At Westoaks Financial, protecting your personal and financial information is our top priority.
Information We Collect
• Personal and financial details you provide for tax preparation and related services.
How We Use It
• To prepare and file taxes accurately.
• To provide guidance, planning, and client communications.
How We Protect It
• Secure storage and limited access to authorized staff only.
• We do not sell or share your information for marketing purposes.
Your Rights
• You can request access or updates to your personal information at any time.
For questions about your privacy, contact us at:
WESTOAKS FINANCIAL
805-849-7877
660 Hampshire Rd
Suite 116
Westlake Village, CA 91361
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