GabieTax Tax & Financial Services
Last Updated: September 23, 2026

 

1. Introduction
GabieTax ("we," "us," "our," "GabieTax") offers professional bilingual (English/Spanish) tax preparation, tax resolution, and bookkeeping solutions for clients both remotely and in person. This Privacy Policy outlines how we manage, collect, utilize, and safeguard your details when you browse our site (gabietax.com), utilize our appointment booking or intake features, or partner with us for financial services.
This policy pertains specifically to data gathered via our website and digital infrastructure. It is distinct from the mandatory written consent required by IRC Section 7216 for using or sharing tax return data for non-preparation purposes; we will facilitate the signing of that specific consent during your client onboarding phase.
2. Information We Collect
We typically gather the following types of data:
Contact Details: Your full name, email, telephone number, and home or business address.
Website Form Data: Content sent via our Contact page, appointment scheduling requests, or general digital inquiries.
Financial & Tax Data: For active clients, we collect records necessary for tax filing or bookkeeping, such as income statements, Social Security numbers, and business ledgers. This sensitive data is only accepted through encrypted client portals, not standard web forms.
Technical Data: Information including IP addresses, browser specifications, device types, and site interaction metrics captured through standard analytics tools.
3. How We Use Your Information
We process collected data to:
Manage inquiries and organize consultations or professional meetings.
Execute tax filing, bookkeeping tasks, and tax resolution strategies for our clients.
Provide updates regarding your project, including status alerts and document requests.
Adhere to federal and California-specific record retention mandates for tax professionals.
Refine our digital presence and service delivery.
We strictly refrain from utilizing or disclosing your tax return data for marketing or sharing it with external parties without your express written authorization, as mandated by IRC Section 7216.
4. Third-Party Service Providers
We utilize external tools to streamline our operations. These partners may process data on our behalf:
Wix — Our primary web hosting and management environment.
Calendly — The tool used for managing our consultation calendar.
These entities only access data required for their specific functions and operate under their own independent privacy standards. We suggest reviewing their individual policies for further detail.
5. How We Protect Your Information
The security of your financial data is our priority. As registered tax professionals, we maintain rigorous safeguards in alignment with the FTC Safeguards Rule (Gramm-Leach-Bliley Act) and IRS security protocols. This includes technical, physical, and administrative measures to prevent unauthorized access or disclosure.
Confidential documents should be transmitted exclusively via our secure portal rather than standard email once established.
6. Your Rights (California Residents)
Residents of California may possess specific rights under the CCPA and CPRA, including:
The right to access the personal data we have recorded.
The right to request the erasure of your data, barring information we are legally required to keep for tax compliance reasons.
The right to prohibit the sale or sharing of your data. GabieTax never sells your personal information to third parties for marketing purposes.
To exercise these protections, please reach out via the contact methods listed below.
7. Data Retention
We archive client tax records according to IRS and California regulatory timeframes (typically three years at minimum), though we may retain data longer to fulfill professional duties or best practices.
8. Cookies and Website Analytics
Our platform may employ cookies to track site performance and enhance your user experience. You can modify your preferences at any time through your browser's security settings.
9. Children's Privacy
Our financial services are intended for adults. We do not intentionally gather data from individuals under the age of 18 through our online platform.
10. Changes to This Policy
We reserve the right to revise this policy periodically. The "Last Updated" header above indicates the most recent modification date.
11. Contact Us
For inquiries regarding this policy or our data management practices, please contact:
GabieTax Tax & Financial Services
PO Box 22, Visalia, CA 93279
Email: hello@gabietax.com
Phone: +1 (559) 356-2985