Privacy Policy

Last Updated: September 16, 2026

Martinez Income Tax & Accounting (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide to us.

This Privacy Policy explains how we collect, use, protect, and share information when you visit our website, contact our office, or use our tax preparation and accounting services.

Information We Collect

We may collect personal information that you voluntarily provide to us, including:

  • Name
  • Email address
  • Phone number
  • Mailing address
  • Appointment or contact form information
  • Tax, financial, employment, and accounting information
  • Documents or information you provide for our services

Our website may also automatically collect limited technical information, such as your IP address, browser type, device information, pages visited, and website activity.

How We Use Your Information

We may use your information to:

  • Provide tax preparation, accounting, bookkeeping, and related services
  • Respond to questions and requests
  • Schedule and manage appointments
  • Communicate with you about your services
  • Send reminders and service-related notifications
  • Process payments
  • Maintain required business and tax records
  • Improve our website and services
  • Protect against fraud or unauthorized activity
  • Comply with applicable laws and regulations

How We Protect Your Information

We use reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or misuse.

However, no electronic transmission or storage method can be guaranteed to be completely secure.

Sharing of Information

We do not sell or rent your personal information.

We may share information with trusted service providers that help us operate our business, including providers for website hosting, payment processing, communications, document management, scheduling, and related services.

We may also disclose information when required by law or when necessary to comply with a legal or regulatory obligation.

Information provided for tax preparation services may be subject to additional confidentiality and disclosure requirements under federal and state law.

Email & Text Communications

If you provide your email address or mobile phone number, we may use it to communicate with you regarding appointments, requested services, reminders, account information, or other communications you have authorized.

If you consent to receive SMS/text messages, message and data rates may apply and message frequency may vary.

You may opt out of marketing text messages at any time by replying STOP. Reply HELP for assistance.

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. SMS consent is not shared with third parties for their marketing purposes.

Cookies & Website Analytics

Our website may use cookies, analytics tools, or similar technologies to understand how visitors use our website and to improve its functionality and performance.

You can control or disable cookies through your browser settings. Some website features may not function properly if cookies are disabled.

Third-Party Services

Our website may use or link to third-party services, including payment processors, appointment scheduling platforms, secure document portals, analytics providers, or other business services.

These third parties may maintain their own privacy policies and practices. Martinez Income Tax & Accounting is not responsible for the privacy practices of independently operated third-party websites.

Your Privacy Choices

Depending on applicable law, you may have certain rights regarding your personal information, including requesting access to, correction of, or deletion of certain information.

We may need to retain certain records to comply with tax, accounting, legal, professional, or recordkeeping requirements.

To submit a privacy-related request, please contact us using the information below.

Children’s Privacy

Our website and services are not directed toward children under the age of 13. We do not knowingly collect personal information directly from children through our website without appropriate authorization.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our services, business practices, technologies, or legal requirements.

Any updates will be posted on this page with a revised “Last Updated” date.

Contact Us

Martinez Income Tax & Accounting

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