1-951-514-2652
43460 Ridge Park Dr, Suite 200
Temecula, CA 92590-5518



Privacy Policy

It is the policy of Esther N. Phahla, CPA, A Professional Corporation to keep all information that we collect from our clients confidential from all sources. We restrict access to all nonpublic personal information about our clients  to members of our firm who need to know that information to provide services to them. We do collect nonpublic personal information about your clients from the following sources:

  • Information we receive from them on tax organizers, Federal and State tax reporting forms and other documents we use in tax preparation or tax planning or other financial and related services.
  • Information about their transactions with us, our affiliates and others, and
  • Information we may receive from outside agencies such as banks and brokerage firms.

We do not disclose any nonpublic personal information about our clients or former clients, except as permitted or approved by them in writing as listed below:

  • Required to comply with Federal, state and local law,
  • Required to comply with National, State or local licensing rules,
  • Required to disclose information in response to legal subpoenas,
  • Items they permit or request us to disclose, as authorized by them in writing,
  • Information which they authorize us to disclose by signing our engagement letter to electronically file their tax return when applicable,
  • Information which they authorize us to disclose by signing our engagement letter, that discloses that they are our client, without disclosure of financial or other personal information,
  • Client further consents to disclosure and/or use of tax information for tax preparer to initiate contact with client for the purpose of providing tax planning services and information on other financial services and products. Client acknowledges that this is for informational purposes only and in no way obligates client to pay for such financial services. Furthermore, client authorizes Esther N. Phahla, CPA, A Professional Corporation to mail or email any and all documents, which may contain their confidential information directly to/for them.