Privacy Policy

Last updated: October 22, 2025

Gateway CPA P.A. (“we”, “us”, or “the Company”) respects your privacy and is committed to protecting your personal data. This Privacy Policy describes how we collect, use, store, and protect your information when you visit our website https://gatewaycpa.us/ (the “Site”) and use our services.

1. INFORMATION WE COLLECT

1.1 Information you provide directly

When you download our Free Tax Compliance Guide or contact us, we may collect:

Mandatory information:

• Full name
• Email address

Optional information:

• Phone number
• Company name

1.2 Information collected automatically

When you visit our Site, we automatically collect:

• IP address
• Browser and device type
• Operating system
• Pages visited and time spent
• Referral source (how you arrived at our Site)
• Approximate geolocation data
• Cookie and similar technology data

1.3 Information from third parties

We may receive information about you from social media platforms and analytics services like Google Analytics and Facebook when you interact with our content on those platforms.

2. HOW WE USE YOUR INFORMATION

We use the collected information for the following purposes:

• Lead magnet delivery: Sending you the Free Tax Compliance Guide you requested
• Marketing communications: Sending you newsletters, educational content, service offers, and updates about our accounting and tax advisory services
• Business calls: Contacting you by phone to offer our professional services
• Analytics and improvement: Analyzing Site usage to improve our services and user experience
• Remarketing: Showing you personalized ads on third-party platforms like Google and Facebook
• Legal compliance: Complying with applicable legal and regulatory obligations
• Security: Protecting against fraud, abuse, and illegal activities

3. LEGAL BASIS FOR PROCESSING (GDPR)

If you are in the European Economic Area (EEA), we process your personal data under the following legal bases:

• Consent: When you provide explicit consent by submitting the form
• Legitimate interests: For direct marketing, analytics, and service improvement purposes
• Contractual obligation: To provide the requested services
• Legal obligations: When required by law

4. COOKIES AND TRACKING TECHNOLOGIES

Our Site uses cookies and similar technologies. For detailed information about the cookies we use, see our Cookie Policy.

The main categories of cookies we use are:

• Essential cookies: Necessary for the Site’s operation
• Analytics cookies: Google Analytics 4 (GA4) for traffic analysis
• Marketing cookies: Facebook Pixel and Klaviyo for targeted advertising and remarketing

You can configure your browser to reject cookies, but this may affect the Site’s functionality.

5. SHARING INFORMATION WITH THIRD PARTIES

We do not sell or rent your personal information to third parties. We share limited information with the following service providers:

5.1 Service providers

• Klaviyo: Email marketing platform to manage communications
• Google LLC: Analytics and advertising (Google Analytics 4, Google Ads)
• Meta Platforms Inc.: Advertising and remarketing (Facebook Pixel)

These providers may only use your information per our instructions and are contractually obligated to protect your information.

5.2 Legal disclosures

We may disclose your information if:

• Required by law, court order, or legal process
• Necessary to protect our legal rights
• Necessary to prevent fraud or illegal activities

6. INTERNATIONAL DATA TRANSFERS

Your data may be transferred and stored on servers located outside your country of residence, including the United States. When we transfer data outside the EEA, we implement appropriate safeguards, including EU Standard Contractual Clauses.

7. DATA RETENTION

We retain your personal information as long as:

• You maintain an active relationship with us (newsletter subscription, active client)
• It is necessary to comply with legal obligations
• It is necessary to resolve disputes or enforce our agreements

If you want us to delete your information earlier, you can exercise your right to deletion as described in Section 9.

8. INFORMATION SECURITY

We implement appropriate technical and organizational measures to protect your personal information, including:

• SSL/TLS encryption for data transmission
• Restricted access controls
• Regular security monitoring
• Staff training on data protection

However, no method of internet transmission or electronic storage is 100% secure. We cannot guarantee the absolute security of your information.

9. YOUR PRIVACY RIGHTS

9.1 Rights under GDPR (EEA users)

If you are in the EEA, you have the following rights:

• Right of access: Request a copy of your personal data
• Right of rectification: Correct inaccurate or incomplete data
• Right of deletion: Request deletion of your data (“right to be forgotten”)
• Right of restriction: Limit the processing of your data
• Right of portability: Receive your data in a structured format
• Right of objection: Object to the processing of your data
• Right to withdraw consent: At any time, without affecting the lawfulness of prior processing
• Right to lodge a complaint: With a data protection authority

9.2 Rights under CCPA (California residents)

If you are a California resident, you have the following rights:

• Right to know: What personal information we collect, use, and share
• Right to deletion: Request deletion of your personal information
• Right to opt-out: Opt out of the sale of personal data (note: we do not sell personal data)
• Right to non-discrimination: Not be discriminated against for exercising your CCPA rights

9.3 How to exercise your rights

To exercise any of these rights, contact us at:

• Email: rf@gatewaycpa.us
• Phone: +1 (305) 209-7434
• Address: 8750 Northwest 36th Street Suite 430, Doral, FL 33178

We will respond to your request within 30 days (GDPR) or 45 days (CCPA).

9.4 Opting out of communications

You can opt out of our marketing communications at any time:

• By clicking the “Unsubscribe” link in any email
• By emailing rf@gatewaycpa.us
• By calling +1 (305) 209-7434

Note: Even after opting out, we may send you transactional communications related to services you have contracted.

10. CHILDREN’S PRIVACY

Our Site is not directed to individuals under 18 years of age. We do not knowingly collect personal information from minors. If we discover that we have collected information from a minor, we will delete it immediately.

11. LINKS TO THIRD-PARTY SITES

Our Site may contain links to third-party websites. We are not responsible for the privacy practices of those sites. We recommend reviewing their privacy policies.

12. CHANGES TO THIS POLICY

We may update this Privacy Policy periodically. The “Last updated” date at the top indicates when it was last revised. Material changes will be notified through a prominent notice on the Site or by email.

13. CONTACT INFORMATION

If you have questions about this Privacy Policy or how we handle your personal data, contact us:

Gateway CPA P.A.
8750 Northwest 36th Street Suite 430
Doral, FL 33178
Email: rf@gatewaycpa.us
Phone: +1 (305) 209-7434
EIN: 39-3359558

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This Privacy Policy governs the use of our Site and services. By using the Site, you agree to the practices described in this policy.