Effective Date: January 13, 2026

William McConnaughy, CPA ("we," "us," or "our") operates https://www.file-past-taxes.com (the "Site"). This Privacy Policy explains how we handle your personal information when you visit our Site or use our professional services.

Information We Collect

Information You Provide

We collect nonpublic personal information about you from the following sources:

• Information we receive from you on applications, tax organizers, worksheets, and other tax preparation documents
• Information about your transactions with us, our affiliates, or others
• Information you provide through our contact forms or email correspondence
• Information you provide during consultations or phone conversations

This may include your name, email address, phone number, Social Security number, tax identification numbers, financial account information, income and expense details, employment information, and other information necessary to provide tax preparation and accounting services.

Automatically Collected Information

When you visit our Site, we automatically collect:

• Your IP address and browser type
• Pages you visit and time spent on our Site
• How you arrived at our Site
• General location information (city/state level)

We currently use Google Search Console to monitor our Site's performance and search presence. We may implement Google Analytics in the future to better understand how visitors use our Site and improve user experience.

How We Use Your Information

We use your information to:

• Prepare and file your tax returns and other required documents
• Provide tax planning, consulting, and other professional services
• Respond to your inquiries and communicate about your account
• Process payments for our services
• Maintain records as required by professional standards and tax regulations
• Improve our website through site performance monitoring
• Comply with legal and professional obligations

How We Share Your Information

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted or required by law, including:

• Service Providers: Payment processors, Google (for site performance monitoring and potentially analytics), and secure document storage providers who are bound by confidentiality agreements
• Tax Authorities: The IRS, California Franchise Tax Board, and other tax authorities when filing returns or responding to inquiries
• Professional Requirements: When required by professional standards, court orders, subpoenas, or other legal processes
• With Your Consent: When you authorize us to share information with third parties such as financial institutions or other professionals

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

Sale of Personal Information

We do not sell your personal information and have not done so in the past 12 months.

Professional Confidentiality

As a licensed CPA, we maintain professional confidentiality obligations under California law and professional standards. We restrict access to nonpublic personal information about you to those members of our firm and service providers who need to know that information to provide services to you.

Your Privacy Rights

California Residents

Under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), you have the right to:

• Know: Request information about the personal information we collect, including the categories of information, sources, purposes, and third parties we share it with
• Access: Request a copy of the specific personal information we have collected about you
• Delete: Request deletion of your personal information (subject to exceptions for professional record-keeping requirements, tax regulations, and legal obligations)
• Correct: Request correction of inaccurate personal information
• Opt-Out: Opt out of the sale or sharing of your personal information (we do not currently sell or share personal information)
• Limit Use of Sensitive Information: Request limitation on use of sensitive personal information beyond what is necessary to provide our services
• Non-Discrimination: Exercise your privacy rights without receiving discriminatory treatment

How to Submit a Request

To exercise your privacy rights, you may:

• Email us at: williammcconnaughycpa@gmail.com
• Call us at: 916-979-7690
• Write to us at: 3550 Watt Ave Ste 140, Sacramento, CA 95821-2666

We will verify your identity before processing your request and respond within 45 days. We may request additional information to verify your identity to protect your sensitive financial information.

Important Note: Some deletion requests may conflict with our professional obligations to maintain tax records. We are required by law and professional standards to retain certain client records for specified periods. We will inform you if we cannot fully comply with a deletion request due to these obligations.

Cookies and Tracking Technologies

Our Site may use cookies and similar tracking technologies. Google Search Console uses cookies to help us monitor our Site's performance in search results. If we implement Google Analytics in the future, it will use first-party cookies to analyze website traffic and improve user experience.

You can control cookies through your browser settings. Note that disabling cookies may affect some functionality of our Site.

Data Security

We maintain physical, electronic, and procedural safeguards that comply with federal and state regulations to guard your nonpublic personal information. Our security measures include:

• Secure encrypted transmission of sensitive data
• Password-protected computer systems and files
• Locked file storage for physical documents
• Limited access to personal information on a need-to-know basis
• Regular security assessments and updates

We do not collect, nor do we store, your credit card information on our servers. All payment processing is handled securely through third-party payment processors.

However, no internet transmission is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain client records in accordance with professional standards, IRS requirements, and California law:

• Tax returns and supporting documentation: Minimum of 7 years from the date of filing, or longer if required by specific circumstances
• Client communications and correspondence: Duration of professional relationship plus 7 years
• Payment records: 7 years to comply with tax and accounting requirements
• Website analytics data: According to Google's retention policies (typically 26 months for Google Analytics if implemented)

Some records may be retained longer if required by law, professional standards, or ongoing legal matters.

Children's Privacy

Our services are not directed to individuals under 18. We do not knowingly collect personal information from minors except as necessary when preparing tax returns that include dependent information provided by parents or guardians.

Third-Party Links

Our Site may contain links to other websites, including IRS.gov, California Franchise Tax Board, and other tax-related resources. We are not responsible for the privacy practices of other sites and encourage you to read their privacy policies.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will post any changes on this page with an updated effective date. For material changes, we may provide additional notice such as an email to active clients. Continued use of our Site or services after changes constitutes acceptance of the updated policy.

Contact Us

If you have questions about this Privacy Policy, wish to exercise your privacy rights, or have privacy concerns, please contact us:

William McConnaughy, CPA
3550 Watt Ave Ste 140
Sacramento, CA 95821-2666
Email: williammcconnaughycpa@gmail.com
Phone: 916-979-7690