Privacy Policy

Introduction

Hummingbird Financial & Tax Services ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Information We Collect

Personal Information

We may collect personal information that you voluntarily provide to us, including:

• Name and contact information (email, phone number, address)
• Financial information (income, assets, investment details)
• Tax identification numbers
• Employment information
• Investment goals and risk tolerance

Automatically Collected Information

When you visit our website, we may automatically collect:

• IP address and browser type
• Device information
• Pages visited and time spent on our site
• Referral sources

How We Use Your Information

We use your information to:

• Provide financial planning and advisory services
• Prepare tax returns and provide tax planning services
• Communicate with you about our services
• Process transactions and manage your accounts
• Comply with legal and regulatory requirements
• Improve our website and services
• Send you marketing communications (with your consent)

Information Sharing and Disclosure

We do not sell your personal information. We may share your information with:

• Service Providers: Third-party vendors who assist us in providing services
• Legal Requirements: When required by law or to protect our rights
• Business Transfers: In connection with a merger, sale, or acquisition
• With Your Consent: When you authorize us to share your information

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure.

Your Rights

You have the right to:

• Access your personal information
• Request correction of inaccurate information
• Request deletion of your information (subject to legal obligations)
• Opt-out of marketing communications
• Object to processing of your information

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to improve your experience on our website. You can control cookie preferences through your browser settings.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies.

Children's Privacy

Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us:

• Milena Mahecha: (909) 317-8751
• Lupita Salinas: (951) 240-6332
• Aide Enriquez: (951) 606-0346
• Email: info@hummingbirdfinancial.com