Your Trusted Partner for Tax, Business, Immigration, and Professional Services
Serving families and businesses with bilingual support, confidential care, and personalized service under one roof.
Comprehensive Services Under One Roof
Expert support in Accounting, Tax, Consulting, and Immigration — designed for individuals, families, and businesses.
Accounting & Bookkeeping
Accurate monthly bookkeeping, payroll, reconciliations, and financial statements you can trust.
Learn More →
Tax Preparation & Planning
Fast, reliable tax filing for individuals and businesses. Maximize your refund and minimize liabilities.
File Your Taxes →
Immigration Services
Bilingual support for immigration paperwork, renewals, USCIS forms, family petitions & notary.
View Services →
Health Insurance
Affordable health insurance options for individuals, families, and businesses. Get covered with expert guidance.
Learn More →
Consulting & Advisory
Business formation, non-profit setup, investment guidance, and long-term financial planning.
Advisory Options →
Notary & Public Desk
Notary services, Social Security retirements & disability applications, EDD unemployment assistance, and public desk support.
Learn More →Why Clients Trust FEXCOS CORP
Precision & Accuracy
CPA-level accounting, tax support, and document preparation done right the first time.
Bilingual Support
Full services in English and Spanish for clarity and comfort. ¡En español también!
Confidential & Secure
Encrypted client portal, secure document handling, and strict privacy standards.
Personalized Guidance
Every client receives step-by-step support and clear communication throughout.
Simple. Clear. Stress-Free.
Schedule
Tell us what you need — accounting, tax, immigration, or advisory.
Upload Docs
Use our secure Client Portal for easy uploads.
We Handle It
Our professionals handle everything with accuracy and care.
Review & Download
Receive your documents with full transparency.
What Our Clients Are Saying
Fast, professional, and extremely helpful. They made my tax filing so easy and got me the refund I deserved!
They guided me through my immigration paperwork step-by-step. Explained everything in Spanish. 100% recommend.
FEXCOS CORP cleaned up our books and transformed our business accounting. We finally understand our finances.
Ready to Get Started?
Let us help you with your Accounting, Tax, Immigration, or Advisory needs today.
Who We Are
A bilingual, client-focused firm dedicated to delivering accurate accounting, expert tax services, and trustworthy immigration support under one roof.
Our Story
FEXCOS CORP was built on a simple belief: every individual, family, and business deserves clear, reliable, and honest financial and immigration support.
Founded in 2013 as a family-owned business, FEXCOS has grown through dedication, integrity, and a commitment to serving our community. What started as a small family operation has evolved into a trusted resource for clients seeking personalized and professional support.
With years of combined experience in Accounting, Tax Preparation, Financial Advisory, Business Formation, and Immigration Paperwork Assistance, we’ve become a trusted partner for clients seeking accuracy, confidentiality, and bilingual guidance.
Our mission is to empower clients with financial clarity, reduce stress around taxes and compliance, and provide safe, reliable support for important immigration documentation — all with professionalism, integrity, and heart.
Serving our community since 2013, we remain committed to treating every client like family.
Meet Our Team
Griselda Félix
Griselda Félix is the founder of FEXCO’S CORP, doing business as FEXCO Bookkeeping Tax Services. With over 22 years of experience in accounting, tax preparation, bookkeeping, payroll, sales tax, and business compliance, Griselda has built a firm dedicated to helping individuals, families, and business owners stay organized, compliant, and financially prepared.
Her academic background includes studies in Accounting Auditing with Information Technology at Universidad Tecnológica de Baja California, Business Administration with an emphasis in Accounting at San Diego Community College, and Accounting studies at San Diego State University.
Griselda is a CTEC Registered Tax Preparer and holds an IRS PTIN. Throughout her career, she has worked with individuals, LLCs, S-Corporations, partnerships, restaurants, trucking companies, construction businesses, mobile service companies, and family-owned businesses.
Her mission is to provide clients with clear guidance, accurate tax preparation, reliable bookkeeping, and professional support so they can make better financial decisions and focus on growing their businesses.
Julieta Félix
Julieta Félix is a dedicated professional with over 25 years of customer service experience, known for her ability to connect with people from diverse backgrounds while providing personalized support.
She brings 13 years of experience as a Tax Preparer and 10 years as an Immigration Consultant, helping individuals and families navigate tax and immigration matters with professionalism, integrity, and attention to detail.
Julieta studied Business Administration at Cuesta College and completed her degree at UEI College. Fluent in both English and Spanish, she is committed to ensuring every client feels welcomed, informed, and confident throughout the process.
Her approach is built on integrity, empathy, and excellence in service, providing reliable guidance and solutions tailored to each client’s unique needs.
“My commitment is to make every client feel valued, respected, and confident that their needs are my highest priority.”
Michel Sandoval
Michel Sandoval has 4 years of experience helping clients with tax preparation and form completion. She works closely with individuals to ensure their information is accurate and their tax returns are completed correctly.
She is known for being patient, approachable, and reliable. She always aims to provide clear and trustworthy service, helping make the process simple and stress-free for every client.
Osclary Ibañez Rodiles
Osclary Ibañez Rodiles is a tax professional with over four years of experience in tax preparation and client-focused financial services. She is dedicated to helping individuals and small businesses navigate tax matters with accuracy and confidence.
Educated at Imperial Valley College, she combines academic knowledge with hands-on experience to deliver reliable and efficient solutions. Known for her attention to detail and personalized approach, Osclary is committed to supporting her clients’ financial success.
Abidan Jesus Ibanez
Abidan Jesus Ibanez is a dedicated health insurance broker and tax preparer with a strong background in service and client support. He is a 12-year Marine Corps Veteran who brings discipline, reliability, and a commitment to excellence into his work.
For the past 3 years, Abidan has worked as an independent health insurance broker, helping clients navigate Medicare, Covered California, and Medi-Cal plans. He is contracted with most major insurance carriers in Southern California, allowing him to provide flexible options tailored to each client’s needs.
In addition, Abidan has 1 year of experience as a tax preparer, assisting individuals and families with accurate and efficient tax filings.
He is known for his flexibility, punctuality, and personalized approach, always making himself available to support his clients. Abidan is currently completing his degree in Business Administration at National University, with graduation expected in July 2026.
Ernestina Pérez
Ernestina Pérez is a highly experienced tax professional with over 30 years of expertise in individual and business tax preparation. Known for her precision, reliability, and deep knowledge of tax regulations, she delivers trusted and comprehensive solutions across a wide range of tax scenarios.
Her extensive experience allows her to confidently handle complex filings while ensuring full compliance and accuracy. Ernestina is committed to providing exceptional service with professionalism and attention to detail.
Yesenia Félix
Tax preparation specialist with 12 years of experience at Fexcos. My primary focus is providing reliable, accurate, and personalized service, ensuring my clients remain compliant with tax regulations while helping them maximize their financial outcomes.
I am passionate about transforming what is often a stressful process into a smooth and transparent experience. For me, success is not measured only by numbers, but by the peace of mind of those who trust my work. My greatest satisfaction is seeing every client leave happy and confident with the service they receive.
Lucia Espinoza
Lucia Espinoza has been a dedicated member of the Fexcos team for over 10 years, serving as a Tax Preparer and Notary Public. With more than 30 years of customer service experience, she is committed to providing professional, reliable, and personalized support to every client.
Her areas of expertise include tax preparation, notary services, EDD unemployment and disability assistance, and retirement-related services. Lucia takes pride in listening to her clients’ needs, finding solutions, and helping them navigate important processes with confidence and peace of mind.
Known for her caring approach and commitment to excellent service, Lucia works hard to ensure that every client feels welcomed, supported, and valued. She is proud to be part of the Fexcos team and looks forward to helping clients achieve their goals.
What We Stand For
Integrity
We do what's right, not what's easy. Your trust is our most important asset.
Precision
Every number, every form, and every detail is handled with the utmost accuracy.
Confidentiality
Your personal and financial information is protected at every single step.
Bilingual Excellence
Clear communication and full support in both English & Spanish.
Client Care
We guide you with patience, clarity, and genuine professionalism.
Who We Serve
Ready to Work With a Firm That Puts You First?
FEXCOS CORP is here to guide your finances, documentation, and future with precision and care.
Expert Support Under One Roof
Professional Accounting, Tax, Consulting, and Immigration Paperwork services for individuals and businesses.
Accounting & Financial Services
Clean, accurate books and CPA-level oversight — giving you the confidence to run your business.
Bookkeeping • Payroll • Reconciliation • Statements
Explore Accounting →Tax Preparation & Planning
Tax done right — on time, every time. For individuals, businesses, and non-profits.
Individual • Business • Sales Tax • Planning
Start Tax Filing →Consulting & Advisory
Strategic guidance for your financial and business success. Actionable insights with measurable results.
Formation • Financial Planning • Investment Guidance
Book Advisory →Immigration & Public Services
Trusted, bilingual assistance for immigration paperwork, renewals, USCIS forms, and notary services.
USCIS Forms • Notary • Non-Profit Setup
Get Immigration Help →Health Insurance
Affordable health coverage for individuals and families. We help you find the right plan for your needs and budget.
Individual • Family • Marketplace Plans
Explore Health Plans →Public Notary Services
Certified notary services for documents, contracts, and legal paperwork. Fast, reliable, and bilingual.
Documents • Contracts • Same-Day Service
Book Notary →Social Security Retirement
Expert assistance with Social Security retirement and disability applications. We guide you step by step.
Retirement • Disability • Benefits Assistance
Get SS Help →Why Clients Choose FEXCOS CORP
CPA-Level Accuracy
Trusted accounting and tax support backed by years of professional experience.
Bilingual EN / ES
All services available in English and Spanish for complete clarity.
Secure Document Portal
Bank-level encrypted uploads and protected document storage.
Transparent Pricing
No hidden fees. You'll always know exactly what you're paying for.
Accurate Books,
Financial Clarity
Professional accounting solutions for individuals, entrepreneurs, and small-to-mid-size businesses.
What We Offer
General Accounting
Maintain accurate financial records with comprehensive support for daily, weekly, and monthly accounting needs.
- Transaction recording and classification
- Monthly close-out and expense tracking
- Accounts payable & receivable
Financial Statement Preparation
Clear, detailed financial reports that help you understand your business health for tax filing, lenders, and investors.
- Income Statement (P&L)
- Balance Sheet
- Cash Flow Statement
Payroll Management
Reliable payroll services to keep your team paid on time and in compliance.
- Payroll processing and employee payments
- Payroll tax submissions
- Year-end forms (W-2/1099)
Account Reconciliation
Ensure your bank, credit, and loan accounts match your books precisely.
- Bank account reconciliation
- Credit card and POS reconciliation
- Loan and merchant accounts
Cloud Accounting Services
Set up or optimize modern accounting platforms including QuickBooks Online, Wave, and Xero.
- Software onboarding and migration
- Client training and support
- Ongoing optimization
Tax Done Right
On Time, Every Time
Reliable, accurate, and compliant tax preparation and planning. Bilingual support for families and businesses.
Tax Services We Provide
Individual Tax Preparation (Form 1040)
We make filing easy — whether your tax situation is simple or complex.
- Income reporting, deductions & credits review
- Child tax credit and education credits
- IRS electronic filing + refund tracking
- For W-2 earners, gig workers, families, and retirees
Business Tax Preparation
For LLCs, Corporations, Partnerships, and Sole Proprietors.
- Form 1120 (C-Corp), 1120-S (S-Corp), 1065 (Partnerships)
- Schedule C (Self-Employed)
- Multi-state tax filings
- Compliance check + deduction optimization
Sales Tax Services
We handle registration, calculation, and filing for businesses in retail, restaurants, e-commerce, and more.
- Business sales tax account setup
- Monthly & quarterly filings
- Late filing support
Tax Planning & Advisory
Proactive tax planning helps you keep more of your earnings year-round.
- Year-round tax strategy and quarterly estimates
- S-Corp vs LLC tax advantage review
- Retirement contribution planning
- Depreciation & asset strategy
Trusted, Bilingual
Immigration Support
Guidance for families and individuals navigating important immigration forms, public documents, and legal paperwork with care, confidentiality, and accuracy.
Immigration Services
Immigration Paperwork Assistance
"Llenado de Papeles de Emigración" — Done correctly from the start.
- Family-based immigration forms
- Status renewals & applications
- Adjustment of status support
- USCIS form preparation guidance
- Document translation support (non-legal)
- Complete document checklists
Certified Notary &
Public Desk Services
Professional notary services, Social Security retirement and disability support, EDD unemployment assistance, public desk help, and nonprofit setup, all in one place.
Our Services
Notary Public Services
Certified notary services for official documents. Walk-ins and scheduled appointments available.
- Immigration documents & affidavits
- Identity verification & consent forms
- Declarations & sworn statements
- Financial documents & business agreements
Public Desk Services
Support for government, legal, and administrative paperwork so you never feel lost or confused.
- DMV forms & school enrollment paperwork
- Housing documents & state assistance applications
- Name change forms & public benefits documentation
- Social Security retirements & disability applications
- EDD unemployment assistance & benefit documentation
Non-Profit Corporation Setup
Perfect for community groups, churches, family organizations, and charitable foundations.
- Articles of Incorporation & EIN setup
- Bylaws drafting support
- Form 1023/1023-EZ assistance
- Annual filing reminders
Need Notary or Public Desk Help?
Walk-ins welcome. Scheduled appointments available. Bilingual service in English and Spanish.
Strategic Guidance for
Your Financial Success
Expert financial insight, business formation strategy, and personalized planning to help you grow with clarity and confidence.
Advisory Services
Financial Consulting
Professional financial guidance to help you optimize income, reduce expenses, and build stability.
- Budgeting strategy & profitability improvements
- Cash flow audits & cost-saving recommendations
- Long-term financial planning
Investment Advisory
Understand your investment options and plan for long-term goals. We provide advisory guidance, not securities sales.
- Risk evaluation & market strategy guidance
- Retirement planning & portfolio structure recommendations
- Wealth-building roadmaps
Business Formation Consulting
Set your business up for success with the right structure and compliance foundation.
- LLC, S-Corp, C-Corp, Partnership entity selection
- EIN setup & Articles of Incorporation
- Operating agreements & notary assistance
- First-year tax planning & compliance requirements
Personal Financial Planning
Create a long-term financial strategy based on your goals and lifestyle.
- Retirement planning & debt reduction strategies
- Savings plans & income forecasting
- Education & family planning
Simple Pricing,
No Hidden Fees
Transparent pricing for every service — whether you're an individual, small business, or need specialized support.
Accounting Packages
Starter
- Basic bookkeeping
- Transaction categorization
- 1 bank reconciliation
- Financial summary
- Email support
Standard
- Monthly bookkeeping
- Up to 3 reconciliations
- Financial statements
- Expense tracking
- Monthly report
Professional
- Everything in Standard
- Payroll (up to 5 employees)
- Quarterly analysis
- Custom reports
- Monthly review call
Premium
- Full accounting & payroll
- Internal audits
- KPI dashboards
- Financial strategy
- Unlimited consultations
Tax Services Pricing
Immigration & Advisory Pricing
Bundle Packages
Business Essentials
- Monthly bookkeeping
- Reconciliations
- Sales tax filing
- Basic tax prep combo
Business Growth
- Everything in Essentials
- Payroll processing
- Quarterly tax planning
- Business advisory calls
Business Elite
- All accounting services
- All advisory services
- Priority support
- KPI dashboard
Your Secure Hub
for All Services
Upload documents, track progress, sign forms, and message our team securely — available 24/7.
What You Can Do Inside the Portal
Upload Documents
Submit tax forms, receipts, IDs, business statements, and immigration paperwork securely.
Organized Storage
All your documents organized by year and service type, accessible anytime.
E-Sign Forms
Review and electronically sign important documents from your phone or computer.
Secure Messaging
Communicate privately with our team regarding your case or service.
Track Progress
See real-time updates for tax filings, accounting tasks, and immigration paperwork.
Manage Appointments
Book, reschedule, or cancel appointments instantly from your portal.
Bank-Level Security
256-bit SSL Encryption
Two-Factor Authentication (2FA)
Encrypted File Transfers
HIPAA-Style Confidentiality
Daily Backups & Version Control
Request Portal Access
Coverage That Protects
What Matters Most
FEXCOS CORP guides individuals, families, and businesses through every step of the health insurance process — clearly, affordably, and stress-free.
Coverage Options We Offer
From individual plans to government programs — we find you the right coverage, at no cost to you.
Individual Health Insurance
ACA-compliant plans tailored to your income, needs, and preferred providers. We handle plan selection, subsidies, and enrollment.
Family Health Insurance
Comprehensive family coverage including pediatric care, specialist access, and cost-saving strategies for every household size.
Medicare
Guidance on Parts A, B, C (Advantage), and D (Prescription). We help you compare plans and enroll with confidence.
Medi-Cal
California's free or low-cost health coverage for qualifying individuals and families. We check eligibility and guide the application.
Covered California
California's official health marketplace. We assist with applications, income qualification, subsidy calculations, and annual renewals.
All provided at no cost to you. Our compensation comes from the carrier — never from our clients.
Why Clients Choose FEXCOS CORP
We don't just hand you a plan — we become your long-term health insurance partner.
Personalized Plan Matching
We analyze your specific needs and match you with the best available options.
Cost Optimization
We help you find affordable plans and maximize every subsidy you qualify for.
Bilingual Support
Full guidance in both English and Spanish throughout the entire process.
Ongoing Assistance
We're here for renewals, plan changes, and questions — not just enrollment.
Easy Enrollment
We handle the paperwork and submissions so you don't have to stress.
Insurance Carriers We Represent
We work with California’s most trusted health plans to find the right fit for you.
How It Works
Our streamlined process makes getting insured simple and stress-free.
Consultation
We learn about your health needs, family size, and budget — no obligation, no pressure.
Plan Comparison
We present the best options tailored to your specific situation, side by side.
Enrollment Assistance
We help you complete applications and submit everything correctly the first time.
Confirmation & Support
We ensure your coverage is active and provide ongoing assistance as your needs evolve.
When Can You Enroll?
Understanding enrollment windows is key to securing coverage on time.
Open Enrollment
The annual window when everyone can apply for or switch health insurance plans. We'll notify you in advance so you never miss it.
- Runs Annually
- All Eligible Individuals
- We Notify You
Special Enrollment
Life happens. If you've experienced a qualifying event, you may enroll outside of the standard window.
- Job Loss
- Marriage / Divorce
- New Baby
- Relocation
Transparent Pricing
Our guidance is always transparent. No surprise fees, ever.
Simple, Transparent Pricing
What Our Clients Are Saying
"They helped me find affordable coverage for my entire family. The process was quick and they explained every option clearly."
"Super helpful and explained everything in Spanish. Finally felt like someone actually understood my situation."
"Made health insurance simple and stress-free. I've recommended them to everyone I know."
Ready to Find the Right Health Insurance Plan?
Let FEXCOS CORP guide you through your options and help you secure the coverage you deserve — at no cost to start.
Required Document Checklists
Review the checklist below before your appointment to ensure all documents are complete. Upload securely through our Client Portal.
Individual Tax Returns (1040)
- Valid Photo ID (Driver's License, Passport)
- Social Security Cards for all dependents
- W-2 forms
- 1099 forms (NEC, INT, DIV, MISC, GIG, SSA)
- 1098-T (Education expenses)
- 1098 Mortgage interest statement
- Property tax receipts
- Prior-year tax return (optional but helpful)
- Marketplace Health Insurance Form 1095-A
Business Tax (LLC, S-Corp, Partnership)
- Articles of Organization / Incorporation
- EIN verification letter
- Profit & Loss (Income Statement)
- Balance Sheet
- Payroll summary
- Owner distributions
- Prior-year business tax return
- Merchant/POS statements
Monthly Accounting & Bookkeeping
- Bank statements (all accounts)
- Credit card statements
- Loan statements
- Merchant/POS reports
- Payroll summaries
- Vendor invoices
- Customer receipts
- Mileage logs & expense spreadsheets
Immigration Paperwork Assistance
- Valid passports or IDs
- Birth certificates
- Marriage certificates (if applicable)
- Proof of address
- Employment letters or pay stubs
- Previous immigration documents
- USCIS notices or letters
- 2×2 passport-style photos
Document Tips for Faster Processing
How Can We Help?
Browse our most common questions about accounting, tax, immigration, advisory, pricing, and portal access.
General Questions
Tax Questions
Immigration Questions
Pricing & Payments
Client Portal
Didn't Find Your Answer?
We're here to help with anything you need — fast and friendly.
Get In Touch
Whether you need tax filing, accounting support, business guidance, or immigration paperwork assistance — we're ready to help.
Contact Information
Office Location
FEXCOS CORP
443 Tecate Rd, Tecate, CA
United States, 91980
Walk-ins by appointment only
Phone / Messaging
Office: 619-478-5790
WhatsApp: 619-396-7995
Same-day responses for most inquiries
Email Support
[email protected]
[email protected]
We respond within 24 hours
Business Hours
Virtual Appointments
Available via Zoom, WhatsApp, or Phone. Ask about virtual options when booking.
Contact Form
Terms of Service
Last Updated: 2024 | FEXCOS CORP
Welcome to FEXCOS CORP. By accessing our website, client portal, or using our services, you agree to the following Terms of Service. Please read them carefully before proceeding.
1. Acceptance of Terms
By using our website or services, you agree to abide by these Terms of Service, our Privacy Policy, and all applicable laws.
If you do not agree, please do not use our website or services.
2. Services Provided
FEXCOS CORP offers:
- ✦ Accounting & Bookkeeping
- ✦ Tax Preparation & Planning
- ✦ Immigration Document Assistance (Non-Legal)
- ✦ Notary Services
- ✦ Financial Consulting & Advisory
- ✦ Business Formation & Non-Profit Setup
- ✦ Public Desk Support
⚠️ Important Disclaimer
FEXCOS CORP does not provide legal advice on immigration, tax litigation, or legal representation. Our immigration assistance is strictly limited to form preparation and document organization.
3. Client Responsibilities
Clients agree to:
- ✦ Provide accurate, complete, and timely information
- ✦ Upload or deliver required documents as requested
- ✦ Review completed forms or returns before submission
- ✦ Maintain account security (portal login, passwords, etc.)
FEXCOS CORP is not responsible for errors caused by incomplete or inaccurate information provided by the client.
4. Accuracy of Information
We strive to provide accurate services, but outcomes depend on the completeness and accuracy of client-provided data.
FEXCOS CORP is not liable for:
- ✦ IRS penalties caused by late or incorrect information from the client
- ✦ Delays caused by government agencies (IRS, USCIS, State Agencies, etc.)
- ✦ Rejected filings due to client omissions or unreported information
5. Payments & Refund Policy
Payment Timing
Payments are due prior to work beginning unless otherwise stated in a written agreement.
Non-Refundable Fees
Fees for tax preparation, accounting, immigration assistance, and consulting are non-refundable once work has begun.
Deposits
Deposits, when required, are also non-refundable after service initiation has occurred.
6–11. Additional Terms
⚖️ 6. Limitation of Liability
To the fullest extent permitted by law, FEXCOS CORP is not responsible for any indirect, incidental, or consequential damages related to the use of our services, including tax outcomes, legal decisions, or government determinations.
🏛️ 7. No Attorney-Client Relationship
Using our immigration document assistance does not create an attorney-client relationship. FEXCOS CORP is not a law firm and does not provide legal representation.
🔐 8. Client Portal Use
Clients must maintain the confidentiality of their login credentials. FEXCOS CORP is not liable for unauthorized access resulting from lost passwords or compromised accounts.
📱 9. Communication Consent
By submitting your information, you consent to being contacted via Email, Phone, SMS / WhatsApp, or Portal messages.
You may opt-out at any time.
🚫 10. Termination of Services
We reserve the right to terminate services for:
- ✦ Abuse or harassment toward staff
- ✦ Fraudulent or illegal activities
- ✦ Failure to provide required documents
📋 11. Changes to Terms
We may update these Terms at any time. Updates will be posted on this page with a new "Last Updated" date. Continued use of our services constitutes acceptance of the updated terms.
Questions About These Terms?
If you have any questions or concerns regarding our Terms of Service, please contact us directly.
Privacy Policy
Last Updated: 2024 | FEXCOS CORP
FEXCOS CORP is committed to protecting your privacy. This policy explains how we collect, use, and protect your personal information when you use our services or visit our website.
1. Information We Collect
A. Information You Provide Directly
- ✦ Name, address, email, phone
- ✦ Tax documents (W-2, 1099, financial statements, etc.)
- ✦ Immigration forms and personal documents
- ✦ Identification documents
- ✦ Business records
- ✦ Payment information
B. Automatically Collected Information
- ✦ IP address
- ✦ Browser type
- ✦ Device information
- ✦ Time spent on pages
- ✦ Portal access logs
C. Third-Party Information
We may receive documents or data through integrated platforms such as secure portals, e-signature systems, or accounting software.
2. How We Use Your Information
We use your information to:
- ✦ Provide accounting, tax, immigration, and consulting services
- ✦ Process payments and verify identity
- ✦ Communicate with you
- ✦ Securely store documents
- ✦ Comply with legal obligations
- ✦ Improve our website and services
3. How We Protect Your Information
We use industry-standard security measures including:
SSL Encryption
Secure Client Portal
Encrypted File Storage
Two-Factor Authentication
Need-to-Know Access Only
4. Sharing Your Information
🚫 We do not sell your information.
We may share your information with:
- ✦ IRS, State Agencies (only when filing taxes)
- ✦ USCIS or federal agencies (if requested by you for filings)
- ✦ Secure third-party vendors (e-signature, cloud accounting, payment processors)
- ✦ Legal authorities if required by law
All vendors are required to protect confidential data.
5. Data Retention
We retain tax, accounting, and immigration records for a minimum of 3–7 years, depending on legal requirements.
You may request document deletion when no longer legally necessary.
6. Your Rights
You may:
- ✦ Request copies of your documents
- ✦ Update or correct your information
- ✦ Request deletion (if legally permitted)
- ✦ Opt-out of marketing communications
🍪 7. Cookies & Tracking
We may use cookies to improve website performance, analytics, and user experience. You can disable cookies through your browser settings.
👶 8. Children's Privacy
We do not knowingly collect information from children under 13 without verifiable parental consent.
🔗 9. Third-Party Links
Our website may contain links to external websites. We are not responsible for their content or privacy practices.
📋 10. Policy Updates
We may update this Privacy Policy from time to time. Updates will be posted with a revised "Last Updated" date.
Questions About This Policy?
If you have any questions or concerns, please reach out to us directly.