Privacy Policy

Privacy Policy – Tax-MT PLLC

Effective Date: September 1st, 2025

Tax-MT PLLC (“we,” “our,” or “us”) values your privacy. This Privacy Policy explains how we collect, use, and protect your information when you use our services or interact with us through our website, email, phone, or SMS messages.

1. Information We Collect

• Personal Information: Name, address, phone number, email, taxpayer identification information, and financial records that you provide to us.
• Communication Information: Mobile numbers provided in person, by phone, or by email, with your consent, for the purpose of receiving SMS notifications about your services.
• Technical Information: Basic website usage data such as IP addresses, browser type, and visit duration (if applicable).

2. How We Use Your Information

• To provide accounting, tax, payroll, bookkeeping, and consulting services.
• To communicate with you regarding appointments, deadlines, and document requests.
• To send SMS notifications (with your consent). Message frequency may vary depending on your needs, and standard messaging/data rates may apply.

3. Sharing of Information

We do not sell, rent, or trade your personal information. We only share data when required by law or to provide services you have requested (e.g., with tax authorities or payroll providers).

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All categories above exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. 

4. Data Security

We take reasonable administrative, physical, and technical measures to safeguard your information in compliance with IRS and professional standards.

5. SMS and Email Communications

• You may opt in to receive SMS or email updates.
• You may opt out of SMS at any time by replying STOP.
• For help with SMS, you may reply HELP or contact us at (406) 702-1445 or info@tax-mt.com.

6. Your Rights

You may request access to, correction of, or deletion of your personal information by contacting us.

7. Contact Us

If you have questions about this Privacy Policy, please contact us at:

Tax-MT PLLC
935 Lake Elmo Dr. Suite B

Billings, MT 59105
(406) 702-1445
info@tax-mt.com