Client Privacy Notice

Last Updated: June 2, 2023

  1. Overview

    This Notice is meant to provide you with information about the privacy practices of Macari CPA P.C. d/b/a Mac Tax (“Mac Tax”) when it comes to the nonpublic personal information that we need to collect from clients when they apply for or obtain one of our products and services. We have always safeguarded the confidentiality of information provided to us by our clients and are bound by our professional standards and various laws to continue to maintain this vital aspect of our professional relationship. We hope that by taking a few minutes to read this notice, you will have a better understanding of what we do with the information you provide us and how we keep it private and secure.

  2. Acquisition of Client Information

    Mac Tax collects certain information about you - but only when that information is provided by you or is obtained by us with your authorization. We use that information to prepare your personal income tax returns and may also use it to provide various tax and financial planning services to you at your request. Examples of sources from which we collect information include:

    • Interviews and phone calls with you;

    • Letters and emails from you;

    • Tax return or financial planning organizers,

    • Financial documents you upload to our Client Portal; and

    • Financial history questionnaires

  3. Disclosure of Nonpublic Information

    As a general rule, Mac Tax does not disclose personal information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain non-public information about you may be disclosed in the following situations:

    1. In the course of a review of our firm’s practices under the authorization of a state or national licensing board, or as necessary to properly respond to an inquiry or complaint from such a licensing board or organization.

    2. In conjunction with a prospective purchase, sale, or merger of all or part of our practice, provided we take appropriate precautions (for example, through a written confidentiality agreement) so the prospective purchaser or merger partner does not disclose information in the course of the review.

    3. As a part of any actual or threatened legal proceedings or alternative dispute resolution proceeding either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit and take reasonable precautions to ensure that the information disclosed does not become a matter of public record.

    4. To provide information to affiliates of the firm and nonaffiliated third parties who perform services or functions for us in conjunction with our services to you, but only if we have a contractual agreement with the other party which prohibits them from disclosing or using the information other than for the purposes for which it was disclosed.

    5. To ensure that we’re providing the value and service you expect from Mac Tax, from time to time, there may be products and services from businesses that are not affiliated with us from which we think you may benefit. To offer such products and services to you, we may need to share your information with these companies. We will not share this information without your expressed consent.

  4. Confidentiality and Security

    Except as otherwise described in this notice, Mac Tax restricts access to non-public personal information about you to employees of our firm and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by the policies of our firm, applicable law, our Code of Professional Conduct, and nondisclosure agreements where appropriate. We retain records relating to the services and/or products provided to you only so long as they are needed so that we are better able to assist you with your professional needs and, in some cases, in order to comply with professional guidelines. We also maintain physical, electronic, and procedural safeguards to guard against unauthorized access, alternation, or premature destruction.

  5. Questions Concerning This Policy

    Please email us if you have any questions about this notice, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us. Our contact information is as follows: