Privacy Policy
Privacy Policy
MS Tax & Financial Services, LLC (“MS Tax & Financial Services,” “we,” “us,” or “our”) is committed to protecting the privacy and confidentiality of the personal information entrusted to us through our tax preparation, bookkeeping, and related services, as well as through this website. This Privacy Policy explains how we collect, use, share, and protect your information, and what choices you have regarding that information.
By using our website or engaging our services, you agree to the terms of this Privacy Policy. If you do not agree, please do not use the website or provide personal information.
Information We Collect
We may collect the following types of information when you visit our website, contact us, or use our services:
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Contact information, such as your name, mailing address, email address, and telephone number.
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Identification and tax information, such as Social Security numbers or taxpayer identification numbers, dates of birth, and government-issued identification details, where necessary to provide tax services.
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Financial information, such as income details, bank and brokerage information, payroll data, and other documents needed to prepare tax returns and provide bookkeeping services.
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Business information, such as business name, employer identification number (EIN), entity type, and financial records of your business.
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Website usage information, such as IP address, browser type, pages visited, and the date and time of your visit, collected through standard web logs or similar technologies.
How We Use Your Information
We use the information we collect only as permitted by law and as reasonably necessary to operate our business and provide services, including to:
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Provide tax preparation, bookkeeping, advisory, and related services you request.
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Communicate with you about your engagement, including scheduling, document requests, and service updates.
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Maintain internal records, manage our client relationships, and improve the quality and security of our services and website.
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Comply with legal and regulatory requirements, including federal and California law, professional standards, and record-keeping obligations.
We do not sell your personal information.
How We Share Your Information
We treat your information as confidential and only share it in limited circumstances, such as:
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With employees and contractors of MS Tax & Financial Services, LLC who need the information to perform services for you and who are bound by confidentiality obligations.
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With third-party service providers who assist us in operating our business (for example, secure tax software providers, cloud storage providers, or IT support), and only to the extent necessary for them to perform services on our behalf.
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When required or permitted by law, such as in response to a subpoena, court order, regulatory inquiry, or other legal process, or to protect our rights, property, or safety or that of others.
Any third party that receives information from us is expected to protect it and use it only for the purpose for which it was provided.
Data Security
We use reasonable physical, technical, and administrative safeguards designed to protect your personal information from unauthorized access, use, disclosure, or loss. These measures may include secure storage of records, restricted access, encryption or password protection where appropriate, and ongoing efforts to monitor and improve our security practices.
However, no method of transmission over the internet or method of electronic storage is completely secure, and we cannot guarantee absolute security.
Data Retention
We retain personal information for as long as necessary to provide services, to comply with legal, regulatory, and professional obligations, to resolve disputes, and to maintain appropriate business records. When information is no longer needed, we will dispose of it securely in accordance with applicable laws and our internal policies.
Your Choices and Rights
Depending on applicable law, including California law, you may have rights regarding your personal information, such as the right to:
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Request access to the personal information we hold about you.
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Request correction of inaccurate or incomplete information.
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Request deletion of certain information, subject to our legal and professional obligations to retain records.
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Object to or restrict certain types of processing, where permitted by law.
If California consumer privacy laws apply to our business and your relationship with us, you may also have additional rights under those laws; details can be provided upon request. To exercise any rights, please contact us using the information provided in the “Contact us” section below. We may need to verify your identity before responding.
Cookies and Website Technologies
Our website may use cookies or similar technologies to improve functionality, analyze website usage, and enhance your experience. You can usually adjust your browser settings to refuse cookies or alert you when cookies are being sent; however, some parts of the website may not function properly if cookies are disabled.
Third-Party Websites
Our website may contain links to websites maintained by third parties. We are not responsible for the privacy practices or the content of those external sites, and this Privacy Policy does not apply to them. You should review the privacy policies of any third-party sites you visit.
Children's Privacy
Our services and website are not intended for children under the age of 13, and we do not knowingly collect personal information from children. If we learn that we have collected personal information from a child under 13, we will take reasonable steps to delete it.
Changes To This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or other factors. When we make changes, we will revise the “Last updated” date below and, where required by law, notify you of material changes.
Last Updated November 2025
Contact Us
If you have questions about this Privacy Policy, our privacy practices, or your personal information, please contact us at info@mstaxfinancialservices.com.