Legal
Last updated: March 1, 2026
Trofeo Accounting ("we," "our," or "us") is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage our services. Please read this policy carefully. If you disagree with its terms, please discontinue use of our site.
We may collect information about you in a variety of ways, including:
Personal Data. When you contact us, book a consultation, or engage our services, we may collect personally identifiable information such as your name, email address, phone number, business name, and financial information necessary to provide accounting and tax services.
Usage Data. We may automatically collect certain information when you visit our website, including your IP address, browser type, operating system, referring URLs, and pages viewed. This data is used solely to improve our website experience.
Communications. If you contact us via email or our contact form, we retain the content of your messages and our responses.
We use the information we collect to:
We do not sell, rent, or trade your personal information to third parties for marketing purposes.
We may share your information in the following limited circumstances:
Service Providers. We may share data with trusted third-party vendors who assist us in operating our website or conducting our business (e.g., scheduling software, cloud storage, accounting software), provided they agree to keep your information confidential.
Legal Requirements. We may disclose your information where required by law, regulation, court order, or governmental authority, or where we believe disclosure is necessary to protect our rights or the safety of others.
Professional Obligations. As a CPA firm, we are bound by professional confidentiality standards. Client financial information is shared only as necessary to provide your requested services or as required by applicable law.
We implement commercially reasonable administrative, technical, and physical security measures to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.
Client financial and tax data is handled in accordance with applicable professional standards and IRS guidelines for tax practitioners.
We retain personal information for as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations (including IRS record-keeping requirements), resolve disputes, and enforce our agreements. Tax-related records are typically retained for a minimum of seven (7) years in accordance with IRS guidelines.
Our website may use cookies and similar tracking technologies to enhance your browsing experience and analyze site traffic. You may set your browser to refuse cookies; however, some features of the site may not function properly without them.
We use analytics tools (such as website analytics services) to understand how visitors interact with our site. This data is aggregated and anonymized where possible.
Our website may contain links to third-party websites, including our scheduling platform (Calendly) and social media profiles. We are not responsible for the privacy practices of those sites and encourage you to review their respective privacy policies.
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a minor, please contact us immediately and we will take steps to delete it.
Depending on your location, you may have the right to:
To exercise any of these rights, please contact us at [email protected].
We reserve the right to update this Privacy Policy at any time. Changes will be posted on this page with an updated "Last Updated" date. Your continued use of our website or services after any changes constitutes your acceptance of the revised policy.
If you have questions or concerns about this Privacy Policy or our data practices, please contact us: