Privacy Policy

Last updated: [July 30, 2025]

Modern Tax & Bookkeeping Services ("Modern Tax," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit https://mtaxbookkeeping.com (the "Site"), interact with our services, or communicate with us by phone, SMS/MMS, email, or other channels.

If you do not agree with any part of this policy, please do not use our Site or services.

1. Scope of This Policy

This policy applies to information we collect:

On the Site and any sub‑domains (e.g., docs.mtaxbookkeeping.com).
In email, text, SMS/MMS, and other electronic messages between you and Modern Tax.
Through our client portal, appointment system, or other online tools.
When you engage our bookkeeping, tax preparation, advisory, or related professional services.

It does not apply to information collected by any third‑party (including our payment processors, advertising partners, or links that may appear on the Site). Those parties maintain their own privacy policies.

2. Information We Collect

Category	Examples	Source
Identifiers	Name, postal address, email address, telephone number, taxpayer ID.	Provided by you, your employer, or via third‑party integrations (e.g., QuickBooks, Google, Odoo).
Commercial information	Records of services purchased, appointment history, payment status.	Generated during service delivery.
Internet / device data	IP address, browser type, referring pages, device identifiers, cookies.	Collected automatically by our web servers & analytics tools.
Professional information	Employer details, business EIN, bookkeeping data.	Provided by you or authorized third parties.
Audio / electronic	Call recordings (with notice), voicemails, text messages.	Generated during customer support interactions.

We do not knowingly collect data from children under 13. If we learn that we have, we will delete it promptly.

3. How We Use Your Information

We use the information we collect to:

Provide, operate, and maintain our bookkeeping and tax services.
Schedule, confirm, and remind you of appointments.
Send you account‑related alerts, document requests, and status updates.
Respond to inquiries and provide customer support.
Process payments and detect fraud.
Comply with legal obligations (IRS, state regulators, etc.).
Improve our Site, services, and client experience.
Market related services only with your explicit consent.

4. Legal Bases (EU/UK Residents)

If you reside in the European Economic Area (EEA) or United Kingdom, we process your personal data under these legal bases:

Contract: To perform our agreement with you.
Consent: Where you have given explicit permission (e.g., marketing SMS).
Legal obligation: To comply with tax or accounting laws.
Legitimate interest: To improve our services, prevent fraud, and maintain security.

5. Sharing & Disclosure

We do not sell or rent your personal information. We share it only:

With trusted service providers who help us run our business (e.g., cloud hosting, payment processors, secure file storage). They are bound by confidentiality agreements.
With government or regulatory bodies when legally required.
With your explicit consent or at your direction.
In connection with a business transfer (merger, acquisition). You will be notified before your data is transferred under a new policy.

6. Cookies & Tracking Technologies

We use cookies, pixels, and similar technologies to:

Keep you signed in to secure areas.
Remember your preferences.
Measure Site performance and analytics.

You can control cookies through your browser settings, but disabling them may affect Site functionality.

7. Your Privacy Choices

Email marketing: Click the "unsubscribe" link in any promotional email.
SMS/MMS: Reply STOP to opt out or HELP for assistance.
Do‑Not‑Track: Our Site does not respond to DNT signals at this time.
California residents (CCPA): You may request access to, or deletion of, personal information by contacting us (see Section 13).
EU/UK residents (GDPR): You may request data portability, restriction, or objection to processing.

8. Mobile Messaging Terms (SMS/MMS)

By providing your mobile number you expressly consent to receive SMS/MMS from Modern Tax for:

Appointment reminders and confirmations.
Requests for documents (e.g., W‑2s, receipts) via secure links.
Two‑way customer support (hours, location, general questions).

Message frequency varies. Msg & Data rates may apply.

Opt‑out: Reply STOP to cancel further texts.
Help: Reply HELP or call (984) 317‑9403.

We will log and honor opt‑out requests immediately. Mobile information will not be shared with third parties for marketing purposes.

9. Data Security

We implement technical and organizational measures such as encryption in transit (TLS), role‑based access controls, and regular security audits. However, no Internet transmission or storage system is fully secure; we cannot guarantee absolute security.

10. Data Retention

We retain personal information only as long as necessary to:

Fulfill the purposes outlined in this policy.
Meet legal, tax, and regulatory requirements (generally 7 years for tax records).
Resolve disputes and enforce agreements.

11. International Transfers

We are based in the United States. If you access our Site from outside the U.S., your information will be transferred to and processed in the U.S. We use Standard Contractual Clauses or equivalent safeguards where required.

12. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date and post the new version on the Site. Substantive changes will be announced via email or prominent notice.

13. Contact Us

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us:

Email: info@mtaxbookkeeping.com
Phone: (984) 317‑9403
Mail: Modern Tax & Bookkeeping Services, 1910 Sedwick Rd, Durham, NC 27713, USA