Welcome to https://mstaxprep.com (the ”Site”). We understand that privacy online is important to users of our Site, especially when conducting business with Mark Schwanbeck Tax Preparation. This statement governs our privacy policies with respect to those users of the Site (”Visitors”) who visit without transacting business, and Visitors who register to transact business (”Authorized Clients”) on the Site, and make use of the various services offered by Mark Schwanbeck Tax Preparation (collectively, ”Services”).

”Personally Identifiable Information” refers to any information that identifies or can be used to identify, contact, or locate the person to whom such information pertains, including, but not limited to, name, address, phone number, fax number, email address, financial profiles, social security number, and credit card information. Personally Identifiable Information does not include information that is collected anonymously (that is, without identification of the individual user) or demographic information not connected to an identified individual.

What Personally Identifiable Information is collected?

We may collect basic user profile information from all of our Visitors. We collect the following additional information from our Authorized Clients who are individuals: the names, addresses, phone numbers and email addresses, Social Security numbers, and demographic information necessary for the preparation of tax returns, financial plans, and related services. In addition, we collect for Authorized Clients who are also business owners, the nature and size of the business, and financial information necessary for the preparation of tax returns, accounting documents, and related services.

What organizations are collecting the information?

In addition to our direct collection of information, our third-party service vendors (such as tax and accounting software companies, credit card companies, clearinghouses and banks) who may provide such services as data storage, tax form calculations, and accounting services may collect this information from our Authorized Clients. We do not control how these third parties use such information, but we do ask them to disclose how they use personal information provided to them from Visitors and Authorized Clients.

How does the Site use Personally Identifiable Information?

We use Personally Identifiable Information to customize the Site, to make appropriate service offerings, and to fulfill buying and selling requests on the Site. We may email Visitors and Authorized Clients about research or purchase and selling opportunities on the Site or information related to the subject matter of the Site. We may also use Personally Identifiable Information to contact Visitors and Authorized Clients in response to specific inquiries or to provide requested information.

With whom Personally Identifiable Information may be shared?

Other than the express purpose of preparing tax returns and accounting documents, Personally Identifiable Information will not be shared with third parties or their representatives.

How is Personally Identifiable Information stored?

Personally Identifiable Information collected by Mark Schwanbeck Tax Preparation is securely stored and is not accessible to third parties or employees of Mark Schwanbeck Tax Preparation except for use as indicated above.

Are Cookies Used on the Site?

Cookies are used for a variety of reasons. We use Cookies to obtain information about the preferences of our Visitors and the services they select. We also use Cookies for security purposes to protect our Authorized Clients. For example, if an Authorized Customer is logged on the Site or one our vendor’s sites and no keystrokes are detected for more than 10 minutes, the Site or our vendor’s sites will automatically log the Authorized Customer off.

How does Mark Schwanbeck Tax Preparation use login information?

Mark Schwanbeck Tax Preparation uses login information, including, but not limited to, IP addresses, ISPs, and browser types, to analyze trends, administer the Site, track a user’s movement and use, and gather broad demographic information.

What partners or service providers have access to Personally Identifiable Information from Visitors and/or Authorized Clients on the Site?

Mark Schwanbeck Tax Preparation has entered into and will continue to enter into partnerships and other affiliations with several vendors. Such vendors may have access to certain Personally Identifiable Information on a need to know in order for Mark Schwanbeck Tax Preparation to provide contracted Services. Our privacy policy does not cover their collection or use of this information.

Disclosure of Personally Identifiable Information to comply with the law: We will disclose Personally Identifiable Information in order to comply with a court order or subpoena or a request from a law enforcement agency to release information. We will also disclose Personally Identifiable Information when reasonably necessary to protect the safety of our Visitors and Authorized Clients.

How does the Site keep Personally Identifiable Information secure?

All of our employees are familiar with our security policy and practices. The Personally Identifiable Information of our Visitors and Authorized Clients is only accessible to a limited number of qualified employees who are given a password in order to gain access to the information. We audit our security systems and processes on a regular basis. Sensitive information, such as credit card numbers or social security numbers, is protected by encryption protocols, in place to protect information sent over the Internet. While we take commercially reasonable measures to maintain a secure site, electronic communications and databases are subject to errors, tampering, and break-ins, and we cannot guarantee or warrant that such events will not take place and we will not be liable to Visitors or Authorized Clients for any such occurrences.

How can Visitors correct any inaccuracies in Personally Identifiable Information?

Visitors and Authorized Clients may contact Mark Schwanbeck Tax Preparation to update Personally Identifiable Information about them or to correct any inaccuracies by emailing us at info@mstaxprep.com

Can a Visitor delete or deactivate Personally Identifiable Information collected by the Site?

We provide Visitors and Authorized Clients with a mechanism to delete/deactivate Personally Identifiable Information from the Site’s database by contacting us at the email address listed in the previous paragraph. However, because of backups and records of deletions, it may be impossible to delete a Visitor’s entry without retaining some residual information. An individual who requests to have Personally Identifiable Information deactivated will have this information functionally deleted, and we will not sell, transfer, or use Personally Identifiable Information relating to that individual in any way moving forward.

What happens if the Privacy Policy Changes?

We will let our Visitors and Authorized Clients know about changes to our privacy policy by posting such changes on the Site. However, if we are changing our privacy policy in a manner that might cause disclosure of Personally Identifiable Information that a Visitor or Authorized Customer has previously requested not be disclosed, we will contact such Visitor or Authorized Customer to allow such Visitor or Authorized Customer to prevent such disclosure.

Links:

The Site contains links to other web sites. Please note that when you click on one of these links, you are moving to another web site. We encourage you to read the privacy statements of these linked sites as their privacy policies may differ from ours.