Serving San Diego County since 1977

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Privacy Policy

NON-PUBLIC PERSONAL OR FINANCIAL INFORMATION: 

We at THE TAX MEDIC value you as a customer and take your privacy seriously. Due to the enactment of a recent change in law, we are required to advise you of our privacy policy. Whether you are a current or former customer, your privacy is protected by us.

  • We do not sell client information
  • We restrict access to your personal and account information to those employees who need to know that information in order to provide service to you. We maintain physical, electronic, and procedural safeguards [as required by the Internal Revenue Service, IRC # 6713 and 7216] that comply with federal standards to guard your non-public personal information

NON-PUBLIC PERSONAL INFORMATION AND THIRD PARTIES

We do not provide information regarding our clients to anyone outside our office, except by court order, subpoena, or at the request or prior authorization of our clients. This authorization may, initially, be requested by phone [with proper identification], but a fax or letter of authorization must follow the telephone call.

NON-PUBLIC PERSONAL INFORMATION AND FORMER CUSTOMERS

We do not disclose non-public personal or financial information pertaining to former customers unless prior authorization is obtained from said customer or by court order or subpoena.

Your confidence in us is important and we want you to know that your personal and account information is safe. If you have any questions or concerns, please phone us at 619-426-1102 or e-mail us at Hal@TheTaxMedic.com