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Privacy Policy

GCP Advisory is a high-end boutique tax and business management firm based in Los Angeles California for high
net-worth individuals and families, entrepreneurs, real estate professionals and entertainment industry
professionals. Our foundation is navigating complex financial landscapes and ensuring compliance by providing
high-quality personal service. Our purpose is being an impactful and value-added partner further empowering
our clients to build, maintain, and enjoy their wealth.

Scope of the Privacy Policy

  • Our website, www.gcpcpa.com, its subdomains, and associated portals, applications, and services.
  • Interactions in person at our offices, over the phone, or through other communications with our team.

By accessing our website or contacting us, you agree to this Policy and acknowledge that our communications do not constitute accounting advice, advertising, or a solicitation, nor do they establish a client relationship until a signed Engagement Agreement is in place. Any unsolicited information submitted by non-clients is not subject to confidentiality obligations.

Data Collection and Retention

We retain records related to our professional services to assist clients effectively and comply with professional guidelines. To protect nonpublic personal information, we maintain robust electronic, physical, and procedural safeguards aligned with CPA professional standards.

Information Sharing

We do not disclose nonpublic personal information except as permitted by law or with client consent. Information may be shared under the following circumstances:

  • With Service Providers: Such as investment advisers, broker-dealers, outside custodians, auditors, or legal counsel.
  • With Independent Contractors: Acting as advisors under strict confidentiality agreements.
  • At Client Request: With nonaffiliated third parties (e.g., wealth advisors, estate planners, insurance agents) to support comprehensive tax planning and advisory services.

We may also disclose information if required by law, such as in response to regulatory inquiries, subpoenas, or court orders. Any shared information is limited to what is necessary, and third parties are required to maintain strict confidentiality.

Consent and Terms

By using our site, inquiring about services, or visiting our locations, you consent to this Privacy Policy and agree to our Terms of Use.

If you have any questions about our Privacy Policy, please contact us directly. (last updated January 1, 2025)