Rodriguez Financial Services

Effective Date: July 1, 2026

Privacy Policy

Rodriguez Financial Services ("the Firm," "we," "our," or "us") is committed to protecting the privacy and confidentiality of every client we serve. We understand that many of the services we provide require highly sensitive personal and financial information. We take that responsibility seriously and strive to maintain the highest standards of professionalism, confidentiality, and data security.

This Privacy Policy describes how we collect, use, store, and protect your information when you use any of our services.

Services We Provide

Rodriguez Financial Services offers a variety of professional services, including but not limited to:

• Individual Income Tax Preparation

• Business Tax Preparation

• Corporation (C-Corp, S-Corp, Partnerships, LLC's, Trust and Estate)

• Tax Planning

• Tax Resolution Assistance

• Bookkeeping Services

• Payroll Services

• Business Formation Services

• LLC, Corporation, and Business Formation, Registration, Start-Up & Compliance Services 

• Business Consulting

• Financial Consulting

• Immigration Document Preparation Assistance*

• Immigration Forms and Application Assistance*

• Unemployment Applications and Related Assistance

• Civil Wedding Officiant Services

• Professional Letter Preparation

• Document Preparation Services

• Translation Assistance (if offered)

• General Business Support Services

• Additional financial and administrative services offered by the Firm.

*Rodriguez Financial Services is not a law firm and does not provide legal advice, legal representation, or legal opinions.

Information We Collect

Depending on the services requested, we may collect:

• Name

• Address

• Telephone number

• Email address

• Date of birth

• Social Security Number (SSN)

• Individual Taxpayer Identification Number (ITIN)

• Driver's License or Government Identification

• Passport Information

• Employment information

• Income information

• Tax records

• Financial records

• Banking information

• Business ownership information

• Payroll information

• Family information necessary for tax or immigration documentation

• Marriage information for civil wedding services

• Any documents necessary to complete requested services.

How We Use Your Information

Your information may be used to:

• Prepare tax returns

• Complete bookkeeping services

• Process payroll

• Prepare immigration-related forms and supporting documents

• Assist with unemployment applications

• Prepare business filings

• Prepare letters and official documents

• Perform business consulting services

• Schedule appointments

• Communicate regarding requested services

• Verify identity

• Comply with federal, state, and local regulations

• Improve the quality of our services.

We only collect information necessary to perform the services you request.

Confidentiality

Every client receives the same level of confidentiality regardless of the service provided.

All information shared with Rodriguez Financial Services is treated as confidential unless disclosure is:

• Required by law;

• Authorized by the client in writing;

• Necessary to complete requested services;

• Required by government agencies involved in processing your application or documentation.

Information Sharing

Rodriguez Financial Services does not sell, lease, rent, or share client information for marketing purposes.

Information may only be disclosed to:

• Federal agencies

• State agencies

• Local government agencies

• Payroll processors

• Financial institutions

• Software providers

• Electronic filing providers

• Third-party vendors assisting with requested services

and only when necessary to complete services authorized by the client or required by law.

Data Security

We maintain administrative, technical, and physical safeguards designed to protect client information against unauthorized access, alteration, disclosure, or destruction.

While no electronic system can guarantee absolute security, we employ commercially reasonable security practices to safeguard your information.

Document Retention

Client records may be retained for the period required by Federal law, California law, professional standards, or business needs.

After the applicable retention period, records may be securely destroyed.

Terms and Conditions

By requesting or using any services provided by Rodriguez Financial Services, you agree to the following Terms and Conditions.

Scope of Services

Rodriguez Financial Services provides professional tax, bookkeeping, payroll, administrative, business support, document preparation, immigration document assistance, unemployment assistance, civil wedding officiant services, consulting, and related services.

Each service is performed based on information supplied by the client.

Client Responsibilities

Clients agree to:

• Provide accurate and truthful information.

• Submit complete documentation.

• Review all completed documents before signing.

• Notify us of changes affecting requested services.

• Maintain copies of important records.

Rodriguez Financial Services is not responsible for errors caused by incomplete, inaccurate, misleading, or late information provided by clients.

No Legal Advice

Unless specifically authorized by law, Rodriguez Financial Services does not provide legal advice, legal representation, immigration legal services, or legal opinions.

Clients seeking legal advice should consult a licensed attorney.

Immigration Services Disclaimer

Our immigration-related services consist solely of document preparation assistance based upon information provided by the client.

We cannot guarantee approval of any immigration application, petition, visa, permit, or benefit.

Government agencies make all final decisions.

Unemployment Services Disclaimer

We assist clients with preparing and submitting unemployment-related applications.

Approval, eligibility, payment amounts, processing times, investigations, and benefit determinations are made solely by the appropriate government agency.

We cannot guarantee approval or continued eligibility.

Civil Wedding Services

Civil wedding officiant services are performed in accordance with applicable California laws.

Clients are responsible for obtaining any required marriage licenses and providing valid identification before the ceremony. Ceremonies can be held in the community of your choice—whether at your home, a venue, a park, an office, or any other location where you decide to hold your civil ceremony.

Tax Services Disclaimer

Tax preparation services rely entirely upon documentation and information supplied by the client.

We are not responsible for:

• IRS processing delays

• State processing delays

• Audit selections

• Refund timing

• Interest or penalties resulting from inaccurate information provided by the client.

No Guarantee of Results

Although we strive to provide accurate, professional, and timely services, Rodriguez Financial Services cannot guarantee:

• Tax refund amounts

• Government approvals

• Immigration approvals

• Business registration approvals

• Loan approvals

• Processing times

• Benefit eligibility

• Outcomes of government agency decisions.

Fees

Fees vary depending on the service requested.

Unless otherwise agreed in writing:

• Fees are due upon completion of services.

• Some services require payment in advance.

• Government filing fees are separate from our service fees.

• Fees are generally non-refundable once work has begun or services have been substantially performed.

Electronic Communications

By providing your telephone number or email address, you consent to receiving communications regarding:

• Appointments

• Tax updates

• Service reminders

• Requests for documents

• Account notifications

• Billing information

• General customer service communications.

Limitation of Liability

Rodriguez Financial Services shall not be liable for indirect, incidental, consequential, or special damages arising from services provided.

Right to Refuse Service

Rodriguez Financial Services reserves the right to refuse, decline, discontinue, or terminate services at our sole discretion, to the extent permitted by applicable law. Reasons may include, but are not limited to, failure to provide required documentation, nonpayment, suspected fraud or illegal activity, conflicts of interest, abusive, threatening, or inappropriate behavior toward our staff, or any circumstance that prevents us from providing services in a professional, ethical, or lawful manner.

Rodriguez Financial Services does not discriminate based on any characteristic protected by applicable federal, state, or local law.

Governing Law

These Terms and Conditions are governed by the laws of the State of California and applicable Federal laws.

Changes

Rodriguez Financial Services reserves the right to modify this Privacy Policy and these Terms and Conditions at any time.

Updated versions become effective upon publication or distribution.

Contact Information

Rodriguez Financial Services

Phone: (209) 827-8612

Email: rfslosbanos@gmail.com

We appreciate the opportunity to serve our community, warmly welcome clients from surrounding communities and beyond. Whether you need assistance with Taxes, Bookkeeping, Payroll, Immigration Document Preparation, Business Services, Civil Wedding Services, or other administrative support, our goal is to provide professional, respectful, confidential, dependable and reliable service to every client.