Privacy Policy

  1. Introduction

    This online Privacy Policy describes the ways in which your personal information is collected and used by Mac Tax (referred to herein as “we”, “us”, “our”). It also explains how we protect and share your Personal Information. If you are one of our valued clients, You can learn more about how we collect, share and protect our client information in the Privacy Notice that was provided to you at the time we were retained and is also posted on our Client Portal.

    This Online Privacy Policy applies to all visitors of our Website.

    By continuing to visit and use our Website, You are agreeing to the terms of this Privacy Policy. If You do not agree, then please exit this website and close Your browser.

  2. Definitions

    “Client” means a natural person that has engaged Mac Tax to provide CPA Services.

    “Client Portal” means

    “Consumer” means a natural person that is a visitor and/or user of our website.

    “Personal Information” means any information relating to an identified or identifiable individual that is collected via our Websites. Personal Information may include a Consumer's: full name, physical address, email address, IP address, or other identifier such as from a cookie.

    Personal Information does not include any aggregate or anonymized data that may have been created from Personal Information but can no longer be used to identify, relate to or could reasonably be linked to a Consumer.

    “Sensitive Personal Information” means any data about a natural person that reveals a racial or ethnic origin, political opinion, religious belief, philosophical belief or trade union membership. It also includes a natural person's genetic and biometric data, and data concerning their health, sex life or sexual orientation.

    “Website” means and includes our Client Portal.

    “You” or “Your” means a Consumer or a Client.

  3. Mac Tax Information Collection Practices Overview

    We offer a range of CPA Services to help individuals, businesses, and other organizations plan and reach their financial goals. We appreciate You visiting our Website and value Your privacy. As will be described below, we only collect Your Personal Information that is absolutely necessary to enable Your use of our Website and enable You to retain us if needed. For our Clients, we need to collect and process additional information in order to provider our CPA Services, which includes collecting Client's Personal Information and Sensitive Information. Our privacy practices for our Clients are outlined in our Client Privacy Notice, which was provided at the time of retention and is also available on our Client Portal or upon request.

    For visitors of our Website, this online Privacy Policy explains what information we collect about You and how that information will be used and shared.

  4. Information Collected From You When You Visit Our Website

    We collect certain Personal Information from You in order to operate our Website and provide You with the best experiences when You visit and use it. We describe what information we collect and how we obtain it below.

    1. Information Provided By You

      When You book an appointment with us or contact us directly, we will collect certain Personal Information such as Your name and email address in order to book the appointment and respond to the contact. If You register for an account with our Customer Portal, we will collect certain Personal Information about You such as Your name, address, telephone number, and e-mail address. We may also collect Your Sensitive Information, such as financial information and documents, Your Social Security number, Your gender, and Your biometric information, such as Your Photo Identification.

    2. Information Collected On Our Website

      We also may use various technologies to collect information from Your computer or device and about Your activities on our Website.

      1. Information Collected Automatically:

        We may automatically collect information from You when You visit our Website. This information may include Your IP address, location data, Your browser type and language, access times, the content of any undeleted cookies that Your browser previously accepted from us, referring or exit website address, internet service provider, date/time stamp, operating system, locale and language preferences, system configuration information, date and time of Contact, internet service provider, your operating system, your screen resolution and colors, flash versions, and Channels. We will also automatically collect information to determine whether You are a new user or returning visitor; the pages you visited on the site; how often, or for how long You visit portions of the Website; terms You searched on our Websites; interactions with Website content such as button clicks, downloads, or playing videos; the last page You visit on our site; Your Geolocation and set language; the branding, model, and marketing name used to identify Your device; and any other unique identifiers available to recognize You across your devices. We also use Google Ads to understand how You use our Website and to collect information about Your use of our Website as well. You can learn more about Google Ads and how it collects and processes data (including how to control the information sent to Google and how to opt out) by visiting:
      2. Cookies

        When You visit our Website, we may assign Your device one or more cookies to facilitate access to our site and to personalize Your online experience. Through the use of a cookie, we also may automatically collect information about Your online activity on our site, such as the web pages you visit, the links you click, and the searches you conduct on our site. Most browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies.

        A cookie is a small text file that is stored on a user's computer for record keeping purposes. Cookies can be either session cookies or persistent cookies. A session cookie expires when you close your browser and is used to make it easier for you to navigate our website. A persistent cookie remains on your hard drive for an extended period of time.

        We use cookies to personalize content and ads, to provide social media features and to analyze our traffic. We also share information about Your use of our site with our social media, advertising and analytics partners, who may combine it with other information that You've provided to them or that they've collected from Your use of their services.

        When you first visit our site, we provide You with a choice to either accept or deny certain cookies. If You choose to decline cookies please note that some of the features and services of our Website may not function as well as intended. Even if You choose to accept cookies, You are always free to change Your mind and revoke that consent.

  5. Why We Collect Your Information?
    1. To Service Our Websites

      We use the information collected to ensure that our Website is working as intended and for analytics purposes, to understand how our Website is operating and to learn how it can be improved. We also use this information as needed for auditing purposes as well.

    2. For Marketing Purposes

      If You have filled out a contact form with us, we may use this information to send You marketing communications including emails, to offer our products and services to You.  You can opt out of receiving these communications at any time by clicking the “opt out” link at the bottom of these emails or by contacting us using the information provided at the bottom of this policy.

    3. To Evaluate and Improve our Customer Service

      We may use this information to ensure we are providing the highest level of customer service, and to identify any potential gaps or potential improvements to the same.

    4. In Order to Respond from Requests from You

      If You have requested further information or in any other way requested that we contact You, we will use Your Personal Information to respond to such a request.

    5. To Perform Our CPA Services

      If you are a Client and using the Client Portal, we collect Your Personal Information and Sensitive Information in order to provide You with our CPA Services.

    6. For Our Legal Purposes

      We also collect information in order to comply with certain legal rules and regulations that we are subject to.

  6. Who We Share Your Personal Information With

    Generally, we share Your Personal Information as necessary to run our business and if you are a Client, provide our CPA Services to You. We may share Your Personal Information with certain third-parties, such as service providers. We also may share Your Personal Information when required to by law; to protect Your rights and safety, and with Your consent.

    Specifically, we may share Your Personal Information with third-parties, including:

    1. Authorized service providers

      We may share Your Personal Information with our authorized service providers that perform certain services on our behalf. These services may include relationship management software; website hosting; evaluators, contractors and auditors; email marketing providers; customer service providers; providers that perform business and operations analysis for us; and providers that support and maintain our Website, including providing analytics services for us.

    2. State and Federal regulators and government entities

      Upon request or in connection with a legal reason, we may provide Your Personal Information to regulators and other governmental entities for fraud investigations or for other regulatory purposes. Additionally, if You are one of our Clients, we will share Your information with State and Federal Tax Regulators in order to provide our CPA Services to You.

    3. Our Advertising Partners

      We may also allow third-parties through an advertising network to target custom content and ads to You on our Website and other websites. The information provided to these service providers is limited to only that which we deem appropriate for these service providers to carry out their functions and enable us to market to You.

    4. For a Legal Reason

      We may have to share Your Personal Information in response to a subpoena or similar investigative demand, a court order, or a request for cooperation from a law enforcement or other government agency; to establish or exercise our legal rights; to defend against legal claims; or as otherwise required by law. In such cases, we may raise or waive any legal objection or right available to us.

    5. To Prevent Fraud or Illegal Conduct

      We may have to share Your Personal Information in situations where we believe disclosure is appropriate in connection with efforts to investigate, prevent, or take other action regarding illegal activity, suspected fraud or other wrongdoing; to protect and defend the rights, property or safety of our company, our consumers, our employees, or others; or to enforce our terms of service or other agreements or policies.

    6. For Corporate Reasons

      We may also share Your Personal Information as part of a sale, merger, or change in control or ownership, or in the unlikely event of bankruptcy, or in preparation for any of these events. If such an event should happen, the new entity would have the right to continue to use Your information, but only in the manner that is set out in this Policy, unless You otherwise agree.

    7. With Your consent

      To other third-parties that You provide us with Your consent to share Your information with.

  7. Sale of Your Personal Information

    Mac Tax does not sell any Personal Information that it has collected via our Website or the Client Portal to any third-parties.

  8. How Long do We Store and Maintain Your Personal Information?

    We only store and maintain Your Personal Information for as long as is necessary to fulfill the purpose for which it was collected. With regards to Your Personal Information collected for our analytics purposes and used to help maintain and improve our Website, we only store and maintain that information until it is aggregated and used to create a new anonymous data set that no longer contains Your Personal Information, and then delete the underlying Personal Information once that new data set has been created. If You are one of our valued Clients, we may need to maintain Your information longer as per legal obligations, as is outlined in our Mac Tax Privacy Notice which can be found on the Client Portal.

  9. Client Portal

    Our Client Portal is supported by Dropbox. You can find Dropbox's Privacy Policy here:
  10. Security

    We maintain reasonable and commercially available administrative, technical and physical safeguards and controls to secure and protect all the Personal Information and Sensitive Information that we collect and maintain. Unfortunately, however, there is no way to completely eliminate the risk of a data security incident. If we do suffer one that affects any of Your Personal Information, we will report the same to You as per applicable data breach notification laws. If You have any questions about the cybersecurity for our Website, You can contact us at
  11. Links to other Sites

    We may provide links to other websites. These links are provided as a courtesy and does not constitute nor should not be considered an endorsement by us of the products or services found on those sites. When You use these links to go from our Website to another website, You do so at Your own risk. If You are asked to provide information on one of these websites, You are strongly urged to carefully study their privacy policies before sharing Your information.

  12. Children's Personal Information

    We do not knowingly market to or solicit information from children under 16. Our Website, and CPA Services are not geared for nor marketed to Children under the age of 16. In the event that it becomes necessary for us to collect a child's personal information in connection with the provision of our CPA Services to our Clients, we will obtain explicit parental consent and only use that information to provide the CPA Service.

  13. Third-Party Tracking On Our Website

    Third-parties may be using cookies or other technologies to collect Your personal information as You navigate through the internet including from our Websites. You may decline these third-party cookies by changing Your browser settings.

  14. Do Not Track (“DNT”) Signals

    DNT is a setting on some web browsers or mobile devices that can be turned on to instruct websites to disable tracking of your web browsing activities. DNT is not currently widely adopted and does not have clear standards or guidelines as to how websites are to interpret it. Additionally, its signals can affect the functioning of certain websites. As such, we do not generally respond to these signals.

  15. Updates to Our Privacy Policy

    From time to time, we may update this Online Privacy Policy. If we do, we will note near the top of this page the date that any changes are made and/or when they become effective. If the changes being made are material, we may alert You to the changes in a more prominent way. By using our Websites after these changes are made, You agree to the revised version of the Online Privacy Policy.

  16. How to Contact Us
  17. If You have any questions or concerns about this Online Privacy Policy, please email Us at: