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Information We Collect

We may collect the following categories of information:

A. Information You Provide to Us

• Contact details (name, email, phone number, address)

• Identity information (date of birth, last four of SSN, tax filing information)

• Business information (EIN, business name, revenue details, bookkeeping info)

• Documents you upload (tax forms, receipts, IDs, income statements, etc.)

• Payment information used to purchase services

• Any other data voluntarily submitted through forms, intake pages, or communications

B. Information Collected Automatically

When you visit our website, Wix and integrated tools may automatically collect:

• IP address

• Device identifiers

• Browser type

• Cookies and tracking technologies

• Pages viewed, time spent, and referring URLs

C. Information from Third Parties

If applicable, we may receive information from:

• Payment processors

• Scheduling tools

• Tax software portals

• Identity verification tools

• Advertising or analytics partners

 

How We Use Your Information

We use the information we collect to:

• Provide and improve our tax, accounting, consulting, and compliance services

• Process payments and send invoices

• Communicate with you (updates, reminders, official notices)

• Verify your identity when required by law

• Maintain accurate records for compliance and regulatory requirements

• Improve website functionality, user experience, and marketing performance

• Detect, prevent, or respond to fraud or security issues

 

How We Share Your Information

We do not sell your information. We may share data only with:

• Service providers (e.g., Wix, scheduling tools, CRM, tax software, payment processors)

• Third-party vendors who help operate our website or process client work

• Legal authorities if required by law, court order, or to comply with IRS/State compliance obligations

• Business partners or subcontractors assisting with bookkeeping, tax prep, or consulting work—only when necessary and under confidentiality obligations

All third-party providers are required to handle your data in accordance with industry privacy and security standards.

 

Cookies and Tracking Technologies

Our website, through Wix and third-party apps, uses cookies and similar technologies to:

• Improve site performance

• Analyze traffic

• Personalize content

• Support marketing analytics

You can control cookie settings through your browser.

 

Data Retention

We retain personal information only for as long as necessary to:

• Provide services

• Fulfill legal, tax, and regulatory requirements

• Resolve disputes

• Enforce agreements

Tax-related records may be retained for up to seven (7) years, per IRS and state regulations.

 

Protecting Your Information

We implement reasonable administrative, technical, and physical safeguards, including:

• Encrypted website (HTTPS)

• Wix security infrastructure

• Access-restricted systems

• Secure document storage

• Multi-factor authentication for tax portals

However, no method of transmission or storage is 100% secure. Use the website at your own risk.

 

Your Rights

Depending on your jurisdiction (e.g., California, Virginia, Colorado, EU/EEA), you may have the right to:

• Access your personal information

• Request corrections

• Request deletion

• Limit or object to processing

• Request a copy of your data (“data portability”)

To exercise any rights, contact us at:
Privacy@mmnaccounting.com

 

Children’s Privacy

Our services are not directed to children under 18. We do not knowingly collect information from minors. If we become aware that a minor has submitted data, we will delete it promptly.

 

Changes to This Policy

We may update this Privacy Policy at any time. The updated version will be posted on this page with a revised “Last Updated” date.