Privacy Policy, Terms and Conditions

ALEJANDRO GALGUERA, CPA, PA
2828 Coral Way, Suite 201
Miami, FL 33145

Introduction

This Privacy Policy describes the practices of ALEJANDRO GALGUERA, CPA, PA (“we”, “our” or “the company”) with respect to the collection, use and disclosure of information from individuals who access our services, website or otherwise share personal information with us (collectively: “Users”).

Bases for Data Collection

We collect and process personal information (any information that can reasonably identify an individual, hereinafter “Personal Information”) for:

To provide professional accounting, bookkeeping and tax preparation services.
To communicate effectively with clients about their financial or tax matters.
Comply with applicable federal, state, and regulatory requirements.
Improve the quality and efficiency of our services.

By using our services, you consent to the collection, storage, use, disclosure, and processing of your Personal Information as described in this Privacy Policy.

Information We Collect

We can collect two types of information:

Non-Personal Information

Non-identifiable data (e.g., browser/device details, IP address, site usage statistics).

2.2. Personal Information
Identifiable data, including, but not limited to:

Contact Information: Name, email address, address, phone number.
Financial Information: Tax records, accounting details, income and expense documentation, business finances, Social Security Number or EIN (as required for tax returns).
Service Details: Information needed to prepare tax returns, accounting records, payroll information, or other financial documents.
Device Information: IP address (for website interactions only).

How We Receive Information

We may collect information when you:

Voluntarily provides details through forms, contracts, or communications.
Share documents and records necessary for accounting or tax services.
Use our website or our online services.
Interacts with third-party service providers (e.g., secure payment processors or electronic signature services) in connection with our services.

How We Use Information

We use the information collected to:

To provide, manage and deliver accounting and tax services.
To contact you regarding deadlines, updates, or service reminders.
Prepare tax returns, maintain accounting records, or manage payroll processing.
Improve service efficiency and user experience.
Comply with applicable legal, tax and regulatory obligations.

We do not rent, sell, or share Personal Information with third parties for marketing purposes.

Sharing of Personal Information

We can share information only, when necessary, with:

Government agencies (e.g., the IRS, state tax authorities), as required by law.
We will not share your SMS campaign subscription with any third party for purposes unrelated to providing the services of that campaign. We may share your Personal Data, including your SMS subscription or consent status, with third parties who help us provide our messaging services, including, but not limited to, platform providers, telephone companies, and any other providers who assist us in delivering text messages.
Legal or regulatory authorities when required to comply with applicable laws.

Data Retention

We retain Personal Information only for as long as necessary to provide services, comply with tax and legal obligations, or resolve disputes.

Cookies and Tracking Technologies

Our website (where applicable) may use cookies to improve functionality. Users can disable cookies through their browser settings, although this may affect site performance.

Third-Party Services

This policy does not apply to third-party websites linked from our communications. Please review their privacy policies separately.

Security Measures

We implement industry-standard security protocols to protect customer data. While we strive for the highest level of protection, no system is completely immune to risk.

User Rights

Users can request:

Access or correct your Personal Information.
Request limitations on how your data is used, subject to legal and contractual obligations.

Marketing Communications

You can unsubscribe from non-essential communications (e.g., newsletters, promotions). Service-critical communications (e.g., tax deadline reminders) will continue to be sent.

Children’s Privacy

Our services are intended for adults and businesses. We do not intentionally collect information from minors. If information about a minor is inadvertently provided, please contact us immediately for its removal.

Updates to this Policy

We may update this policy periodically. Changes will be reflected in the “Last Updated” section below. Your continued use of our services constitutes acceptance of the updated policy.

Last update: August 25, 2025

Contact us

For questions about this policy or your data:

ALEJANDRO GALGUERA, CPA, PA
2828 Coral Way, Suite 201
Miami, FL 33145