What Does MB Accounting & Consulting Do With Your Personal Information?
WHY?
Financial companies and professional service firms choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
WHAT?
The types of personal information we collect and share depend on the products and services you receive from us. This information may include:
- Name, address, phone number, and email address
- Bank account information and financial statements
- Payroll records, tax documents, and accounting records
- Business financial data and transaction history
When you are no longer our client, we continue to protect your information and may retain records as required by law, regulation, or professional standards.
HOW?
MB Accounting & Consulting does not sell personal information. We also do not allow personal information to be used by third parties for their own marketing purposes.
However, we may share information when necessary to provide requested services, comply with legal obligations, work with trusted service providers, communicate with financial institutions on your behalf, or fulfill tax, accounting, payroll, consulting, and advisory services.
| Reasons we can share your personal information |
Does MB Accounting & Consulting share? |
Can you limit this sharing? |
For our everyday business purposes
such as providing accounting services, bookkeeping, payroll processing, tax support, consulting services, responding to legal requests, maintaining records, and complying with regulatory requirements
|
YES |
NO |
For our marketing purposes
to offer our accounting, consulting, and advisory services to you
|
YES |
YES |
To limit our sharing
- Call us at the phone number listed on our website
- Contact us through our website contact form
- Email us using the contact information provided on our website
Please note:
We may continue to retain and use information as permitted by law, required by professional standards, or necessary to complete services previously provided. You may contact us at any time regarding our privacy practices.
Questions?
Please visit www.mbacllc.com or contact us through the information provided on our website.
WHO WE ARE
Who is providing this notice?
MB Accounting & Consulting
WHAT WE DO
How does MB Accounting & Consulting protect my personal information?
To protect your personal information from unauthorized access and use, we maintain physical, electronic, and procedural safeguards designed to comply with applicable laws and professional standards. These measures include secure systems, restricted access controls, encrypted communications where appropriate, and secure document storage practices.
How does MB Accounting & Consulting collect my personal information?
We collect personal and business information, for example, when you:
- Engage us for accounting, bookkeeping, payroll, tax, or consulting services
- Provide financial statements, tax documents, banking information, or payroll records
- Complete forms, contact us, or communicate with our team
- Authorize us to work with financial institutions, vendors, or third-party service providers on your behalf
We may also collect information from financial institutions, payroll providers, tax authorities, software platforms, business partners, and other sources you authorize.
Why can't I limit all sharing?
Federal law gives consumers the right to limit only certain types of information sharing. In many cases, professional accounting, tax, payroll, and consulting services require information sharing necessary to provide services, comply with legal obligations, and meet regulatory requirements.
State laws and individual circumstances may provide additional privacy rights.
DEFINITIONS
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies.
- MB Accounting & Consulting may share information with affiliated companies when necessary to provide requested services or support operations.
Non-affiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
- MB Accounting & Consulting does not share personal information with non-affiliates for their own marketing purposes.
Joint marketing
A formal agreement between companies that together market products or services to customers.
- MB Accounting & Consulting does not jointly market client information with third parties.
