Privacy Policy

McCarthy Kaster Guerrero CPAs - Privacy Policy

Privacy Policy

Last Revised: August 17, 2026

Welcome to McCarthy Kaster Guerrero CPAs ("Company," "We," "Us," or "Our"). We are committed to protecting your personal information and your right to privacy. If you have any questions or concerns about this privacy notice or our practices with regard to your personal information, please contact us at [email protected].

When you visit our website taxes.mkgcpas.com and use any of our services (the "Services", which include the Website), we appreciate that you are trusting us with your personal information. We take your privacy very seriously. In this privacy notice, we seek to explain to you in the clearest way possible what information we collect, how we use it, and what rights you have in relation to it.

1. What Information Do We Collect?

We collect personal information that you voluntarily provide to us when you register on the Website, express an interest in obtaining information about us or our products and Services, when you participate in activities on the Website, or otherwise when you contact us.

The personal information that we collect depends on the context of your interactions with us and the Website, the choices you make, and the products and features you use. The personal information we collect may include the following:

Personal Information Provided by You: We collect names; phone numbers; email addresses; mailing addresses; job titles; contact preferences; and other similar operational information.
Payment Data: We may collect data necessary to process your payment if you make purchases, such as your payment instrument number and security code. All payment data is processed securely by our payment processors.

2. How Do We Use Your Information?

We use personal information collected via our Website for a variety of business purposes described below. We process your personal information for these purposes in reliance on our legitimate business interests, in order to enter into or perform a contract with you, with your consent, and/or for compliance with our legal obligations:

To facilitate account creation and the logon process
To send administrative and service-related communications
To fulfill and manage client tax onboarding and operational workflows
To deliver and facilitate service delivery to the user
To respond to user inquiries and offer support
To deliver targeted service communications and appointment reminders

3. SMS Consent & Carrier Non-Sharing Safeguard (A2P Compliance)

No mobile information will be shared with third parties/affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service or technical operations, is permitted.

All other use case categories strictly exclude text messaging originator opt-in data and consent; this mobile opt-in information will not be shared with or sold to any third parties or affiliates under any circumstances.

We collect your phone number strictly when you voluntarily provide it via our web forms or digital intake points. To opt out of SMS messages at any time, reply STOP to any message or text STOP to (725) 262-2846. For assistance, reply HELP or text HELP to (725) 262-2846. Message and data rates may apply. Message frequency varies.

4. Will Your Information Be Shared With Anyone?

We only process or share data based on the following legal grounds:

Consent: We may process your data if you have given us specific consent to use your personal information for a specific purpose.
Legitimate Interests: We may process your data when it is reasonably necessary to achieve our legitimate business interests.
Performance of a Contract: Where we have entered into a contract with you, we may process your personal information to fulfill the terms of our agreement.
Legal Obligations: We may disclose your information where we are legally required to do so in order to comply with applicable law, governmental requests, judicial proceedings, court orders, or legal processes.

5. Cookies and Similar Technologies

We use cookies and similar tracking technologies on our Website to help customize the site and improve your experience. Types of cookies we use include:

Essential Cookies: Required for basic website functionality, authentication, and secure portal operations.
Analytics and Performance Cookies: Used to collect aggregated information about website traffic and usage patterns.
Functionality Cookies: Remember your preferences and session state.

If you prefer to avoid cookies, you can disable them in your browser settings. Note that disabling cookies may affect website functionality.

6. How Long Do We Keep Your Information?

We will only keep your personal information for as long as it is necessary for the purposes set out in this privacy policy, unless a longer retention period is required or permitted by law (such as tax, accounting, or legal compliance requirements).

7. How Do We Keep Your Information Safe?

We aim to protect your personal information through a system of organizational and technical security measures designed to safeguard any personal information we process.

8. Do We Collect Information from Minors?

We do not knowingly solicit data from or market to children under 18 years of age. By using the Website or opting into our services, you represent that you are at least 18 years of age.

9. Your Privacy Rights & California Consumer Privacy Act (CCPA)

Depending on your location, you have rights that allow you greater access to and control over your personal information. California residents are granted specific rights under the California Consumer Privacy Act (CCPA), including the right to request access to, deletion of, or details regarding the personal information we collect.

10. Updates to This Policy

We may update this privacy policy from time to time. The updated version will be indicated by the "Last Revised" date at the top of this policy and will become effective as soon as it is accessible.