This Privacy Notice explains how we collect, use, share and otherwise process your personal data collected on our website. The processing of personal data in connection with client relationships is addressed in engagement agreements between us and our clients.

We may provide supplemental Privacy Notices on specific occasions when we are collecting or processing personal data about you. Those supplemental notices should be read together with this Privacy Notice.

Information collected by us about you

You may choose to provide personal or business information directly to us through the "Contact Us" form on our website, or through the job application form on the "Careers" page of our website.

Our systems may also collect information about your browser or mobile device automatically. We may use cookies, web beacons and similar devices to help us understand your activity on our website, as well as email communications. Data we collect automatically includes the type of web browser or mobile device you’re using, your operating system, your IP address and general geographical location.

How is your information used?

We may use your personal data for the following purposes:

  • To inform you about our services, new tax and accounting related, financial, legal and policy developments, relevant information in the industries we serve, and our marketing events.
  • To evaluate you as a candidate for employment with our firm.
  • For analysis to improve this website, our services or for market research.
  • For other reasons, with your consent.

Please note that we may use or disclose personal data if we are required by law to do so or if we reasonably believe that use or disclosure is necessary to protect our rights and/or to comply with judicial or regulatory proceedings, a court order or other legal process.

Sharing your information

We may share your information in the following circumstances:

  • Service Providers: We may share your information with entities that provide services to us, including companies that provide web analytics, advertising, email distribution, and other services. These entities are limited in their ability to use your information for purposes other than providing services for us.
  • Other parties when required by law or as necessary to protect our services: There may be instances when we disclose your information to legal advisors and public authorities, such as court and law enforcement agencies.
  • Other parties in connection with a transfer of assets: If we make a sale or transfer of assets, or are otherwise involved in a merger or transfer, we may provide your information to one or more third parties as part of that transaction.
  • Other parties with your consent: In addition to the sharing described in this Privacy Notice, we may share information about you with other third parties when you consent to such sharing.
Third-Party Content, Functionality and Services

Some of the content, functionality, and services included in our tax, accounting and consulting processes may be provided by third parties that are not affiliated with Mission Oaks Tax & Accounting. For example, on our social media pages we may enable you to share certain materials on the website with others. These third parties may collect or receive certain information about your use of our services, including through the use of cookies, web beacons, and similar technologies. These entities may collect this information over time and combine it with information collected from different websites and online services. We are not responsible for the privacy practices of these entities.

Children’s Information

We do not knowingly collect or store personally identifiable information about children under the age of 16, unless permitted by law. If we learn that we have collected personally identifiable information from a child under age 16, we will delete that information from our database.

How we protect your information

We use physical, technical and administrative measures to protect your information against loss, theft and unauthorized use, disclosure or modification. While we strive to protect the information we maintain, we cannot ensure or warrant the security of any information that you transmit to us since no method of data transmission or storage is 100% secure.

How long will we retain your information?

We will only retain your personal data for as long as necessary to fulfil the purposes for which it was collected and processed, including for the purposes of satisfying any legal, regulatory, accounting or reporting requirements.

To determine the appropriate retention period for your personal data, we will consider the amount, nature, and sensitivity of the personal data, the potential risk of harm from unauthorized use or disclosure, the purposes for which we process it and whether we can achieve those purposes through other means; and lastly, the applicable legal requirements.

In some circumstances we may anonymize your personal data so that it can no longer be associated with you, in which case it is no longer personal data.

Upon expiration of the applicable retention period we will securely destroy your personal data in accordance with applicable laws and regulations.

Changes to this Privacy Notice

We may update this Privacy Notice at any time, and we will make an updated copy of any such Privacy Notice available on our website.

Further Information

Should you have any questions about this Privacy Notice or inquiries regarding your personal data rights, you can contact us at or at the address below:

Privacy Officer / CEO
Mission Oaks Tax and Accounting, Inc.
1320 Flynn Road (Suite 302)
Camarillo, CA 93012