Privacy Policy
Effective Date: January 1, 2025
Monroe Tax Consultants, LLC is committed to protecting your privacy.
When you visit monroetaxconsultants.com, we may collect public information, such as your IP address, browser type, or contact details provided through forms, to enhance our website and respond to inquiries.
For clients engaging our tax preparation, accounting, or consulting services, we collect nonpublic personal information, including your name, Social Security Number, financial records, or data from authorized third parties (e.g., banks or tax authorities), to deliver accurate and compliant services. This information is used to prepare tax returns, process payments, and fulfill legal obligations, such as IRS requirements.
Public information is secured with standard measures, while nonpublic client data is protected with robust safeguards, including encryption and secure portals, to ensure the highest level of confidentiality.
We do not sell or share your information for marketing purposes; nonpublic data is shared only with trusted service providers under strict confidentiality agreements, with tax authorities as required by law, or with your explicit consent.
You may opt out of non-essential communications, manage cookies through your browser, or contact us to access or correct your data, subject to legal retention requirements (e.g., retaining tax records for seven years).
Our website may contain links to external sites, for which we are not responsible; we recommend reviewing their privacy policies.
This policy may be updated to reflect changes in our practices or legal requirements, with revisions posted here and marked with a new effective date.
For questions, please contact us.
Sincerely,
Monroe Tax Consultants, LLC