Privacy Policy

Last updated: 2026

Information we collect

When you contact us through this website we collect the information you choose to provide: your name, email address, phone number and the contents of your message. If you become a client, we collect the financial and identifying information required to perform the engagement you have hired us for.

How we use it

We use your information only to respond to your inquiry, to deliver the professional services you have engaged us to provide, and to meet our legal and regulatory obligations. We do not sell your information, and we do not share it with third parties for marketing purposes.

Confidentiality

As a CPA firm we are bound by professional standards of confidentiality. Client information is disclosed to third parties only with your consent or where required by law, subpoena, or applicable professional standards.

Document security

Tax documents and other sensitive materials should be exchanged through our secure client portals rather than by email or through the website contact form. Please do not send Social Security numbers, account numbers or images of tax documents through unsecured channels.

Cookies and analytics

This site may use cookies and standard analytics tools to understand aggregate traffic patterns and improve the site. You can disable cookies in your browser settings.

Third-party links

Our site links to third-party platforms, including our client portals and government resources. Those sites operate under their own privacy policies, which we encourage you to review.

Contact

Layman's Tax & Accounting Inc. · 404 N. 2nd Ave, Upland, CA 91786 · (909) 946-4242 · info@laymansta.com