Privacy Policy
Effective Date: August 23, 2026
M & M Tax Service, LLC (“M & M Tax Service,” “we,” “us,” or “our”) operates www.mm-taxservice.com. This Privacy Policy explains how we collect, use, protect, and disclose information when you visit our website, contact us, or use links to our client portal and payment services.
Information We Collect
We may collect information that you voluntarily provide, including:
- Your name
- Email address
- Telephone number
- Mailing address
- Information included in a message or other communication
- Documents or information provided for tax-preparation services
Please do not submit Social Security numbers, tax documents, financial account information, or other sensitive information through the website contact form or ordinary email. Tax documents should be uploaded through SmartVault, our secure client portal.
Tax and Financial Information
Information provided for tax-preparation or related services will be used only as necessary to perform the services you request, maintain required business records, communicate with you, process authorized filings, and comply with applicable laws.
Tax return information will not be used or disclosed for unrelated purposes except with your authorization or as otherwise permitted or required by law.
Website and Analytics Information
When you visit our website, certain technical information may be collected automatically, including:
- Internet Protocol address
- Browser and device type
- Pages visited
- Date and time of the visit
- Referring website
- General website-usage statistics
Our website is hosted by IONOS and uses IONOS SiteAnalytics. IONOS may collect website-usage information through log files or similar technologies. This information helps us understand how visitors use the website and improve its operation.
Cookies and Privacy Settings
Our website may use cookies that are necessary for basic website operation and privacy preferences. Where applicable, you may accept, reject, or change optional privacy settings through the cookie banner or Privacy Settings link.
Disabling certain cookies or website functions may affect how some portions of the website operate.
How We Use Information
We may use collected information to:
- Operate, maintain, and improve the website
- Respond to questions and contact requests
- Provide tax-preparation and related services
- Communicate with clients
- Maintain client and business records
- Process payments
- Protect against fraud, misuse, or security threats
- Comply with tax, legal, regulatory, and professional obligations
Service Providers
We use third-party service providers to support our website and business operations, including:
- IONOS for website hosting and analytics
- Google Workspace for business email and communications
- SmartVault for secure document storage and client access
- Square for electronic payment processing
These providers may process information as necessary to perform services on our behalf and are governed by their own privacy and security policies.
When you make a payment through Square, your payment-card information is processed directly by Square. M & M Tax Service does not receive or store your complete payment-card number.
We do not sell or rent personal information or tax return information for advertising or marketing purposes.
Disclosure of Information
We may disclose information:
- To service providers assisting with our business operations
- To tax authorities or other government agencies when authorized by you or required to provide requested services
- When required by law, subpoena, court order, or other legal process
- To protect the rights, property, or safety of M & M Tax Service, our clients, or others
- With your consent or at your direction
Information Security
We use reasonable administrative, technical, and physical safeguards designed to protect personal and tax-related information.
However, no website, email system, internet transmission, or electronic storage system can be guaranteed to be completely secure. Clients should use SmartVault when submitting tax documents or sensitive financial information.
Information Retention
We retain information for as long as reasonably necessary to provide services, respond to requests, maintain business and tax records, meet legal obligations, resolve disputes, and enforce agreements.
Certain tax-preparation and business records may be retained for periods required or permitted by law.
Links to Other Websites
Our website contains links to websites and services operated by other organizations, including SmartVault, Square, the Internal Revenue Service, and the Virginia Department of Taxation.
M & M Tax Service does not control these external websites and is not responsible for their content, security, or privacy practices. Visitors should review the privacy policy of each external website they use.
Your Choices and Requests
You may contact us to request that we review, correct, or delete personal information collected through the website, subject to any legal, tax, record-retention, or business requirements that require us to retain the information.
Depending on where you live, additional privacy rights may apply.
Children’s Privacy
This website is not directed toward children under 13, and we do not knowingly collect personal information directly from children under 13 through the website.
If we discover that a child under 13 has submitted personal information without appropriate authorization, we will take reasonable steps to delete it.
Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our services, technology, or legal requirements. The revised policy will be posted on this page with an updated effective date.
Contact Us
Questions or requests concerning this Privacy Policy may be directed to:
M & M Tax Service, LLC
Michael Reed
Gainesville, Virginia 20155
Telephone: 703-220-7646
Email: Mike@mm-taxservice.com