Privacy policy.
We are a tax practice. Most of what clients tell us is tax return information, which federal law treats more strictly than ordinary personal data — so this policy has a section a typical website’s does not.
Who we are
Abacus Tax & Accounting, 1101 South Winchester Blvd, Suite E-157, San Jose, CA 95128. Owned by Linda Weathers, IRS Enrolled Agent. Questions about this policy, or about data we hold on you: linda@abacustaxaccounting.com or (408) 761-9471.
What we collect
- When you book a consultation. Your name, email address, phone number, the time you choose, and anything you type into the booking form. Nothing on this site asks for a Social Security number, a bank detail, or a tax document — please do not send one through it.
- When you email or call us. Whatever you choose to send.
- What you give us once you are a client. Returns, statements, entity documents, and the rest of what the work requires. This is tax return information; see below.
- Site usage. Cloudflare Web Analytics counts page views and basic visit information (such as the page, the referring site, and the browser type). It does not use cookies and does not build a profile of you. Our host also keeps short-lived server records — IP address, browser, pages requested — for security and reliability.
Tax return information — federal and California law
Federal law (26 U.S.C. §7216, with penalties under §6713) makes it an offense for a tax return preparer to disclose or use tax return information for any purpose other than preparing your return without your written, informed consent obtained in advance. California law (Business and Professions Code §17530.5) separately prohibits a tax preparer from disclosing information obtained in preparing your return unless you consent in writing in a separate document, the law expressly authorizes it, it is necessary to prepare the return, or a court orders it.
So: we do not use your tax information to market anything to you, we do not share it with a third party for their own purposes, and we will not ask you to consent to either as a condition of being a client. Where the work genuinely requires us to coordinate with your payroll provider, bookkeeper or attorney, we will ask you first, in writing, naming who and what.
As a tax practice, we are also a “financial institution” under the federal Gramm-Leach-Bliley Act. That law and the FTC Safeguards Rule require us to give clients a privacy notice and to protect client information under a written information security program.
Why we hold it
- To schedule and hold the consultation you booked, and to answer your questions.
- To deliver the work you engaged us for, and to meet the record-keeping the IRS requires of us.
- To keep this site working and secure, and to understand which pages are useful.
Who processes it for us
These providers handle data on our behalf, under contract, and for no purpose of their own:
- GoHighLevel
- The booking calendar on this site and our client-management system, where a booking arrives and correspondence is tracked. The calendar may set cookies it needs to work.
- GetDigital
- Our web agency, which builds this site and administers the booking system for us.
- Cloudflare
- Hosting and delivery of this site, and the cookie-free Web Analytics described above.
- Microsoft 365
- Email and document storage.
We do not sell personal information, and we do not share it for cross-context behavioral advertising. Links to our LinkedIn, Facebook and X pages take you to those services, whose own privacy policies apply there.
How long we keep it
- Bookings and inquiries that do not become engagements: 24 months, then deleted.
- Client records: for as long as the IRS record-retention rules applicable to the return require, and no longer than our professional obligations support.
Your rights
Whether or not a particular privacy law applies to a practice our size, we honor these requests from anyone: to know what we hold about you, to have it corrected, and to have it deleted — subject to the records we are legally required to keep. Asking costs you nothing, and we will not treat you differently for it. Information we hold about clients is also covered by the federal and California rules above.
Write to linda@abacustaxaccounting.com. We will verify who you are before acting, because the alternative is handing your tax information to whoever asks for it.
Do Not Track
This site does not track you across other websites, so a browser’s Do Not Track signal changes nothing about how it behaves.
Security
This site is served only over HTTPS, with a strict content security policy limiting what it can load. No method of transmission is perfectly secure; if you need to send us a document, ask us for a secure way to do it rather than attaching it to an email.
Children
This site is not directed to children, and we do not knowingly collect information from anyone under 13.
Changes
If this policy changes materially, we will post the new version here and change the date below.
Effective October 17, 2026 · Abacus Tax & Accounting