Privacy Policy

Effective date: October 1, 2026. Last updated: October 13, 2026.

Jessica Gonzalez, CPA, PC (“the firm,” “we,” “us”) respects your privacy. This policy explains what information we collect through this website, how we use it, and the choices you have. It applies to this website only. Information you provide as a client after an engagement begins is also governed by your engagement letter and the professional confidentiality rules described in Section 6.

1. Information We Collect

Information you give us. When you use the contact form, request our free checklists, send answers from our online tools, book a call, call us, or email us, we receive the information you choose to provide, such as:

• your name, email address, and phone number;
• your first name and email address when you request our free checklists;
• the answers you choose to send from our bookkeeping quote checker or S corporation estimator, with your name, email address, and optional phone number;
• your preferred language, the service you are interested in, and your nearest deadline; and
• the general message you send us.

Please do not send Social Security numbers, employer identification numbers, account numbers, tax returns, IRS notices, or other confidential information through the website form or regular email. If records are needed, we will explain how to send them securely.

Information collected automatically. Like most websites, our hosting provider and security tools may record basic technical information when you visit, such as your IP address, browser type, device type, pages visited, and the date and time of your visit. This information is used to operate, secure, and troubleshoot the website.

Website analytics. We use Google Analytics 4 to understand how visitors use the website, such as the pages viewed, how visitors found the site (for example, from a search engine), general location (city or region), device and browser type, and actions such as clicking our phone number, clicking to book a call, or submitting a form. Google Analytics uses cookies and similar technologies to collect this information. We do not send your name, email address, phone number, or the contents of your messages to Google Analytics, and Google states that Google Analytics 4 does not log or store IP addresses.

2. How We Use Information

• To respond to your inquiry and schedule a fit call.
• To review answers you send from our online tools and follow up the way you request.
• To email you the checklists you request and, if you ask, to follow up with you. We do not add you to a marketing email list without your consent.
• To evaluate whether the requested work fits the firm’s services and to prepare a written proposal.
• To provide services after an engagement is accepted.
• To operate, maintain, and protect the website.
• To understand, through website analytics, which pages and services are useful to visitors and whether visitors can reach us and book a call easily.
• To comply with legal, regulatory, and professional obligations.

3. We Do Not Sell Your Personal Information

We do not sell personal information, and we do not share it with third parties for their own marketing or for targeted advertising. We do not use Google Analytics advertising features, such as Google signals or ad personalization.

4. Service Providers and Other Disclosures

We share information only as needed with service providers that help us operate the website and the practice, for example:

• our website hosting and website software providers;
• Microsoft (Microsoft 365 email and Microsoft Bookings for scheduling);
• SmartVault (our secure client portal for document exchange); and
• Google (Google Analytics 4 for website analytics).

These providers process information under their own privacy and security terms. We may also disclose information when required by law, regulation, subpoena, or professional standards, to protect the rights and safety of the firm or others, or with your consent.

5. Cookies and Analytics

This website uses cookies needed for it to function and stay secure, and Google Analytics cookies to measure how the website is used. We use analytics to count visits and actions on the site, such as clicks on our phone number or booking button and form submissions, not to identify you or to show you ads. We do not use advertising cookies, and we do not share analytics data for advertising. Our website hosting provider may also use its own scripts to monitor site performance and basic traffic.

Third-party tools you choose to use, such as Microsoft Bookings, may set their own cookies under their own policies. You can block or delete cookies through your browser settings, or opt out of Google Analytics on all websites with the Google Analytics opt-out browser add-on. To learn more, see how Google uses information from sites that use its services.

6. Confidentiality of Client Tax Information

As a Texas-licensed CPA firm, we are subject to professional rules that prohibit disclosing confidential client information without the client’s consent, except as permitted by law. Tax return information is also protected by Section 7216 of the Internal Revenue Code, which generally prohibits using or disclosing tax return information for purposes other than preparing the return without the taxpayer’s written consent. Your engagement letter describes how client information is handled during an engagement.

7. How We Protect Information

We use reasonable administrative, technical, and physical safeguards designed to protect information, including a secure client portal for confidential documents. No website, email, or internet transmission is completely secure, which is why we ask that confidential information never be sent through the public website form or regular email.

8. How Long We Keep Information

We keep information you submit through this website until you ask us to remove it. Client records are retained as required by law, professional standards, and the engagement letter, so some records may need to be kept even after a removal request. Google Analytics data is kept for 14 months and then deleted automatically.

9. Your Choices

You may ask us to update or delete the contact information you submitted through this website, or to stop contacting you, by emailing jessica@jessicagonzalezcpa.com or calling (210) 441-1293. Some information may need to be kept to meet legal or professional obligations.

10. Children’s Privacy

This website is not directed to children under 13, and we do not knowingly collect personal information from children through it.

11. Links to Other Websites

This website links to services operated by others, such as Microsoft Bookings, SmartVault, Google, and the Texas State Board of Public Accountancy. Their privacy practices are governed by their own policies.

12. Changes to This Policy

We may update this policy from time to time. The effective date above shows when it was last revised.

13. Contact Us

Jessica Gonzalez, CPA, PC
San Antonio, Texas
Phone: (210) 441-1293
Email: jessica@jessicagonzalezcpa.com