California Consumer Privacy Rights Notice

PCM Tax, LLC – California Consumer Privacy Rights Notice

Last Updated: November 17, 2025

PCM Tax, LLC is committed to protecting the privacy rights of our clients, including those residing in California. This notice is provided in accordance with the California Consumer Privacy Act (CCPA) and explains your rights and how we collect, use, and safeguard your personal information.

Applicability

This notice applies to California residents and outlines our data-handling practices, including what personal information we collect, how we use it, and the rights available to you under the CCPA.

Information We Collect

Depending on how you interact with PCM Tax, LLC, we may collect personal information in the following categories:

Identifiers such as your name, address, email address, phone number, and taxpayer identification numbers.
Demographic information including age or other relevant details, if provided.
Financial and commercial information related to tax preparation, planning, or documents you submit.
Internet or device activity, including interactions with our website, analytics data, or cookie-based information.
Employment information if provided in connection with services or hiring.
Education information when relevant for job applications.
Other information you voluntarily provide to support tax services.

How We Collect Information

We obtain personal information from the following sources:

Directly from you, including information provided through forms, uploaded tax documents, email, secure portals, or phone conversations.
Automatically through your online activity, including cookies, website analytics tools, and system logs.
Third-party service providers, such as electronic signature tools, document-storage systems, payment processors, or software systems that support our operations.

How We Use Personal Information

We use the personal information we collect for purposes including:

Preparing and filing tax returns, providing tax-planning support, and delivering related services.
Communicating with you about your tax engagement and maintaining client relationships.
Improving our systems, security, and the overall client experience.
Managing business operations, compliance requirements, and internal processes.
Protecting the integrity and security of our systems and data.

Your CCPA Rights

As a California resident, you have the following rights:

Right to Access – You may request details regarding the personal information we have collected about you.
Right to Deletion – You may request that we delete your personal information, subject to legal or regulatory requirements that may require us to retain certain data (for example, IRS or state tax-recordkeeping rules).
Right to Correct Information – You may request corrections to any inaccurate personal information we maintain.
Right to Opt-Out of Sale/Sharing – PCM Tax, LLC does not sell personal information. If this practice ever changes, you will be provided with the ability to opt-out.
Right to Non-Discrimination – You will not be denied services or treated differently for exercising your rights.

How to Exercise Your Rights

You may submit a privacy request by:

Completing our online CCPA request form; or
Emailing us at support@pcm-tax.com

To protect your information, we must verify your identity before fulfilling your request. Verification may require confirming information you previously shared with us.

Data Retention

PCM Tax, LLC retains personal information only as long as necessary to fulfill the purposes described above or to comply with applicable laws, including IRS and state tax-recordkeeping requirements. After that period, information is securely deleted or anonymized.

Changes to This Notice

We may update this notice periodically to reflect changes in our practices or legal requirements. The most current version will always be available on our website with the posted effective date. We encourage you to review it regularly.

Contact Us

If you have questions about this Privacy Notice, our data practices, or if you need this information in an alternate format, please contact our Compliance Department at: support@pcm-tax.com

LEGAL

support@pcm-tax.com

The information on this website is provided for general educational purposes only and should not be considered tax, legal, accounting, or investment advice. Nothing on this site constitutes an offer to provide services, nor does it imply endorsement of any third-party providers or viewpoints. Any examples are illustrative and hypothetical; your circumstances may differ. For guidance specific to your situation, please consult a qualified professional.

PCM Tax, LLC provides tax preparation and tax-planning services only and does not provide investment or legal advice. Any referenced videos or materials are strictly educational in nature. This website may include forward-looking statements, and actual results may vary due to various risks and uncertainties.