Privacy Policy | Mayatax

Your Privacy Matters to Us

At Mayatax, we handle sensitive financial information every day. Your tax records, business finances, payroll data, and personal details trust us. We take that responsibility seriously. This Privacy Policy explains what information we collect, how we use it, how we protect it, and your rights regarding your data.

What Information We Collect

When You Contact Us:

Name, email address, phone number, company information, and details about your tax or accounting needs.

When You Become a Client:

Financial records, tax documents, payroll information, business structure details, banking information, investment records, rental property information, W-2s, 1099s, business income statements, and any other information necessary to prepare accurate tax returns, manage compliance, or provide bookkeeping and advisory services.

When You Visit Our Website:

We collect information through analytics tools to understand how visitors use our website. This includes pages visited, time spent, and general location data. We do not track individual users or store personal information through website analytics.

How We Use Your Information

Tax Preparation & Filing:

We use your financial information to prepare accurate federal and state tax returns for individuals and businesses.

Bookkeeping & Accounting Services:

We use your financial records to maintain accurate books, produce financial reports, and organize your accounting data.

Payroll Processing:

We use employee information to calculate and process payroll, manage payroll taxes, and file required payroll reports.

Tax Compliance & Planning:

We use your financial information to identify tax planning opportunities, manage estimated taxes, and ensure compliance with federal, state, and local requirements.

Business Advisory Services:

We use financial data to provide guidance on tax strategy, business structure, and financial planning.

Communication:

We use your contact information to communicate about your services, send updates, answer questions, and provide support.

How We Protect Your Data

Financial information is sensitive. We protect it through secure document storage, encrypted communication channels, password-protected access, limited employee access, regular security reviews, and confidentiality agreements with all team members. We do not share your financial information with third parties except as required by law or as necessary to provide services (such as filing requirements with the IRS or state agencies).

When We Share Information

As Required by Law:

We share information with the IRS, state tax agencies, and other government entities as required for tax filing, compliance, and legal obligations.

To Provide Services:

We may share information with trusted third parties (such as software providers or financial institutions) only as necessary to provide the services you requested.

With Your Consent:

We will not share your information with any other party without your explicit consent.

Your Privacy Rights

You have the right to:

Know what information we hold about you

Request access to your financial records

Request correction of inaccurate information

Request deletion of your data (subject to legal and tax retention requirements)

Opt out of non-essential communications

Data Retention

We retain financial records and tax documents as required by law. Federal law generally requires tax records to be kept for at least three years. We may retain records longer if required by state law or if you request we maintain them. Once records are no longer legally required, we securely destroy them.

Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. We will notify you of significant changes. Your continued use of our services after policy changes means you accept the updated policy.

Questions About Your Privacy?

If you have questions about how we handle your information or want to exercise your privacy rights, contact us directly.