Legal
Privacy Policy
Information we collect
We collect the information you provide through our intake form, email, phone, or in person — including your name, contact details, Social Security or EIN numbers, income documents, and any files you upload for the purpose of preparing your tax return or bookkeeping records.
How we use your information
Your information is used solely to prepare and file your returns, maintain your books, respond to your questions, and meet our legal and regulatory obligations. We do not sell or rent your information to anyone.
Payment information
Payments are processed by Stripe. Card and bank details are entered directly on Stripe's secure checkout and are never stored on our servers. Stripe sends your payment receipt by email.
Sharing
We share information only with the IRS and state tax authorities as required to file your return, with service providers who help us operate (such as our payment processor), or when required by law.
Security
We use encrypted transmission and restricted access controls to protect client documents. No method of transmission is perfectly secure, so please contact us before sending sensitive documents through unsecured channels.
Your choices
You may request a copy of the information we hold about you, ask us to correct it, or ask us to delete records we are not legally required to retain. Tax records are generally retained for seven years.
Contact
Questions about this policy? Email info@macayataxsolutionsgroup.com or call (904) 877-3797.