Privacy Policy

Last Updated: January 9, 2025

Introduction

Hector E. Garcia, CPA – Financial Services Group (“we,” “our,” or “us”) is committed to protecting your privacy and safeguarding your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website (https://hegarciacpa.com/) or use our services.

Information We Collect

Personal Information

We may collect the following types of personal information:

Name, address, email address, and phone numbers
Social Security number or Tax ID number
Financial account information
Income and employment information
Other tax-related documentation and information

Automatically Collected Information

When you visit our website, we may automatically collect:

IP address and browser type
Device information
Pages visited and time spent on our website
Referring website addresses

How We Use Your Information

We use your personal information for the following purposes:

Providing tax preparation, accounting, and financial services
Communicating with you about our services
Complying with legal and regulatory requirements
Processing your payments
Improving our website and services
Protecting against fraud and unauthorized transactions

Information Sharing and Disclosure

We do not sell, rent, or trade your personal information to third parties. We may share your information with:

Authorized employees and staff members
Third-party service providers who assist in our operations
Government agencies as required by law
Professional advisors and consultants
Financial institutions when authorized by you

Data Security

We implement appropriate technical and organizational security measures to protect your information, including:

Encryption of sensitive data
Secure file storage systems
Access controls and authentication measures
Regular security assessments
Employee training on privacy and security practices

Your Rights

You have the right to:

Access your personal information
Request corrections to your information
Opt-out of marketing communications
Request deletion of your information (subject to legal requirements)
Receive a copy of your information

Retention of Information

We retain your information for as long as necessary to:

Provide our services
Comply with legal obligations
Resolve disputes
Enforce our agreements
Meet professional standards

Cookie Policy

Our website uses cookies and similar technologies to:

Improve website functionality
Analyze website traffic
Enhance user experience
Remember your preferences

You can control cookie settings through your browser preferences.

Children’s Privacy

Our services are not directed to children under 13. We do not knowingly collect personal information from children under 13.

Changes to This Policy

We may update this Privacy Policy periodically. We will notify you of any material changes by:

Posting the new Privacy Policy on our website
Sending an email to registered users
Providing notice on our homepage

Texas Privacy Rights

As a Texas-based business, we comply with all applicable Texas privacy laws and regulations. Texas residents may have additional rights regarding their personal information.

Contact Information

If you have questions about this Privacy Policy or our privacy practices, please contact us at:

Hector E. Garcia, CPA – Financial Services Group
7800 I.H. 10 W. Ste. 710
210-492-5522
hector@hegarciacpa.com
Website: https://hegarciacpa.com/

Professional Standards

As a CPA firm, we adhere to professional standards and ethics regarding client confidentiality as required by:

American Institute of Certified Public Accountants (AICPA)
Texas State Board of Public Accountancy
Internal Revenue Service regulations

Governing Law

This Privacy Policy is governed by the laws of the State of Texas and applicable federal laws of the United States.