Privacy Policy

How we protect your information

Privacy Policy

Last Updated: March 2026

1. Introduction

My Team Tax, LLC ("we," "us," "our," or "Company") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and use our services.

2. Information We Collect

We collect information you provide directly to us, including:

  • Contact Information: Name, email address, phone number, mailing address
  • Business Information: Business name, type, structure, and financial details
  • Financial Records: Tax documents, bank statements, income records, and other financial information necessary to provide our services
  • Communication Data: Messages, emails, and notes from our interactions with you
  • Website Usage: Information about how you interact with our website (via cookies and similar technologies)

3. How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our tax preparation and bookkeeping services
  • Process and prepare your tax returns and financial reports
  • Communicate with you about your account and services
  • Respond to your inquiries and requests
  • Send you updates, newsletters, and promotional materials (with your consent)
  • Comply with legal and regulatory requirements
  • Prevent fraud and protect the security of our services
  • Analyze website usage to improve our services

4. Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. However, we may share your information in the following circumstances:

  • Service Providers: We may share information with trusted third-party service providers who assist us in operating our website and providing services (e.g., payment processors, cloud storage providers)
  • Legal Requirements: We may disclose information when required by law, court order, or government request
  • Business Transfers: If our business is sold or merged, your information may be transferred as part of that transaction
  • With Your Consent: We may share information with third parties when you explicitly consent

5. Data Security

We implement appropriate technical, administrative, and physical security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is completely secure. While we strive to protect your information, we cannot guarantee absolute security.

6. Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Tax records are typically retained for a minimum of seven years in accordance with IRS requirements. You may request deletion of your information, subject to legal and business requirements.

7. Your Rights and Choices

Depending on your location, you may have the following rights:

  • Access: You have the right to access the personal information we hold about you
  • Correction: You may request that we correct inaccurate or incomplete information
  • Deletion: You may request deletion of your information, subject to legal requirements
  • Opt-Out: You may opt out of receiving promotional communications by following the unsubscribe instructions in our emails
  • Data Portability: You may request a copy of your information in a portable format

To exercise any of these rights, please contact us using the information provided in the "Contact Us" section below.

8. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your experience. These technologies help us understand how you use our site and remember your preferences. You can control cookie settings through your browser, though disabling cookies may affect website functionality.

9. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies before providing any personal information.

10. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children except for the purposes of preparing tax returns. If we become aware that we have collected information from a child, we will take steps to delete such information promptly.

11. California Privacy Rights

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA), including the right to know, delete, and opt-out of the sale of your personal information. To exercise these rights, please contact us using the information below.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any material changes by posting the updated policy on our website and updating the "Last Updated" date. Your continued use of our services constitutes your acceptance of the updated Privacy Policy.

13. Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us:

14. Additional Information for Tax Clients

Confidentiality: As your tax professional, we are bound by professional confidentiality obligations. Your tax information is protected under attorney-client privilege and tax professional privilege where applicable.

IRS Requirements: We comply with all IRS regulations regarding the handling and retention of tax documents and client information.

Secure Communication: We recommend using secure methods to communicate sensitive financial information. We can provide secure portals or encrypted communication options upon request.