Privacy Policy

ARC Tax & Advisory — Last updated: July 20, 2026

1. Purpose of This Privacy Policy

This privacy policy explains how ARC Tax & Advisory ("we," "us," or "our") collects and processes your personal data through your use of this website, including any data you may provide when you fill out our contact form, request a consultation, upload files, or submit a payment.

2. The Data We Collect About You

We may collect, use, and store different kinds of personal data about you, which we have grouped as follows: Identity Data includes first name and last name. Contact Data includes mailing address, email address, and telephone numbers. Communication Data includes information you provide in messages sent through our contact form or by email, phone, or text message.

3. How Is Your Personal Data Collected?

We collect data from and about you through direct interactions. You may provide your Identity and Contact Data by filling in forms on our website, scheduling a consultation, or corresponding with us by mail, phone, email, text message, or otherwise.

4. How We Use Your Personal Data

We will only use your personal data when the law allows us to. Most commonly, we will use your personal data in the following circumstances: where we need to perform the engagement we are about to enter into or have entered into with you; where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests; and where we need to comply with a legal obligation.

Marketing and Promotional Messages. We may use your Identity and Contact Data to form a view on what services and information may be relevant to you. You will receive marketing communications from us only if you have requested information from us or engaged our services and you have not opted out of receiving such communications.

Unsubscribe Instructions. You can ask us to stop sending you marketing messages at any time by following the opt-out links in any marketing message sent to you or by contacting us directly. If you opt out of receiving marketing messages, this will not apply to personal data provided to us in connection with an active engagement or transaction.

5. SMS Consent

If you provide your phone number and consent to receive text messages from ARC Tax & Advisory, your consent will not be shared with or sold to third parties or affiliates for marketing purposes. Any phone numbers collected for SMS communication will be used solely for the intended communication between you and ARC Tax & Advisory and will not be disclosed to other companies. Message and data rates may apply. Message frequency varies. You may opt out of text messages at any time by replying STOP, or reply HELP for assistance.

6. Data Security

We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used, or accessed in an unauthorized way, altered, or disclosed. As a tax practice, we maintain safeguards consistent with our professional and legal obligations regarding client information.

7. Data Retention

We will only retain your personal data for as long as necessary to fulfill the purposes we collected it for, including satisfying any legal, accounting, tax, or reporting requirements.

8. Your Legal Rights

Under certain circumstances, you have rights under applicable data protection laws concerning your personal data, including the right to request access to your personal data, request correction, request erasure, object to processing, request restriction of processing, request transfer of your personal data, and withdraw consent.

9. Changes to This Privacy Policy

This version was last updated on the date shown above. Historic versions can be obtained by contacting us. Please keep us informed if your personal data changes during your relationship with us.

10. Contact Details

For further information on this privacy policy, to exercise any of your rights, or for any other questions, you can contact us:

ARC Tax & Advisory
2121 41st Ave., Suite 301, Capitola, CA 95010
2110 K St., Suite 244, Sacramento, CA 95816
Phone: (831) 464-8481
Email: info@arctaxandadvisory.com