MyTaxvisor – Privacy Policy
MyTaxvisor (“MyTaxvisor,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal and financial information entrusted to us.
This Privacy Policy explains how we collect, use, disclose, retain, and protect information when you visit our website, contact us, request our services, become a client, or otherwise interact with us.
Because our services may involve sensitive financial, tax, identity, and business information, we take the confidentiality and security of that information seriously.
1. Information We Collect
Depending on how you interact with MyTaxvisor, we may collect the following categories of information.
Information You Provide to Us
This may include:
Name
Email address
Mailing address
Telephone number
Business name and business contact information
Information submitted through contact or consultation forms
Information provided when requesting or purchasing services
Tax-related information
Income and employment information
Business and financial information
Information contained in documents you provide to us
Information necessary to prepare tax returns or provide accounting, bookkeeping, advisory, or related services
Payment and billing information
Communications and correspondence between you and MyTaxvisor
Depending on the services you request, the information you provide may include sensitive personal or financial information such as Social Security numbers, taxpayer identification numbers, financial account information, income information, and other information contained in tax or financial records.
Only provide sensitive information through a secure method designated by MyTaxvisor. Do not submit Social Security numbers, financial account credentials, tax documents, or other sensitive information through an unsecured website form unless specifically instructed to do so.
2. Information We Collect Automatically
When you visit our website, certain information may be collected automatically.
This may include:
IP address
Browser type
Device type
Operating system
Pages visited
Referring website
Date and time of visits
Approximate location derived from IP address
Website interaction information
Other technical or usage information
We may use cookies, pixels, analytics tools, and similar technologies to operate, secure, analyze, and improve our website.
3. How We Use Your Information
We may use personal information for purposes including:
Providing Our Services
To:
Prepare and support tax filings
Provide accounting and bookkeeping services
Provide business and financial advisory services
Communicate with you regarding your engagement
Process documents and information necessary to provide requested services
Manage your account and relationship with us
Communication
We may use your information to:
Respond to inquiries
Schedule consultations
Provide service updates
Send administrative communications
Respond to requests and questions
Business Operations
We may use information to:
Maintain business records
Process payments
Maintain and improve our website
Monitor website performance
Prevent fraud and unauthorized activity
Protect our systems and information
Meet legal, regulatory, and professional obligations
Marketing
If permitted by applicable law, we may use contact information to send information about MyTaxvisor’s services, updates, or educational materials.
You may opt out of marketing communications at any time by following the unsubscribe instructions in the communication or contacting us using the information provided below.
4. How We Share Information
We do not sell your personal information as part of our ordinary business operations.
We may disclose information when reasonably necessary to provide services, operate our business, comply with law, or protect our rights.
These disclosures may include:
Service Providers
We may share information with trusted vendors and service providers who assist us with functions such as:
Secure document management
Cloud hosting
Information technology
Website hosting
Communications
Scheduling
Payment processing
Accounting or business systems
Cybersecurity
Analytics
These providers may access information only as reasonably necessary to perform services for us and subject to applicable contractual or legal requirements.
Legal and Regulatory Requirements
We may disclose information when required or permitted by law, regulation, legal process, court order, governmental request, or professional obligation.
Protection of Rights and Security
We may disclose information when reasonably necessary to:
Protect MyTaxvisor
Protect our clients
Investigate suspected fraud
Address security incidents
Enforce agreements
Protect against unlawful activity
Business Transactions
If MyTaxvisor undergoes a merger, acquisition, restructuring, sale of assets, or similar transaction, information may be transferred as part of that transaction, subject to applicable law.
5. Financial and Tax Information
Because MyTaxvisor provides tax, accounting, bookkeeping, and related financial services, we may receive information that is particularly sensitive.
We limit access to such information to individuals and service providers who require access for legitimate business or service-related purposes.
We do not use client tax or financial information for purposes unrelated to providing services, operating our business, meeting legal obligations, or other purposes permitted by applicable law.
Where applicable, our handling of nonpublic personal financial information is also subject to federal financial privacy requirements, including the Gramm-Leach-Bliley Act and applicable implementing regulations. The FTC identifies tax preparers and accountants among businesses that may be covered by these requirements.
6. Data Security
We maintain administrative, technical, and physical safeguards designed to protect personal and financial information against unauthorized access, disclosure, alteration, loss, or destruction.
Depending on the circumstances, safeguards may include:
Access controls
Authentication procedures
Secure systems
Encryption where appropriate
Secure document transmission
Employee confidentiality requirements
Vendor security controls
Monitoring and security procedures
Secure retention and disposal practices
No method of transmission or electronic storage is completely secure. Therefore, although we take reasonable measures to protect information, we cannot guarantee absolute security.
The FTC similarly emphasizes that businesses handling sensitive personal information should collect only what they need, protect it appropriately, and securely dispose of it when no longer required.
7. Cookies and Tracking Technologies
Our website may use cookies and similar technologies to:
Enable website functionality
Remember preferences
Understand website usage
Measure website performance
Improve user experience
Support marketing or analytics, where applicable
You may be able to control cookies through your browser settings.
Depending on the technologies used on the website, we may also provide additional cookie or privacy controls.
[Insert details of actual analytics/advertising tools used, e.g., Google Analytics, Google Ads, Meta Pixel, etc.]
8. Third-Party Websites
Our website may contain links to third-party websites, services, or platforms.
Those websites operate under their own privacy policies and terms. MyTaxvisor is not responsible for the privacy or security practices of third-party websites that we do not control.
We encourage you to review the privacy policy of any third-party service before providing personal information.
9. Data Retention
We retain personal information for as long as reasonably necessary to:
Provide requested services
Maintain business and client records
Meet contractual obligations
Comply with tax, accounting, legal, regulatory, and professional requirements
Resolve disputes
Enforce agreements
Protect our legal rights
Retention periods may vary depending on the type of information and the reason it was collected.
When information is no longer required, we take reasonable steps to securely dispose of or anonymize it, subject to applicable legal and professional retention requirements.
10. Your Privacy Rights
Depending on where you live and whether applicable privacy law covers our processing of your information, you may have certain rights regarding your personal information.
These may include the right to:
Know what categories of personal information we collect
Request access to personal information
Request correction of inaccurate information
Request deletion of personal information, subject to applicable exceptions
Opt out of certain forms of sale or sharing, where applicable
Opt out of certain targeted advertising activities, where applicable
Limit certain uses of sensitive personal information, where applicable
Receive information about how your information is used and disclosed
Exercise applicable privacy rights without unlawful discrimination
These rights vary by state and may be subject to legal exceptions.
For example, California’s privacy law provides covered consumers with rights including access, deletion, correction, and opting out of the sale or sharing of personal information, subject to statutory exceptions.
11. How to Submit a Privacy Request
To submit a privacy request, contact us at:
Email: info@mytaxvisorglobal.com
Phone: +1 (346) 441-1218
Please include enough information for us to understand and verify your request.
We may need to verify your identity before completing certain requests to help protect personal information from unauthorized disclosure.
12. State Privacy Rights
Residents of other states may have additional privacy rights under applicable state law.
These rights may apply differently depending on:
Your state of residence
The type of information involved
The nature of our relationship with you
Whether statutory thresholds or exemptions apply
Where required, MyTaxvisor will provide applicable notices and mechanisms for exercising those rights.
For example, the Texas Data Privacy and Security Act includes requirements concerning privacy notices, consumer rights, and methods for submitting requests for covered businesses.
13. Children’s Privacy
Our services are intended for adults and businesses.
We do not knowingly collect personal information from children under 13 through our website.
If you believe a child has provided personal information to us, please contact us so that we can evaluate and, where appropriate, delete the information.
14. Do Not Track
Some browsers offer a “Do Not Track” feature.
Because there is not a universally accepted standard for responding to these signals, our website may not respond to all browser-based Do Not Track signals.
Where required by applicable law, we will honor applicable opt-out preference signals.
15. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in:
Our services
Information practices
Technology
Applicable laws
Regulatory requirements
When we make changes, we will update the Last Updated date at the top of this policy.
We encourage you to review this Privacy Policy periodically.
17. Contact Us
If you have questions about this Privacy Policy or our privacy practices, please contact:
Email: info@mytaxvisorglobal.com
Phone: +1 (346) 441-1218
