How it works.

1. Information We Collect

When you contact us through our website, we collect personal information you voluntarily provide, including your name, email address, phone number, and any details about your tax situation. We may also collect basic technical data such as browser type and IP address through standard web analytics.

2. How We Use Your Information

We use the information you provide solely to respond to your inquiry, deliver tax advisory services, and communicate with you about your account. We do not use your information for marketing purposes without your consent.

3. How We Protect Your Information

Crownpoint Tax Advisory takes the protection of your personal and financial information seriously. All client data is handled in accordance with IRS Circular 230 and applicable California privacy laws, including the California Consumer Privacy Act (CCPA). We use industry-standard security practices to protect your data from unauthorized access.

4. Sharing of Information

We do not sell, trade, or rent your personal information to third parties. We may share your information only as required by law, such as to comply with IRS or FTB requirements, or with your explicit written consent.

5. California Privacy Rights (CCPA)

If you are a California resident, you have the right to request access to the personal information we hold about you, request deletion of your information, and opt out of any sale of personal information. To exercise these rights, contact us at paul@cp-tax.com.

6. Cookies

Our website uses cookies and similar technologies, including Google tags, to understand how visitors use our site, measure the performance of our advertising, and show relevant ads. These tools may collect information such as your IP address, device and browser details, and pages viewed. You can manage or block cookies in your browser settings, and you can control Google ad personalization at adssettings.google.com. We do not sell your personal information, and we never place these tags on our secure document upload page.

7. Third-Party Links

Our website may contain links to third-party services such as Google Calendar. We are not responsible for the privacy practices of those services.

8. Contact Us

If you have questions about this Privacy Policy, please contact us at paul@cp-tax.com or 714-732-2017.

1. Not Legal Advice

The information provided on this website is for general informational purposes only. Nothing on this site constitutes legal advice. Crownpoint Tax Advisory is a tax advisory firm, not a law firm. For legal matters, please consult a licensed attorney.

2. Tax Advice Disclaimer

General tax information on this website does not constitute personalized tax advice. Tax laws vary by individual circumstance and are subject to change. Outcomes described on this website are illustrative and not guaranteed. Always consult directly with a qualified tax professional before making financial decisions.

3. No Client Relationship

Visiting this website or submitting a contact form does not establish a client-advisor relationship with Crownpoint Tax Advisory. A formal engagement letter signed by both parties is required before any advisory services begin.

4. Accuracy of Information

While we make every effort to ensure the accuracy of information on this website, Crownpoint Tax Advisory makes no warranties or representations regarding the completeness, accuracy, or timeliness of the content. Tax laws and regulations change frequently and content may not reflect the most current developments.

5. Results Not Guaranteed

Any references to tax savings, client outcomes, or results on this website are illustrative examples only. Individual results will vary based on each client's specific circumstances, tax situation, and applicable law. Past results do not guarantee future outcomes.

6. IRS Circular 230 Disclosure

To the extent any tax advice is contained on this website, it was not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code.

7. Contact Us

If you have questions about this Disclaimer, please contact us at paul@cp-tax.com or 714-732-2017.