Last Updated: July 27, 2026
Carlos D Quintana Inc dba Quint Tax Planning (“Quint Tax Planning,” “Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide to us.
This Privacy Policy explains how we collect, use, disclose, store, and protect information when you visit our website, submit a form, schedule an appointment, communicate with us, use our services, or otherwise interact with Quint Tax Planning.
1. Business and Contact Information
Legal Business Name: Carlos D Quintana Inc
DBA: Quint Tax Planning
Address: 15303 Ventura Blvd., 9th Floor, Sherman Oaks, CA 91403
Phone: (310) 428-6674
Email: [email protected]
Website: quinttaxplanning.com
2. Information We Collect
Depending on how you interact with us, we may collect the following categories of information:
Personal and Contact Information
This may include:
First and last name
Email address
Telephone number
Mailing address
City, state, ZIP code, and country
Business name and job title
Tax and Financial Information
When voluntarily provided in connection with an inquiry, consultation, analysis, or engagement, we may collect information concerning:
Income
Assets
Investments
Retirement accounts
Business ownership
Real estate holdings
Tax history
Estimated tax liability
Financial goals
Other tax or financial information relevant to the services requested
Please do not submit Social Security numbers, complete bank account numbers, passwords, or other highly sensitive information through an unsecured website form unless we specifically instruct you to use a secure method.
Appointment and Communication Information
We may collect:
Appointment dates and times
Form submissions
Email correspondence
Text message communications
Call records
Customer-service inquiries
Notes related to your questions, needs, or requested services
Payment Information
When you purchase services, payment information may be collected and processed by our payment-processing providers. We may receive limited transaction details, such as the payment amount, transaction date, and payment status. We do not necessarily store complete credit-card or bank-account information directly.
Website and Device Information
When you visit our website, we and our service providers may automatically collect information such as:
Internet Protocol address
Browser and device type
Operating system
Referring website
Pages viewed
Links clicked
Date and time of access
Approximate geographic location
Website interactions
Cookie and tracking information
SMS Consent Information
If you opt in to receive text messages, we may collect and maintain:
Your mobile telephone number
The date and time of consent
The form or method through which consent was provided
The disclosures shown at the time of consent
Your messaging preferences
Opt-out and help requests
Records necessary to document consent
3. How We Collect Information
We may collect information:
Directly from you through website forms, applications, questionnaires, appointments, emails, calls, or text messages
Through our customer relationship management, scheduling, and communication platforms
Automatically through cookies, pixels, analytics tools, and similar technology
From service providers that help us operate our business
From publicly available sources
From professional advisors or other individuals when you authorize them to provide information to us
4. How We Use Information
We may use personal information to:
Respond to inquiries
Evaluate whether our services may be appropriate for you
Schedule and manage appointments
Provide tax-planning, advisory, consulting, or related services
Prepare personalized analyses, projections, or recommendations
Communicate about your inquiry, appointment, or engagement
Send appointment confirmations and reminders
Send educational, informational, marketing, or promotional communications when permitted
Process payments and maintain transaction records
Maintain customer and prospect records
Improve our website, advertisements, services, and communications
Measure website and advertising performance
Protect our business, website, systems, clients, and users
Detect fraud, misuse, or security incidents
Comply with legal, regulatory, tax, accounting, and recordkeeping obligations
Establish, exercise, or defend legal claims
5. Cookies and Tracking Technologies
We and our service providers may use cookies, pixels, tags, analytics tools, and similar technologies to operate and improve our website.
These technologies may be used to:
Remember preferences
Maintain website functionality
Understand how visitors use the website
Measure traffic and performance
Analyze advertising effectiveness
Prevent fraud and improve security
Deliver or measure relevant advertising where permitted
You may be able to manage cookies through your browser settings. Disabling cookies may affect certain website features.
Some browsers and devices offer “Do Not Track” or similar signals. Because there is not currently a universally accepted standard for responding to all such signals, our website may not respond to every browser-based signal.
6. How We Disclose Information
We may disclose personal information to the following categories of recipients when reasonably necessary:
Service Providers
We may use vendors that provide services such as:
Website hosting
Customer relationship management
Appointment scheduling
Email delivery
SMS delivery
Payment processing
Data storage
Cybersecurity
Analytics
Advertising measurement
Document management
Customer support
These providers may access information only as necessary to perform services on our behalf and are expected to protect the information appropriately.
Professional Advisors
With your permission or when necessary to provide requested services, information may be disclosed to attorneys, accountants, tax professionals, financial professionals, or other advisors.
Legal and Compliance Disclosures
We may disclose information when we reasonably believe disclosure is necessary to:
Comply with a law, regulation, subpoena, court order, or governmental request
Protect our legal rights
Prevent fraud, harm, misuse, or security threats
Enforce agreements
Protect the safety of our clients, users, employees, or the public
Business Transactions
Information may be transferred as part of a merger, acquisition, reorganization, financing, sale of assets, or similar business transaction, subject to appropriate confidentiality and legal requirements.
With Your Direction or Consent
We may disclose information when you request, authorize, or consent to the disclosure.
7. SMS Messaging and Mobile Information
When you voluntarily check an SMS consent box or otherwise provide legally valid consent, Carlos D Quintana Inc dba Quint Tax Planning may send recurring informational and promotional text messages to the mobile number provided.
Messages may include:
Appointment confirmations
Appointment reminders
Follow-up communications
Service-related information
Educational tax-planning information
Marketing or promotional messages
Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe or HELP for assistance. Consent to receive marketing text messages is not a condition of purchasing any goods or services.
You may withdraw consent at any time by replying STOP or contacting us. After opting out, you may receive a final confirmation message. We may still contact you through non-SMS methods when legally permitted or necessary to provide requested services.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
8. Sale and Sharing of Personal Information
We do not sell mobile telephone information or SMS opt-in data.
We do not sell personal information in exchange for monetary payment.
Depending on the technologies used on our website, certain disclosures of internet or device activity to analytics or advertising providers may be considered “sharing” under some state privacy laws, even when no money is exchanged. Where applicable, eligible consumers may request to opt out of such sharing by contacting us using the information below.
9. Data Security
We use commercially reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, misuse, or destruction.
These measures may include access controls, secure technology providers, password protection, restricted access, staff procedures, and secure communication or document-delivery methods where appropriate.
However, no website, electronic transmission, or storage system can be guaranteed to be completely secure. You should use caution when submitting sensitive information electronically.
10. Data Retention
We retain personal information for as long as reasonably necessary to:
Fulfill the purposes described in this Privacy Policy
Provide requested services
Maintain business and client records
Document consent
Comply with tax, accounting, regulatory, and legal obligations
Resolve disputes
Enforce agreements
Protect our legal rights
Retention periods may vary depending on the nature of the information, the services provided, legal obligations, and legitimate business needs.
11. Your Choices and Privacy Rights
Depending on where you live and applicable law, you may have the right to request that we:
Confirm whether we process your personal information
Provide access to personal information we maintain about you
Correct inaccurate information
Delete certain information
Provide a portable copy of certain information
Restrict or object to certain processing
Opt you out of certain targeted advertising or sharing
Stop sending marketing emails
Stop sending marketing text messages
You may unsubscribe from marketing emails by using the unsubscribe link included in the message.
You may unsubscribe from text messages by replying STOP.
To submit another privacy request, contact:
Email: [email protected]
Phone: (310) 428-6674
Mail: Carlos D Quintana Inc dba Quint Tax Planning, 15303 Ventura Blvd., 9th Floor, Sherman Oaks, CA 91403
We may need to verify your identity before completing a request. We will not unlawfully discriminate against you for exercising an applicable privacy right.
12. California Privacy Rights
California residents may have rights under applicable California privacy laws, including rights to request access to, correction of, or deletion of certain personal information.
Where applicable, California residents may also request information concerning:
Categories of personal information collected
Sources of personal information
Business or commercial purposes for collecting information
Categories of recipients to whom information was disclosed
Specific pieces of personal information maintained about them
Whether information was sold or shared as defined by California law
These rights are subject to legal exceptions and may not apply to every business, individual, or category of information.
An authorized agent may submit a request on your behalf where permitted by law. We may require documentation confirming the agent’s authority and may also verify your identity directly.
13. Children’s Privacy
Our website and services are intended for adults and are not directed to individuals under 18 years of age.
We do not knowingly collect personal information from children under 13. If we learn that information was collected from a child under 13 without appropriate authorization, we will take reasonable steps to delete it.
14. Third-Party Websites and Services
Our website may contain links to third-party websites, applications, scheduling platforms, payment providers, or other services.
We are not responsible for the privacy, security, or content practices of third parties. You should review the privacy policies of any third-party service you use.
15. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our business practices, services, technologies, or legal obligations.
The updated version will be posted on our website with a revised “Last Updated” date. Your continued use of the website after an update constitutes acknowledgment of the revised policy to the extent permitted by law.
16. Contact Us
Questions, concerns, or privacy requests may be directed to:
Carlos D Quintana Inc dba Quint Tax Planning
15303 Ventura Blvd., 9th Floor
Sherman Oaks, CA 91403
Phone: (310) 428-6674
Email: [email protected]
Website: quinttaxplanning.com