Privacy Policy – Secure Accounting Miami
Legal

Our Privacy Policy

At Secure Accounting Miami, we prioritize the protection of your personal information.

📅 Last Updated: August 24, 2025
By using our services, you agree to the practices outlined in this Privacy Policy. Please read this document carefully to understand how we handle your information.
1

Information We Collect

We collect personal and financial information necessary to provide tax services and optimize your financial outcomes. This includes, but is not limited to:

  • Full name and contact details
  • Mailing address and email address
  • Social Security number and tax identification number
  • Financial records and tax documentation
  • Information provided through online forms and service inquiries
2

How We Use Your Information

The information we collect is used solely for providing our tax services and optimizing your financial outcomes. This includes:

  • Preparing and filing tax returns
  • Offering personalized tax advice
  • Communicating with you about your tax filings
  • Complying with legal obligations

We do not sell, share, or disclose your personal information to third parties, except as required by law or with your explicit consent.

3

Cookies & Tracking Technologies

Secure Accounting uses cookies and similar tracking technologies on our website and client portals to enhance user experience, analyze traffic, and deliver personalized content and advertising.

What Are Cookies?

Cookies are small text files stored on your device when you visit our site. They help us recognize your browser and remember certain information — like your login status, preferences, or prior activity.

Types of Cookies We Use

Managing Cookies

You can control or disable cookies through your browser settings. Note that blocking certain cookies may impact site functionality or limit access to some features.

Third-Party Tracking

We may allow service providers and partners to use cookies, pixels, and similar technologies to help deliver analytics and advertising services.

Consent

By using our website, you consent to our use of cookies as described in this policy. Where required by law, we will ask for your explicit consent before setting non-essential cookies.

4

SMS Messaging & Compliance

By opting into our SMS messaging services, you agree to receive text messages related to our services, including appointment reminders, customer support, and important updates.

📲 Opt-In & Consent

  • You will only receive messages if you have explicitly opted in
  • We maintain timestamped records of all opt-in actions
  • We comply with the TCPA and all applicable laws

🚫 Opt-Out Instructions

  • Reply STOP at any time to cancel SMS notifications
  • You will receive a final confirmation message upon opt-out
  • All opt-out requests are processed immediately

📨 Message Frequency & Content

  • Message frequency varies based on your interactions with our business
  • Messages will be directly related to the services you have requested
  • We do not send promotional content without specific consent

❓ Help & Support

  • Reply HELP for assistance or contact us at [email protected]
  • Customer support is available during regular business hours
  • Standard message and data rates may apply

SMS Data Protection: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All SMS opt-in data and consent records are kept strictly confidential and will never be shared with any third parties.

5

Data Security

We take data security seriously and implement appropriate measures to protect your personal and financial information from unauthorized access, loss, or misuse. Our systems are regularly updated and monitored to ensure a high level of security for your sensitive data.

6

Your Rights

You have the right to access, update, or request the deletion of your personal information at any time.

  • Right to access your personal data
  • Right to correct inaccurate information
  • Right to request deletion of your data
  • Right to opt out of marketing communications
7

Updates to This Policy

We may update this Privacy Policy as necessary to reflect changes in our practices or for other operational, legal, or regulatory reasons. Please review this policy periodically to stay informed about how we protect your data.


8

Contact Us

If you have any questions about this Privacy Policy or how your information is handled, please contact us:

Secure Accounting Miami

📞 (954) 507-9354

✉️ [email protected]

📍 2222 Ponce de Leon, Coral Gables, FL 33134

🌐 secureaccounting.io

Expert tax, bookkeeping, and financial services for individuals and businesses. Trusted by clients across Miami and the United States.

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