprehensive tax and business plans with before-and-after projections 

  • Analyze your current tax position and identify optimization opportunities 

  • Prepare and file federal and state tax returns 

  • Implement tax strategies including entity restructuring, retirement plans, and amendments 

  • Provide ongoing monitoring and maintenance through our Red Light/Green Light system 

  • Conduct bookkeeping and financial statement preparation 

  • Calculate estimated tax payments and ensure compliance 

2. Communicate with You.

  • Respond to your questions and provide advisory support (typically within 1 hour) 

  • Send meeting recordings, transcripts, and follow-up materials 

  • Provide weekly, monthly, or quarterly updates on project status and financial performance 

  • Send reminders about tax deadlines, estimated payments, and compliance requirements 

  • Conduct quarterly strategic reviews and annual planning sessions 

3. Improve Our Services. 

  • Analyze client outcomes and ROI to refine our strategies 

  • Develop new tax planning modules and service offerings 

  • Train our team on best practices and client scenarios (with anonymized data) 

  • Create educational content, podcasts, and materials for clients and the public

     

4. Marketing, Testimonials & Case Studies

Clarity Tax Advisors may invite clients to participate in marketing or educational content — including testimonials, reviews, success stories, or case studies. The following rules apply without exception:

  • We will never use your name, business name, logo, results, or story for marketing purposes without your explicit, separate written permission.

  • Marketing consent is not assumed and is never a condition of our services.

  • You may provide identified consent (your name and details are visible) or anonymized consent (no identifying information). Both require your prior written permission.

  • You may withdraw marketing consent at any time by notifying us in writing at jour registered emails. Withdrawal applies going forward and does not affect prior use.

    Opt-out is the default. No marketing use of your information will occur without your explicit opt-in.

5. Legal and Compliance 

  • Comply with IRS regulations, tax laws, and professional standards 

  • Respond to legal requests, subpoenas, or government inquiries 

  • Protect against fraud, unauthorized access, or illegal activity 

  • Maintain records as required by law and professional standards 

How We Protect Your Information 

At clarity tax we take data security seriously and implement multiple layers of protection: 

1. Technical Safeguards 

  • Secure cloud storage with encryption (OneDrive, Google Drive, or similar platforms) 

  • Password-protected client portals and file-sharing systems 

  • Encrypted email communications for sensitive documents 

  • Multi-factor authentication for team access to client data 

  • Regular security updates and system monitoring 

2. Administrative Safeguards 

  • Strict confidentiality agreements with all team members 

  • Role-based access controls (team members only access information necessary for their responsibilities) 

  • Background checks and training for employees handling sensitive data 

  • Clear policies on device security, remote work, and data handling .

3. Physical Safeguards 

  • Secure office facilities with controlled access 

  • Locked filing cabinets for any physical documents 

  • Secure disposal of documents (shredding) when no longer needed.

4. Professional Standards 

  • Compliance with IRS Circular 230 and tax preparer confidentiality rules 

  • Adherence to fiduciary duty as a Registered Investment Advisor (Series 65) 

  • Annual continuing professional education (CPE) on ethics and data security 

How We Share Your Information 

We do not sell, rent, or trade your personal information. We however, do share your information only in the following limited circumstances: 

1. AI-Assisted Tools & Technology

Clarity Tax Advisors uses technology tools that may incorporate artificial intelligence (AI) capabilities to support internal operations and service delivery. These include document drafting assistance, workflow automation, communication support, transcription, document organization, and internal analysis.

  • AI-assisted tools are used for internal and service delivery purposes only, not for selling, profiling, or making autonomous decisions about clients.

  • Client information processed through these tools is subject to the same confidentiality and security standards described in this policy.

  • We do not sell client data to AI providers, and we do not permit client data to be used to train third-party AI models.

By engaging our services, you consent to the use of AI-assisted tools as described above. To request that AI tools not be used in handling your information, email [email protected]. We will honor that request within the limits of practical service delivery. Note that certain baseline functions, such as security monitoring, spam filtering, and standard platform operations, cannot be disabled without affecting your access to our services and are not subject to opt-out.

2. With Service Providers 

In specific use cases, in which we shall notify the client, we may also share information with trusted third-party service providers who assist us in delivering our services, including: 

  • Third-Party Administrators (TPAs) for retirement plan setup and management. 

  • Cost segregation specialists for real estate depreciation studies .

  • Software providers (QuickBooks, Karbon, Read.AI, DocuSign, Stripe, etc.) 

  • IT support and cybersecurity consultants 

  • Professional liability insurance carriers (if required for coverage) 

  • With Professional Advisors 

  • Attorneys, estate planners, or financial advisors you work with (with your consent)

  •  Collaboration with your existing CPA or bookkeeper during transition periods 

All service providers are contractually required to protect your information and use it only for the purposes we specify. 

3. For Legal or Safety Reasons 

  • To comply with legal obligations, court orders, subpoenas, or government requests 

  • To protect our rights, property, or safety, or that of our clients or the public 

  • To investigate or prevent fraud, security breaches, or illegal activity 

4. Business Transfers 

In the event of a merger, acquisition, sale of assets, or business transition, your information may be transferred to the new entity, subject to the same privacy protections 

Your Rights and Choices 

You have the following rights regarding your personal information: 

1. Access and Correction 

  • Request a copy of the information we hold about you 

  • Request corrections to inaccurate or incomplete information 

  • Review meeting recordings and transcripts (automatically provided after each call) 

2. Opt-Out of Communications 

  • Unsubscribe from marketing emails (does not apply to service-related communications) 

  • Request to be removed from our contact list if you choose not to proceed with services 

3. Data Deletion 

  • Request deletion of your information, subject to legal and professional record-retention requirements 

  • Note: We are required to retain tax records and work papers for a minimum of 7 years under IRS and professional standards 

4. Restrict Use 

  • Object to certain uses of your information (e.g., marketing or testimonials) 

  • Limit sharing with third parties beyond what is necessary for service delivery 

To exercise any of these rights, contact us at the information provided below. 

Clarity Tax Advisors, Inc. 

Redlands, CA 92374 

Phone: (949) 209-8500 

Email: [email protected] 

Retention of Information 

We retain your information for as long as necessary to: 

  • Provide ongoing services under our maintenance agreements 

  • Comply with legal, tax, and regulatory requirements (minimum 7 years for tax records) 

  • Resolve disputes or enforce our agreements 

  • Pursue legitimate business interests 

After the retention period expires, we securely delete or anonymize your information unless you request earlier deletion (subject to legal requirements). 

Third-Party Links and Services 

Our website or communications may contain links to third-party websites or services, including: 

  • The Wealth Society (School.com) 

  • Payment processors (Stripe, PayPal) 

  • Investment platforms or tools 

  • Educational resources or partner sites 

This Privacy Policy does not apply to third-party sites. We encourage you to review their privacy policies before providing any information. 

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly and directly collect personal information from children. If we become aware that we have collected information from a child, we will delete it promptly. 

Changes to This Privacy Policy 

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or business operations.

We will notify you of material changes by: 

  • Sending an email notification to active clients with the updated policy.

  • Discussing changes during quarterly review calls 

    If you receive a notification of changes and do not contact us to object or opt out within 14 days, your continued engagement with Clarity Tax Advisors, including use of our services, response to communications, or participation in any scheduled call or meeting, constitutes your acceptance of the updated policy.

Your Consent  

By submitting information through our forms, scheduling a consultation, engaging our services, or continuing to work with us, you consent to the collection, use, and sharing of your information as described in this Privacy Policy. 

If you do not agree with this Privacy Policy, please do not provide us with your information or use our services. 

 Response Time: 

We aim to respond to privacy inquiries within 48 hours, and typically within 1 hour during business hours. 

Complaint Resolution 

If you believe we have not handled your information appropriately, you may: 

  • Contact us directly to resolve the issue 

  • File a complaint with the IRS Office of Professional Responsibility (for tax preparer conduct) 

  • File a complaint with the California Department of Consumer Affairs (if applicable) 

  • Consult with a privacy attorney regarding your rights 

 

Acknowledgment 

By checking the box on our intake form, I confirm that I have read and agree to this Privacy Policy, including the AI-Assisted Tools and Marketing & Testimonials sections, and I understand that all information shared on forms and during meetings will be handled in accordance with this policy.

 

This Privacy Policy is designed to comply with applicable federal and state privacy laws, including the Gramm-Leach-Bliley Act (GLBA), IRS Circular 230, and California privacy regulations. It is not a substitute for legal advice. Clarity Tax Advisors reserves the right to seek legal counsel to ensure ongoing compliance with evolving privacy laws. 

 

Contact Us 

If you have questions, concerns, or requests regarding this Privacy Policy or how we handle your information, please contact us: 

Clarity Tax Advisors, Inc. 

Redlands, CA 92374 

 

Phone: (949) 209-8500 

Email: [email protected]