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Privacy Policy

Effective Date: January 1, 2024

At Persona Tax, we are committed to maintaining the trust and confidence of our clients and visitors to our website, In this Privacy Policy, we’ve provided detailed information on when and why we collect personal information, how we use it, and how we keep it secure.

Information We Collect:

Contact Information

We collect information such as names, email addresses, and phone numbers when you inquire about our services or book a consultation through our website or third-party platforms like LinkedIn and Yelp.

Financial Information

For the provision of tax services, we may collect sensitive financial information, including but not limited to tax identification numbers, income details, and financial statements.

How We Use your Information

  • To provide you with the tax advisory and preparation services you've requested.

  • To communicate with you about your inquiries, appointments, and our services.

  • For internal record keeping and billing purposes.

  • To improve our services and website based on your feedback

Sharing Your Information:

We do not sell, rent, or exchange your personal information with any third parties for any reason whatsoever.

How we house and secure your data:

We use Intuit products for income tax preparation, filing, and archiving, as well as billing because the company remains one of the few with no history of data breach. The company asserts security as its top priority by investing heavily in the security of its systems such that their products are known to provide industry-leading protection.


Intuit has increased its investment in technology and people to improve cyber security to help protect customers from fraud. Intuit also maintains a team of dedicated technologists and data scientists working 24/7 to refine its processes and to stay ahead of criminals. Intuit has a number of security measures in place to protect its customers and they continue to strengthen the security features.

Intuit’s rigorous fraud detection and prevention program includes:

  • Implementing multi-factor authentication (MFA): MFA helps Intuit verify that a user is the account owner when attempting to access an account. For more information, see here.

  • Sophisticated data analytics and risk models developed by fraud data scientists to help Intuit better prevent and detect fraudulent activity.

  • Role Management for My Account. This feature provides the ability to add, edit, or view information in My Account based on Permissions.

Data Security

We take precautions to protect your information. When you submit sensitive information via the website, your information is protected both online and offline. Only employees who need the information to perform a specific job (for example, billing or client service) are granted access to personally identifiable information.

Your Rights: You have the right to:

  • Access the personal information we hold about you.

  • Request the correction of incorrect information we hold about you.

  • Request that we delete your personal information.

  • Object to the processing of your personal information.


Our website is built on the secure Wix platform. We have only activated so-called performance cookies to ensure a high-performance and satisfactory user experience. We do not deploy advertising or other types of snooping cookies.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The effective date will be adjusted accordingly, and we encourage you to review our policy periodically.

Contact Us: If you have any questions about this Privacy Policy or our treatment of your personal information, please contact us at or call us at (818) 584-6536

This Privacy Policy provides a framework for handling personal information but may need adjustments to comply with local laws or specific business requirements.

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