Effective Date: February, 2025

At MI Tax CPA, we are committed to protecting your privacy and ensuring the security of any personal information you share with us. This Privacy Policy explains how we collect, use, and safeguard your data when you engage with our services or visit our website.

Information We Collect

We may collect personal information directly from you when you:

• Complete a contact form on our website
• Email us to request a service or consultation
• Provide documents or details for tax, bookkeeping, or advisory services
• Communicate with our team via phone, email, or client portal
• Visit our website, where some technical information may be collected automatically (e.g., cookies, IP address)

Types of Personal Information

• Contact details – such as your name, email address, phone number, and mailing address
• Business and financial details – including documents required for tax preparation, bookkeeping, and advisory services
• Payment information – if required to complete transactions for our services
• Technical information – such as browser type, device information, and website usage data

How We Use Your Information

We use your information to:

• Provide the accounting, tax, and advisory services you request
• Communicate with you regarding your account, services, or inquiries
• Improve our website, client experience, and service offerings
• Maintain accurate business and financial records
• Comply with legal, regulatory, and professional obligations

Sharing Your Information

We do not sell your personal information to third parties. We may share your information only when necessary to:

• Work with trusted service providers that help us deliver our services (e.g., secure document storage, payment processors)
• Comply with legal or regulatory requirements
• Protect our rights, property, or safety, as well as those of our clients and partners

Data Retention

We retain your personal information only as long as necessary to fulfill the purposes for which it was collected, meet legal and regulatory obligations, and maintain proper business records. When information is no longer needed, we will securely delete or anonymize it.

Security

We use reasonable administrative, technical, and physical safeguards to protect your personal information against unauthorized access, use, or disclosure. Our systems are regularly monitored, and access to sensitive information is restricted to authorized personnel only.

Your Rights

You have the right to:

• Request access to the personal information we hold about you
• Request corrections or updates to your information
• Request deletion of your information, subject to legal requirements
• Withdraw consent for certain types of processing

To exercise these rights, please contact us using the details below.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, services, or legal requirements. Any updates will be posted on this page with the updated effective date.

Contact Us

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

MI Tax CPA
Phone: 248-600-5506
Email: info@mitaxcpa.com