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Privacy and Security Policy

Privacy and Security Policy

Last updated: June 9, 2026

Sierra Lakes Tax Services uses this website for basic public information and appointment contact only. This website is intentionally limited so visitors are not asked to submit sensitive tax information online.

Information This Website Collects

This website does not include contact forms, tax document upload forms, payment forms, account login, advertising pixels, analytics tags, or marketing cookies. The website does not ask for Social Security numbers, ITINs, IDs, tax forms, bank details, or copies of tax notices.

Information You Provide By Phone Or Appointment

If you call to request an appointment, you may choose to provide basic contact and scheduling information. Sensitive tax records are handled only after the appointment method is confirmed, through a secure tax portal or an in-person process.

What Not To Send

Please do not send SSNs, ITINs, driver license images, tax forms, W-2s, 1099s, bank details, IRS notices, state notices, or other private tax documents through regular email, unsecured text messages, or this website.

Website Security Measures

Client Data Safeguards

Taxpayer and client information should be protected through a written security process, secure document exchange, access controls, and careful handling of paper and electronic records. This website is only one small part of that process and is not a substitute for a full tax preparer information security plan.

California Privacy Requests

California residents may call Sierra Lakes Tax Services to ask about basic contact information they provided by phone or appointment and to request correction or deletion when legally permitted. Some tax records may need to be retained when required by law, professional obligations, or tax administration needs.

Contact

For appointment or privacy questions, call (909) 215-8143.