Privacy Policy
Effective April 1, 2026
1. Information We Collect
Pineda Advisory, LLC collects information you provide directly and information collected automatically when you use our website:
- •Contact information (name, email, phone) provided through our booking form or during engagement onboarding
- •IRS notices and tax documents you upload or share during engagement
- •Usage data: pages visited, session duration (anonymous, no personal identification)
- •Device information: browser type, operating system (collected automatically, used only for site functionality)
We do not collect Social Security numbers through the website, financial account numbers through the website, or any biometric data.
2. How We Use Your Information
We use collected information to:
- •Provide and deliver our federal tax resolution and notice-response services
- •Prepare notice responses and other engagement deliverables
- •Communicate with you about your engagement and account
- •Improve our website and services
- •Comply with legal and regulatory obligations
We do not sell, rent, or share your personal information with third parties for marketing purposes.
Where we process personal data in the course of providing professional services to clients, that processing is governed by the terms of the applicable engagement agreement in addition to this Privacy Policy. In the event of any conflict between this Privacy Policy and a signed engagement agreement regarding the handling of client data, the engagement agreement shall prevail. All processing of client data is subject to applicable professional standards, including the confidentiality obligations of Treasury Department Circular 230.
3. Data Security
All data transmitted to and from this website is encrypted using TLS/SSL protocols. Client documents and engagement data are stored and managed through TaxDome, our secure client portal, which maintains SOC 2 Type II compliance and AES-256 encryption at rest.
We maintain reasonable administrative, technical, and physical safeguards to protect your information.
No method of electronic transmission or storage is 100% secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee absolute security.
Third-Party Service Providers
We use the following third-party service providers to deliver our services:
TaxDome — Secure client portal for document exchange, electronic signatures, client communication, and engagement management. TaxDome processes your data on our behalf as our data processor and maintains SOC 2 Type II compliance.
Calendly — Appointment scheduling. When you book a consultation, Calendly collects your name, email address, and responses to intake questions. Calendly is used for appointment scheduling only and does not process payments on our behalf.
Stripe — Payment processing for engagement fees. When you enter into an engagement agreement requiring payment, Stripe collects and securely stores your payment information. We do not store your full credit card number, bank account details, or other sensitive payment data on our systems.
Each of these providers maintains their own privacy policies and security practices. We have selected providers that maintain industry-standard security measures, including encryption of data in transit and at rest.
Information obtained from or relating to clients is further subject to the terms of any engagement agreement with the client and applicable professional standards, consistent with our obligations under Circular 230.
4. Data Retention
Engagement records are retained for a minimum of 7 years in accordance with IRS Circular 230 and applicable professional standards.
Website usage data is retained in anonymous, aggregated form.
You may request deletion of your personal information by contacting us, subject to our legal retention obligations.
5. Cookies and Tracking
This website uses minimal local storage for basic functionality:
- •Theme preference: stored locally on your device (localStorage)
- •Cookie consent: remembers your acknowledgment of this notice (localStorage)
We do not use Google Analytics, Facebook Pixel, or any third-party tracking service. We do not use advertising cookies or cross-site tracking. We do not sell or share information collected through cookies or similar technologies.
We may implement anonymous, privacy-respecting analytics in the future. This policy will be updated accordingly.
6. Your Rights
You have the right to:
- •Access: Request a copy of the personal information we hold about you
- •Correction: Request correction of inaccurate information
- •Deletion: Request deletion of your information, subject to legal retention requirements
- •Portability: Request your data in a commonly used electronic format
To exercise any of these rights, contact us at contact@pinedaadvisory.com. We respond within 30 days.
7. California Privacy Rights (CCPA/CPRA)
If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA) as amended by the California Privacy Rights Act (CPRA):
- •Right to know what personal information we collect, use, and disclose
- •Right to delete your personal information (subject to legal exceptions)
- •Right to correct inaccurate personal information
- •Right to opt out of the sale or sharing of personal information — we do not sell or share your personal information
- •Right to non-discrimination for exercising your privacy rights
- •Right to limit the use of sensitive personal information — we only use sensitive information as necessary to provide our services
To submit a verifiable consumer request, contact us at contact@pinedaadvisory.com. We will respond within 45 days. We may request verification of your identity before fulfilling your request.
Note: We do not meet the revenue or data-volume thresholds that trigger mandatory CCPA compliance. We provide these disclosures voluntarily as a commitment to transparency.
8. Children's Privacy
Our services are not directed at individuals under the age of 18. We do not knowingly collect personal information from minors.
9. Changes to This Policy
We may update this policy from time to time. Material changes will be posted on this page with an updated effective date.
10. Contact
For privacy-related inquiries, contact us at contact@pinedaadvisory.com.
Pineda Advisory, LLC · Atlanta, Georgia