Privacy Policy

At Martin Perez CPA, we value your trust and are committed to protecting your privacy. This Privacy Policy explains how we handle your nonpublic personal information in connection with the services we provide.

Information We Collect

We collect nonpublic personal information about you from applications, tax organizers, worksheets, and other documents you provide; information about your transactions with us, our affiliates, or others; and information we receive from consumer reporting agencies.

Information We Disclose

We do not disclose nonpublic personal information about current or former clients to anyone, except as permitted by law. Disclosure may be permitted to comply with a valid legal process, regulation, or government request; cooperate with regulatory authorities; protect against fraud or unauthorized transactions; or provide services you have requested, with appropriate safeguards in place.

Our Security Practices

We restrict access to your nonpublic personal information to members of our firm who need it to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to protect your nonpublic personal information.