Legal
Privacy Policy
Last updated July 11, 2026
Cruz Financial Services (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal and financial information you share with us. This Privacy Policy explains what information we collect, how we use it, and the choices you have. It applies to information gathered through this website and in the course of providing bookkeeping, tax preparation, and related financial services.
Information We Collect
Depending on how you interact with us, we may collect:
- Contact details such as your name, email address, and phone number when you call, email, or complete our intake form.
- Financial and tax information you provide so we can perform bookkeeping, tax preparation, and financial organization services.
- Business information relating to entity setup, records, and reporting.
- Website usage data such as general analytics that may be collected automatically when you visit this site.
How We Use Your Information
We use the information we collect to:
- Provide, manage, and improve the services you request;
- Prepare and file accurate financial records and tax returns;
- Communicate with you about your account, appointments, and questions;
- Comply with legal, regulatory, and professional obligations.
How We Protect Your Information
We treat your financial information as confidential and maintain reasonable administrative, technical, and physical safeguards designed to protect it against unauthorized access, disclosure, or misuse. While no method of transmission or storage is completely secure, we take your privacy seriously and limit access to those who need it to serve you.
Sharing of Information
We do not sell your personal information. We may share information only as needed to deliver our services (for example, when filing returns with taxing authorities), with service providers acting on our behalf, or when required by law.
Your Choices
You may request access to, correction of, or deletion of the personal information we hold about you, subject to any records we are legally required to retain. To make a request, please contact us using the details below.
Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date.
Contact Us
If you have questions about this Privacy Policy or how your information is handled, please reach out:
Inez Cruz, Owner & Financial Professional
Email: inez@cruzfinancialservices.com
Phone: 704 · 769 · 0124