
In some cases, we may have a legal obligation to process your personal data, such as in response to a court or regulator order. We also may need to process your personal data to protect vital interests, or to exercise, establish, or defend legal claims. Performance of a Contract We process personal data to perform our obligations under an agreement with you or our Customers. For example, we use payment information you provide when you purchase a Service.

We may collect general location data, such as country, state, city, or postal code, to support the Services, provide regional customization, conduct analytics, and ensure compliance and security. You may voluntarily submit other personal data to us through our Services that we do not request and are not required for the relevant data processing activity. We offer accounting services that cater to the needs and challenges of small business owners and individuals. Couldn’t have been more happier with our tax services this year with IB CPA. They were easy to deal with during this pandemic and we were able to complete our taxes virtually.

Ibarra Carrillo Soto CPAs + Advisors is an accountancy firm that provides its services to local individuals and businesses in San Diego and the surrounding areas. Its list of services includes financial statement compilation, payroll services, business projections, bookkeeping, estate planning, and workers comp computation and audit. Armando Ibarra, Jr., managing partner of the firm, has been featured in Metropolitan Magazine as a Favorite Hispanic CPA. For personal data we determine the purposes for and means by which it is processed, such personal data will not be kept for longer than necessary for the original purpose of collection, when no longer relevant, or upon permissible request.
David Thomas, CPA, Esq., is an accounting firm that offers services to San Diego clients who are looking for accountants and financial adjusting entries experts. Its practice areas and services include tax planning and compliance, wealth management, estate planning, and business accounting. Its team assists in customers’ quarterly and annual financial statement preparation, bookkeeping, and financial analysis.

We may also follow up with you to verify your identity before processing the authorized agent’s request as permitted by applicable law. During your use of the Services, you may have the opportunity to visit or link to other websites, including websites by third parties unaffiliated with us. These websites might collect personal data about you, and you should review the privacy policies of such other websites to see how they treat your personal data.
Please note that certain information may be exempt from such requests under applicable law. Bookkeeping 101 For example, we need to retain certain information in order to provide our services to you. We also need to take reasonable steps to verify your identity before responding to a request, which may include, at a minimum, depending on the sensitivity of the information you are requesting and the type of request you are making, verifying your name and email address.
We may also disclose personal data where you provide your consent or post your personal data publicly. Where required by law, additional consent is obtained before personal data is transferred to us or forwarded to other parties. For example, we disclose personal data with background check providers if a job applicant consents and we are instructed bookkeeping services san diego to do so by our Customers. We may use third-party web analytics services on our Services, such as those of Google Analytics, Hubspot, LinkedIn, Hotjar, Gainsight and others.


The firm has been helping business owners and business starters with their accounting needs for over 30 years. Its services include cash flow management, payroll, tax preparation & planning, bookkeeping, and more. The professionals handle clients engaged in construction, real estate, government contracting, and non-profit organizations. They cater to multi-national clients, serving in several languages like English, Mandarin, Chinese, and Malay. Coastal Tax Advisors is a tax planning-focused CPA firm for individuals and businesses in San Diego and nearby areas.