Privacy Policy

Introduction

Sarah C. Herrera, CPA (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage our services.

Information We Collect

We may collect the following types of information:

• Personal Information: Name, email address, phone number, and mailing address when you contact us through our website or engage our services.
• Financial Information: Tax documents, financial statements, and other records necessary to provide our accounting and advisory services. This information is collected directly from you and handled with the highest level of confidentiality.
• Website Usage Data: We may collect non-personal information such as browser type, pages visited, and time spent on our site to improve your experience.

How We Use Your Information

• To provide tax preparation, bookkeeping, advisory, and other professional services
• To respond to your inquiries and communicate with you about our services
• To comply with legal and regulatory obligations
• To improve our website and service offerings
• To send relevant updates or information you have requested

How We Protect Your Information

We implement appropriate technical and organizational measures to protect your personal and financial information against unauthorized access, alteration, disclosure, or destruction. As a CPA firm, we adhere to professional standards of confidentiality required by the American Institute of Certified Public Accountants (AICPA) and the California Board of Accountancy.

Information Sharing

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

• With your explicit consent
• To comply with legal obligations, such as IRS or state tax authority requirements
• With trusted service providers who assist in our operations, subject to confidentiality agreements

Cookies

Our website may use cookies to enhance your browsing experience. You can choose to disable cookies through your browser settings, though this may affect certain website functionality.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party sites you visit.

Your Rights

Under California law (including the California Consumer Privacy Act), you have the right to request access to, correction of, or deletion of your personal information. To exercise these rights, please contact us using the information below.

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 revision date. We encourage you to review this policy periodically.

Contact Us

If you have questions about this Privacy Policy or how we handle your information, please contact us: