Privacy Policy

Last updated: December 27, 2024

Information We Collect

MBM Accounting & Tax Services LLC collects information necessary to provide professional accounting and tax services:

• Personal identification information (name, address, phone, email)
• Financial information (income, expenses, tax documents)
• Business information (entity details, financial records)
• Communication records related to our services

How We Use Your Information

We use collected information solely for:

• Preparing tax returns and financial statements
• Providing accounting and consulting services
• Communicating about your account and services
• Meeting legal and regulatory requirements
• Improving our services and client experience

Information Sharing

We maintain strict confidentiality and do not sell, trade, or share your personal information except:

• With your explicit written consent
• To comply with legal obligations or court orders
• To authorized third parties assisting in service delivery (with confidentiality agreements)
• To prevent fraud or protect our legal rights

Data Security

We implement comprehensive security measures to protect your information:

• Encrypted data transmission and storage
• Secure physical and digital access controls
• Regular security assessments and updates
• Employee training on confidentiality requirements
• Secure document destruction procedures

Data Retention

We retain client information in accordance with:

• IRS requirements (typically 7 years for tax records)
• State and federal regulations
• Professional standards and best practices
• Client service needs and ongoing relationships

Your Rights

You have the right to:

• Access your personal information in our records
• Request corrections to inaccurate information
• Understand how your information is used
• Request information about data sharing
• File complaints about privacy practices

Cookies and Website Data

Our website may use cookies to:

• Improve user experience and site functionality
• Analyze website traffic and usage patterns
• Remember user preferences

You can disable cookies through your browser settings.

Third-Party Services

We may use trusted third-party services for:

• Tax software and preparation tools
• Secure document transmission
• Payment processing
• Communication platforms

All third parties are required to maintain appropriate confidentiality and security standards.

Changes to Privacy Policy

We may update this privacy policy periodically. Significant changes will be communicated to clients through:

• Email notifications
• Website announcements
• Direct communication during service interactions

Contact Information

For questions about this privacy policy or our data practices, contact us: