Privacy Policy

The protection of your privacy is extremely important to us. As your CPA, we are required by law to keep all information about our engagement confidential. We will not disclose any information about you unless we have your approval or are required by law. This applies even if you are no longer a client.

As your CPA, we collect information solely for use in providing professional tax, accounting and financial services. Personal information is collected as follows:

  • Information provided by you from your tax organizer, worksheets, documents and discussions over the phone, through the mail or through e-mail
  • Information we have obtained from outside sources at your request

We are committed to safekeeping your confidential information and we maintain physical, electronic, and procedural safeguards to protect your information.

At Pinell & Martinez, LLC we work to protect our clients and will continuously review our privacy policy. You can always review our current privacy policy on our website at

If you have questions about this policy or have a question about the privacy of your information, please contact us.