Last Updated: June 29, 2026
1. Introduction
Garcia & Pino, PLLC (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal and financial information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website at www.garciapinocpa.com (the “Site”), contact us, or subscribe to our communications.
As a certified public accounting firm, we are also bound by professional standards of confidentiality and by federal financial-privacy laws that govern how we handle client information. Where those obligations are more protective than this Policy, the more protective standard applies.
By using our Site or providing information to us, you acknowledge that you have read and understood this Privacy Policy. If you do not agree with it, please do not use the Site.
2. Scope of This Policy
This Policy applies to information collected through our Site and related online communications, such as web forms and newsletter sign-ups. It does not apply to information collected offline, through engagement letters, or through secure channels used during a professional engagement, which are governed by your engagement agreement and applicable law.
3. Information We Collect
Information You Provide to Us
We collect information you voluntarily provide, including when you complete a contact or consultation request form, subscribe to our newsletter, or otherwise communicate with us. This may include:
- Name and business name
- Email address and phone number
- The subject of your inquiry and any message content you choose to share
- Your communication and marketing preferences
Please do not submit sensitive information—such as Social Security numbers, tax returns, bank account details, or other confidential financial documents—through general website forms or email. We will provide a secure method for transmitting such information once an engagement begins.
Information Collected Automatically
When you visit our Site, we and our service providers may automatically collect certain technical information through cookies and similar technologies, including:
- IP address and approximate geographic location
- Browser type, device type, and operating system
- Pages viewed, links clicked, and time spent on the Site
- Referring website or source, and the dates and times of your visits
Information From Third Parties
We may receive limited information from analytics and advertising providers, or from referral sources, to help us understand Site usage and improve our services.
4. How We Use Your Information
We use the information we collect for legitimate business purposes, including to:
- Respond to your inquiries and provide requested information about our services
- Schedule and conduct consultations
- Send our newsletter, tax updates, and other communications you have requested
- Operate, maintain, secure, and improve our Site
- Analyze website traffic and usage trends
- Comply with legal, regulatory, and professional obligations
- Detect, prevent, and address fraud, security issues, and technical problems
5. Cookies and Tracking Technologies
We use cookies and similar technologies to operate the Site, remember your preferences, and measure performance. Cookies are small text files stored on your device. We may use:
- Essential cookies that are necessary for the Site to function.
- Analytics cookies (for example, Google Analytics) that help us understand how visitors use the Site so we can improve it.
- Marketing cookies that may be used to measure the effectiveness of our outreach. We use these only where permitted and, where required, with your consent.
You can control cookies through your browser settings and, where offered, through a cookie banner on our Site. To learn how Google Analytics handles data, see Google’s policies at https://policies.google.com/privacy. Disabling cookies may affect how the Site functions.
6. How We Share Your Information
We do not sell your personal information. We share information only as needed to operate our firm and as permitted by law, including with:
- Service providers that perform functions on our behalf—such as website hosting, email delivery, analytics, and scheduling—under confidentiality obligations and only for the purposes we authorize.
- Professional and regulatory bodies where disclosure is required by professional standards, peer review, or law.
- Legal and safety purposes to comply with a subpoena, court order, or other legal process, or to protect the rights, property, or safety of our firm, our clients, or others.
- Business transfers in connection with a merger, acquisition, or sale of firm assets, subject to applicable confidentiality protections.
7. Confidentiality of Tax and Financial Information
As a CPA firm, we are a financial institution under the federal Gramm-Leach-Bliley Act (GLBA) and are subject to its Privacy Rule and Safeguards Rule. We are also bound by AICPA and Florida Board of Accountancy professional standards regarding client confidentiality.
In addition, federal law (Internal Revenue Code § 7216) restricts how tax return preparers may use or disclose information provided to prepare a tax return. We will not use or disclose your tax return information for purposes other than preparing your return without your prior written consent, except as permitted by law.
We maintain a separate client privacy notice describing our information practices for clients of the firm. That notice, provided in connection with your engagement, governs the confidential information you share during a professional engagement.
8. How We Protect Your Information
We maintain reasonable administrative, technical, and physical safeguards designed to protect your information against unauthorized access, use, or disclosure, consistent with the GLBA Safeguards Rule. These measures include access controls, secure file transfer for confidential documents, and staff training. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.
9. Data Retention
We retain personal information only as long as necessary to fulfill the purposes described in this Policy, to provide our services, and to comply with our legal, regulatory, professional, and record-keeping obligations. Client records are retained in accordance with applicable professional standards and our records-retention policy. When information is no longer needed, we securely dispose of it.
10. Your Privacy Choices and Rights
You may:
- Request access to, correction of, or deletion of the personal information you have provided through the Site
- Unsubscribe from marketing emails at any time (see Section 11)
- Adjust your browser settings to limit cookies
Florida residents. Florida has enacted the Florida Digital Bill of Rights, which currently applies only to certain large for-profit businesses that meet specified revenue and data-processing thresholds. While our firm may not meet those thresholds, we honor reasonable requests to access or delete website-collected personal information. To make a request, contact us using the details in Section 15. We may need to verify your identity before responding, and certain information may be exempt because it is subject to GLBA, the Internal Revenue Code, or our professional recordkeeping duties.
11. Email Communications
If you subscribe to our newsletter or other updates, you will receive emails consistent with the federal CAN-SPAM Act. Every marketing email includes an unsubscribe link, and you may opt out at any time. We may still send you non-promotional messages related to a service you have requested or an active engagement.
12. Third-Party Links
Our Site may contain links to third-party websites, such as the IRS, the Florida Department of Revenue, or our service providers. We are not responsible for the privacy practices or content of those sites. We encourage you to review their privacy policies.
13. Children’s Privacy
Our Site is intended for a general business audience and is not directed to children under 13. We do not knowingly collect personal information from children. If you believe a child has provided us information, please contact us and we will delete it.
14. Do Not Track
Some browsers offer a “Do Not Track” signal. Because there is no common industry standard for responding to these signals, our Site does not currently respond to them. We will update this Policy if that changes.
15. Contact Us
If you have questions about this Privacy Policy or our information practices, or wish to exercise a privacy choice, contact us at:
Garcia & Pino, PLLC
9900 SW 107 Ave, Suite 103, Miami, FL 33176
Email: info@garciapinocpa.com
Phone: (305) 711-8611
Website: www.garciapinocpa.com
16. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. We will post the revised version on this page and update the “Last Updated” date above. Material changes may be communicated through a notice on our Site or by email. Your continued use of the Site after changes take effect constitutes acceptance of the revised Policy.