Privacy Policy

Marlen Bookkeeper & Tax Services, LLC ("we," "us," or "our") is committed to protecting the privacy and security of your personal and financial information. This Privacy Policy outlines how we collect, use, and safeguard your data when you visit our website or use our services.

1. Information We Collect

We collect information necessary to provide tax preparation, bookkeeping, and resolution services. This includes:

• Personal Information: Name, email address, phone number, and physical address.
• Financial Information: Social Security Numbers (SSN), Employer Identification Numbers (EIN), bank statements, wage documents (W-2, 1099), and other tax-related records.

2. How We Use Your Information

We use your information exclusively to:

• Prepare and file your federal and state tax returns.
• Perform monthly bookkeeping and payroll services.
• Represent you before the IRS or state tax agencies.
• Communicate with you regarding your services, appointments, or IRS notices.

3. Information Sharing and Disclosure

We do not sell, rent, or trade your personal information to third parties. We only share your information under the following circumstances:

• With the IRS and State Tax Agencies: To officially file your tax returns or resolve tax matters, with your explicit consent.
• Legal Requirements: If required by law, subpoena, or court order.

4. Data Security

We take the security of your data seriously. We utilize secure, encrypted client portals for document sharing and industry-standard security measures to protect against unauthorized access, alteration, or disclosure of your sensitive information.

5. Contact Us

If you have questions about this Privacy Policy or how your data is handled, please contact us at:

• Email: contact(at)marlenbookkeepertax.pro
• Phone: (865) 684-5967