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Our Privacy Policy

At Secure Accounting Miami, we prioritize the protection of your personal information. This Privacy Policy outlines how we collect, use, and safeguard the data we receive from individuals and businesses in connection with the high-quality, personalized tax services we offer. By using our services, you agree to the practices outlined below.

Last Updated on August, 24, 2025

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, your name, address, email, Social Security number, tax identification number, and financial records. We collect this information through various means, such as direct interactions, online forms, and service inquiries.

How We Use Your Information

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

  1. Preparing and filing tax returns

  2. Offering personalized tax advice

  3. Communicating with you about your tax filings

  4. 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.

Cookies and Tracking Technologies

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


1. 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.


2. Types of Cookies We Use:


  • Essential Cookies: Necessary for our site and client portals to function properly (e.g., login authentication, security).

  • Analytics Cookies: Help us understand how visitors use our website (e.g., Google Analytics) so we can improve performance and usability.

  • Advertising Cookies: Used to deliver relevant ads and measure campaign effectiveness. These may be set by us or third parties such as Meta (Facebook) or Google.

  • Functional Cookies: Remember your choices (like region or language) to provide a customized experience.


3. 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.


4. Third-Party Tracking:
We may allow service providers and partners to use cookies, pixels, and similar technologies to help deliver analytics and advertising services. These third parties may collect information about your online activity over time and across different websites.


5. 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.

SMS Messaging & Compliance

Text Message Program Terms & Conditions

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 Telephone Consumer Protection Act (TCPA) and all applicable laws

Opt-Out Instructions:

• You can cancel SMS notifications at any time by replying "STOP"
• You will receive a final confirmation message, and no further messages will be sent unless you re-opt in
• 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 {{location.email}}
• Customer support is available during regular business hours

Carrier Information:

• Standard message and data rates may apply
• Carriers are not liable for delayed or undelivered messages
• Supported carriers include AT&T, Verizon, T-Mobile, Sprint, and most regional carriers

SMS Data Protection Statement

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

We implement strict data protection measures to safeguard your SMS opt-in information and consent records.





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.

Your Rights

You have the right to access, update, or request the deletion of your personal information at any time. If you have any questions or concerns regarding your data, please contact us using the details provided below.

Updates to the Privacy 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.

Contact Us

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

Call: (954) 507-9354

Email: support@secureaccountingmiami.com

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