The following is the privacy policy of M Squared Tax PLLC as it pertains to the collection and use of personal information collected by its website (www.msquaredtax.com). We reserve the right to update/change this policy if industry conditions are warranted.

The Collection, Sharing, and Use of Personal Information

We may collect personal information by tracking activities via “cookies” (cookies are small pieces of information stored on your computer’s hard drive, not on our website). Personal information may also be collected when you voluntarily submit your contact information to us via website form submission or by emailing us.

We do not rent or sell your information. We will not share or sale your information to any third party for the purpose of marketing. If required by law, we reserve the right to disclose your personal identifiable information.

We use personal information for internal purposes, such as establishing marketing trends and demographics or site administration. Unless you have consented (or, “opted in”) to receive our email communications – such as newsletters, events, timely alerts, or other promotional emails – you will not receive these communications from us.

Controlling and Accessing Your Own Data

If you opted-in to receive our email communications and then decide to opt-out, you may do so by clicking the “unsubscribe” link in the footer of the email.

If you wish to:

  • see the data we may have about you,

  • receive a copy of the data,

  • modify or delete the data, or

  • talk to us regarding your concerns about the data, please contact us.

Securing Your Data

We value your privacy and security. We take appropriate measures to protect your personal data from unauthorized access. We use third-party providers/services that encrypt data at-rest and in-transit using industry standard encryption protocols. All credit card data is processed by PCI compliant third-party vendors.

Client Confidentiality

We use the information our clients provide to us in accordance with signed engagement letters.

To prevent unauthorized access, maintain data accuracy, and ensure the correct use of information, we have put in place appropriate physical, electronic, and managerial procedures to safeguard and secure the information we rely upon to conduct business.

M Squared Tax agrees that confidential information received from its clients should be treated as private and safeguarded with all reasonable means. M Squared Tax will not make public or intentionally disclose its clients’ confidential information to any third party without first receiving authorization. In the event that confidential information is lost or stolen, M Squared Tax agrees to promptly notify affected clients.