Privacy Policy
Effective date: April 2026 · Mondragon Tax & Advisory
Your privacy is important to us. This Privacy Policy explains how Mondragon Tax & Advisory ("we," "us," or "our"), operated by Brandon Mondragon, collects, uses, and protects the personal information you provide when visiting this website.
Information We Collect
We collect information you voluntarily provide, including:
- Name and email address — when you submit a free resource request (Tax Advisory Readiness Guide or Missed Tax Deadline Guide)
- Communications — when you contact us via email or the client portal
We do not use cookies for tracking, and we do not use third-party advertising networks on this website.
How We Use Your Information
- To provide on-page access to the free resource you requested
- To send occasional tax tips and practice updates via email (you may unsubscribe at any time)
- To respond to inquiries and schedule consultations
- To comply with applicable legal and regulatory requirements
California Residents — CCPA Rights
If you are a California resident, you have the right to:
- Know what personal information we collect and how it is used
- Request deletion of your personal information
- Opt out of the sale of personal information (we do not sell personal information)
- Non-discrimination for exercising your privacy rights
To exercise these rights, contact us at brandon@mondragontax.com.
Third-Party Services
We use the following third-party services that may process your information:
- Formspree — processes website form submissions. See Formspree's Privacy Policy.
- Mailchimp (Intuit) — manages our email list and occasional email updates. See Mailchimp's Privacy Policy.
- Assembly (Copilot Platforms Inc.) — provides the secure client portal used for client onboarding, document exchange, and communications. Sensitive financial information is exchanged exclusively through this portal. See Assembly's Privacy Policy.
- GitHub Pages — hosts this website.
Data Retention
We retain contact information for as long as necessary to provide services or as required by law. You may request deletion at any time by emailing us directly.
Security
We take reasonable precautions to protect your personal information. However, no method of transmission over the internet is 100% secure. We encourage you to contact us through our secure client portal for sensitive communications.
Changes to This Policy
We may update this Privacy Policy from time to time. The effective date at the top of this page will reflect the most recent revision. Continued use of this website constitutes acceptance of the updated policy.
Contact
Questions about this policy? Reach us at:
brandon@mondragontax.com
Instagram: @mondragon.taxadvisory
San Diego, CA
This website is for marketing and informational purposes only and does not constitute specific legal, tax, or financial advice for your individual situation.