At Mallett and Barnes Tax, your privacy is extremely important to us. This policy outlines how we collect, use, and protect your personal information in compliance with IRS regulations, the Gramm-Leach-Bliley Act (GLBA), and other applicable privacy laws.
📋 Information We Collect
We collect personal and financial information necessary to prepare your tax returns, provide accounting services, and communicate with you. This may include:
- Full name, address, phone number, and email address
- Social Security Number (SSN) or Tax ID
- Bank account and routing information (for refunds or payments)
- Employment, income, and deduction information
- Business financial records and accounting data
🔒 How We Use and Protect Your Information
We use your information strictly to provide tax, bookkeeping, and accounting services. We do not share, sell, rent, or disclose your data to unauthorized third parties.
We maintain physical, electronic, and procedural safeguards in accordance with federal standards to protect your data from unauthorized access, disclosure, or misuse.
👥 Disclosure to Third Parties
We may disclose your information only in the following circumstances:
- With your explicit consent
- To IRS or state tax authorities as required by law
- To third-party service providers (e.g., e-file processors) who are contractually obligated to keep your information confidential
- As required by law, subpoena, or court order
📬 Communications
We may use your contact information to send you appointment reminders, tax updates, or important firm communications. You may opt out of non-essential communications at any time.
🌐 Your Rights Under California Law (CCPA)
If you are a California resident, you have the right to:
- Request a copy of your personal information we have collected
- Request that we delete your information, subject to IRS data retention laws
- Request information on how your data is used or shared
To exercise these rights, please contact us at privacy@mbtax1.com.
📅 Data Retention
We retain client records for a minimum of 3–7 years as required by IRS and state tax agencies, or longer where legally necessary.
🔄 Updates to This Policy
We may update this Privacy Policy periodically to comply with new regulations or changes to our business practices. The latest version will always be available on our website.
📞 Contact Us
If you have any questions about this Privacy Policy or our data practices, please contact:
Mallett and Barnes Tax
6136 Mission Gorge Rd Ste 125
San Diego, CA 92120
Phone: (619) 326-0840
Email: privacy@mbtax1.com