Privacy Policy

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Last Updated: December 12, 2025

Applicability of This Policy

This Privacy Policy describes how SRG CPA PLLC (“SRG,” “we,” “us,” or “our”) collects, uses, discloses, and saeguards personal information obtained through our website, online forms, appointment scheduling tools, secure client portals, communications, and professional services (collectively, the “Services”).

This Policy applies to information collected through https://srgtaxcpa.com and related services we provide, unless otherwise stated in an engagement agreement or professional service terms.

Personal Information We Collect Information You Provide Directly

We may collect personal information when you:

• Submit contact or inquiry forms 
• Schedule appointments 
• Communicate with us by email, phone, text, or website 
• Upload documents through our secure client portal 
• Engage us for professional services

· This information may include:

• Name, email address, phone number, mailing address 
• Business or employment information 
• Financial, tax, or accounting information provided for services 
• Communications, messages, and attachments 

Providing certain information may be required for us to deliver services.

Information Collected Automatically

When you visit our website, we may collect limited usage information, such as:

• IP address
• Browser type and device information 
• Pages visited and time spent on the site 
• General location data (city/state) 

This information is used for website functionality, analytics, and security purposes.

Cookies & Analytics

Our website may use cookies and similar technologies to:

• Ensure proper website functionality 
• Understand website usage and improve performance 
• Analyze traffic patterns 

We may use analytics tools such as Google Analytics, which collect aggregated, anonymized usage data. This data is not used to personally identify individual users. You may manage cookies through your browser settings. Disabling cookies may affect website functionality.

How We Use Personal Information

We use personal information to:

• Provide tax, accounting, and advisory services 
• Respond to inquiries and provide customer support 
• Schedule and manage appointments 
• Communicate service updates 
• Improve our Services and website 
• Comply with legal, regulatory, and professional obligations 
• Establish, exercise, or defend legal rights 

We do not sell personal information.

Text Messaging & Phone Number Privacy

By providing your phone number and submitting a form or scheduling an appointment, you consent to receive SMS/text messages from SRG CPA PLLC related to:

• Inquiries 
• Appointment confirmations and reminders 
• Service-related updates

Message frequency may vary. Message and data rates may apply.

To opt out, reply STOP. For assistance, reply HELP or contact (956) 663-1925.

Phone Number Use

• Phone numbers are used only for service-related communications 
• Mobile information and opt-in data are not shared, sold, or disclosed to third parties for marketing purposes 

Client Portal & Third-Party Services

We use trusted third-party service providers to support our business operations, including secure client portals, appointment scheduling tools, email services, analytics providers, and payment processors. These providers are permitted to use personal information only as necessary to perform services on our behalf and are required to maintain appropriate confidentiality and security measures. Information submitted through these platforms is governed by their respective privacy policies in addition to this Policy.

Disclosure of Personal Information

We may disclose personal information:

• To service providers who assist with business operations (e.g., portals, scheduling, email, payment processing) 
• To comply with legal obligations, subpoenas, or regulatory requirements 
• To protect the rights, property, or safety of SRG CPA PLLC, our clients, or others 

We do not disclose personal information to third parties for their own marketing purposes.

Professional Services

Information collected in connection with professional accounting, tax, or advisory services is handled in accordance with:

• Applicable professional standards 
• Engagement agreements 
• Legal and regulatory requirements 

Certain information may be retained and may not be subject to deletion requests due to professional obligations.

Data Security & Retention

We implement reasonable administrative, technical, and physical safeguards to protect personal information. Data is retained only as long as necessary to provide services or comply with legal and professional requirements.

Your Rights

Depending on your jurisdiction, you may have the right to:

• Request access to your personal information 
• Request correction of inaccurate information 
• Request deletion of certain information (subject to legal and professional obligations) 

To submit a request, please contact us using the information below. We may need to verify your identity before processing requests.

Texas Privacy Rights

Texas residents may have certain rights regarding their personal information under the Texas Data Privacy and Security Act (TDPSA), including the right to request access to, correction of, or deletion of personal information, subject to applicable legal and professional obligations.

To submit a request, please contact us using the information listed in the Contact Us section below. We may need to verify your identity before processing a request.

Children’s Privacy

Our Services are not intended for children under the age of 13. We do not knowingly collect personal information from children.

However, in the course of providing professional tax and accounting services, we may collect personal information about minor dependents from parents or legal guardians as required for tax reporting and compliance purposes. Such information is collected, used, and safeguarded in accordance with applicable laws, professional standards, and engagement agreements. 

Third-Party Links & Embedded Content

Our website may contain links to third-party websites or embedded content. We are not responsible for the privacy practices or content of those third parties. We encourage you to review their privacy policies.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised “Last Updated” date. Continued use of our Services constitutes acceptance of the revised Policy.

Contact Us

If you have questions about this Privacy Policy or our data practices, please contact:

SRG CPA PLLC 

4201 N. 22nd St.

McAllen, TX 78504

(956) 663-1925