Privacy Policy

Who we are

Regnum Tax (“we,” “us”) provides tax preparation, accounting, bookkeeping, payroll and company formation services. Our office is at 8949 Reseda Blvd, Suite 226, Northridge, CA 91324. You can reach us at 747-444-0433 or through our contact page.

Information we collect

• Account information: your name, email address, phone number and password (stored only in encrypted, hashed form). If you sign in with Google, we receive your name and email address from Google.
• Service information: details you give us to provide our services, such as company names, addresses, owners and officers, financial records, payroll data and tax documents.
• Social Security numbers: collected only when a service requires it, such as applying for an EIN.
• Payment information: card payments are processed by our payment processor, Clover. We do not see or store your full card number.
• Website information: basic technical data such as browser type and pages visited, used to keep the site working and secure.

How we use it

We use your information to provide the services you request, file documents with government agencies on your behalf, communicate with you about your projects, process payments, meet our legal and professional obligations, and keep our systems secure. We do not sell your information, and we do not use it for advertising.

Tax return information

As a tax preparer, we follow Internal Revenue Code Section 7216 and related regulations. We do not use or disclose your tax return information for any purpose other than preparing your returns and providing the services you engaged us for, unless the law allows it or you give us signed consent.

How we protect it

• Your information is transmitted over encrypted connections (HTTPS).
• Social Security numbers are encrypted before they are stored, are never shown in the client portal, and can be viewed only by authorized Regnum Tax staff. Each view is logged.
• Access to client files is limited to you and the Regnum Tax staff working on your account.

No system is perfectly secure, but we take reasonable steps to protect your information and will notify you as required by law if a breach affects you.

Who we share it with

We share information only as needed to provide our services: with government agencies such as the IRS, state tax agencies and Secretaries of State; with service providers that operate on our behalf, such as our hosting, database, email and payment providers and ADP for payroll clients; and when required by law. Our service providers may use your information only to perform services for us.

How long we keep it

We keep your records for as long as your account is active and afterward as long as needed to meet legal, tax and professional record-keeping requirements. Social Security numbers can be deleted by our staff once they are no longer needed for your service.

Your choices and rights

You can view and update your name and phone number in your client portal and ask us to correct or delete other information by contacting us. California residents have additional rights under the California Consumer Privacy Act, including the right to know what personal information we collect, to request deletion, and not to be discriminated against for exercising these rights. We honor these requests subject to our legal obligations to retain certain records.

Cookies

We use only the cookies and browser storage needed to keep you signed in and remember your estimate. We do not use advertising or tracking cookies.

Changes to this policy

If we change this policy, we will post the new version here with a new date.

Contact us

Questions about this policy? Call 747-444-0433 or send us a message.