Introduction

Iraheta CPA is committed to protecting the privacy, confidentiality, and security of your personal information. This Privacy Policy explains how your information is collected, used, stored, and protected when you engage my services or visit my website.

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As a Certified Public Accountant, I am committed to safeguarding your information in accordance with applicable federal and state privacy laws and professional standards.

 

Information I Collect

I collect nonpublic personal information necessary to provide tax preparation, tax planning, accounting, and advisory services. This information may include:

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• Information obtained during interviews regarding your tax and financial situation.

• Information you provide through tax organizers, questionnaires, engagement documents, or other communications, including your name, address, telephone number, email address, Social Security number, taxpayer identification number, date of birth, dependent information, income, deductions, and other tax-related information.

• Tax documents and financial records you provide, including Forms W-2, Forms 1099, Forms K-1, brokerage statements, mortgage interest statements, retirement account information, business records, and other documents necessary to prepare tax returns or provide professional services.

 

How Your Information Is Used

Your information is used solely for legitimate business purposes, including:

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• Preparing and filing federal, state, and local tax returns.

• Providing tax planning, accounting, bookkeeping, payroll, and consulting services.

• Communicating with you regarding your engagement, requested services, or updates.

• Maintaining client records and complying with professional, legal, and regulatory requirements.

• Protecting against fraud, unauthorized access, or other security risks.

 

Technology and Service Providers

To provide services efficiently and securely, Iraheta CPA utilizes industry-standard technology platforms and trusted third-party service providers, including secure client portals, electronic signature services, document management systems, cloud-based software, payment processors, and tax preparation software.

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Iraheta CPA may also utilize artificial intelligence-assisted technology to improve administrative efficiency, document organization, drafting, summarization, and research. These tools are used solely to assist in providing professional services and do not replace professional judgment.

 

All tax advice, tax return preparation, and client communications are reviewed by Julio M. Iraheta Jr., CPA, prior to being provided to clients. Reasonable safeguards are maintained to protect confidential taxpayer information, and taxpayer information is not knowingly disclosed in violation of applicable federal or state law.

 

Disclosure of Your Information

I do not sell, rent, or share any nonpublic personal information about current or former clients to anyone except:

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• As authorized by you.

• As necessary to provide the professional services you have requested.

• As required or permitted by applicable law or professional standards.

 

Information Security

I maintain physical, electronic, and administrative safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction. These safeguards include the use of secure technology, encryption where appropriate, access controls, and other commercially reasonable security measures.

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These safeguards are maintained in accordance with applicable federal regulations and industry best practices.

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Your Choices

You may request access to or correction of your personal information by contacting Iraheta CPA. Certain records may be retained as required by law, professional standards, or record retention policies.

 

Changes to This Privacy Policy

This Privacy Policy may be updated periodically to reflect changes in applicable laws, technology, or business practices. The most current version will be posted on this website and will include the effective date of the revision.

 

Contact

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

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Iraheta CPA
Julio M Iraheta Jr, CPA
916-317-5190
mytaxes@irahetacpa.com

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Last Updated: 06/27/2026