Privacy Policy

Who we are

Proactive Accounting & Tax is a CPA and tax advisory practice located at 3605 Ocean Ranch Blvd, Suite 202, Oceanside, CA 92056. Our website address is https://atproactive.com.

Information we collect

This website does not require an account and does not collect personal information as you browse. We collect personal information only when you choose to provide it — for example, when you submit our contact form. In that case we receive the name, email address, phone number, and message you enter.

How we use your information

Information submitted through the contact form is used solely to respond to your inquiry and, if you become a client, to provide our services. We do not sell, rent, or share your personal information with third parties for marketing purposes.

Cookies and analytics

This website does not set cookies of its own. Third-party content embedded on the site (described below) may set cookies according to its own policies.

Embedded content from other websites

Some pages offer embedded content from other services, such as the Google Map on our contact page. The map does not load automatically — nothing is sent to Google unless you click to load it. Once loaded, embedded content behaves as if you had visited the other website directly: those services may collect data about you, use their own cookies, and monitor your interaction with the embedded content. Please refer to Google’s privacy policy for details about the map embed.

Who we share your data with

Our website is hosted on Cloudflare, and contact form submissions are processed by Cloudflare and delivered to us by email. These service providers process your data only as needed to operate the website and deliver your message. We do not otherwise share your personal information unless required by law.

How long we retain your data

Contact form submissions are retained in our email for as long as needed to respond to and follow up on your inquiry. Client records are retained in accordance with professional and legal record-keeping requirements applicable to CPAs.

Your rights over your data

You may request a copy of the personal information we hold about you, ask that we correct it, or ask that we delete it (except where we are required to keep it for legal, professional, or security purposes). To make a request, contact us using the details below.

How to contact us

If you have questions about this policy or your personal information, call us at (760) 205-0625 or write to us at 3605 Ocean Ranch Blvd, Suite 202, Oceanside, CA 92056.