Privacy Policy

Last updated: March 2026

Hispanic Financial ("we," "our," or "us") is dedicated to protecting the privacy and security of your personal and financial information. This Privacy Policy outlines how we collect, use, safeguard, and disclose your data in compliance with United States laws, including the Gramm-Leach-Bliley Act (GLBA) and applicable state privacy regulations.

1. Information We Collect

We may collect nonpublic personal information and other data when you use our website, fill out our contact forms, or engage our tax and accounting services. This includes:

• Personal Identifiers: Name, physical address, email address, phone number.
• Financial Data: Income, tax documents, banking details, and associated corporate information necessary for tax preparation and bookkeeping.
• Technical Data: IP addresses, browser types, and usage data collected automatically when navigating our site.

2. How We Use Your Information

Your information is primarily used to:

• Provide you with accurate tax preparation, accounting, and advisory services.
• Communicate with you regarding our services, consultations, or requests you initiated through our contact form.
• Comply with federal, state, and local tax regulations and Internal Revenue Service (IRS) mandates.

3. Information Sharing and Disclosure

As a client-centric financial firm, we do not sell, rent, or trade your personal or financial information to third parties. We only share information under the following circumstances:

• With the IRS and relevant state tax agencies solely for the purpose of filing your tax returns.
• With third-party service providers (such as secure software partners) who are bound by strict confidentiality agreements to help us render our services.
• When required by law, subpoena, or legal processes to comply with regulatory authorities.

4. Data Security

We implement robust physical, electronic, and procedural safeguards designed to protect your nonpublic personal information from unauthorized access, alteration, or disclosure. We restrict access to your personal data solely to employees who need that information to provide products or services to you.

5. Your Rights

Depending on your state of residence, you may have the right to request access to or deletion of your personal data. If you are an active client, please note that IRS regulations mandate us to retain tax records for a specific number of years, overriding certain deletion requests.

6. Contact Us

If you have questions regarding this Privacy Policy or how your data is handled, please contact us at:

Hispanic Financial
7401 Wiles Rd. Suite 126, Coral Springs, FL 33067
Email: apatino@hispanictaxinc.com
Phone: +1 (954) 464-5458