Privacy Policy
This website, www.serranoproaccounting.com, is owned and operated by Serrano ProAccounting LLC. Serrano ProAccounting LLC is responsible for the collection and processing of personal information provided through this website, digital forms, advertising forms, and other communication channels.
We have adopted this Privacy Policy to explain how we collect, use, protect, and share the information collected through www.serranoproaccounting.com, Facebook, Instagram, Meta Lead Ads, online forms, and other digital platforms.
By using our website or submitting your information through any form, you agree to the terms of this Privacy Policy.
Personal Information We Collect
When you visit www.serranoproaccounting.com, we may automatically collect certain information about your device, including your web browser, IP address, time zone, pages visited, referral sources, search terms, and cookies installed on your device. We refer to this as “Device Information.”
We may also collect personal information that you voluntarily provide to us, including but not limited to:
Full name
Phone number
Email address
Mailing address
City and state of residence
Age range
Preferred contact time
Service interest
Insurance status
Information submitted through website forms, Facebook forms, Instagram forms, Meta Lead Ads, or other digital forms
Lead Forms and Insurance Inquiries
When you submit a form through Facebook, Instagram, Meta Lead Ads, our website, or any other digital form, we may collect personal information such as your full name, phone number, email address, state of residence, age range, insurance status, and preferred contact time.
We use this information to contact you regarding the request you submitted and to provide information about products and services offered by Serrano ProAccounting LLC and its authorized representatives.
These products and services may include, but are not limited to:
Final expense insurance
Life insurance
Supplemental insurance
Health insurance information
Tax services
Immigration services
Bookkeeping
Payroll
Business formation
Related financial protection and business services
By submitting a form, you authorize Serrano ProAccounting LLC and its authorized representatives to contact you by phone, text message, email, or other digital communication methods using the information you provided.
You understand that submitting a form does not create an obligation to purchase any product or service.
Why We Process Your Data
We process your personal information for the following purposes:
To respond to your request for information
To contact you regarding services you requested
To provide quotes, consultations, or service information
To schedule appointments
To follow up on submitted forms
To improve our website, advertising, and customer service
To prevent fraud, abuse, or unauthorized activity
To comply with applicable laws, regulations, and legal obligations
We collect only the information reasonably necessary to provide information, follow up, and deliver the services requested.
Communication Consent
By submitting your information through our website, Facebook, Instagram, Meta Lead Ads, or any other digital form, you consent to be contacted by Serrano ProAccounting LLC and its authorized representatives.
We may contact you by:
Phone call
Text message
Email
Voicemail
Digital messaging platforms
Message and data rates may apply. You may request to stop receiving communications from us at any time by contacting us using the information listed below.
Sharing of Information
We do not sell your personal information.
We may share your information only when necessary to process your request, provide services, or comply with legal requirements. This may include sharing information with:
Authorized representatives of Serrano ProAccounting LLC
Licensed insurance agents
Insurance carriers
Technology platforms
CRM systems
Email or communication providers
Service providers assisting with business operations
Legal or regulatory authorities when required by law
Any sharing of information is limited to what is reasonably necessary to fulfill the purpose for which the information was collected.
Cookies and Tracking Technologies
Our website may use cookies and similar tracking technologies to improve user experience, analyze website traffic, measure advertising performance, and improve our marketing.
You can choose to disable cookies through your browser settings. However, some parts of the website may not function properly if cookies are disabled.
Links to Other Websites
Our website may contain links to third-party websites that are not owned or controlled by Serrano ProAccounting LLC.
We are not responsible for the privacy practices, content, or policies of third-party websites. We encourage users to read the privacy policies of any website they visit.
Information Security
We take reasonable administrative, technical, and physical measures to protect personal information from unauthorized access, use, disclosure, alteration, or destruction.
However, no method of transmission over the internet or electronic storage is completely secure. Therefore, we cannot guarantee absolute security of your information.
Data Retention
We may retain your personal information for as long as necessary to respond to your request, provide services, maintain business records, comply with legal obligations, resolve disputes, and enforce agreements.
You may request that we update or delete your information by contacting us using the contact information below.
Your Rights
Depending on your state, country, or jurisdiction, you may have rights related to your personal information, including:
The right to know what personal information we collect
The right to request access to your personal information
The right to request correction of inaccurate information
The right to request deletion of your information
The right to opt out of certain communications
The right to ask how your information is used or shared
To exercise these rights, please contact us using the contact information below.
Legal Disclosure
We may disclose personal information if required or permitted by law, including to comply with a subpoena, court order, legal process, government request, or regulatory obligation.
We may also disclose information when we believe in good faith that disclosure is necessary to protect our rights, protect your safety or the safety of others, investigate fraud, prevent abuse, or respond to legal claims.
Contact Information
For questions about this Privacy Policy or to request access, correction, or deletion of your personal information, please contact us at:
Serrano ProAccounting LLC
Email: elkinserrano@serranoproaccountingllc.com
Website: www.serranoproaccounting.com
Updates to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.
Effective Date: June 2026