Disclaimer
About Our Consultations
Tax preparation consultations last approximately 10-25 minutes
When booking you will initially complete the client intake form. Once the client intake form is complete allow 2-3 business days to be contacted for review. This timeframe is dependent upon all information being received. Generally, there is no upfront fee for tax preparation services. Tax prep and associated fees will be deducted automatically once your refund is received. (If you owe the IRS or other debt in which we aware, then you may have to pay upfront - payment plans available).
Tax Planning: These consultations generally last 45 minutes to an hour. Prior to the consultation you will need to complete a client intake form that will give me background on your ta x situation. Tax planing consultations require a $25 non refundabledeposit upfront.
Tax Resolution Consultations can last up to an hour. Prior to the consultation, you will complete a client intake form explaining your tax situations along with any supporting documentation.
Consultations are generally completed via phone or zoom depending upon your preference.
Due to COV-19, I have limited in-person consultations (however if requested I will accommodate).
Privacy Policy
At MsBTaxes, we value and prioritize the privacy of our clients. This Privacy Disclosure outlines our practices concerning the collection, use, and protection of your personal information. By using our services, you consent to the practices described in this disclosure.
Information We Collect
We collect and process the following types of personal information:
1. Contact Information: Name, address, phone number, email address, and other contact details.
2. Financial Information: Income, tax-related documents, bank account information, and other financial data necessary for tax preparation.
3. Identification Information: Social Security numbers, tax identification numbers, and other identification documents as required by tax authorities.
How We Use Your Information
We use your personal information for the following purposes:
1. Tax Preparation: To prepare accurate and compliant tax returns on your behalf.
2. Client Communication: To communicate with you regarding your tax matters, updates, and inquiries.
3. Compliance: To ensure compliance with tax laws and regulations.
Information Sharing
We do not sell, trade, or rent your personal information to third parties. However, we may share your information with:
1. Government Authorities: To fulfill legal requirements and reporting obligations.
2. Service Providers: Third-party service providers who assist us in providing tax preparation services.
Data Security
We employ industry-standard security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction.
Your Choices
You have the following rights regarding your personal information:
1. Access: Request access to your personal information we have on record.
2. Correction: Request corrections to any inaccuracies in your personal information.
3. Deletion: Request the deletion of your personal information, subject to legal obligations.
Contact Us
If you have any questions or concerns about this Privacy Disclosure or wish to exercise your privacy rights, please contact us at taxprep@msbtaxes.com
Changes to this Disclosure
We reserve the right to update this Privacy Disclosure to reflect changes in our practices. Any updates will be posted on our website with an updated effective date.
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