Privacy Policy
Effective [date to be announced]
A Twenty-First Century Matthew (“we,” “us,” “our”) respects your privacy and takes seriously our responsibility to protect your personal and financial information. This policy explains what we collect, how we use it, and how we protect it.
Information We Collect
Through this website: When you use our contact form or schedule an appointment, we collect the information you provide, such as your name, email address, phone number, and message. Our website may also collect basic technical information, such as your browser type and pages visited, through cookies or similar tools.
As a tax client: To prepare your return, we collect personal and financial information such as your name, address, Social Security numbers, income documents, and other tax records. This information is collected only through our secure client portal or in person, never through this website's contact form.
How We Use Your Information
We use your information to respond to your inquiries, schedule appointments, prepare and file your tax returns, provide related tax services, and communicate with you about your account. We do not sell, rent, or trade your personal information to anyone.
Tax Return Information
Federal law strictly limits how tax preparers may use and disclose tax return information. We use your tax return information only to prepare and file your return and provide the services you request, except as permitted by law or with your written consent.
When We Share Information
We share information only as needed to serve you, including with the IRS and state tax agencies when filing your return, with our tax software provider, with Protection Plus if you request audit defense services, and with trusted service providers who support our website and secure document portal. These providers are required to protect your information. We may also disclose information when required by law.
How We Protect Your Information
We maintain a written information security plan and use administrative, technical, and physical safeguards to protect your information, including encrypted connections, secure document portals, and restricted access limited to authorized personnel.
Records Retention
We keep client records as long as needed to provide our services and meet legal and professional requirements, then dispose of them securely.
Cookies and Analytics
Our website may use cookies to understand how visitors use the site and to improve it. You can disable cookies in your browser settings.
Children's Privacy
This website is not directed to children under 13, and we do not knowingly collect information from them through the website.
Changes to This Policy
We may update this policy from time to time. Changes will be posted on this page with a new effective date.
Contact Us
If you have questions about this policy or your information, contact us at [Email address coming soon] or [Phone number coming soon].