Last Updated: February 3, 2026

Information Collection: We collect non-public personal information (NPI) provided by you for the purpose of tax preparation, accounting, and financial advisory. This includes, but is not limited to, Social Security Numbers, ITINs, financial statements, and identification documents.

Data Security: We implement industry-standard security measures, including SSL encryption and multi-factor authentication (MFA). All sensitive documents must be uploaded via our secure client portal (Drake Portals). We never request sensitive information like SSNs via unencrypted email or text.

Disclosure of Information: We do not disclose any non-public personal information about our clients or former clients to anyone, except as permitted or required by law (e.g., filing returns with the IRS/State agencies).

Bilingual Communication: By providing your contact information, you consent to receive communications in your preferred language (English or Spanish) regarding your services and relevant financial updates.

Cookies and Tracking: Our website may use cookies to enhance user experience and analyze site traffic. You can manage cookie preferences through your browser settings.

Your Rights: You have the right to review, update, or request the deletion of your personal information, subject to legal and regulatory record-keeping requirements.

Contact Us: For questions regarding this Privacy Policy, please contact us at [Insert Email Address].