Guerrero CPA LLC (“we,” “us,” or “our”) is committed to protecting your privacy and the confidentiality of your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website (https://guerrerocpa.com/) and engage our professional services.

1. Information We Collect

As a CPA firm, we collect nonpublic personal information (NPI) about you to provide accounting, tax, and advisory services. This information may include:

• Identification Information: Name, address, Social Security Number (SSN), Taxpayer Identification Number (TIN), and date of birth.
• Financial Information: Income, assets, liabilities, bank account details, investment activity, and business financial records.
• Tax Documentation: W-2s, 1099s, prior year tax returns, and other records necessary for tax preparation and strategy.
• Website Usage Data: IP address, browser type, and cookies collected through your interaction with our website.

2. How We Collect Information

We collect information through various channels:

• Directly from You: Through tax organizers, worksheets, applications, and consultations.
• Secure Portals: Information uploaded via Onvio or other secure document exchange platforms.
• Third Parties: With your authorization, we may receive information from your bank, investment advisors, or attorneys.

3. Use of Information

We use your information strictly for professional purposes, including:

• Preparing your federal and state tax returns (Forms 1040, 1120, 1065, etc.).
• Developing proactive tax strategies and financial planning.
• Representing you before the IRS or state tax authorities.
• Communicating with you regarding your account and sending firm updates via newsletters.

4. Disclosure of Information

We do not sell, rent, or trade your personal information to third parties. We only disclose your information in the following circumstances:

• With Your Consent: For example, providing a copy of your tax return to a mortgage lender at your request.
• Service Providers: We may share information with trusted partners who assist us in operating our business (e.g., software providers like CCH or QuickBooks), provided they agree to keep this information confidential.
• Legal Requirements: As required by law, such as responding to a valid subpoena or court order.

5. Security of Your Information

We maintain strict physical, electronic, and procedural safeguards to protect your NPI:

• Encryption: We use secure portals (Canopy) and encrypted communication for sensitive documents.
• Access Control: Access to your personal information is restricted to employees and contractors who need that information to provide services to you.
• Website Security: Our website utilizes SSL encryption to protect data transmitted online.

6. Gramm-Leach-Bliley Act (GLBA) Notice

In accordance with federal law, we inform you that we do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law. We maintain the same standards of privacy for former clients as we do for current clients.

7. Your Rights

Depending on your residency, you may have rights regarding your data, including the right to:

• Request access to the personal data we hold about you.
• Request corrections to inaccurate information.
• Request the deletion of data (subject to IRS record retention requirements).

8. Third-Party Links

Our website may contain links to third-party sites (e.g., IRS.gov or social media). We are not responsible for the privacy practices of these external sites.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated “Last Updated” date.

10. Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us at:

Guerrero CPA LLC

508 W. Rhapsody San Antonio, TX 78216

Phone: 210-490-7100

Website: https://guerrerocpa.com/