Effective Date: 10/21/2025
1. Introduction
E&M Tax Services, Inc (“we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard information obtained through our website [insert website URL] and related services.
By using our website or engaging our services, you agree to the terms of this Privacy Policy.
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2. Information We Collect
We collect both personal and non-personal information to deliver high-quality tax and financial services.
a. Information You Provide
When you use our website, contact us, or engage our services, we may collect:
• Name, email address, phone number, and mailing address
• Business and personal tax information
• Financial data needed for tax preparation, bookkeeping, or retirement planning
• Documents and files you upload through our secure systems
• Payment and billing details (if applicable)
b. Information Collected Automatically
When you visit our website, we may automatically collect:
• IP address, browser type, and device information
• Operating system and referring web page
• Site usage patterns through cookies and similar technologies
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3. How We Use Your Information
We use the information we collect to:
• Provide tax preparation, tax projections, bookkeeping, and retirement planning services
• Communicate with you about your account or our services
• Deliver engagement letters, organizers, and secure document requests
• Process payments and manage billing
• Send important updates and service-related notifications
• Improve our website, client experience, and service delivery
• Comply with legal, regulatory, and professional obligations
We do not sell, rent, or share your personal information — including phone numbers — with third parties or affiliates for marketing or lead generation purposes.
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4. How We Share Information
We may share information only as necessary to support our business operations:
• With authorized E&M Tax Services, Inc staff and trusted service providers who assist in delivering our services (e.g., secure document storage, e-signature platforms, and email systems)
• With government agencies, tax authorities, or regulators as required by law
• With third-party professionals such as financial planners or advisors when you have authorized us to do so
• With your consent or at your direction
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
All vendors and partners are required to handle your data in accordance with privacy and confidentiality standards.
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5. Data Security
We maintain administrative, technical, and physical safeguards designed to protect your personal and financial information against unauthorized access, disclosure, alteration, or misuse.
While we use industry-standard security measures, no system is entirely immune from risk. We encourage clients to use secure document upload links and avoid sending sensitive information through unencrypted email.
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6. Data Retention
We retain personal information for as long as necessary to:
• Provide ongoing tax, bookkeeping, or retirement services
• Maintain accurate business and compliance records
• Meet professional and legal requirements
When data is no longer needed, it is securely deleted or archived according to applicable regulations.
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7. Your Rights and Choices
You may:
• Request access to or correction of your personal information
• Request deletion of certain data, subject to legal recordkeeping obligations
• Opt out of non-essential communications or newsletters
To exercise these rights, please contact us at [insert email address].
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8. Cookies and Tracking Technologies
Our website may use cookies and analytics tools to improve functionality and performance.
You can manage your cookie settings through your browser preferences. Disabling cookies may affect some website features.
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9. Third-Party Links
Our website may include links to third-party websites or tools for document uploads, scheduling, or payments.
We are not responsible for the privacy practices or content of those external sites. Please review their privacy policies separately.
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10. Children’s Privacy
Our website and services are not directed to children under 13. We do not knowingly collect personal information from minors.
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11. Updates to This Policy
We may update this Privacy Policy periodically. Any changes will be reflected with a revised “Effective Date” at the top of this page.
Your continued use of our website after such updates indicates your acceptance of the revised terms.
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12. Contact Us
If you have questions about this Privacy Policy or our privacy practices, please contact us at:
E&M Tax Services, Inc
3415 S Sepulveda Blvd Ste 1100, Los Angeles, CA 90034
info@emtaxservice.com
(310) 752-9829
www.emtaxservice.com