Business Name: Randall Parker, MBA: Tax & Financial Services
Website: https://www.randallparkermba.com
Contact: randall@randallparkermba.com
Jurisdiction: California, USA, serving clients worldwide

Randall Parker, MBA is an IRS-registered tax preparer (PTIN) and holder of the IRS Annual Filing Season Program (AFSP) 2026 Record of Completion. As a tax professional, we are subject to IRS Publication 4557 (Safeguarding Taxpayer Data), the Gramm-Leach-Bliley Act (GLBA), and applicable state and federal privacy regulations.

We collect only information necessary to provide tax preparation, financial consulting, and related professional services:

• Contact Information: Name, email address, phone number collected through our contact and consultation forms.
• Tax & Financial Data: Social Security Numbers (SSN/ITIN), income records, W-2s, 1099s, foreign account information, and other tax documents you provide to us directly for preparation of your tax return.
• Client Portal Documents: Files uploaded through the secure Client Portal are stored encrypted and are accessible only to you and our office.
• Website Usage Data: Anonymized analytics data such as pages visited, time on site, and browser type to improve our website. We do not use personally identifying analytics.
• Cookies: Small files stored on your device to remember your preferences and improve site performance. See Section 8 for full details.

We never collect sensitive financial data through this website's contact forms. Tax documents and SSNs are only submitted through the secure Client Portal or via encrypted email.

We use your information solely for the following purposes:

• Responding to consultation requests and inquiries
• Preparing and filing your tax returns (Form 1040, business returns, FBAR, etc.)
• Providing contract CFO, bookkeeping, and payroll services
• Communicating important tax deadlines, law changes, or account updates
• Sending our newsletter (only with your explicit consent. Unsubscribe anytime)
• Improving our website and services through anonymized analytics
• Complying with IRS, FINCEN, and other legal or regulatory obligations

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

As an IRS-registered tax preparer, we maintain a Written Information Security Plan (WISP) as required by the IRS and the Federal Trade Commission (FTC) Safeguards Rule. Our security measures include:

• Encryption of all client tax documents in transit and at rest
• Multi-factor authentication (MFA) on all systems that access taxpayer data
• Secure, role-based access controls. Only authorized personnel can view client files
• Regular security assessments and software updates
• Secure destruction of physical and electronic records per IRS guidelines
• Annual staff training on IRS Publication 4557 data safeguarding requirements
• Incident response plan: Clients notified promptly in the event of a breach per applicable law

Our data security practices comply with IRS Publication 4557, the Gramm-Leach-Bliley Act (GLBA), and the FTC Safeguards Rule (16 CFR Part 314).

If you are located in the European Union, United Kingdom, or European Economic Area, you have the following rights under the General Data Protection Regulation (GDPR):

• Right of Access: Request a copy of the personal data we hold about you.
• Right to Rectification: Request correction of inaccurate or incomplete data.
• Right to Erasure: Request deletion of your data where we have no legal obligation to retain it.
• Right to Restriction: Request that we limit how we process your data.
• Right to Data Portability: Receive your data in a structured, machine-readable format.
• Right to Object: Object to processing based on legitimate interests or direct marketing.
• Right to Withdraw Consent: Withdraw consent at any time for marketing communications.

Our legal basis for processing: Contractual necessity (tax services), legal obligation (IRS/regulatory compliance), and legitimate interests (website security and improvement).

To exercise any GDPR right, email us at randall@randallparkermba.com. We will respond within 30 days.

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

• Know what personal information we collect, use, disclose, and sell (we do not sell your data)
• Delete personal information we hold about you (subject to legal retention requirements)
• Correct inaccurate personal information
• Opt out of the sale or sharing of personal information (we do not sell or share data)
• Non-discrimination: We will not discriminate against you for exercising your rights
• Limit use of sensitive personal information

To submit a CCPA request, contact: randall@randallparkermba.com

We also respect the privacy rights of clients under the following frameworks, where applicable:

If you are a resident of any of these regions and wish to exercise your privacy rights, please contact us at randall@randallparkermba.com.

We use the following types of cookies on this website:

• Essential Cookies (Always Active): Required for core site functionality: session security, form submissions, and your cookie consent preference. These cannot be disabled.
• Analytics Cookies (Optional): Help us understand how visitors use the site so we can improve it. Only set after you grant consent via our cookie banner. No personal data is shared with third parties.

You can manage or withdraw your cookie consent at any time by clearing your browser's local storage or clicking "Cookie Settings" in our site banner.

We retain your information only as long as necessary:

• Tax returns and supporting documents: 7 years minimum per IRS guidelines
• FBAR records: 6 years per FinCEN requirements
• General correspondence and consultation records: 3 years
• Newsletter subscription data: Until you unsubscribe
• Website contact form inquiries: 12 months

Upon expiration, data is securely deleted or anonymized in accordance with IRS Publication 4557 and applicable law.

We use a limited number of trusted third-party services to operate this website. Each is bound by their own privacy policy:

• Google reCAPTCHA: Spam prevention on contact forms. Google Privacy Policy applies.
• Resend (Email): Delivery of contact form confirmations and newsletters. No data sold.
• Google Fonts: Typography loading from Google servers. No personal data collected.

We do not use Facebook Pixel, Google Ads tracking, or any behavioral advertising trackers.

This website is not directed to children under the age of 13. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately at randall@randallparkermba.com and we will delete it promptly.

For any privacy-related questions, data access requests, or to exercise your rights under GDPR, CCPA, or any other applicable law, please contact:

We may update this Privacy Policy periodically to reflect changes in our practices, technology, legal requirements, or IRS guidance. The "Last Updated" date at the top of this page indicates when the policy was last revised. Continued use of this website after any update constitutes your acceptance of the revised policy.

For significant changes affecting how we handle your tax or financial data, we will notify active clients directly via email.