Privacy Policy

Privacy Policy

Last Updated: November 2025

1. Introduction

At Agency and Entities (“Company,” “we,” “our,” or “us”), we respect your privacy and are committed to protecting your personal information.
This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website https://tax-mt.com/ (the “Site”) and use our professional services.

By using our Site or Services, you agree to this Privacy Policy. If you do not agree, please do not use our Site.


2. Information We Collect

We may collect the following types of information:

a. Personal Information You Provide

When you contact us, schedule a consultation, or engage our services, you may provide information such as:

  • Full name

  • Email address

  • Phone number

  • Postal address

  • Company or business details

  • Financial or tax-related information (if necessary for professional services)

b. Automatically Collected Information

When you visit our website, certain data is automatically collected, including:

  • IP address

  • Browser type and version

  • Operating system

  • Pages viewed, date, and time of visit

  • Referring website URLs

We use this data to improve site performance, security, and user experience.

c. Cookies and Tracking Technologies

Our Site uses cookies and similar technologies to personalize your experience, analyze traffic, and provide relevant content.
You can control cookie settings through your browser preferences.


3. How We Use Your Information

We use your information to:

  • Provide and manage our professional services

  • Communicate with you about appointments, billing, and inquiries

  • Send updates, newsletters, or promotional materials (if you opt in)

  • Improve our website and service offerings

  • Comply with legal and regulatory requirements

We do not sell or rent your personal information to third parties.


4. Information Sharing and Disclosure

We may share your information only in the following cases:

  • With service providers: Trusted partners who assist in operating our business (e.g., IT, accounting, email delivery).

  • When required by law: If disclosure is necessary to comply with legal obligations or respond to lawful requests.

  • With your consent: When you authorize us to share your information for specific purposes.

All third-party service providers are required to protect your information and use it only for the intended purpose.


5. Data Security

We use industry-standard measures to protect your personal data from unauthorized access, alteration, disclosure, or destruction.
While we strive to protect your data, no online transmission or storage system is 100% secure.


6. Data Retention

We retain your personal data only as long as necessary to:

  • Provide our services

  • Comply with legal or regulatory obligations

  • Resolve disputes and enforce agreements

After that, your information will be securely deleted or anonymized.


7. Your Rights and Choices

Depending on your location, you may have the right to:

  • Access, correct, or delete your personal information

  • Opt out of receiving marketing emails (via the “unsubscribe” link)

  • Request that we restrict or stop processing your information

To exercise these rights, contact us using the details below.


8. Links to Other Websites

Our Site may contain links to third-party websites.
We are not responsible for the privacy practices or content of those external sites.
We encourage you to review their privacy policies before sharing any personal information.


9. Children’s Privacy

Our Site and Services are not intended for individuals under 18 years of age.
We do not knowingly collect personal information from minors.
If you believe a child has provided us with personal data, please contact us, and we will take steps to delete it.


10. Changes to This Privacy Policy

We may update this Privacy Policy periodically.
Any changes will be posted on this page with the updated “Last Updated” date.
Your continued use of our Site or Services after changes are posted signifies your acceptance of the updated policy.


11. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us:

Agency and Entities
📍 Address: Address: 935 Lake Elmo Dr, Suite B Billings, MT 59105
📧 Email: office@tax-mt.com
🌐 Website: https://tax-mt.com/