35242 Yucaipa Blvd, Ste A, Yucaipa, CA 92399

Phone: 909-797-9671, Ext 1,2,3

Privacy Policy

Last Updated: December 27, 2024

A&W Tax Service

A&W Tax Service is committed to protecting the confidentiality and security of our clients' personal and financial information. We comply with applicable federal laws and professional standards governing privacy, including the Gramm-Leach-Bliley Act (GLBA) and Internal Revenue Code ยงยง 7216 and 6713.


Information We Collect

We collect nonpublic personal information necessary to provide tax preparation and related services, including identifying information, financial data, and tax records provided by clients or obtained with client authorization.


Use and Disclosure of Information

Client information is used solely to prepare tax returns, provide related services, communicate with clients, and comply with legal and regulatory requirements.

We do not disclose nonpublic personal information to third parties except:

Federal law prohibits us from disclosing or using tax return information for purposes other than tax preparation without proper authorization.

Mobile Information: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.


Safeguards and Data Security

In accordance with the GLBA Safeguards Rule and IRS Publication 4557, we maintain administrative, technical, and physical safeguards designed to protect client information from unauthorized access, use, or disclosure. Access to sensitive data is limited to authorized personnel only.


Website Use

Our website may use limited cookies or similar technologies to improve functionality. These do not collect sensitive personal or tax information.


SMS Communications

If you opt-in to receive SMS communications from us, you consent to receive text messages from A&W Tax Service regarding appointment reminders, important tax deadlines, status updates on your tax return, and service-related notifications.

Message frequency varies. Message and data rates may apply.

You can opt-out of SMS communications at any time by replying "STOP" to any message. For help, reply "HELP". After you submit a request to unsubscribe, we will send you a final text message confirming your request. You may also opt-out by contacting us directly at 909-797-9671.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

We will never send marketing messages via SMS without your explicit consent.


Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us through our website or via email.

A&W Tax Service
35242 Yucaipa Blvd, Ste A
Yucaipa, CA 92399
Phone: 909-797-9671

Text Message Opt-In

Stay informed about your tax return status, appointment reminders, and important tax deadlines via text message.

Only required if you want to receive SMS updates

SMS Privacy Information

Your mobile information will not be sold or shared with third parties for promotional or marketing purposes.

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

We will not share your opt-in to an SMS campaign with any third party for purposes unrelated to providing you with the services of that campaign. We may share your Personal Data, including your SMS opt-in or consent status, with third parties that help us provide our messaging services, including but not limited to platform providers, phone companies, and any other vendors who assist us in the delivery of text messages.

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