Privacy Policy

Effective Date: September 22, 2026

Tapias Advisory Group respects your privacy and is committed to protecting the personal, business, and financial information entrusted to us.

This Privacy Policy explains how Tapias Advisory Group may collect, use, store, disclose, and protect information obtained through our website and in connection with our bookkeeping and related services.

By using our website, submitting information to us, or engaging Tapias Advisory Group for services, you acknowledge the practices described in this Privacy Policy.

1. INFORMATION WE MAY COLLECT

Depending on how you interact with Tapias Advisory Group, we may collect personal information such as your name, email address, telephone number, mailing address, business address, business name, job title, and contact preferences.

We may also collect business and financial information necessary to perform bookkeeping services, including accounting records, invoices, receipts, vendor information, customer information, payroll related information, financial reports, expenses, revenue information, accounts payable information, accounts receivable information, bank account information, credit card information, payment processor information, transaction information, account balances, and tax related documents supplied by the client.

When you use our website, certain technical information may also be collected, including IP address, browser type, device information, operating system, pages visited, referral source, website activity, and date and time of visits.

2. HOW WE USE INFORMATION

Tapias Advisory Group may use information to provide bookkeeping and related services, communicate with clients and prospective clients, respond to inquiries, reconcile financial accounts, categorize transactions, prepare financial reports, organize records, process payments, manage client relationships, maintain and improve our website and services, protect our systems, prevent unauthorized activity, satisfy legal obligations, and enforce agreements.

We will not intentionally use client financial information for purposes unrelated to the services requested without appropriate authorization.

3. HOW WE MAY SHARE INFORMATION

Tapias Advisory Group does not sell client financial information.

Information may be shared when reasonably necessary with accounting software providers, cloud storage providers, payment processors, payroll platforms, financial technology providers, information technology providers, professional advisers, contractors assisting Tapias Advisory Group, government agencies when legally required, or other parties authorized by the client.

4. THIRD PARTY SERVICES

Our services may involve third party platforms such as accounting software, financial institutions, payroll providers, payment processors, document management platforms, cloud storage systems, and communication platforms.

These providers maintain their own terms, privacy policies, and security practices.

Tapias Advisory Group is not responsible for the independent privacy practices of third party providers outside our reasonable control.

5. DATA SECURITY

Tapias Advisory Group recognizes the sensitivity of financial and business information and seeks to maintain reasonable administrative, physical, and technological safeguards designed to protect information against unauthorized access, disclosure, misuse, alteration, or destruction.

No electronic storage system, software platform, internet transmission, or communication method can be guaranteed to be completely secure.

Clients should avoid transmitting highly sensitive information through unsecured communication methods whenever a secure alternative is available.

6. ACCOUNT CREDENTIALS

Whenever possible, clients should provide accountant access, delegated access, read only access, or another appropriate permission level instead of sharing personal passwords.

If credentials must be provided, clients agree to use an approved secure method whenever available.

7. DATA RETENTION

Tapias Advisory Group may retain business records, client communications, financial information, bookkeeping work papers, and related information for as long as reasonably necessary to provide services, maintain appropriate records, resolve disputes, meet legal obligations, enforce agreements, and protect legitimate business interests.

Clients remain responsible for maintaining permanent copies of their own financial, accounting, business, and tax records.

Tapias Advisory Group should not be considered the client’s permanent record storage provider unless specifically agreed in writing.

8. CLIENT PROVIDED THIRD PARTY INFORMATION

Clients may provide information belonging to employees, customers, vendors, contractors, or other third parties.

The client represents that it has appropriate authority to provide this information to Tapias Advisory Group for the performance of bookkeeping services.

9. PAYMENT INFORMATION

Payments may be processed by third party payment processors.

Tapias Advisory Group may not directly store complete payment card information when payments are processed through an independent payment processor.

10. COOKIES AND WEBSITE TECHNOLOGY

Our website may use cookies or similar technologies to operate the website, understand traffic, improve user experience, and measure website performance.

Users may be able to control certain cookie preferences through their browser or available cookie management tools.

11. ELECTRONIC COMMUNICATIONS

Tapias Advisory Group may communicate with clients regarding inquiries, accounts, services, appointments, payments, documents, bookkeeping questions, and operational matters.

Marketing communications may also be sent where permitted by law.

Users may request to stop receiving promotional communications. Necessary service related communications may continue while a client relationship remains active.

12. CHILDREN’S INFORMATION

Our website and services are intended for businesses and adults.

Tapias Advisory Group does not knowingly seek to collect personal information online from children under the age required by applicable law.

13. PRIVACY RIGHTS

Depending on your location and applicable law, you may have certain rights regarding your personal information.

These may include requesting access, correction, or deletion of certain information where legally applicable.

Tapias Advisory Group may take reasonable steps to verify identity before completing a privacy request.

14. LEGAL DISCLOSURES

Tapias Advisory Group may disclose information when reasonably necessary to comply with applicable law, respond to lawful government requests, protect the rights or property of Tapias Advisory Group, protect clients or others, investigate suspected fraud or unlawful activity, enforce agreements, or protect our systems.

15. BUSINESS TRANSFERS

If Tapias Advisory Group is involved in a merger, acquisition, sale, restructuring, financing transaction, or transfer of business assets, information may be transferred as part of that transaction subject to applicable law.

16. THIRD PARTY LINKS

Our website may contain links to third party websites.

Tapias Advisory Group does not control and is not responsible for the privacy practices, security, content, or policies of third party websites.

17. CHANGES TO THIS POLICY

Tapias Advisory Group may update this Privacy Policy periodically.

When changes are made, the updated policy may be posted on our website with a revised effective date.

18. CONTACT

Questions or requests regarding this Privacy Policy may be directed to:

Tapias Advisory Group

Email: [email protected]

Phone: (786) 484-6047

Business Address: FL.US