Last Updated: 01/01/2026
Morales Tax Group (“MTG,” “we,” “our,” or “us”) is committed to protecting your privacy and safeguarding your personal and financial information. This Privacy Policy explains how we collect, use, store, and protect your information when you visit our website, use our services, or communicate with us.
Information We Collect
We may collect the following types of information:
Personal Information
Name, address, email address, phone number
Social Security Number (SSN), Tax Identification Number (TIN), EIN
Date of birth and government-issued identification
Financial and tax-related information provided by you
Business Information
Business name, entity type, ownership details
Financial records, income, expenses, payroll, and accounting data
Website & Technical Information
- IP address, browser type, device information
- Pages visited, time spent on site, and referring links
- Cookies and tracking technologies (see Section 6)
How We Use Your Information
We use your information to:
Provide tax preparation, bookkeeping, CFO, and advisory services
Communicate with you regarding your services or inquiries
Prepare and file tax returns and related documents
Maintain internal records and comply with legal obligations
Improve our website, services, and client experience
We do not sell your personal information.
How We Share Information
We may share your information only when necessary and appropriate:
With government agencies (IRS, state tax authorities) for tax filings
With service providers or software platforms used to deliver services (e.g., portals, payment processors), under confidentiality agreements
When required by law, court order, or regulatory authority
All third parties are required to protect your information.
Data Security
We implement administrative, technical, and physical safeguards to protect your data, including:
Secure client portals and encrypted file storage
Restricted internal access to sensitive information
Secure communication tools
Despite our best efforts, no system can be guaranteed 100% secure. We encourage clients to protect their login credentials and notify us immediately of any suspected breach.
Client Responsibility
Clients are responsible for:
Providing accurate and complete information
Maintaining copies of submitted documents and records
Safeguarding their own login credentials and personal devices
Morales Tax Group relies on client-provided information unless otherwise noted.
Cookies & Tracking Technologies
Our website may use cookies or similar technologies to:
Improve site functionality
Analyze website traffic and performance
Enhance user experience
You may disable cookies through your browser settings, though some features of the website may not function properly.
Your Rights & Choices
Depending on your location, you may have the right to:
Request access to your personal information
Request corrections to inaccurate data
Request deletion of information (subject to legal retention requirements)
To make a request, please contact us using the information below.
Data Retention
We retain client information for as long as necessary to:
Provide services
Comply with IRS, state, and regulatory recordkeeping requirements
Resolve disputes or enforce agreements
Third-Party Links
Our website may contain links to third-party websites. Morales Tax Group is not responsible for the privacy practices or content of those sites. We encourage you to review their privacy policies.
Children’s Privacy
Our services and website are not directed to individuals under the age of 18. We do not knowingly collect information from minors.
Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with the updated effective date.
Contact Us
If you have questions about this Privacy Policy or our data practices, please contact:
Morales Tax Group
Email: info@moralestaxgroup.com
Phone: 628-210-5055
Website: www.moralestaxgroup.com