Last Updated: 12/04/2025

Espinoza & Molina (“we,” “us,” or “our”) is committed to protecting the privacy of all individuals who visit our website, use our digital services, or interact with us in any manner. This Privacy Policy explains how we collect, use, disclose, and safeguard personal information. By using our website, you consent to the practices described in this Policy.

We may collect the following types of information:

When you voluntarily fill out a form, request services, schedule consultations, upload documents, or communicate with us, we may collect:

1. Full name
    
2. Email address
    
3. Phone number
    
4. Mailing address
    
5. Taxpayer information
    
6. Immigration information
    
7. Financial data necessary for our services
    
8. Business entity information
    

When you visit our website, certain information may be automatically collected, including:

• IP address
   
• Browser type
   
• Device identifiers
   
• Web page interactions
   
• Cookies and tracking pixels
   
• Session analytics
   

We use cookies to enhance user experience and analyze website performance. You may disable cookies through your browser settings.

We use collected information to:

• Provide tax, immigration, advisory, and related professional services
   
• Communicate with you and respond to inquiries
   
• Maintain internal records and compliance documentation
   
• Improve website functionality and user experience
   
• Process payments and billing
   
• Send legally required notices
   
• Conduct professional due diligence
   
• Comply with regulatory requirements
   

We do not sell personal information to third parties.

As an Enrolled Agent and legal-oriented advisory firm, we safeguard client information under professional confidentiality and ethical standards. Sensitive personal information is maintained securely and used only in connection with services you request.

We implement reasonable administrative, physical, and technical safeguards to protect information from:

• Unauthorized access
   
• Disclosure
   
• Alteration
   
• Loss
   

Measures may include encryption, secure servers, password-protected systems, and limited access controls.

No internet-based transmission is 100% secure. While we take all necessary measures, you acknowledge that digital communications carry inherent risks.

We may share information only under the following conditions:

When you authorize us to release or transfer data.

Only as necessary to perform contracted services, such as:

• Secure digital storage
   
• Portal platforms
   
• Payment processors
   

These vendors must maintain confidentiality protections.

We may disclose information if legally compelled, including:

• IRS/FTB compliance
   
• Subpoenas
   
• Regulatory audits
   
• Court orders
   

We may share information with regulatory authorities for licensing, practice compliance, or professional oversight.

Our website may include links to third-party websites. We are not responsible for their privacy practices, policies, or content. We recommend reviewing their privacy statements before providing any information.

We retain information for as long as necessary to:

• Provide services
   
• Comply with regulatory requirements
   
• Maintain appropriate records
   

Retention periods may be influenced by federal and state tax laws, immigration procedures, and professional guidelines.

Depending on your state of residency, you may have legal rights to:

• Request access to your information
   
• Request corrections
   
• Request deletion of stored data
   
• Opt-out of marketing communications
   

To exercise any rights, contact us at:
info@espinozamolina.com or (619) 363-9493

Our website and services are not directed to children under the age of 13. We do not intentionally collect personal information from minors. If we become aware that a minor’s data was collected without consent, we will take reasonable steps to delete it.

We may update this Privacy Policy at any time. Any modifications will be posted on this page with an updated “Last Updated” date. Continued use of the site after changes are posted constitutes acceptance of the revised Policy.

If you provide your mobile number to receive text messages, appointment reminders, account-related alerts, or service updates, the following terms apply:

• No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
   
• All OPT-IN requests include text messaging originator opt-in data and consent; this information will not be shared with third parties.
   
• Mobile phone numbers collected for SMS communication are used exclusively for:
   
  • Identity verification
     
  • Appointment reminders
     
  • Service notifications
     
  • Account updates
     
  • Compliance communication
     
  • Client support
     

We do not sell, disclose, transfer, or release mobile numbers or SMS data for marketing, advertising, or solicitation purposes.

You may opt out of SMS communication at any time by replying “STOP”, or by contacting us directly at info@espinozamolina.com.

If you have questions regarding our Privacy Policy, data usage, or privacy rights, contact us at:

Espinoza & Molina
📧 info@espinozamolina.com
📍 Chula Vista, CA
📞 (619) 363-9493