Privacy Policy

At Carmen S. Anaya, LLC we value your privacy and are committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, and safeguard the data you provide when using our website or services.

By using our website, you consent to the practices outlined below.

1. Information We Collect

We may collect personal and financial information through our website, client intake forms, and communications, including but not limited to:

  • Full name

  • Email address

  • Phone number

  • Mailing address

  • Social Security number (if applicable for tax prep)

  • Financial documents (e.g., W-2s, 1099s, bank statements)

  • Tax-related data

  • IP address and website usage data (collected via cookies)

We collect this data only when you voluntarily provide it, such as through contact forms, appointment scheduling, or document uploads.

2. How We Use Your Information

We may use your information to:

  • Provide tax, accounting, and advisory services

  • Respond to inquiries and requests

  • File tax returns and communicate with relevant agencies (e.g., IRS)

  • Send billing information and updates

  • Comply with legal and regulatory requirements

  • Improve our website and service offerings

We do not sell or share your personal information with third parties for marketing purposes.

3. Disclosure to Third Parties

We may share your information with trusted third-party service providers, but only to the extent necessary to carry out business functions, such as:

  • Secure cloud-based accounting/tax platforms

  • Electronic filing systems

  • Payment processors

  • Government agencies (e.g., IRS, New Mexico Taxation and Revenue Department)

All third parties are required to maintain strict confidentiality and data security.

4. Data Security

We implement appropriate technical and organizational measures to protect your personal information, including:

  • Secure client portals for document upload

  • Encrypted email communication (when necessary)

  • Firewalls, antivirus software, and password-protected systems

  • Staff training on data confidentiality and ethical handling of client data

While we take precautions to secure your information, no system can guarantee absolute protection. You share data with us at your own risk.

5. Data Retention

We retain client records and personal data as required by applicable tax laws and professional regulations (typically a minimum of 7 years). After this period, information may be securely deleted or archived in compliance with industry standards.

6. Your Rights

Depending on your location and applicable laws, you may have the right to:

  • Access the personal information we hold about you

  • Request corrections to inaccurate or incomplete data

  • Request deletion of personal information, subject to legal obligations

  • Opt out of non-essential communications

To exercise your rights, please contact us at the information below.

7. Cookies and Tracking

Our website may use cookies and similar tracking technologies to enhance user experience and collect basic analytics (e.g., Google Analytics). You can adjust your browser settings to disable cookies, but some site features may not function properly.

8. Children’s Privacy

Our services are not intended for individuals under the age of 13. We do not knowingly collect personal data from children. If we become aware that data has been collected from a child without parental consent, we will take appropriate action to delete it.

9. Data Breach Notification (New Mexico Law)

In accordance with the New Mexico Data Breach Notification Act, we will notify affected individuals without unreasonable delay in the event of a security breach involving personal data. Notifications will include details of the breach, the data affected, and steps you can take to protect yourself.

10. Changes to This Privacy Policy

We may update this Privacy Policy periodically. When we do, we will revise the "Effective Date" at the top. We encourage you to review this policy regularly.

11. Contact Us

If you have any questions or concerns regarding this Privacy Policy or your personal data, please contact:

Carmen S. Anaya, LLC
(505)933-0527
carmensanaya@outlook.com
anayacpa.com