Privacy Policy

Effective Date: July 17, 2025

Introduction

Baker, Chi, and Parkey are committed to confidentiality and data protection. As a financial and legal services provider, we adhere to GLBA, CCPA, and GDPR.

Information Collected

  • We collect nonpublic personal information about you from the following sources:

    • Information you provide on applications, tax organizers, worksheets, or other documents;

    • Details about your transactions with us, our affiliates, or third parties;

    • Information received from consumer-reporting agencies;

    • Tax returns, payroll records, and court accounting documents;

    • Client contact information and legal documentation;

    • Payment processing data;

    • Information submitted through our website, including inquiries and appointment scheduling forms.

Use of Information

  • To provide tax, accounting, and consulting services

  • To file returns, issue reports, and manage records

  • For client communication and support

Disclosures

We do not sell your personal information. We may share your information only as permitted by law, including:

  • To tax authorities, courts, or other parties with your authorization;

  • To third-party service providers under nondisclosure agreements;

  • When legally required to comply with subpoenas, court orders, or regulatory obligations;

  • To internal team members who require access in order to deliver services.

Your Rights

You may :

  • Access and request corrections to your files.

  • Limit certain disclosures, unless required by law;

  • Exercise your rights under GDPR or CCPA, including the right to deletion, restriction of processing, and data portability.

Security Practices

We maintain physical, electronic, and procedural safeguards in accordance with federal standards. Our security measures include:

  • Restricted access to nonpublic personal information;

  • Secure data portals and encrypted backups;

  • Hosting of online information on secure servers located in CPA Website Solutions SOC 1 certified data centers;

  • Regular privacy and compliance training for staff.

Policy Revisions

We update this policy periodically. Revisions are posted on our website and communicated during onboarding.

Contact Us

If you have any questions about this Privacy Policy or our data practices, please feel free to contact us:

Phone: (559) 448-9222
Email: info@bcpaccountants.com
Mailing Address:
Baker, Chi and Parkey
7419 N. Cedar Ave, Suite 103
Fresno, CA 93720