Privacy Policy

EFFECTIVE DATE: October 1, 2020 


Wilson Tax Law Group is a U.S. law firm based in Orange County, California. We maintain two offices in Yorba Linda and Newport Beach, California. We may collect Personal Information from any of our offices or locations.

We respect your privacy. We are committed to using responsible practices in the collection, maintenance and use of Personal Information. This Privacy Policy explains how we process Personal Information. You should review this Policy each time you visit our website as we may update it from time to time without specific notice to you.

We will make every effort to review this Policy, no less than once a year, and update it whenever we have made substantive changes. When substantive changes are made, we will update the Policy effective date.

If you have questions about our Privacy Policy, you may contact us at or by phone at 1-949-397-2292.

For our friends in California, please see our Privacy Notice for California Consumers appended to this Privacy Policy below.

Should you wish to submit your Personal Information for employment consideration, please see our Privacy Notice for California Residents Applying for Employment posted on the Careers page of our website,

Communications Regarding Our Legal Services

Please note that any communications that you may have with us do not establish an attorney-client relationship. Any information sent to Wilson Tax Law before establishing an attorney-client relationship will not be held in confidence, and may be used for the benefit of the firm’s other clients or future clients. Accordingly, unless and until we formally establish an attorney-client relationship, do NOT send or otherwise communicate to us any information you would want to be maintained in confidence, whether through this website, through any email address posted on this website, or otherwise.

How We Use Your Personal Information

Wilson Tax Law Group respects your privacy and is committed to using responsible practices in the use of your Personal Information. Information we collect is for legitimate business interests, for example to provide legal services, for recruiting and for marketing legal services.

Wilson Tax Law Group does not sell your Personal Information to third parties or share it with unrelated third parties for their direct marketing campaigns. Although we do not sell Your Personal Information or share it with third parties for their own marketing purposes, we may share it with third party software companies such as for the purpose of our own marketing efforts.

How We Collect Personal Information

We collect Personal Information directly from these sources:

  • Third Parties involved in legal proceedings in which you are named
  • Legal and regulatory agencies and entities
  • In relation to a business association between you and Wilson Tax Law Group
  • In relation to a business association between you and one or more of our employees
  • Via our website,
  • Through your subscription to one of our publications, newsletters, blogs or other informational products or materials
  • By your acceptance of an invitation to and/or attendance of a firm event
  • By feedback that you have provided to us regarding a firm event or publication
  • By submission of a resumé, job or fellowship application
  • Through the recruitment or application process
  • Via conversations, mail, email, faxes, voicemail and texts sent to our employees
  • From social media services
  • Through Wellness Certificates completed by personnel and visitors to our offices as recommended by the CDC.

Types of Personal Information We Collect Directly

Here are the types of Personal Information we collect or may collect directly:

  • Name, alias
  • Personal email address
  • Home address
  • Home phone number
  • Financial information
  • Name of your business or your employer
  • Your job title
  • Business email address
  • Business address
  • Business phone number
  • Signature
  • Communications, dietary and other preferences
  • Name of spouse or partner
  • Resumés
  • Passport identifiers
  • Work permit, visa or other immigration or citizenship document identifiers
  • Languages spoken
  • Health or disability specifics
  • Reasons for applying for employment with the firm
  • Criminal or credit history
  • Information available to us on Wilson Tax Law ’s own social media accounts or on social media sites or services accessible to the public
  • Information related to the client engagement process
  • Billing and payment information for us to service your legal matter
  • Login ID and password provided for your access to one of our extranets as well as access and activity logs detailing your use of our extranets, where applicable.
  • Any other Personal Information required to comply with our legal duties


Types of Personal Information We Collect Indirectly

Here are the types of Personal Information we collect or may collect indirectly:

When you visit Wilson Tax Law ’s website, a session cookie is created. Cookies are small files in which information may be collected when you visit a website. These session cookies do not store your Personal Information. They allow our website to recognize you as you browse our website and remember that it was you who entered information to one or more of our pages. As soon as you close your browser, the session cookie is deleted.

To learn more about cookies as well as how you can manage them, visit

We use Google Analytics to track and report how you use our website. Google tracks and stores information about the type of browser you are using, your operating system, your Internet Protocol (“IP”) address, the time, date, and length of your visit and which of our website pages you visited. We use the reporting provided to us by Google to identify the preferences of our website visitors in order to improve our website content as well as to analyze website usage statistics and trends. These reports do not include your IP address. We may share this aggregate data with third parties (the most common example of which is to our website service provider for improvements to or for maintenance of our website). Google creates its own cookies as part of this process. You may wish to read Google’s privacy policy as it relates to that service.

We do not track your online activity across other websites, nor do we knowingly permit third parties to conduct online tracking of you while you are visiting our website. Consequently, we do not respond to your browser’s Do Not Track signal.

Social Media Use Awareness

For your convenience, our website contains links to other websites whose information and privacy practices are probably different than ours. If you choose to use these links, you will leave our website, and will then be subject to the privacy and information practices of those websites. We do not control and are not responsible for any of their content or their privacy policies, if any. We do not endorse or make any representations about them, or any information, software or other products or materials found there, or any results that may be obtained from using them. If you choose to access any of the other websites listed on our website, you should understand that you do so at your own risk.

Any Personal Information you choose to share on our social media pages will be visible to persons visiting those internet-based services. Please be aware that the privacy of any Personal Information you choose to share on those services is governed by the privacy policies of those social media services and not by Wilson Tax Law ’s Privacy Policy or Privacy Notices. We reserve the right to remove comments or postings from any or all of our social media accounts which we find to be offensive or illegal, unrelated to the intended subject matter or promoting the services or products of other businesses or entities.


Our website is not targeted to children under the age of 16. We do not knowingly collect Personal Information from any child visiting our website. If we become aware that such data has been collected, we will delete it.

Personal Information directly from children under the age of 16 is generally obtained through parental consent. A child’s parent or guardian may also request that the Personal Information of their child be deleted from our records by emailing us at or calling us toll-free at 1-800-949-0225.

Where Your Personal Information Is Stored

We store the Personal Information which we collect on encrypted servers and computers located in the United States where data protection and privacy regulations may differ from those in other parts of the world.

Required Disclosure

Wilson Tax Law  may disclose Personal Information about you to legal authorities (such as a subpoena, court order or a law enforcement request) if we believe in good faith that the law requires it, or if we believe that it is necessary to protect our legal interests. We may also report Personal Information as may be required by law in the event of a suspected or actual violation of applicable laws or regulations.

Any third parties that we may contract to process your Personal Information will be required to process it as we have described within our contract with them or as otherwise described in writing to them.

In the unlikely event of a sale, acquisition, merger or bankruptcy involving Wilson Tax Law , the information you have provided to us may be transferred to a third party.

How Long We Keep Your Personal Information

If you have provided us Personal Information via our website, we will retain it as long as we have an ongoing relationship with you. We audit our mailing lists regularly to remove contacts with whom we do not have an active business relationship.

If you do not want to receive email from us, please unsubscribe through the link that is included in our emails. If you do not want to receive mailings, do not check the box to receive such mailings when you give us your Personal Information, or follow the directions to remove your name from our mailing list.

If you have submitted a resumé or application for employment consideration, we will retain it as part of your personnel file if you are hired. If you are not hired for the position for which you originally applied, we may keep your resumé or job applications on file for consideration for possible future openings unless you notify us to delete them. We delete applicant resumés and job applications on file that are dated beyond the period specified in our internal retention policy.

For our clients and for individuals named within a legal matter, we may retain, for a period of time, some or all of your Personal Information for legal, ethical or business reasons.

Privacy Notice for California Consumers


EFFECTIVE DATE: October 1, 2020

Our Privacy Notice for California Consumers supplements the information contained in our Privacy Policy and applies solely to visitors, users, and others who reside in the State of California (“Consumers”, “You”). We adopt this notice to comply with the California Consumer Privacy Act of 2018 (“CCPA”) and other California privacy laws. This Notice does not apply to Wilson Tax Law Group employees residing in California. Wilson Tax Law employees in our California offices should refer instead to the “Privacy Notice for Employees in California” as posted on the firm’s intranet.

Wilson Tax Law Group collects information that identifies, relates to, describes, references, is capable of being associated with, or could reasonably be linked, directly or indirectly, with You or Your device (“Personal Information”).

We do not sell Your Personal Information to anyone. Although we do not sell Your Personal Information or share it with third parties for their own marketing purposes.

To opt out of having your Personal Information shared, or of any future instances where our current information processing methods might be designated by California law as selling Personal Information, email us at or call us at 1-949-397-2292.

Personal Information does not include:

  • Publicly available information from government records.
  • Deidentified or aggregated Consumer information.
  • Information excluded from the CCPA’s scope, such as:
    • Health or medical information covered by the Health Insurance Portability and Accountability Act of 1996 (HIPAA) and the California Confidentiality of Medical Information Act (CMIA) or clinical trial data;
    • Personal Information covered by certain sector-specific privacy laws, including the Fair Credit Reporting Act (FRCA), the Gramm-Leach-Bliley Act (GLBA) or California Financial Information Privacy Act (FIPA), and the Driver’s Privacy Protection Act of 1994.
  • Information regarding our personnel.

In the preceding twelve months, we have or may have disclosed the following categories of Personal Information for business purposes:

  • Identifiers
  • Personal Information listed in the California Consumer Records
  • Protected Information under California or federal law
  • Commercial Information
  • Biometric information
  • Internet or other similar network activity
  • Geolocation data
  • Sensory data
  • Professional or employment-related information
  • Non-public education information
  • Inferences drawn from other Personal Information.

In particular, we may have collected, depending on the nature of the interaction with, or the services provided by the firm, the following categories of Personal Information from our Consumers within the last twelve months:

Personal Information Category Types of Personal Information
Identifiers Name, alias, postal address, unique personal identifier, online identifier, Internet Protocol address, email address, account name, Social Security number, driver’s license number, passport number.
Personal Information listed in the California Customer Records statute
(Cal. Civ. Code § 1798.80(e))
Name, signature, Social Security number, physical characteristics or description, address, telephone number, passport number, driver’s license or state identification card number, insurance policy number, education, employment, employment history, bank account number, credit card number, debit card number, or any other financial information, medical information, or health insurance information. Some Personal Information included in this category may overlap with other categories.
Protected Information under California or federal law Age (40 years or older), race, color, ancestry, national origin, citizenship, religion or creed, marital status, medical condition, physical or mental disability, sex (including gender, gender identity, gender expression, pregnancy or childbirth and related medical conditions), sexual orientation, veteran or military status, genetic information (including familial genetic information).
Commercial information Records of personal property, products or services purchased, obtained, or considered, or other purchasing or consuming histories or tendencies.
Biometric information Genetic, physiological, behavioral, and biological characteristics, or activity patterns used to extract a template or other identifier or identifying information, such as, fingerprints, faceprints, and voiceprints, iris or retina scans, keystroke, gait, or other physical patterns, and sleep, health, or exercise data.
Internet or other similar network activity Browsing history, search history, information on a Consumer’s interaction with a website, application, or advertisement.
Geolocation data Physical location or movements.
Sensory data Audio, electronic, visual, thermal, olfactory, or similar information.
Professional or employment-related information Current or past job history or performance evaluations.
Non-public education information
(per the Family Educational Rights and Privacy Act (20 U.S.C. Section 1232g, 34 C.F.R. Part 99)).
Education records directly related to a student maintained by an educational institution or party acting on its behalf, such as grades, transcripts, class lists, student schedules, student identification codes, student financial information, or student disciplinary records.
Inferences drawn from other Personal Information. Profiles reflecting Your preferences, characteristics, psychological trends, predispositions, behavior, attitudes, intelligence, abilities, and aptitudes.


Your Rights and Choices

The CCPA provides California Consumers with specific rights regarding their Personal Information. The following sections describe Your CCPA rights and explains how to exercise those rights.

Access to Specific Information and Data Portability Rights

You have the right to request that we disclose certain information to You about our collection and use of Your Personal Information over the past 12 months. Once we receive and confirm Your verifiable Consumer request, we will disclose to You:

  • The categories of Personal Information we collected about You.
  • The categories of sources for the Personal Information we collected about You.
  • Our business or commercial purpose for collecting or selling that Personal Information.
  • The categories of third parties with whom we share that Personal Information.
  • The specific pieces of Personal Information we collected about You (also called a data portability request).

If we disclosed Your Personal Information for a business purpose, we will identify the Personal Information categories that each recipient obtained.

Do Not Sell My Information; Opting Out

We do not sell Your Personal Information to anyone.

Although we do not sell Your Personal Information or share it with third parties for their own marketing purposes, we may share it with third party vendors and software companies for purposes of our own marketing efforts.

To opt out of having your Personal Information shared, or of any future instances where our current information processing methods might be designated by California law as selling Personal Information, email us at or call us toll-free at 949-397-2292.

Deletion Request Rights

You have the right to request that we delete any of Your Personal Information that we collected from You and retained, subject to certain exceptions. Once we receive and confirm Your verifiable Consumer request, we will determine whether any legal exception applies.

We may deny Your deletion request if retaining the information is necessary for us or our service providers for a variety of reasons.

Exercising Your Access, Data Portability, and Deletion Rights

You may exercise the access, data portability, opt out, and deletion rights described above by submitting a verifiable request to us in one of the following ways:

  • By email at
  • By phone at 1-949-397-2292

Only You or a person registered with the California Secretary of State that You authorize to act on Your behalf may make a verifiable Consumer request related to Your Personal Information. You may also make a verifiable Consumer request on behalf of Your minor child.

You may only make a verifiable Consumer request for access or data portability twice within a 12-month period. In order for us to assist You, we ask You to provide us with information so that we may reasonably verify that You are the person about whom we collected Personal Information or are an authorized representative of that person and describe Your request with enough detail for us to understand, evaluate, and respond to it.

We will ask You these or similar questions:

  • Are You or the business You own or are employed by:
    • currently a firm client?
    • been a firm client in the past 12 months?
  • What were the names of the attorney(s) who assisted You?
  • What was the approximate timeframe that we assisted You?

To maintain the confidentiality of the Personal Information we may have collected, we cannot provide You with Personal Information if we cannot reasonably verify Your identity or authority to make the request and confirm the Personal Information relates to You or to the California Consumer who You represent.

To maintain the confidentiality of the Personal Information we may have collected, we will use only the Personal Information You provide within Your verifiable Consumer request to verify Your identity or Your authority to make the request.

All requests to delete Personal Information may be subject to our internal information retention policies and/or to any applicable legal requirements.

Response Timing and Format

We will both acknowledge receipt of Your initial request and respond to You with the results of our research into Your verifiable Consumer request within the timeframe allowances specified within the CCPA.

Any response we provide will only cover the 12-month period preceding the receipt of Your verifiable Consumer request, and may state reasons as to why we cannot comply with it.

We will use a format to provide Your Personal Information that is readily useable and should allow You to transmit the information successfully to another entity.

Changes to Our Privacy Notice

Wilson Tax Law Group reserves the right to amend this Privacy Notice for California Consumers at our discretion and at any time. When we make substantive changes to this Privacy Notice, we will post a summary at the top of the first page of this Notice and update the Notice effective date.


We will not discriminate against You for exercising any of Your CCPA rights.


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