Privacy Policy

Who We Are

Financial Ace 1040 LLC ("Financial Ace," "we," "us," or "our") provides tax preparation, small business tax services, and tax planning for individuals and businesses. Our website is located at financialace1040llc.com.

Information We Collect

We collect information you voluntarily provide, including:

• Name, email address, and phone number via contact and intake forms
• Tax and financial details submitted through the client intake form
• Email address when subscribing to our newsletter
• Messages sent through our contact form

We also collect usage data automatically, including:

• Pages visited and time spent on the site (via Vercel Analytics)
• Browser type, device type, and general location (country/region)
• Referring URLs

How We Use Your Information

• To respond to your inquiries and schedule appointments
• To prepare and deliver tax services you have requested
• To send tax tips, deadline reminders, and newsletter updates (only if you subscribed)
• To improve our website and services
• To comply with applicable laws and regulations

Cookies

We use cookies to analyze site traffic and remember your cookie preference. You can accept or decline non-essential cookies using the banner that appears on your first visit. Declining cookies does not affect your ability to use the site.

Third-Party Services

We use the following third-party services:

• Resend — for sending transactional and newsletter emails
• Vercel Analytics & Speed Insights — for anonymous site performance monitoring
• Calendly — for appointment scheduling (subject to Calendly’s own privacy policy)
• OpenAI — to power the IRS Tax Assistant feature (questions are processed by OpenAI; do not submit personal tax information to the assistant)

Data Retention

We retain contact and intake form submissions for as long as necessary to provide services and comply with our legal obligations. Newsletter subscribers can unsubscribe at any time by contacting us.

Your Rights

You may request access to, correction of, or deletion of your personal information at any time by contacting us at the email below.

Children’s Privacy

Our website is not directed at children under 13. We do not knowingly collect personal information from children.

Changes to This Policy

We may update this policy from time to time. The date at the top of this page reflects the most recent revision. Continued use of the site after changes constitutes acceptance of the updated policy.

Contact Us

Questions about this Privacy Policy can be directed to:
sebastian.acevedo@financialace1040llc.com