Privacy Policy

Published Jan 1, 2026

Gomez CPA (“we,” “us,” or “our”) respects your privacy and is committed to protecting the confidentiality and security of the information we receive in the course of providing professional services.

As a certified public accounting firm, we are bound by professional standards of confidentiality that are often more stringent than applicable privacy laws. This Privacy Policy describes how we collect, use, disclose, and protect your information when you:

  • Visit our website at https://gomezcpa.com (the “Site”);
  • Engage us to provide tax, accounting, advisory, or related services; or
  • Communicate or interact with us in any other way (collectively, the “Services”).

While we serve clients nationwide, our primary service areas include Georgia, Florida, Alabama, South Carolina, North Carolina, and Tennessee. This Privacy Policy applies uniformly to all clients and Site visitors, irrespective of location.

By using the Site or our Services, you acknowledge that you have read and understand this Privacy Policy.

This Privacy Policy is for general informational purposes only and does not constitute legal advice. You should consult with your legal counsel to ensure compliance with all applicable laws and regulations.

1. Information We Collect

The information we collect depends on how you interact with us. We may collect the following categories of information:

1.1 Information You Provide Directly

When you contact us, request a consultation, become a client, or otherwise interact with us, we may collect:

  • Identifying information – name, mailing address, email address, phone number, date of birth.
  • Government identifiers – Social Security Number, Employer Identification Number, driver’s license or other government ID (where necessary for tax, identity verification, or regulatory purposes).
  • Financial and tax information – income and expense details, bank account information (for tax and advisory purposes), payroll data, investment information, accounting records, tax returns, and related documents.
  • Business information – entity name and type, ownership information, financial statements, internal accounting records, and other business documentation.
  • Online contact information – information you submit through web forms, scheduling tools, newsletter sign-ups, or email communications.

1.2 Information Collected Automatically

When you visit our Site, we may automatically collect certain information about your device and use of the Site, such as:

  • IP address, browser type, operating system, and device identifiers;
  • Pages you visit, time spent on pages, referring/exit pages, and the dates and times of your visit;
  • General location information derived from your IP address;
  • Interaction data (e.g., clicks and other usage analytics).

We may collect this information using cookies, web beacons, log files, and similar technologies. See “Cookies and Similar Technologies” below.

1.3 Information from Third Parties

We may receive information about you from:

  • Tax authorities and other government agencies;
  • Financial institutions, payroll providers, and other third-party service providers;
  • Your employer or other third parties with whom you have a relationship, when they engage us on your behalf;
  • Publicly available sources (e.g., public filings, government websites).

2. How We Use Your Information

We use the information we collect for the following purposes:

  • To provide professional services
    Preparing and filing tax returns, performing accounting and bookkeeping services, providing advisory and consulting services, preparing financial statements, and responding to your requests.
  • To comply with legal, regulatory, and professional obligations
    Including obligations under IRS and state tax authorities, professional standards, anti-fraud and anti-money-laundering rules, and applicable financial privacy laws such as the Gramm-Leach-Bliley Act (GLBA), where applicable.
  • To manage our client relationships
    Onboarding new clients, performing conflict checks, maintaining engagement records, billing and collections, and general practice management.
  • To operate, maintain, and improve the Site
    Monitoring Site performance, troubleshooting issues, performing analytics, and improving user experience.
  • To protect our firm, our clients, and others
    Detecting and preventing fraud, unauthorized access, or other security incidents; enforcing our agreements; and responding to legal requests.
  • For marketing and communication
    Sending you newsletters, tax updates, event invitations, and information about services that may be of interest, subject to your communication preferences and applicable law. You may opt out of marketing communications at any time.

3. How We Share Information

We do not sell your personal information.

We may share your information in the following limited circumstances:

  • Within Gomez CPA
    With partners, employees, contractors, and authorized personnel who need the information to perform their job duties and provide Services to you.
  • With service providers
    With third-party vendors who perform services on our behalf, such as:
    • IT and cloud hosting providers;
    • Tax, accounting, and practice management software providers;
    • Email and communication tools;
    • Payment processors;
    • Data backup and security services.
    These providers are expected to protect your information and use it only to perform services for us.
  • With third parties at your direction or with your consent
    For example, with attorneys, financial advisors, lenders, or other professionals when you ask or authorize us to share information.
  • For legal and regulatory reasons
    If we believe disclosure is required or appropriate to comply with applicable law, regulations, legal process, or governmental requests, or to protect the rights, property, or safety of Gomez CPA, our clients, or others.
  • In connection with business transitions
    In the event of a merger, acquisition, reorganization, or other transfer of some or all of our practice, subject to appropriate confidentiality protections and applicable law.

4. Confidentiality and Professional Standards

As a CPA firm, Gomez CPA is subject to professional standards of confidentiality, including those of the American Institute of Certified Public Accountants (AICPA) and applicable state boards of accountancy (including, as relevant, Georgia, Florida, Alabama, South Carolina, North Carolina, and Tennessee).

We do not disclose client information except as permitted or required by these professional standards and applicable law.

5. Data Security

We maintain administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, use, alteration, and destruction. These measures may include, as appropriate:

  • Access controls and role-based permissions;
  • Secure passwords and authentication measures;
  • Encryption and secure transmission of sensitive data where appropriate;
  • Secure network and system configuration, monitoring, and backup procedures;
  • Employee training on confidentiality, privacy, and data security;
  • Vendor due diligence and contractual safeguards.

No system can be guaranteed to be completely secure, but we are committed to maintaining reasonable and appropriate safeguards consistent with our obligations under applicable laws and professional standards.

6. Data Retention

We retain personal information for as long as necessary to:

  • Provide our Services to you;
  • Comply with our legal, regulatory, and professional obligations (including record-retention requirements for tax and accounting records);
  • Resolve disputes and enforce our agreements; and
  • Support our legitimate business operations.

Retention periods may vary depending on the nature of the information and applicable law or professional guidance.

7. Your Choices and Rights

Depending on your jurisdiction, you may have certain rights regarding your personal information, which can include:

  • The right to request access to the personal information we hold about you;
  • The right to request correction or update of inaccurate or incomplete information;
  • The right to request deletion of certain information, subject to legal, regulatory, and professional obligations to retain records;
  • The right to object to or restrict certain processing activities;
  • The right to opt out of marketing communications.

To exercise these rights, please contact us using the information in the Contact Us section below. We may need to verify your identity before processing your request, and we may be unable to fully comply with a request where doing so would conflict with our legal, regulatory, or professional responsibilities.

8. Additional Disclosures for Certain State Residents

Some states provide residents with specific privacy rights regarding their personal information. If you are a resident of such a state, you may have additional rights under applicable state privacy laws.

Where required by law, we will:

  • Disclose the categories of personal information collected, sources, purposes of use, and categories of third parties to whom information is disclosed;
  • Provide mechanisms to request access, correction, or deletion of your personal information; and
  • Provide options to limit the use or disclosure of certain sensitive information, where applicable.

If you wish to exercise any state-specific privacy rights, please contact us and indicate your state of residence.

9. Cookies and Similar Technologies

We may use cookies and similar technologies on our Site to:

  • Enable core Site functionality and security;
  • Remember your preferences;
  • Analyze Site usage and trends to improve performance and content.

You can configure your browser to refuse cookies or alert you when cookies are being sent. If you disable cookies, some features of the Site may not function properly.

10. Third-Party Links

Our Site may contain links to third-party websites or services that are not operated or controlled by Gomez CPA. We are not responsible for the privacy practices of those third parties. We encourage you to review the privacy policies of any third-party sites you visit.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or other operational reasons. When we do, we will revise the “Last updated” date at the top of this page.

Your continued use of the Site or our Services after any such changes constitutes your acknowledgment of the updated Privacy Policy.

12. SMS and Mobile Messaging Privacy

If you provide your mobile phone number to Gomez CPA and consent to receive SMS or text messages, the following terms apply specifically to mobile communications and supersede any general data-sharing provisions elsewhere in this Privacy Policy.

No Sharing of Mobile Opt-In Information. Mobile opt-in information, including phone numbers and consent records collected for SMS or text messaging purposes, will not be sold, shared, rented, or disclosed to third parties or affiliates for their own marketing or promotional purposes. This includes, without limitation, data sharing described in Section 3 of this Privacy Policy.

Permitted Use of Mobile Information. Mobile phone numbers and SMS consent data are used solely for purposes directly related to Gomez CPA’s Services, including service-related notifications, administrative communications, and informational or marketing messages where permitted by law.

SMS Service Providers. We may use third-party service providers solely to facilitate the delivery of SMS messages on our behalf. These providers are contractually restricted from using mobile opt-in information for any purpose other than message delivery and are required to protect such information in accordance with applicable law.

Opt-Out Rights. You may opt out of receiving SMS messages at any time by replying STOP to any message. For assistance, reply HELP or visit https://gomezcpa.com.

Message Frequency and Rates. Message frequency may vary. Message and data rates may apply depending on your mobile carrier and plan.

13. SMS Terms of Service

By opting into SMS communications from Gomez CPA through a web form, email-based consent, or any other medium, you agree to receive SMS or text messages from Gomez CPA at the mobile phone number you provide.

These messages may include, but are not limited to, account notifications, appointment reminders, service-related communications, administrative messages, and informational updates related to our Services.

Message Frequency. Message frequency may vary depending on your interactions with us and the nature of the communications.

Message and Data Rates. Message and data rates may apply based on your mobile carrier and plan.

Opt-Out and Help. You may opt out of receiving SMS messages at any time by replying STOP to any message. For assistance, reply HELP or visit https://gomezcpa.com.

Privacy Policy. For information on how we collect, use, and protect your personal information, including mobile phone numbers, please review our Privacy Policy at https://gomezcpa.com/privacy-policy.html.

For more information about how we handle personal information, please review our Privacy Policy at https://gomezcpa.com/privacy-policy.html and our Terms of Service at https://gomezcpa.com/terms-of-use.html.

14. How to Opt In to SMS Messaging

To receive SMS or text message communications from Gomez CPA, customers must initiate the conversation by texting us first.

SMS Opt-In Instructions. Customers may opt in to SMS messaging by texting START to 404-885-7675.

By texting START, you agree to receive account notification and service-related messages from Gomez CPA. Message frequency may vary. Message and data rates may apply.

You may opt out at any time by replying STOP.
For assistance, reply HELP or visit https://gomezcpa.com.

For more information about how we handle personal information, please review our Privacy Policy at https://gomezcpa.com/privacy-policy.html and our Terms of Service at https://gomezcpa.com/terms-of-use.html.

15. Contact Us

If you have any questions about this Privacy Policy or our privacy practices, or if you wish to exercise your rights, please contact us at:

Gomez CPA
Attn: Privacy Officer
260 Peachtree St NW
Suite 2200
Atlanta, GA 30303
Email: info@gomezcpa.com