Privacy Policy

Scope

This policy governs use of the Aldea Services website, public forms, contact requests, scheduling, newsletter, cookie preferences, operational communications, and related consent records.

The website operates as a digital presence and educational channel. Client portals, tax documentation, service delivery, and operational systems may live outside this website and may be subject to additional notices or terms.

Information we may collect

Aldea Services may collect name, email address, phone number, business information, number of employees, service interest, message content, source URL, submission timestamp, IP address, user agent, language/cookie preferences, and consent evidence when a user submits information.

The public website is not designed to receive tax return information, full or masked SSN/ITIN, tax documents, bank information, or portal credentials. Sensitive documentation should be handled only through secure channels identified by Aldea Services.

How we use information

We use information to respond to requests, coordinate consultations, operate forms, send transactional communications, maintain compliance records, measure website performance, and improve the service experience.

Submitting a form does not create a client-professional relationship until Aldea Services confirms the scope, price, responsibilities, and applicable terms in writing.

SMS and separate consent

Providing a telephone number does not enroll a user in SMS messaging. SMS consent is optional, separate, and requires checking a specific box or providing another documented affirmative opt-in after seeing the full disclosure.

SMS messages, when authorized, are operational in nature: appointment reminders, service status updates, account notices, notifications that a request is available in the secure portal, and follow-up about the request. Sensitive information should not be sent by SMS.

ADP, Xero, and referrals

Aldea Services may share public form data with ADP or Xero only when the user provides separate partner consent for that purpose.

Data may be exported or prepared through CSV files or other authorized operational means. Aldea Services may receive commission, credit, discount, rebate, license, or another commercial benefit if the client becomes connected to payroll or cloud accounting partner programs.

Operational providers

Aldea Services uses providers to operate hosting, CDN/DNS, backend/database, transactional email, newsletter/CRM, scheduling, SMS, payments, portal, tax software, e-signature, storage, and support/IT.

Providers should be used for operational or service purposes, not to sell SMS opt-in data or SMS consent to third parties or affiliates for their own promotional marketing.

Cookies, storage, and analytics

The site may use cookies, localStorage, and sessionStorage for language, cookie preferences, security, admin sessions, forms, scheduling, and site measurement.

Google Analytics and marketing/remarketing technologies should activate only after the user has accepted the corresponding category. Meta Pixel, Hotjar, Microsoft Clarity, and chat widgets are not used in this version.

Authorized access and location

Website information may be accessed by authorized personnel, employees, partners, and support/IT according to role. Employees may see contact information; service owners may see information needed to respond to or route the request.

Access may occur from the United States, Mexico, or other authorized operational locations, subject to confidentiality, security, and need-to-access controls.

Security and choices

We apply reasonable administrative, technical, and organizational safeguards, but no website, email, SMS, or internet transmission can be guaranteed completely secure.

Individuals may contact Aldea Services to request access, correction, update, or deletion where applicable. Specific retention schedules remain pending legal review and are not published in this version.

Provider and category matrix

Confirmed names are published and categories are used where exact vendors remain pending.

Contact

333 W. San Carlos Street, Suite 600, San Jose, CA 95110 · (866) 426-0198 · info@aldea-services.com

Informational document. It must be reviewed by authorized legal/CPA counsel before being treated as final.