Privacy Policy

Riesco & Company, LLC is committed to protecting your privacy and maintaining your trust. In accordance with the Gramm-Leach-Bliley Act of 1999 and other applicable laws, we safeguard the confidentiality of your nonpublic personal information. Your use of this website signifies your acceptance of this Privacy Policy

Information We Collect

We collect personal information only when it is provided by you or obtained with your authorization. This information is used to prepare tax returns, provide accounting and financial planning services, and respond to your inquiries.

Information may be collected through:

  • Website contact forms
  • Emails, phone calls, text messages, or written correspondence
  • Tax organizers, financial questionnaires, and related documents
  • Other online forms or communications

We collect only the information necessary to respond to your request or provide services.

We do not seek sensitive personal information through this website unless legally required (for example, in connection with employment recruitment). If sensitive information is voluntarily provided, it will be used only for the purpose for which it was submitted and with your consent

How We Protect Your Information

We restrict access to nonpublic personal information to team members and contracted service providers who need the information to provide services to you. All such parties are bound by confidentiality obligations, professional standards, and applicable laws.
We maintain physical, electronic, and procedural safeguards that comply with federal regulations to protect your information from unauthorized access, alteration, or destruction

Disclosure of Information

As a general rule, we do not disclose personal information about current or former clients to third parties except as permitted or required by law.

Limited disclosure may occur in the following circumstances:

  • To comply with valid legal processes, such as subpoenas or court orders
  • In connection with regulatory or professional reviews
  • As part of a prospective merger, sale, or acquisition of the firm, subject to confidentiality protections
  • In connection with actual or threatened legal proceedings involving the firm
  • To trusted affiliates or third-party service providers who assist us in delivering services, provided they are contractually prohibited from using or disclosing the information for any other purpose

Our Commitment

We value your trust and are dedicated to protecting your privacy. We are committed to safeguarding your information and continuing to earn your confidence as your trusted advisor.