Privacy Policy

Last updated: September 2026

Tapia Tax Advisory respects your privacy and is committed to handling personal information responsibly.

This Privacy Policy describes how information may be collected, used, and protected when you visit tapiataxadvisory.com.

Tapia Tax Advisory is a tax planning service offered by Alberto Tapia through his Liberty Tax business operations. This website provides information about tax planning services and allows prospective clients to learn about those services and contact us.

Information We Collect

Information You Provide

We may receive personal information that you voluntarily provide when you contact us by email, request information, or schedule a consultation.

This information may include:

  • Your name
  • Email address
  • Telephone number
  • Information you voluntarily provide regarding your inquiry or tax planning needs

Please do not send Social Security numbers, tax returns, banking information, identification documents, or other sensitive financial or tax information through ordinary email or general website communications unless you have been instructed to use an appropriate secure method.

Information Collected Automatically

When you visit this website, certain technical information may be collected automatically by the website, hosting provider, security tools, analytics services, or similar technologies.

This information may include:

  • IP address
  • Browser type
  • Device type
  • Operating system
  • Pages visited
  • Date and time of access
  • Referring website
  • General website interaction information

This information is generally used to operate, secure, maintain, and improve the website.

How We Use Information

Information collected through this website may be used to:

  • Respond to inquiries
  • Communicate with prospective or existing clients
  • Schedule consultations
  • Provide information about tax planning services
  • Operate and maintain the website
  • Improve website performance and user experience
  • Protect the website against misuse, fraud, or security threats
  • Understand how visitors interact with the website
  • Comply with applicable legal or regulatory requirements

Cookies and Similar Technologies

This website uses cookies and similar technologies.

Some cookies are necessary for the website to function properly. Others may be used to understand website traffic, improve performance, remember preferences, or support third-party services.

Where applicable, visitors can manage non-essential cookie preferences through the cookie consent banner displayed on the website.

For additional information, please review our Cookie Policy.

Video and Embedded Content

This website may contain video or other content provided through third-party services or technologies.

Depending on how that content is delivered, third-party providers may collect technical information or use cookies when you interact with embedded content.

Their collection and use of information may be governed by their own privacy policies.

Appointment Scheduling

If an online appointment scheduling service is made available through this website, information submitted through that service may also be processed by the scheduling provider.

The information collected may include your name, contact information, appointment preferences, and other information necessary to arrange a consultation.

Third-party scheduling providers may maintain their own privacy policies and terms of service.

How We Share Information

We may share information with service providers that assist with the operation of the website or delivery of services, including providers of:

  • Website hosting
  • Website security and maintenance
  • Analytics
  • Email and communications
  • Appointment scheduling
  • Video or other embedded website functionality

These providers may process information only as necessary to provide their respective services.

We do not use this website for the purpose of selling visitors’ personal information.

Information may also be disclosed when required by law or when reasonably necessary to protect legal rights, prevent fraud, or maintain website security.

How Long We Retain Information

Information is retained only for as long as reasonably necessary for the purpose for which it was collected, to provide requested services, maintain business records, comply with applicable legal obligations, or protect legitimate business interests.

Technical and analytics information may be retained according to the retention practices of the applicable website or third-party service provider.

Data Security

Reasonable administrative and technical measures are used to protect information associated with this website.

However, no method of transmission over the Internet or electronic storage can be guaranteed to be completely secure.

For that reason, sensitive tax or financial documents should not be transmitted through ordinary email or unsecured website communications.

Third-Party Websites and Services

This website may contain links to or integrations with third-party websites or services.

Tapia Tax Advisory is not responsible for the privacy practices of third-party websites or services. Visitors should review the privacy policies of those providers when appropriate.

Your Privacy Choices

You may choose not to provide personal information through this website.

You may also manage cookies through the website’s cookie consent controls and through your browser settings.

If you have provided personal information directly through this website and would like to inquire about accessing, correcting, or deleting that information, you may contact us using the information below.

Certain information may need to be retained when required for legal, tax, administrative, security, or legitimate business purposes.

Changes to This Privacy Policy

This Privacy Policy may be updated periodically to reflect changes in website functionality, services, technologies, or applicable requirements.

The date shown at the top of this page indicates the most recent update.

Contact Us

For questions regarding this Privacy Policy or information submitted through this website, please contact:

Tapia Tax Advisory
Email: info@tapiataxadvisory.com