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How Taxes by Martinique Protects and Uses Your Information

At Taxes by Martinique, your financial privacy is our highest priority. As a team of tax and bookkeeping professionals, we manage your private data with the strictest confidentiality.

This policy explains how our team collects, handles, and protects your personal and financial information.

1. What We Collect
We only collect information necessary to prepare your taxes and manage your books:
- Contact Details: Your name, address, phone number, and email.
- ID Numbers: Social Security numbers (SSNs), Tax IDs (EINs), or driver’s license numbers.
- Financial Data: Bank statements, credit card logs, payroll info, and past tax returns.

2. Who Sees Your Information
Because we are a multi-person team, we use strict internal controls to lock down your data:
- Need-to-Know Access: Only the specific team members working on your account can view your files.
- Vetted Staff: Every employee undergoes background checks and signs strict confidentiality agreements.
- No Selling Data: We never sell, rent, or trade your personal information with anyone.

3. How We Share Data
We keep your records strictly between us, with only two exceptions:
- With Your Permission: We will only send your records to outside parties (like a bank or mortgage lender) if you give us written consent.
- By Law: We only disclose info if required by a legal subpoena, court order, or official IRS audit.

4. How We Protect Your Data
We protect your information using the same high-level security standard required by federal law:
- Secure Portals: We use encrypted, secure portals for uploading and downloading files.
- Multi-Factor Authentication (MFA): Every team member must pass a double-identity check to log into our systems.
- Activity Logs: Our system logs every time a file is opened, so we always know who accessed your data.

SMS Terms of Service
By providing your phone number, you agree to receive text messages from Taxes by Martinique for appointment reminders, tax updates, and document requests. Message frequency varies. Message and data rates may apply. You can opt out at any time by replying 'STOP'. We do not share your mobile information with third parties for marketing purposes.

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