Privacy

Privacy Policy

This policy explains how information submitted through this website or its consultation links may be collected, used, and protected.

Effective date: August 27, 2026

Information you provide

Information may be collected when you call, email, submit a consultation form, or otherwise contact Daniel Hawthorne, CPA. This may include your name, contact information, preferred method of communication, and the general description of a tax matter that you choose to provide.

Do not submit Social Security numbers, complete tax account numbers, passwords, payment-card information, or copies of tax documents through ordinary email or the initial consultation form. If an engagement begins, instructions for securely exchanging sensitive documents will be provided.

Technical information

The website host and related service providers may automatically process limited technical information needed to deliver and protect the site, such as an IP address, browser type, device information, requested pages, timestamps, and security logs.

How information is used

Information may be used to:

  • Respond to inquiries and schedule consultations;
  • Evaluate whether requested services can be provided;
  • Communicate about an existing or potential engagement;
  • Operate, secure, and improve the website and business; and
  • Meet professional, legal, regulatory, and recordkeeping obligations.

Service providers and disclosure

Information may be processed by service providers that support website hosting, communications, scheduling, secure portals, and business operations. Information may also be disclosed when required by law, to protect legal rights or security, or with your direction or consent. Personal information is not sold for monetary consideration.

Website form and third-party links

The consultation form is hosted as part of this website. Form submissions are processed by the website hosting provider and delivered to the practice through Resend, an email delivery service. Other links may lead to third-party websites. Information you provide directly to those services is also governed by their own privacy terms and security practices.

Retention and security

Reasonable administrative and technical measures are used to protect information. No internet transmission or storage system can be guaranteed completely secure. Information is retained only as reasonably necessary for the purposes described above and for applicable professional, legal, or recordkeeping requirements.

Your choices

You may ask to review, correct, or delete personal information you have submitted, subject to professional, legal, and recordkeeping obligations. You may also request that nonessential communications stop. Additional rights may apply under California law depending on the circumstances.

Policy updates

This policy may be updated as the website, service providers, or legal requirements change. The effective date above will be revised when material updates are published.

Contact

Questions or requests concerning this policy may be sent to [email protected] or made by calling (408) 800-3181.