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Perez Prosper Finance

Privacy Policy

Last Updated: January 24, 2026

Legal disclaimer

Services Provided: Tax preparation and financial advisory services are provided by Perez Prosper Finance LLC. We are not CPAs or attorneys, and our services do not constitute legal or accounting advice beyond tax preparation.

No Guarantee of Results: While we strive for accuracy, we cannot guarantee specific tax outcomes or refunds. You are responsible for providing complete and accurate information.

Limitation of Liability: Perez Prosper Finance LLC is not liable for any indirect, incidental, or consequential damages arising from our services.

Changes to Policy: We may update this policy. Changes will be posted here with the updated date.

Privacy Policy

Perez Prosper Finance LLC ("we," "us," "our") is committed to protecting your privacy and maintaining the security of your personal and financial information. This Privacy Policy explains how we collect, use, and protect your information when you use our website and services.

1. Information We Collect

We may collect the following information:

  • Personal information (name, email, phone, address)

  • Tax and financial information provided for tax preparation services

  • Payment information processed through secure third-party processors

  • Usage data (IP address, browser type, pages visited)

2. How We Use Your Information

We use your information to:

  • Provide tax preparation and financial advisory services

  • Process payments and schedule appointments

  • Communicate about your services and appointments

  • Improve our website and services

  • Comply with legal and tax regulations

3. How We Protect Your Information

  • All tax documents are encrypted and stored securely

  • Video appointments use secure, encrypted platforms

  • Payment information is processed through PCI-compliant providers

  • Access to client data is restricted to authorized personnel only

4. Information Sharing

We do not sell your personal information. We may share information only when:

  • Required by law or IRS regulations

  • With your explicit consent

  • With secure third-party service providers under strict confidentiality agreements

5. Your Rights

You have the right to:

  • Access, correct, or delete your personal information

  • Request information about data sharing

  • Opt-out of marketing communications

6. Cookies & Tracking

This website uses cookies for functionality and analytics. You can manage cookie preferences through your browser settings.

7. Third-Party Links

Our site may contain links to third-party websites. We are not responsible for their privacy practices.

8. Children's Privacy

Our services are not directed to children under 13. We do not knowingly collect information from children.

Contact Us:

Questions about this policy? Email: privacy@perezprosperfinance.com

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