Privacy Policy

RBT-CPA Privacy Policy

Who we are

Our website address is: Our phone number is 858-430-0300. Our email address is

What personal data we collect and why we collect it:

Contact forms

We use a contact form on our website in case visitors would like to reach us via a contact form. We collect your full name, phone number, email address and any message you include. We store this information so that we can respond to your inquiry. By submitting our form you agree to be contacted by us.


When you access our website, our servers may place small text files (“cookies”) on your computer for record keeping purposes. Among other things, cookies enable us to gather information about your activity on our website for the purposes of improving your online experience, establishing secure user accounts, remembering your preferences and settings, and for other similar customization purposes.

Links to other websites

We use third-party resources for our client portal, for client payment processing, and for storing and displaying our tax guide articles and resources. Client portal is handled by and their privacy policy can be found HERE.  Our client payment processing is handled by and their privacy policy can be found HERE. Our tax guide articles and resources are handled by


We are not currently using an analytic service such as Google Analytics.

How we protect your data

Your data is protected by standard industry practices for email wp-content/uploads and computer security.