Privacy Policy

Manada Tax Service, PC (“Manada Tax Service,” “we,” “us,” or “our”) respects the confidentiality of the information entrusted to us. As a CPA firm, we are bound by professional standards, federal tax law, and financial privacy regulations that govern how client information may be collected, used, and disclosed — obligations that are, in most respects, stricter than what general privacy law requires.

This Privacy Policy explains how we handle information you share with us through our website at www.manadatax.com and through general inquiries. Our website is a straightforward informational site — it does not use tracking technology and does not collect information about the people who visit it. Information you provide to us as a client in the course of a tax, accounting, or advisory engagement is subject to additional protections described in the Client Tax and Financial Information section below.

1. Information We Collect

Information you provide directly. Our website does not collect information from you. There are no forms, sign-ups, or trackers on it. If you email us or call us using the contact information provided on the site, we receive whatever you choose to send — typically your name, email address, telephone number, and any details you include about your tax or accounting situation.

Information collected automatically. We do not use cookies, analytics services, advertising pixels, or any other tracking technology on our website. Our hosting provider keeps standard server logs, which record technical details such as IP addresses and pages requested, for security and reliability purposes. We do not use these logs to identify or profile visitors.

Client information. Once you engage our firm, we collect the information necessary to perform the agreed-upon services. Depending on the engagement, this may include Social Security numbers and other taxpayer identification numbers, income and deduction records, bank and investment statements, payroll records, business financial statements, and similar financial data — for you and, where applicable, for your spouse, dependents, business, or estate.

What we do not do. We do not sell your personal information. We do not rent, trade, or share your information with third parties for their own marketing purposes. We do not purchase personal information about you from data brokers.

2. How We Use Information

We use the information we collect to:

• Respond to inquiries and provide requested information about our services
• Evaluate prospective engagements and prepare proposals and engagement letters
• Perform tax preparation, tax planning, accounting, payroll, and advisory services
• Communicate with you about your engagement, filing deadlines, and account status
• Administer your client portal account and secure document exchange
• Send firm updates, tax law developments, and newsletters, where you have asked to receive them
• Maintain the security and integrity of our systems and guard against fraud
• Comply with our legal, regulatory, and professional obligations

We use your information only where we have a legitimate professional or business reason to do so, or where you have consented.

3. Client Tax and Financial Information

Information you provide to us in connection with the preparation of a tax return receives specific protection under federal law. Section 7216 of the Internal Revenue Code prohibits us from disclosing or using your tax return information for any purpose other than preparing your return unless you first provide written, informed consent — or unless the disclosure is one that the law specifically permits without consent, such as a disclosure required by court order or by the IRS.

This means, among other things, that we will not provide your tax return information to a lender, insurance agent, financial advisor, attorney, family member, or business partner without your written authorization, even if that person contacts us directly and even if the request appears routine.

As a financial institution under the Gramm-Leach-Bliley Act, we also maintain a written information security program and provide clients with a separate privacy notice describing our information-sharing practices. That notice, not this website policy, governs our handling of your nonpublic personal financial information as a client of the firm.

Our confidentiality obligations continue after an engagement ends.

4. When We Share Information

We share information only in these limited circumstances:

Service providers. We use established third-party technology providers to operate the firm — including our tax preparation software, secure client portal and document exchange platform, email and cloud storage, accounting and payroll systems, appointment scheduling, payment processing, and electronic filing services. These providers may process your information only as needed to deliver their services to us and are contractually obligated to protect it. They are not permitted to use your information for their own purposes.

Taxing authorities. We transmit returns and related information to the IRS, state, and local taxing authorities as authorized by you in connection with the filing of your returns.

With your authorization. We share information with third parties you designate — such as a lender, attorney, financial advisor, or successor accountant — when you have given us written permission to do so.

Professional and legal requirements. We may disclose information where required by law, subpoena, court order, or governmental authority; in connection with a peer review, professional practice inspection, or ethics investigation; or where necessary to protect our legal rights. Tax return information is disclosed only to the extent permitted under Section 7216 and applicable professional standards.

Business transitions. If the firm is sold, merged, or otherwise transferred, client information may transfer as part of that transaction, subject to the confidentiality and consent requirements that apply to CPA firms.

5. How We Protect Information

We maintain administrative, technical, and physical safeguards designed to protect the information in our care, including encrypted transmission and storage of client documents, access controls limiting information to personnel who need it, multi-factor authentication, and a written information security plan as required of tax professionals.

Please send sensitive documents through our secure client portal rather than by ordinary email. Standard email is not a secure channel, and we cannot guarantee the confidentiality of information sent to us that way.

No system can be guaranteed completely secure. While we take our safeguards seriously, we cannot warrant that unauthorized access will never occur.

6. How Long We Keep Information

We retain client records for the period required by law, professional standards, and our internal record retention policy — generally at least seven years following the completion of an engagement, and longer where a statute of limitations, unresolved matter, or legal obligation requires it. Correspondence from prospective clients who do not engage us is retained only as long as needed to respond and to maintain a reasonable business record.

When information is no longer needed, we dispose of it securely.

7. Children’s Privacy

Our website is intended for adults and is not directed to children. We do not knowingly collect personal information directly from anyone under 18 through our website.

We do prepare returns for minor children when a parent or legal guardian engages us to do so and provides the necessary information. That information is protected in the same manner as all other client information described in this policy.

8. Your Choices and Rights

Access and correction. You may request a copy of the personal information we hold about you, or ask us to correct it. Clients can review and update much of this information directly through the secure client portal.

Marketing communications. You may unsubscribe from firm newsletters and marketing emails at any time using the link in the message or by contacting us. We will continue to send communications necessary to your engagement.

Withdrawing consent. Where we rely on your consent to disclose or use information — including consents provided under Section 7216 — you may withdraw that consent going forward by notifying us in writing. Withdrawal does not affect disclosures already made in reliance on the consent.

Deletion. You may ask us to delete your personal information, and we will do so where we are able. Please note that we are frequently unable to delete client records, because tax, professional, and legal retention requirements obligate us to keep them.

State privacy rights. Depending on where you live, applicable state privacy law may give you additional rights regarding your personal information. Many state privacy laws exempt information governed by the Gramm-Leach-Bliley Act, which covers most of the information we hold as a CPA firm. We honor valid requests to the extent the law applies.

To exercise any of these rights, contact us using the information in Section 11. We may need to verify your identity before acting on a request.

9. Third-Party Services and Payments

Our website links to our client portal, and we direct clients to online scheduling and payment tools in the course of an engagement. These services operate under their own privacy policies and collect information directly from you once you leave our site. We are not responsible for their practices and encourage you to review them.

Online credit card and ACH payments are processed by Stripe, a PCI-compliant payment processor, which also serves as the payment platform behind our client portal and scheduling tools. Your payment card and bank account details are transmitted directly to Stripe and are governed by Stripe’s privacy policy. We never see, handle, or store your full card number or bank credentials — we receive only confirmation of payment and limited transaction details.

10. Do Not Track

Some browsers offer a “Do Not Track” setting. Because our website does not track visitors in the first place, there is no tracking for these signals to disable.

11. Changes to This Policy

We may update this policy from time to time. When we do, we will revise the “Last updated” date above and, if the changes are significant, provide additional notice. We encourage you to review this page periodically.

12. Contact Us