Privacy Policy

Last Updated: February 20, 2026

Introduction

RP Associates / Fortuna Tax & Advisory Corp ("we," "us," "our," or "Company") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our office, book appointments, use our services, and communicate with us via SMS messaging.

Please read this Privacy Policy carefully. If you do not agree with our policies and practices, please do not use our services.

1. Information We Collect

Personal Information You Provide

When you book a tax preparation appointment or use our services, we may collect:

Full name
Phone number
Email address
Physical address
Social Security Number
Tax documents and financial information
Information about dependents
Payment information (if applicable)

How We Collect Information

Through phone calls (818-362-5523)
Online appointment booking forms
In-person visits to our office at 13741 Foothill Blvd, Suite 140
Email communications
Text message (SMS) confirmations and reminders

2. How We Use Your Information

Service Delivery: To prepare your tax returns and provide tax preparation services
Appointment Management: To confirm appointments, send reminders, and manage scheduling
Communication: To contact you about your appointment or services via phone, email, or SMS
Compliance: To comply with IRS regulations and federal and state tax laws
Business Operations: To improve our services and operations
Customer Service: To respond to your inquiries and provide support

3. SMS Message Communications

How You Opt In

You will only receive SMS messages from us after you have affirmatively opted in through one of the following methods:

Online: By checking an unchecked SMS consent box on our appointment request form at fortunataxadvisory.com.
In person: By signing or initialing the SMS consent section of our paper booking form at our office.
By phone: By giving verbal consent when staff reads our SMS disclosure during appointment confirmation. Consent is logged in our booking system.

Consent is voluntary and is not a condition of receiving tax preparation or advisory services.

Types of Messages You Will Receive

After opting in, you consent to receive the following transactional messages from RP Associates / Fortuna Tax & Advisory Corp:

Appointment Confirmations: Sent immediately after booking.
Appointment Reminders: Sent approximately 24 hours before your scheduled appointment.
Service-Related Messages: Other important transactional messages related to your tax preparation services.

Message Frequency & Rates

Message frequency: Approximately 2 messages per appointment (one confirmation + one reminder). Additional service-related messages may be sent only if required.

Msg & data rates may apply. Standard message and data rates from your mobile carrier may apply depending on your wireless plan. We do not charge you for SMS messages we send.

Opting Out & Help

To opt out: Reply STOP at any time to any SMS message we send. You will receive a one-time confirmation that you have been unsubscribed and will not receive further SMS messages from us.
For help: Reply HELP to any SMS message we send, or contact us at 818-362-5523 or rpataxservice@gmail.com.

Privacy of SMS Information

Mobile phone numbers and SMS opt-in consent are not shared with, sold to, or rented to any third parties or affiliates for marketing or promotional purposes. Phone numbers collected for SMS purposes are used only to send the transactional messages described above. This information is not shared with third parties or affiliates for marketing purposes under any circumstances.

4. Information Sharing and Disclosure

We do NOT sell, trade, or rent your personal information to third parties. We may share your information in limited circumstances:

Service Providers: With third-party providers who assist us in operating our business under strict confidentiality agreements
Legal Compliance: When required by law, court order, or government regulation
Tax Authorities: With the IRS and state/local tax authorities as required by tax law
Business Transfers: In the event of a merger, acquisition, or sale of assets

5. Data Security

We implement reasonable security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. These measures include secure file storage, encrypted digital communications, password-protected systems, limited employee access to sensitive information, and compliance with tax preparation industry standards.

No method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security of your information.

6. Data Retention

We retain your personal information for as long as necessary to provide our services, comply with IRS and tax regulations (typically 7 years for tax records), resolve disputes, and enforce our agreements.

7. Your Rights and Choices

Access: Request access to your personal information
Correction: Request correction of inaccurate information
Deletion: Request deletion of your information (subject to legal retention requirements)
Opt-Out: Opt out of marketing communications or SMS messages

To exercise any of these rights, please contact us:

Phone: 818-362-5523
Email: rpataxservice@gmail.com
Address: 13741 Foothill Blvd, Suite 140, Sylmar, CA 91342

8. Sensitive Information

Your Social Security Number, tax documents, and financial information are considered sensitive. We take extra precautions to protect this information and only use it for tax preparation purposes as required by law, in strict accordance with IRS regulations and tax preparation industry best practices.

9. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of changes by posting the updated policy on our website and updating the "Last Updated" date.

11. Contact Us

RP Associates / Fortuna Tax & Advisory Corp
📍 13741 Foothill Blvd, Suite 140, Sylmar, CA 91342
📍 190 Sierra Court, Unit A-6 #317, Palmdale, CA 93551
📞 818-362-5523
📧 rpataxservice@gmail.com

Hours: Monday–Friday 9 AM–9 PM | Saturday–Sunday 8 AM–6 PM