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Fernandez CPA Firm Privacy Policy

Effective Date: Aug 27, 2024

1. Introduction

Fernandez CPA Firm (“FCF,” “we,” “us,” or “our”) is committed to safeguarding the privacy of our clients and website visitors. This Privacy Policy outlines the types of information we collect, how we use it, and the measures we take to protect it.

2. Information We Collect

  • Personal Information: We collect personal data such as your name, email address, phone number, and any additional information provided through our contact forms.
  • Financial Information: Through our secured client portal, we collect financial details necessary for providing our services, including payment information.
  • Anonymous Information: We gather non-personally identifiable information using Google Analytics and Google Search Console, such as landing pages visited, time spent on the site, search queries, device types, and location data.
  • Children’s Privacy: Our website is not intended for users under the age of 13, and we do not knowingly collect personal information from children.

3. Use of Your Information

We use your information to:

  • Provide and manage our services, including tax planning, bookkeeping, and financial consulting.
  • Facilitate secure communication and transactions through our client portal.
  • Improve our website’s functionality and user experience based on anonymous data.

4. Disclosure of Your Information

We may share your information with:

  • Service Providers: Third-party providers such as Google (for cloud services), QuickBooks, and Thomson Reuters, who assist in delivering our services.
  • Legal Requirements: To comply with legal obligations or to protect the rights of FCF and our clients.
  • Business Transfers: In the event of a merger, sale, or asset transfer.
  • California Residents: California residents have specific rights under the CCPA and CPRA, including the right to request information or delete personal data.

5. Security of Your Information

FCF uses SSL encryption and server-side security measures to protect your data. Access to backend systems is restricted to authorized personnel only. While we strive to use commercially acceptable means to protect your personal data, no method of transmission over the Internet is 100% secure. You are responsible for maintaining the confidentiality of your passwords and account details.

6. Your Rights

You have the right to:

  • Access, correct, or delete your personal information.
  • Opt-out of marketing communications, with the option to unsubscribe from newsletters or special promotions at any time.
  • Request details on how your data is processed.

To exercise these rights, call us at (305) 456-5142.

7. Data Retention

We retain your personal and financial information as required by law and for the duration necessary to fulfill the purposes outlined in this policy.

8. Cookies and Tracking Technologies

Our website uses cookies, web beacons, and similar technologies to track user activity and enhance your experience. You can manage your cookie preferences through your browser settings.

9. Data Breach Protocol

In the event of a data breach, FCF will immediately act to contain the breach, prevent further unauthorized access, and follow all legal protocols, including client notification as required by law.

10. Compliance with Local Laws

This Privacy Policy and our data handling practices are governed by the laws of Miami-Dade County, Florida.

11. Notification of Policy Changes

We may update this Privacy Policy from time to time. Significant changes will be posted on our website’s homepage with the updated effective date.

12. Contact Us

For questions or concerns about this Privacy Policy, please contact us at:

  • Phone: (305) 456-5142
  • Address: 5787 NW 151st Street, Unit A, Miami Lakes, FL 33014